Staff Experience users can locate individual transactions by performing a transaction search. This means that they do not have to search by the patient account to do so.
Here's how to do that:
1. Log into the Staff Experience
2. Click Transaction Search
3. Search by one or more of the following fields associated with a transaction:
- First Name
- Last Name
- Transaction Number
- Last Four of Account Number
- Payment Plan ID
- Email Address
- Transaction Date (MM/DD/YYYY)
- Transaction Amount
- Transaction Amount Min
- Transaction Amount Max
4. Click Submit
5. If there is a match, it will display in the Transaction Search Results screen. Click on the transaction to open it.
6. In the transaction's receipt, Staff Experience users can:
- View the details
- Void or issue a refund
- Print the transaction
- Return back to the Transaction Search Results screen