Laura M

The date the payment was made.

Check number, last 4 digits of the card, or other details provided by the employee who completed the payment.

The method by which the money was paid, e.g. ACH, cash, check, card, wallet, etc.

Whether something was paid by insurance or by a patient.

Settled, void, denied, etc.

Charge or Refund

The provider who actually performed the procedure, added the standalone adjustment, or in some cases, the practice.

Sent, Denied, Approved, etc.

Preventive, Diagnostic, Restorative, etc.

A longer description of the procedure compared to the simple name, such as simple name '2BW', full name 'Bitewings - two radiographic images'.