ATB Category Maintenance

Use ATB (Aged Trial Balance) Category Maintenance to maintain financial classes or categories for tracking financial information on the Aged Trail Balance Report.  ATB Categories are used in Insurance Maintenance to track financial information for groups of insurance companies.  You may find it helpful to assign Medicare to its own ATB Category while grouping similar commercial insurance companies together under other ATB Categories.

Tip:  For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening ATB Category Maintenance, click More.

   

  • Click File Maintenance from the Menu Bar, click Standard Maintenance and then click ATB Category.

  • Or, use the keyboard shortcut:  [ALT] [m] [t] [c].

   

• Creating a new ATB Category, click More.

   

  Enter the new ATB Category Code and click Retrieve or press [ENTER] if the button is in focus.

  Tip:  To indicate that you are building a new ATB Category, displays next to the ATB Category Code.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  ATB Category Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  ATB Category Code	Enter the code assigned to this ATB Category Code. (2.0 numeric, user-defined) Tip:  Click the ATB Category Code hyperlink to see suggestions for naming the codes.
  	To update the new or changed information click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION:  If you forget to click Save, you may lose your changes.
  	You can use Search to view all of the existing ATB Categories.  From the Search list you can select an ATB Category to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an ATB Category, enter the ATB Category Code and click Retrieve or press [ENTER] Keyboard shortcut:  [ALT + t]
  Name	Enter the full name or description for this ATB Category. (up to 30 characters)
  Abbreviation	Enter the abbreviation for this ATB Category. (up to 20 characters)
  Note:  The address information is informational only and is not used in any other place within INSight.
  Address	Enter the ATB Category address, if applicable. (up to 20 characters)
  City	Enter the city or town name or a valid City Code to display the associated City, State and Zip Code for this ATB Category, if applicable. (15)
  State	The US postal service State Code displays if you entered a City Code above.  Press [Tab] to accept or enter the US postal service State Code where this ATB Category is located, if applicable.  (2)
  Zip	The Zip Code displays if you entered a City Code above.  Press [Tab] to accept or enter the appropriate Zip Code, if applicable. (10 characters)
  Phone	Enter the ATB Category phone number, if applicable. (10.0 digits)
  Note:  The fields below are generally used for viewing information only.  They are updated by the system and under normal situations they do not need to be edited.
  Services MTD	Displays the dollar amount of services that have been charged to the ATB Category during the current period. (7.2)
  Services YTD	Displays the dollar amount of services that have been charged to the ATB Category so far this year. (9.2)
  Payments MTD	Displays the dollar amount of payments applied to the ATB Category during the current period. (7.2)
  Payments YTD	Displays the dollar amount of payments applied to the ATB Category so far this year. (9.2)
  Adj/Ref MTD	Displays the dollar amount of adjustments and refunds credited to the ATB Category during the current period. (7.2)
  Adj/Ref YTD	Displays the dollar amount of adjustments and refunds credited to the ATB Category so far this year. (9.2)
  Cases MTD	Displays the number of cases the providers have seen for the ATB Category during the current period.  The number of cases determines the actual number of visits by patients covered by insurances assigned to the ATB Category. (7.0)
  Cases YTD	Displays the number of cases the doctors have seen for the ATB Category so far this year. (7.0)
  Totals MTD	Displays the A/R dollar amount accumulated by the ATB Category during the current period. (7.2)
  Totals YTD	Displays the A/R dollar amount accumulated by the ATB Category during the current year. (9.2)
  Last Year End A/R	Displays the A/R dollar amount accumulated by the ATB Category last year. (7.2)
  Current A/R	Displays the current A/R dollar amount accumulated by the ATB Category this year. (11.2)

   

• Editing an existing ATB Category, click More.

   CAUTION!  If you forget to click Save, you may lose your changes.

  1.  To display the record to be changed, enter the ATB Category Code and click Retrieve or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the ATB Category Code, you can click Search to see a list of Codes.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save or press [ENTER]
  Keyboard shortcut:  [ALT + s]

• Deleting an ATB Category, click More.

  1. To display the record to be deleted, enter the ATB Category Code and click Retrieve or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + t]
     Tip:  If you do not know the ATB Category Code, you can click Search to see a list of Codes.

  2. Click File from the Menu Bar, and then click Delete.
     Keyboard shortcut:  [ALT] [f] [d]

  3. At the Delete Records prompt, click the Proceed button to delete the record
     or, click the Cancel button to escape from the delete routine.
     
     Example:
     
     
     
     Note:  After you click Proceed, you will see the following message on the Status Bar.