Transactions

Overview

Transactions are the core records in Track 2 Pay. They represent individual billing line items for which you collect payments and pay out to providers. Each transaction tracks the service provided, the provider responsible, and the payments received.

Transaction Structure

Each transaction contains:

Field	Description
Description	A description of the service or transaction
Type	The transaction type (e.g., "Appointment", "Missed Appointment")
Transacted At	The date and time when the service occurred
Provider	The provider associated with this transaction
Payments	One or more payment records
Batch Status	Whether the transaction has been included in a payout batch

Transaction Payments

Each transaction can have multiple payment records. Payments represent money received for the transaction from different sources.

Payment Fields:

Field	Description
Description	Source or type of payment (e.g., "Insurance", "Patient")
Amount	The payment amount received
Payout Amount	The calculated payout amount (set when batched)

Viewing Transactions

Navigate to the Transactions page to view all transactions in your account.

Filtering and Search

You can filter transactions by:

• Date Range: Show transactions within specific dates
• Provider: Filter by a specific provider
• Payment Status: Filter by batched/unbatched status
• Search: Search across transaction descriptions

Transaction Details

Click on a transaction to view its full details, including:

• All payment records
• Payout calculations (if batched)
• The payout batch it belongs to
• Custom metadata from the import

Adding and Updating Transactions

Transactions can only be added and updated through Transaction Imports. You cannot manually create or edit transactions in the interface.

Transaction Metadata

Transactions can store custom metadata from your imports. This data is preserved and can be:

• Viewed in transaction details
• Used in reports for analysis
• Included in exported data

Common metadata fields include:

• Service codes
• Location information
• Appointment types
• Redacted Patient identifiers
• Any custom fields from your source system

Related Topics

• Transaction Imports - How to import transaction data
• Payout Batches - Processing transactions for payout
• Payout Conditions - Rules for calculating payouts
• Providers - Managing provider records