Add or Update A/R Transaction Mapping
The A/R Transaction Mapping pages are available on the Web ONLY in cases where the client is unable to provide the payment and transaction data.
Add A/R Transaction Mapping
Use this procedure to manually add a new A/R transaction mapping.

- Access the Add A/R Transaction Mapping page.
- Select Go To > Implementation > A/R Transaction Mapping. The A/R Transaction Mapping page opens.
- Click Add A/R Transaction Mapping at the top of the page. The Add A/R Transaction Mapping page opens.
- Type the new transaction code in the Transaction Code field.
- Type a description for the new code in the Transaction Description field.
- Select a category from the Category list.
- Type a sub-category for the new code in the Sub-Category field.
- Select one of the following claim types from the Claim Type list:
- UB-04
- HCFA-1500
- Both UB and HCFA
- Select Yes or No from the AER Calculation list.
Note: AER is the Adjusted Expected Reimbursement and reflects manual adjustment.
- Click Add Mapping. The new mapping is created, and the A/R Transaction Mapping page opens. For more information, refer to Review A/R Transaction Mapping.
Note: To return to the A/R Transaction Mapping page without saving changes, click View A/R Transaction Mapping.

- View A/R Transaction Mapping displays the A/R Transaction Mapping page. For more information, refer to Review A/R Transaction Mapping.
- Import Transaction Mapping displays the Import Transaction Mapping page. For more information refer to Import A/R Transaction Mapping.

The following table explains fields on the Update A/R Transaction Mapping page.
Field |
Description |
AER Calc |
Adjusted Expected Reimbursement - reflects manual adjustment |
Category |
Transaction code category |
Claim Type |
Claim type (UB-04, HCFA-1500, or Both UB and HCFA) |
Subcategory |
Customer defined subcategory |
Transaction Code |
Customer defined A/R transaction code |
Transaction Description |
Transaction code description |
Update A/R Transaction Mapping
Use this procedure to view the Update A/R Transaction Mapping page and make changes to the A/R Transaction Mapping.

- Access the Update A/R Transaction Mapping page.
- Select Go To > Implementation > A/R Transaction Mapping. The A/R Transaction Mapping page opens.
- Enter your display and sort options. For more information about these options, refer to Review A/R Transaction Mapping.
- Click Display Mapping. The results appear.
- Click a code in the Transaction Code column to display the Update A/R Transaction Mapping page.
- Make the desired changes to the mapping information.
- Click Save Mapping. Your changes are saved, and the A/R Transaction Mapping page opens. For more information, refer to Review A/R Transaction Mapping.
Note: To return to the A/R Transaction Mapping page without saving changes, click View A/R Transaction Mapping.

- View A/R Transaction Mapping displays the A/R Transaction Mapping page. For more information, refer to Review A/R Transaction Mapping.
- Import Transaction Mapping displays the Import Transaction Mapping page. For more information refer to Import A/R Transaction Mapping.

The following table explains fields on the Update A/R Transaction Mapping page.
Field |
Description |
AER Calc |
Adjusted Expected Reimbursement - reflects manual adjustment |
Category |
Transaction code category |
Claim Type |
Claim type (UB-04, HCFA-1500, or Both UB and HCFA) |
Subcategory |
Customer defined subcategory |
Transaction Code |
Customer defined A/R transaction code |
Transaction Description |
Transaction code description |