Creating Cases

Complete this task to add cases to a charge batch.

You must create a charge batch before cases can be created.

The case creation includes information collected on the following tabs:

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Charge Batch: [ID] / Charge Batch Information tab, click Create (or press [Alt] + C). The Case: New page opens with the Patient, Guarantor & Insurance tab displayed to enter the patient, guarantor, and insurance information on the case.

The Create Case button can also be clicked from the Charge Batch: [ID] / Image Batches tab also launches the Case: New page for creating a case.

2

Patient, Guarantor & Insurance Tab

In the Image Set and Coding section, select the image set to attach to the case, if applicable.

If the case has been coded for charge entry, all previously coded data is imported into the new case. If using dual monitors, the Image Viewer window appears with the first image of the image set shown in the preview pane. If you are not sure of which image set to attach, click View to preview the images in the image set.

3

If the case has been coded, the existing patient and insurance information is imported into the Patient and Insurance information sections.

OR

If the patient is not found, the Search Person window displays. Enter the patient demographics and click Search.

If multiple matches on the patient name is found, the Select a Person window opens where you can select the appropriate person as the patient.
If the patient is not found, the Create Person window opens to create a new patient.

4

In the Guarantor section, the Type defaults to Patient and thus the Guarantor defaults to the selected Patient.

(Optional) To change the Guarantor to Some Other Person:

Open the Type drop down list and select Some Other Person.
Enter the patient information and click Search.

(Optional) To change the Guarantor to Organization:

Open the Type drop down list and select Organization.
Open the Guarantor drop down list and select the organization.

5

(Optional) To add a payer and designate the plan to which claims will be submitted for the patient, click Create (or press [Alt] + C) in the Insurance section.

The Create Insurance window opens for you to add insurance for the patient.

If the selected patient's insurance has already been established in the system, it will auto-populate in the Insurance section. It can be updated by selecting it and clicking Update (or press [Alt] + U).

6

(Optional) Select the Force Self Print checkbox to indicate the claim for this case will be printed manually.

7

(Optional) To record there is paperwork on file and attach documentation to a case:

Click Create (or press [Alt] + R) in the Paperwork Attachments section. The Paperwork Attachment window opens.
Open the Attachment Type drop down list and select the type of documentation being sent to the payer.
Open the Transmission Method drop down list and select the method the documentation is being sent to the payer.
Enter the Attachment Control # for the receiving payer office to use to link the documentation to the claim.
Do one of the following:
1. To attach the documentation at the procedure level, click on the applicable service fee line in the Procedures section.
2. To attach the documentation at the case level, skip this step.
Click Save (or press [Alt] + S) or Save & Add Next (or press [Alt] + V) to add another attachment).

8

(Optional) To designate a person related to the patient, click the Person drop down arrow and enter the Person information, and then click Search.

9

(Optional) Enter a Description, such as the relation, for the Related Person.

10

Click Apply to save the information.

11

General Case Information Tab

Click the General Case Information tab (or press [Alt] + 2) to enter or modify the general information on a case.

12

Enter the Date of Service that services were rendered.

13

Enter the Accounting Date to use as the accounting date for the case.

If your practice is configured for accounting dates, the Accounting Date option is required.

If the required information was set in the charge batch, you can override this date, if needed.

If your practice is not configured for accounting dates, the Accounting Date option is not available.

The Accounting Date can be up to 14 days in the future.

14

Enter the Charge Received Date to designate when the charge was received.

15

Open the Facility drop down list and select the facility where the patient was treated.

This step is only necessary if the facility is different from the default facility.

16

(Optional) Enter the facility identification number assigned to the case in the Facility Case ID field.

17

(Optional) Open the Room drop down list and select the room at the facility where services were rendered.

18

(Optional) Enter the external identification number assigned to the case in the External Case ID field.

19

(Optional) Select the Participation checkbox to treat non-participating providers as participating providers.

20

(Optional) Click the Custom Fields View button (or press [Alt] + I). The Custom Fields window opens with the custom fields created for your practice.

21

(Optional) Enter the custom fields information and click Save.

22

Open the Patient Assigns Benefits drop down list and select the option to indicate whether the patient has given permission for the provider to be paid directly from the payer or plan.

23

Open the Emergency drop down list and select the option to indicate if the patient was treated under emergency conditions.

24

(Optional) Open the Case Reporting Type drop down list and select the category to associate to this case.

The Case Reporting Type can be updated anytime, regardless if the case has been submitted or saved. You do not have to perform a rebill to update the Case Reporting Type.

25

(Optional) Enter the date the patient was admitted to the hospital in the Admission field.

26

(Optional) Enter the date the patient was discharged from the hospital in the Discharge field.

27

(Optional) Enter the date the patient became disabled in the Begin Date field.

28

(Optional) Enter the date the disability ended in the End Date field.

29

(Optional) If the case involves a work comp related accident, select the Related to Employment checkbox.

30

(Optional) If the case involves an accident, select the Case Involves Accident checkbox.

31

(Optional) If the Case Involves Accident checkbox is selected, the following information should also be updated:

Enter the Accident Date & Time.
Select the Automobile Accident checkbox to indicate an automobile is the cause of the accident.
If the Automobile Accident checkbox is selected, the following information should also be updated:
- Open the State Where Auto Accident Occurred drop down and specify which state the accident occurred.
- If another party was responsible for the accident, select the Another Party Responsible checkbox.

32

(Optional) Enter the information to include in Box 10d on the paper claim form in the Box 10d field.

33

(Optional) Enter the information to include in Box 19 on the paper claim form in the Box 19 field.

34

(Optional) Open the Insurance Type drop down list and select the insurance type to use for the secondary Medicare payer.

35

(Optional) Open the Referring Physician drop down list and select the referring physician on the case.

If the physician is not listed, use the icons to perform the appropriate actions:

- search for physician
- create new physician (open the Provider: New page)
- modify physician
- remove current selected physician

36

(Optional) Select the Referring physician is patient's primary care physician checkbox if appropriate.

37

(Optional) Enter the patient's weight (in pounds) in the Weight field.

If the patient is younger than 30 days old, you can enter up to 2 decimal places for the weight.

38

(Optional) If the patient is pregnant, open the Pregnant drop down list and select the relevant option.

39

(Optional) If the patient is pregnant, enter the last menstrual period of the patient in the Last Menstrual Period field.

40

Click Apply to save the information.

41

Procedures & Provider Time Tab

Click the Procedures & Provider Time tab (or press [Alt] + 3) to collect the detailed information of the procedure and provider time related to anesthesia procedures.

42

To record a procedure on the case, click Add (or press [Alt] + D). The Add Procedure window opens.

43

Open the Code drop down list and select the appropriate procedure code from the list of procedures.

When selecting a procedure code that is a non-anesthesia code, the provider must be the same provider as the rendering anesthesia directing provider. This validation is done at the time of saving the case. If the provider for the procedure is different from the provider entered in the Anesthesia Case Provider Time section, a validation message appears. Click OK to close the message, and then click the applicable providers for both the procedure and anesthesia directing provider.

44

Open the Type of Service drop down list and select the type of service provided.

The Type of Service will default to a value based on the Code selected above.

You can manually enter the Type of Service and use the alphanumeric shortcut keys to quickly select the Type:

Type	Quick Key
Ambulance	D
Ambulatory Surgical Center (Facility Usage for Surgical Services)	F
Anesthesia	7
Assistant at Surgery	8
Consultation	3
Diabetic Shoes	J
Diagnostic Laboratory	5
Diagnostic Radiology	4
Enteral/Parenteral Nutrients/ Supplies	E
ESRD Supplies	L
Hearing Items and Services	K
High Risk Screening Mammography	B
Hospice	H
Immunosuppressive Drugs	G
Kidney Donor	N
Low Risk Screening Mammography	C
Lump Sum Purchase of DME, Prosthetics, Orthotics	P
Medical Care	1
Monthly Capitation Payment for Dialysis	M
Occupational Therapy	U
Other Medical Items or Services	9
Outpatient Mental Health Treatment Limitation	T
Physical Therapy	W
Pneumococcal/Flu Vaccine	V
Rental of DME	R
Surgery	2
Surgical Dressings or Other Medical Supplies	S
Therapeutic Radiology	6
Used DME	A
Vision Items or Services	Q
Whole Blood	0 (zero)

45

For an anesthesia procedure, open the ASA Code field, and select a code for the specified procedure.

46

(Optional) Enter the two-character code used to describe services associated with the procedure in the Modifiers field.

You can enter up to four modifiers. Each modifier must be two characters and be separated by a comma, for example: QK, QA.

To assign different modifiers to the Directed provider than the Directing provider, select the Override Directed checkbox and enter the applicable modifier in the field. This allows for billing both providers out on the same claim with different modifiers.

The following modifiers are invalid for anesthesia procedures:

TC
26
53

The following modifiers cannot be entered for anesthesia procedures unless the Exclude from Concurrency Checking option is selected on the case:

QY
QK
QZ
AA
QX
AD
Q6

47

Open the Place of Service drop down list and select the place of service for the facility.

This list contains the place of service types for the facility specified on the General Case Information tab.

By default, this field is blank for the first procedure. After a place of service is selected for the first procedure, that place of service becomes the default place of service for all other procedures on the case.

When rebilling a service line item without fee changes, you can change this field's value to a different place of service as long as the place of service type is the same, for example, facility or non-facility. You cannot change the place of service if either of the following conditions apply:

If the original value is a facility place of service, you cannot change the place of service to a non-facility place of service.
If the original value is a non-facility place of service, you cannot change the place of service to a facility place of service.

For claims with Place of Service of 51, 52, 56, or 61:

Connect will automatically add the Admit Date from the case to the claim.
Connect will generate an Error if the Admit Date is missing from case.

48

Open the Provider drop down list and select the provider who performed the general procedure on the case.

When rebilling a service line item without fee changes, you cannot change the provider.

49

Enter the date of service for the procedure in the Date of Service field.

This field is only available for general procedures, not anesthesia procedures. For anesthesia procedures, this column is updated from the provider time after it has been recorded in the Anesthesia Case Provider Time section.

When rebilling a service line item without fee changes, you cannot change the date of service.

50

Place your cursor in the ICD-10 Code field to open the drop down list of available diagnosis codes.

If you are using ICD-9 codes, the process for entering them is the same. Utilize the ICD-9 Codes fields.

51

Select the applicable diagnosis code. The selected diagnosis code populates in the numbered fields below.

If you start typing in the field, the cursor will jump to the relevant location in the list of codes. If you manually enter the diagnosis code, you must press [Enter] after entering the code. Tabbing out of the field will not input or save the code.

If only one diagnosis code is entered, the save action ([Alt] + S) will auto-append the ICD-10 diagnosis link. (If multiple diagnosis codes are entered, the ICD-10 links will need to be added for each of the diagnosis codes in the next step.)

If the Enable ICD-9 to ICD-10 GEMs (General Equivalence Mappings) option is selected in Practice: [ID] > Miscellaneous tab, the GEM Scenario and Choice Selection window opens. Use this window to map the chosen ICD-9 code to the ICD-10 codes listed. Determine the appropriate Scenario, and then check the box next to a maximum of one code from each Choice List within that Scenario. You must press [Enter] after all ICD-10 codes have been selected in the dialog box.

If you need to edit a selected code, click Edit. The numbered code fields are now available to enter a new code. Delete one or more digits in the codes and the full diagnosis code list will display. Begin typing the new code to narrow the codes in the code list.

52

After all diagnosis codes have been entered for the CPT code, place the cursor in the ICD-10 Links field. The numbers of the corresponding code number fields appear, separated by commas.

Despite entering up to eight diagnosis codes, only four codes can be linked to the procedure code on claims. If the auto-populated codes are not correct, then edit them. It is not necessary to enter commas when entering the link numbers. The form will enter commas for you.

53

(Optional) Enter the quantity, as applicable to the selected procedure, in the Quantity field.

54

(Optional) Select the Hold Statement checkbox to hold guarantor statements at the procedure level.

Checking the box will single out this procedure and keep it from appearing on other statements sent to the guarantor. When you return to the Procedures & Provider Time tab and select the same procedure line, an indicator that the statement is being held at the procedure level displays.

55

(Optional) Enter the NDC for the procedure.

If entered, also specify:

The number of Units administered
The Quantity in each unit
The Price per Unit (Price/Unit)

The NDC is the National Drug Code for the drug administered by injection, as indicated by the J-Code procedure.

The NDC must be entered as 11 characters in the following format: #####-####-##, for example, 99999-5555-11.

56

(Optional) Enter an alternate description of the procedure, if the default description is not adequate, in the Override Procedure Description.

57

Click Save. The Add Procedure window closes. The procedure is now displayed in the list of procedures at the top of the Procedures & Provider tab.

If you would like to enter an additional procedure, click Save & Add Next, which saves the form and clears it for entering your next procedure.

58

(Optional) Open the Expected Fee Schedule drop down list and select an override fee schedule.

The Expected Fee Schedule field defaults based on the practice and date of service of the case, but can be changed, if necessary, to another fee schedule that is currently active and affiliated with the practice.

59

If the procedure is an anesthesia procedure, add the provider time in the Anesthesia Case Provider Time section by clicking Add Time (or press [Alt] + T). The Add Provider Time window opens.

60

Open the Provider Type drop down list and select the role the provider performed while administering anesthesia.

The first provider will be set as Directing. All other providers will be set as Directed or Observing.

61

Open the Provider drop down list and select the provider who performed the procedure.

62

Enter the date and time the procedure started in the Start Time field.

63

Enter the date and time the procedure ended in the End Time field.

64

To exclude the added time from concurrency validation checks, select the Exclude from Concurrency Checking checkbox.

Use caution when selecting the Exclude from Concurrency Checking option. If this option is selected, the case will not be validated for concurrency exceptions.

65

Click Save to continue. The Add Provider Time window closes.

If you would like to add additional provider time, click Save & Add Next, which saves the form and clears it for entering your next provider's time.

66

Open the Anesthesia Method drop down list and select the method used to administer the anesthesia.

67

(Optional) Enter the time at which the transition from a primary procedure to a secondary procedure occurred on the case in the Add-On Begin Time field.

This field is only available for add-on procedures.

68

Open the Physical Status field and select the option that indicates the physical condition of the patient.

69

To bill as a different provider than the one who performed the procedure, select the provider from the Override Bill As drop down list.

The selected provider will be listed on the claim rather than the one listed as the provider on the case.

70

(Optional) Select one or both of the following options when either of the conditions apply:

Exclude from Concurrency Checking
Force Team Supervision

71

Click Apply to save the information.

72

Case & Claim Holds Tab

Click the Case & Claim Holds tab (or press [Alt] + 4) to place the case on hold and note the reason for the hold.

73

To place a case on hold indefinitely, select the Place case on hold checkbox.

While the case is on hold, claims or statements will not be generated and financial responsibility will not be assigned to the guarantor.

74

To designate and track the reason for the case hold, create a case hold reason:

Click Create. The Create Case Hold Reason window opens.
Open the Case Hold Reason drop down list and select the reason for the hold.
(Optional) Enter any additional Notes pertaining to the Case Hold.
The Status defaults to Open and is only updated to Complete when the reason for the case hold, or issue is resolved.
Open the Assign To drop down list and select the user responsible for resolving the Case Hold Reason.

Case Hold Reasons are created via the Case Hold Reasons page.

75

To place a case on hold until a specified date, select the Hold Claim checkbox.

76

If the Hold Claim checkbox is selected, enter the date to submit the claim in the Submit claim on field.

77

Click Apply to save the information.

78

Additional Case Information Tab

Click the Additional Case Information tab (or press [Alt] + 5) to collect any additional information on the case.

79

(Optional) Enter the dates related to the illness of the patient, as applicable:

Onset of Illness/Symptom - date the illness or symptom began
Same/Similar Illness - date the patient was treated for the same or similar illness
Initial Treatment - date the patient was initially treated for the illness or symptom
Last Seen - date the patient was last seen by the provider
Last X-Ray - date the patient had the last x-ray.
Date of First Contact - date the provider initially examined the patient

80

(Optional) Enter the dates related to care of the patient:

Assumed Care - date the provider began caring for the patient
Relinquished Care - date the provider no longer provided care for the patient

81

(Optional) Enter the dates related to the employment status of the patient:

Last Date Worked - date the patient last worked
Authorized Return to Work - date the patient is authorized to return to work

82

(Optional) To record a reason that claims have not been submitted or submission has been delayed, open the Reason field in the Reason for Delayed Submission of Claim section and select the option that best explains why the claim submission is being delayed.

83

(Optional) If the patient was given care under a special program or an exceptional program, open the relevant drop down list in the Programs & Exceptions section and select the best option:

Special Program Type - indicates the type of special program under which the patient was treated
Service Authorization Exception - indicates the HIPAA recognized exception under which the patient was treated

84

To record if the patient signature is on file for authorizing the provider to file the claim on behalf of the patient, open the Patient Signature on File drop down list and select the option that indicates which form the patient signed to grant authorization.

85

To record if the provider has authorization of the patient or guarantor to release medical information of the patient, open the Release of Information drop down list and select the relevant option.

86

(Optional) Enter a Demonstration Project Identifier, as needed.

87

Click Apply to save the information.

88

Outcomes Tab

Click the Outcomes tab (or press [Alt] + 6) to add, edit, or remove outcomes on a case.

An outcome describes the result of a given procedure, or a situation or condition observed prior to, during, or after a procedure. Outcomes are stored at the case level and can be removed or replaced at any time. Outcome values attached to a case are also sent with applicable AQI files.

89

Click Add (or press [Alt] + D). The Add Outcome window opens.

To add multiple outcomes that have been pre-selected to populate when selecting the Add Group option in charge entry, click Add Group (or press [Alt] + G). The Add Outcome Group window opens.

Click Select None to uncheck all outcomes currently selected.
Deselect the checkbox in the Default column for any outcome you do not wish to add to the case.
Click Save to close the window and add all selected outcomes to the case.
Click Cancel to close the window without saving.