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Overview

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The Practice: New and Practices: [name] pages are comprised of fourteen of eight tabs:

General Practice Information Tab
Affiliated Facilities Tab
Affiliated Providers TabFee Schedules Tab
Group Numbers Tab
Statements Tab
Pre-Collections Tab
Guarantor Collections Tab
Insurance Collections Tab
External Collection Agencies Tab
Refunds TabOutcomes Tab
Miscellaneous Tab
Provider Groups Tab

The Miscellaneous tab includes miscellaneous options for processing case information, payments, and other pertinent information in Connect Back Office and Connect Front Office.

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title	How to Get Here?

To open the Miscellaneous tab for new practice:

From the Home Page:	From the Menus:	Via Shortcut Keys:
Click Practices from the Admin

list

list.
Click Create.
Click the Miscellaneous tab.

Open the Admin menu and select Practices.
Click Create.
Click the Miscellaneous tab.

From the Practices page, press [Alt] + [C].
Click the Miscellaneous tab.

To open the Miscellaneous tab for existing practice:

From the Home Page:	From the Menus:	Via Shortcut Keys:
Click Practices from the Admin

list

list.
Select the practice to be modified.
Click Update*.
Click the Miscellaneous tab.

*Alternate Navigation: Double-click the practice from the list.

Open the Admin menu and select Practices.
Select the practice to be modified.
Click Update*.
Click the Miscellaneous tab.

*Alternate Navigation: Double-click the practice from the list.

From the Practices page, select the practice to be modified.
Press [Alt] + [U].
Click the Miscellaneous tab.

(Click an image below to enlarge.)

Practice: New Page / Miscellaneous Tab

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Practice Practice: [name] Page / Miscellaneous Tab

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Field Definitions

Field	Type	Required	Description
Small Balance Writeoff Section


Enable mass writeoff of small balance procedures

Checkbox

No	Specifies criteria for automatically writing off small balances that originated from a procedure. A small balance must meet all of the following criteria to be eligible for writeoff: Minimum number of days at guarantor responsibility -

The

the balance must have been in guarantor responsibility for the indicated number of days

.

Write off guarantor responsible procedures when their balance is less than

$XXX.XX

___, but only if current balance on the account is less than

$XXX.XX

___.

The drop down box specifies what

Transaction Code

Drop Down

No

Specifies what transaction code the small balance writeoff is posted under.

Minimum number of days at guarantor responsibility Write off guarantor responsible procedures when their balance is less than But only if current balance on the account is less than Transaction CodeDrop Down

Required if Enable mass writeoff of small balance procedures is selected.

Payment Entry / Collections Section


Require Control Number	Checkbox	No	If selected, requires a control number to be entered when created an insurance payment. If not entered, and the option is selected, a message "Control Number is a required field" will display upon trying to save.
Disallow posting individual payments

Checkbox

No	Prevents the posting of individual payments within a payment batch. When this option is selected, payments may only be posted from the Payment Batches page. This option is available only when the Payment Batch: [ID] > Expected Count and Expected Total values match what was entered during payment entry.
Re-age service fees when re-billed (with no change in responsibility)

Checkbox

No	Resets the responsible balance date to the rebill date, given that responsibility remains the same (guarantor to guarantor, primary to primary, etc.).

Unchecking the option will continue to recognize the original

If unchecked, the original bill date is recognized as the responsible balance date.

Only option

Option is checked by default.

Expected Allowed Tolerance

Free Text

(Numeric)

No

Specifies the over-under criteria

the

that the Actual Allowed amount from an EOB must

exceed beyond the

exceed the Expected Allowed

meet

amount for inclusion in the Payment Exceptions Report, which is generated from the Payment Batch [ID] page in Back Office.

If an Actual Allowed amount from an EOB

either

exceeds the set thresholds, the amounts entered in these fields

will

determine if the payment is included in the report. You may enter either a dollar amount or a percentage (of the total expected allowed amount). If both values are entered, the inclusion in the report

will be

is decided based on the lesser amount.

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Example: Tolerance is set to $5.00 or 1%.

Expected allowed for procedure

The Expected Allowed amount for Procedure 99213 is $100.00.

We would return two values as

Two values returned as a tolerance for the above: $5.00 and $1.00 (

100 x

$100 * .01), so

we would return

this is returned on the report if the actual allowed entered is $98.99 or $101.01, because the percentage is the lesser of the two.

Force service to internal collections if expected does not match allowed

Checkbox

No	Forces service fee lines

that are

outside of the Expected Allowed Tolerance range to internal insurance collections and the

action type assigned via the drop-down box is initiated. This functionality is similar to checking the Collections check box in the current payment entry environment.Examples (given that the allowed amount is outside of

assigned Action Type assigned is initiated.

Examples:

Assumption: Allowed Amount is outside the Expected Allowed Tolerance limits

)

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Example 1:

1. The practice

Practice expects $1,000 from Primary Payer 1 for Service X.
Primary Payer 1 allows $800.

Service (fee line) X is automatically moved to internal insurance collections and the default Action Type indicated on the Miscellaneous tab is initiated for Primary Payer 1.

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2. The practice

Example 2:

Practice expects $1,000 from Primary Payer 1 for service X.

The primary To enable the Action Type drop down, check the

Primary payer allows $1,500.

Service (fee line) X is automatically moved to internal insurance collections and the default Action Type indicated on the Miscellaneous tab is initiated for Primary Payer 1. Since $1,500 pays the practice more than expected, sending the service fee line to internal insurance collections is a means to notify the practice that the allowance should be investigated.

Note
If the result of the payment is a zero balance, a task is not created.

Action

Drop Down

No

Defines the collection action initiated if the services fee lines are outside the Expected Allowed Tolerance range and sent to internal insurance collections.

Only enabled and required if

Force service to internal collections if expected does not match allowed

box

is checked.

Action Type Front Office Section Use freeform procedure entry Allows freeform typing in the Procedure field, which is located on the New Patient/Provider Appointment window in Front Office. Checking this option prevents the Procedure drop-down list from appearing.Auto populate provider asDrop Down

Choosing Anesthesiologist will cause the Anesthesiologist field in the New Provider Appointment window to auto-populate with a list of practice providers and can-schedule providers. The Primary Surgeon field will auto-populate with a list of referring physicians.

Choosing Primary Surgeon will cause the Primary Surgeon field in the New Provider Appointment window to auto-populate with the list of practice providers and can-schedule providers. The Anesthesiologist field will auto-populate with the list of referring physicians.

This option was previously located in Front Office.

Charge Entry Section

Case requires referring physician

Reporting Section
AQI Reports Sub-section			Facilitates customization of data sent to AQI.
Anesthesia Record ID	Drop Down	Yes	The entity selected in the drop down determines the value pulled from the Connect database and reported in the Anesthesia Record ID field of a generated AQI XML file. Options include: Case ID, External Case ID, Facility Case ID, any custom-created fields.
Patient ID	Drop Down	Yes	The entity selected in the drop down determines the value pulled from the Connect database and reported in the Patient ID field of a generated AQI XML file. Options include: Case ID, External Case ID, Facility Case ID, any custom-created fields.
Procedure ID	Drop Down	Yes	The entity selected in the drop down determines the value pulled from the Connect database and reported in the Procedure ID field of a generated AQI XML file. Options include: Case ID, External Case ID, Facility Case ID, any custom-created fields.
Staff ID	Drop Down	Yes	The entity selected in the drop down determines the value pulled from the Connect database and reported in the Staff ID field of a generated AQI XML file. Options include: Provider ID, Tax ID_NPI.
Anesthesia Practice ID	Free Text	No	Allows the entry of an alphanumeric value. The value represents the Practice ID for AQI reporting purposes.
AQI XML Version	Drop Down	Yes	Used to identify the XML version used by the practice.
QI Number (Fides)	Drop Down	Yes	Designates the QI to include with the Fides extract report.
Charge Entry Section
Case requires referring physician	Checkbox	No

	Designates the Referring Physician field as required in Back Office.
Coding must be complete to create cases from image sets

Checkbox

No	Blocks the creation of a case from an image set in Back Office before the Coding form is completed in Image Batches of Back Office

. By default, this option is not selected

. To restrict cases from being created from image sets before the Coding status is complete, check the box. To allow cases from image sets regardless of the Coding status, leave the

check box

checkbox blank.

Allow excluding provider time from concurrency checking

Checkbox

No	Allows users of Connect Back Office to check the

"

Exclude (provider time segment) from concurrency checking option when using the Add/Update Provider Time form in charge entry. Excluded minutes will continue to be considered in total case time and start/stop time. When a time segment is excluded, a pop-up alert appears.

Use directed minutes as billed minutes

Checkbox

No

Uses the directed provider's minutes as the billed minutes for the purpose of calculating directed provider billed minutes and time units.

Info

Example Case:

Directing Provider: 09:15 – 09:45

-

Excluded Directing Provider: 09:46 – 11:15
Directed Provider: 09:46 – 11:15
Case should display the following:
- Directing Minutes – 120
- Directed Minutes – 90
- Anesthesia Start – 09:15
- Anesthesia Stop – 11:15
- Concurrency Checked for – 09:46 to 11:15

Assuming a 100/100/100 split, 15 mins = 1 Time Unit and we

Round

round up to next unit on the fee schedule,

we will calculate the

following is calculated for each provider type:

5 Base Procedure @ $100 per unit

.

Dr (Directing) Minutes – 120

,

Time Units – 8

,

Billing Fee - $1,300.00
CRNA (Directed) Minutes – 90

,

Time Units – 6

,

Billing Fee - $1,100.00

Automatically hold statements for new procedures

Checkbox

No

Hold statements for all new cases and procedures at the practice level. Once this box is checked, Connect Back Office

will

automatically

check

checks the Hold Statement

box

checkbox in charge entry on all new procedures. The charge entry Hold Statement option

will

also automatically

become

becomes unavailable to the user until the box is unchecked. When held procedures are highlighted in charge entry, an indicator appears in the Procedure Details

area (click the link to the left to view an example).

Enable CPT/ASA to ICD-9 GEMs (General Equivalence Mappings)

Populates ICD-9 Code line in Back Office Charge Entry (Add/Update Procedure dialog box) with potential diagnosis code matches based on the CPT code(s) entered. By default, this option is not checked.

Enable ICD-10

Enables the ICD-10 fields and drop downs in Back Office Charge Entry (Add/Update Procedure dialog box). By default, this option is not checked.

Enable ICD-9 to ICD-10 GEMs (General Equivalence Mappings)

Populates mapping options between ICD-9 and ICD-10 diagnosis codes. By default, this option is not checked. This functionality works both ways (ICD-9 to ICD-10 and ICD-10 to ICD-9), depending on the Primary diagnosis format selected (see below). For example, if ICD-9 is selected as the Primary diagnosis format and an ICD-9 Code is selected, the GEM Scenario and Choice Selection dialog box appears and allows the user to choose an ICD-10 code or codes to map to.

If the Enable CPT to ICD-9 GEMs is unchecked and the ICD-9 code entered is not associated with the Procedure (CPT) code, an error will advise the user that the ICD-9 code is not associated with the CPT.

If ICD-10 is set a the Primary diagnosis format, the Enable CPT to ICD-9 GEMs option does not function, regardless of whether it is checked. The system will instead identify only ICD-9 Code crosswalks for the selected ICD-10 Code.

Primary diagnosis format Determines the ICD code set (9 or 10) that displays in the primary position (left side of the ICD code area). It also determines how the Enable ICD-9 to ICD-10 GEMs and Enable CPT to ICD-9 GEMs behave (see above).Apply Hawaii General Excise Tax

section.
Diagnosis Codes	Display Only	Yes	Displays the diagnosis code version currently being used. At this time, the only option is ICD-10 and this option will be selected by default.
Apply Hawaii General Excise Tax	Checkbox	No	If checked, the Hawaii General Excise Tax is applied to claim totals in charge entry.