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Use this task to specify which practice and the date range for the date of service of cases that you want to include in the XML file for transmitting to Anesthesia Quality Institute (AQI). Use the AQI Reports page to complete this task.
Typically, this file is exported monthly based on the accounting date or based on the days of the month. If you do not use accounting dates, export the file from the first of the month to the last day of the month to avoid sending duplicate data.
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To include all cases for an accounting period, always export the XML file before locking out the accounting period. To ensure that only the cases in that accounting period are exported, lockout the current accounting period immediately after exporting the XML file. To lockout the accounting period, go to the General Practice Information tab of the practice and change the Active Date. |
Step-By-Step Guide
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1 | From the AQI Reports page, select the practice for the cases you want to include in the XML file. |
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2 | Click Export. The Search Criteria window opens. Image Modified |
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3 | Enter the beginning date of the period in the first Date of Service field. When running the report for a specified period:
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4 | To filter the AQI report to only include a specific facility/facilities, select the facility from the list. |
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5 | (Optional) Select the Overwrite data in file checkbox to override the current report data. |
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6 | Click OK. The Save As dialog box appears. By default, the name of the XML file is [practice] [begin date].xml. | |||
57 | Specify where you want to save the XML file, then click Save. The XML file is created and saved in the specified location. | |||
68 | Transmit the XML file to AQI for evaluation. |
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