Administration |
|
|
|
|
|
| Account Status | - Select Account Status from Home page
- Select Account Status from Admin menu
- Select different items in the Account Status table
- Close button enabled
| | - Update Associated Practices
- Select All/None button enabled
| |
| Actions & Action Series | - View information on Actions and Action Series form
- All filters and Show Inactive checkbox enabled
- Update button enabled
| - Create button enabled
- Creation of new Actions & Action Series
| - Modify all existing fields on Update form
- Remove series action on Update form
| |
| Adjustment Codes | - Select Adjustment Codes from Home page
- Select Adjustment Codes from Admin menu
- Close button enabled
| | - Modify the Active flag within the Adjustment Code table
| Not applicable |
| AQI ReportsCase Error Rules | - Select AQI Reports Case Error Check from Home page
- Select AQI Reports Case Error Check from Admin menu
- Close button enabled
| Not applicable | - Update Export button enabled
Not applicable | Not applicable |
| Case Hold Reasons | - Select Case Hold Reasons from Home page
- Select Case Hold Reasons from Admin menu
- Close button enabled
| | - Select values in the Associated Practices section
- Select All/None button enabled
| |
| Case Reporting Types | - Select Case Reporting Types from Home page
- Select Case Reporting Types from Admin menu
- Close button enabled
| | - Update button enabled
- Modify Name and save change
| |
| Claim Holds | - Select Claim Holds fromHome page
- Select Claim Holds from Admin menu
- Close button enabled
| | - Update button enabled
- Process updates on existing Claim Holds
| |
| Code Mappings | - Select Code Mappings from Home page
- Select Code Mappings from Admin menu
- Modify the Code Year field
- Check/uncheck the Show System Code Mappings checkbox
| | Not applicable | |
| Collection Letters | - Select Collection Letters from Home page
- Select Collection Letters from Admin menu
- Close button enabled on the Collection Letters Admin and Collection Letter pages
- Print Preview button enabled on the Collection Letter page
- Update button enabled:
- View collection letter layout, but not make changes to Letter text or Available data fields sections
- Modify the Language field
| - Create button enabled on the Collection Letters Admin page
| - Modify all areas of the Collection Letter page, including:
- Name
- Language
- Letter text section
- Available data fields section
- Save and Apply buttons enabled
| |
| Collections - Collector Groups | - Access Collector Groups tab from Admin > Collections page
| - Create button enabled to create Collector Groups
| - Update button enabled
- Modify associated collectors
- Select All/None button enabled
| - Delete button enabled to delete Collector Groups
|
| Collections - Denial | - Access Denial Connections tab from Admin > Collections page
- Filters on Denial Assignment form enabled
| - Create button enabled to create Denial Groups
| - Update groups on Denial Groups form
- Add and remove associated denial codes
- Associate practices to groups
- Add, Update, and Remove denial assignment rules
| - Delete button enabled to delete Denial Code Groups
|
| Collections - Enterprise | - Access Admin > Collections page
| Not applicable | - Configure Enterprise Guarantor Collections rules on primary Guarantor Collections tab
- Configure Enterprise Insurance Collections rules on primary Insurance Collections tab
| Not applicable |
| Collections - External | - Access External Collections tab from Admin > Collections page
- Select practices on the External Collections tab
| Not applicable | - Modify all fields on the External Collections tab
| Not applicable |
| Collections - Guarantor | - Access Guarantor Collections tab from Admin > Collections page
- Select and update practices
- View information on Task Generation andTask Assignmentforms for selected practice
| - Enable Guarantor Collections checkbox enabled
| - Update task generation rules
- Update general task assignment rules
- Add, Update, and Remove task assignment rules
| Not applicable |
| Collections - Insurance | - Access Insurance Collections tab from Admin > Collections page
- Select and update practices
- View information on Task Generation and Task Assignment forms for selected practice
| - Enable Insurance Collections checkbox enabled
| - Update task generation rules
- Update general task assignment rules
- Add, Update, and Remove task assignment rules
| Not applicable |
| Collections - Pre-Collections | - Access External Collections tab from Admin > Collections page
- Select practices on the Pre-Collections tab
| Not applicable | - Modify all fields on the Pre-Collections tab
| Not applicable |
| Concurrency Schemes | - Select Concurrency Schemes from Home page
- Select Concurrency Schemes from Admin menu
- Close button enabled on the Concurrency Schemes and Concurrency Scheme pages
- Update button enabled:
- View all information on the General Concurrency Scheme Information, Excluded Procedure Codes, and Physical Status Modifiers tabs
| - Create button enabled
- Clone button enabled
| - Modify the Default setting on the Concurrency Schemes page
- Modify all areas for the Concurrency Scheme, this includes all information on the following:
- General Concurrency Scheme Information tab
- Excluded Procedure Codes tab
- Physical Status Modifiers tab
- Delete button enabled on the Excluded Procedure Codes tab
- Save and Apply buttons enabled
| |
| Custom Fields | - Select Custom Fields from Home page
- Select Custom Fields from Admin menu
- Select Custom Fields in the Custom Fields tab
- Close button enabled
| | - Update button enabled
- Modify the Custom Field Description
- Select values in the Associated Practices section
- Select All/None button enabled
| |
| Denial Management | - Select Custom Fields from Home page
- Select Custom Fields from Admin menu
- Select Custom Fields in the Custom Fields tab
- Close button enabled
| | - Modify denial code settings
- Modify Group and Reason Code fields on the Denial Code window
- Add and Delete buttons enabled on the Denial Code window
| |
| EDC Interface Configurations | - Select EDC Interface Configurations from Home page
- Select EDC Interface Configurations from Admin menu
- Close button enabled
- Update button enabled:
- Modify the Mapping Element field
- All other items/tables disabled
| | - Modify Configuration Name field
- Modify Batch Cases by radio buttons
- Modify the Excluded flag on the mapping table
- Create and Delete buttons enabled on the mapping table
- Save and Apply buttons enabled
| |
| Eligibility - Payer Mappings | - Select Eligibility from Home page
- Select Eligibility from Admin menu
- Close button enabled
| - Create button enabled on Eligibility > Payer List tab
| - Update button enabled
- Modify TriZetto Payer ID/Name fields
- Save and Cancel buttons enabled on the mapping table
| - Delete button enabled on Eligibility > Payer List tab
|
| External Collection Agencies | - Select External Collections from Home page
- Select External Collections from Admin menu
- Close button enabled
- Update button enabled:
- View all items on the External Collection Agency page, but not update
| | - Modify all information on existing External Collection Agencies
- Save and Apply buttons enabled
| |
| Facilities | - Select Facilities from Home page
- Select Facilities from Admin menu
- Close button enabled on Facilities and Facility pages
- Update button enabled:
- View-only access to the following Facility tabs:
- General Facility Information tab
- Affiliated Providers tab
- Facility NPI Numbers tab
| | - Modify the following:
- Facility Name and Address fields
- Identification section
- Practice Affiliations section
- Place of Service Types section
- Select All/None buttons enabled
- All fields on Affiliated Providers and Facility NPI Numbers tabs
- Save and Apply buttons enabled
| |
| Fee Schedules | - Select Fee Schedules from Home page
- Select Fee Schedules from Admin menu
- Close button enabled on Fee Schedules and Fee Schedule: [ID] pages
- Update button enabled:
- View-only access to all tabs
| | - Modify all information for the fee schedule
| |
| Financial Classes | - Select Financial Classes from Home page
- Select Financial Classes from Admin menu
- Close button enabled
- Select Financial Classes in the table
| | - Update button enabled
- Modify the Financial Class Name and Description
| |
| Mobile | - Select Mobile from Home page
- Select Mobile from Admin menu
- Close button enabled
- Modify the Practice field
| - Create button enabled for Image Upload
- Enable Connect Mobile Assistant checkbox enabled
| - Modify Visible and Required checkboxes
- Save and Apply buttons enabled
| - Delete button enabled for Image Upload
|
| Payers & Plans | - Select Outcomes from Home page
- Select Outcomes from Admin menu
- Filters fields enabled
- Expand All and Collapse All buttons enabled
- Update button enabled
- Close button enabled
- On Payer page:
- Select plans in Linked Plan table on the General tab
- Update button enabled on the General tab
- Modify Practice field on Provider IDs tab
- View-only access to all remaining fields on all tabs
- Close button enabled
- On Plan page:
- Modify Practice field on the Provider IDs tab
- View-only access to all remaining fields on all tabs
- Close button enabled
| - Create Payer button enabled
- Create Plan button enabled
- Clone button enabled
- Create button enabled on the Payer page / General tab
| - Copy Paper Claim Settings button enabled
- Save and Apply buttons enabled on the Payer and Plan pages
| |
| Practices | - Select Practices from Home page
- Select Practices from Admin menu
- Close button enabled on Practices and Practice: [name] pages
- Update button enabled:
- View-only access to all tabs
| | - Modify all tabs and information for the practice
| |
| Procedure Categories | - Select Procedure Categories from Home page
- Select Procedure Categories from Admin menu
- Close button enabled
| | - Update button enabled
- Modify the Procedure Category page
| |
| Procedure Codes | - Select Procedure Codes from Home page
- Select Procedure Codes from Admin menu
- Close button enabled
- Search button enabled
- Filters fields enabled
- Modify Show System Procedure Codescheckbox
| | - Update button enabled
- Modify the Procedure Codes window
| Not applicable |
| Providers | - Select Providers from Home page
- Select Providers from Admin menu
- Close button enabled
- View Attachment button enabled
- Filters fields enabled
- Update button enabled:
- View-only access to Provider page
- Close button enabled
| | - Modify all fields on the Provider page
- Save and Apply buttons enabled
| |
| Pseudo Code Mappings | - Select Pseudo Code Mappings from Home page
- Select Pseudo Code Mappings from Admin menu
- Close button enabled
| | | Not applicable |
| Quality - AQI Reports | - Select Quality from Home page (and then AQI Reports tab)
- Select Quality from Admin menu (and then AQI Reports tab)
- Close button enabled
| | Not applicable | Not applicable |
| Quality - Outcomes/Outcome Groups | - Select Quality from Home page (and then Outcomes/Outcome Groups tabs)
- Select Quality from Admin menu (and then Outcomes/Outcome Groups tabs)
- Close button enabled
- Filters fields enabled
- Modify Show System Outcomes and Show Inactive checkboxes
| | | |
| Report Permissions | - Select Report Permissions from Home page
- Select Report Permissions from Admin menu
- Close button enabled
- Modify and select folders in the Folders section
| | - Modify values in the Permissions section
| |
| Rooms Note |
---|
For any non-Admin user with Rooms permissions, be sure to also give him/her View permissions for Facilities in order to properly use the Rooms functionality. |
| - Select Rooms from Home page
- Select Rooms from Admin menu
- Select different items in the Rooms table
- Close button enabled
| | - Update button enabled
- Associated/disassociate rooms with facilities in the Associated Facilities table
| |
| Statement Override Messages | - Select Statement Override Messages from Home page
- Select Statement Override Messages from Admin menu
- Close button enabled
- Select items in the Message Name section
- Modify the Statement Language field
| - Create button enabled
- Clone button enabled
| - Rename button enabled
- Select All/None button enabled
- Apply button enabled
- Modify the Override Message field
- Modify values in the Associated Practices section
| |
Security |
|
|
|
|
|
| Access Restrictions | - Select Access Restrictions from Home page
- Select Access Restrictions from Security menu
- Close button enabled
| - Create button enabled
- Modify the Enable Access Restrictions checkbox
| | |
| Password Policy | - Select Password Policy from Home page
- Select Password Policy from Security menu
- Close button enabled
| Not applicable | - Modify all fields on the Password Policy page
- Save and Apply buttons enabled
| Not applicable |
| Roles | - Select Roles from Home page
- Select Roles from Security menu
- Close button enabled on Roles and Role pages
- Update button enabled:
- View-only access to Rights section
- View-only access to Reports section
| - Create button enabled
- Clone button enabled
| - Modify all fields on the Role page
- Save and Apply buttons enabled
| |
| Session History | - Select Session History from Home page
- Select Session History from Security menu
- Close button enabled
| Not applicable | Not applicable | Not applicable |
| Sessions | - Select Sessions from Home page
- Select Sessions from Security menu
- Close button enabled
- Refresh Data button enabled
| Not applicable | Not applicable | - End Session button enabled
|
| Users | - Select Users from Home page
- Select Users from Security menu
- Close button enabled on Users and User pages
- Update button enabled:
- View-only access to User page
| | - Reset Password button enabled
- Unlock button enabled
- Modify all fields on the User page
- Save and Apply buttons enabled
| Not applicable |