Overview
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Field Definitions
Field | Type | Required | Description |
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Place case on hold | Checkbox | No | If checked, the case is placed on hold indefinitely and cannot be submitted until the hold is removed. |
Case Hold Reason | Display Only (pulled from created/updated Case Hold) | Yes | Designation or reason for the Case Hold. The drop down list of options are based on Case Hold Reasons created and associated with the Practice on the Case Hold Reasons page. This field is disabled when updating the Case Hold and cannot be updated after creation. |
Status | Display Only (pulled from created/updated Case Hold) | Yes | The current status of the Claim Hold. The options include: Open and Complete. |
Assigned User | Display Only (pulled from created/updated Case Hold) | Yes | Users to which the Case Hold is assigned. List of options are users associated with the Practice. |
Created By | Read-only (system-generated) | Yes | User that created the Case Hold. |
Created At | Read-only (system-generated) | Yes | Time stamp when the Case Hold was placed. |
Notes Section |
Note | Display Only (pulled from created/updated Case Hold Note) | No | Any notes or pertinent information tied to the Case Hold. |
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Created By | Read-only (system generated) | Yes | The user that created the case hold note. |
Created At | Read-only (system generated) | Yes | The date/time when the case hold note was created. |
Claim Hold Section |
Hold Claim | Checkbox | No | If checked, the claim is placed on hold until the date designated in the Submit claim on field. |
Submit claim on | Calendar Date (mm/dd/yyyy) | No | The date when the held claim will be submitted. The field is required if Hold Claim field is selected. |
Errors and Warning Section |
This section reports problems detected through the Error Check validation process. Use the Display options to select the validations to verify. In addition to errors and warnings, the date and time the last error check occurred is reported. If an error check has never been performed on a charge batch or case, the text displayed will be Last Check: (pending). Each time an error check is completed, this text is updated and displayed in the following format: Last Check: mm/dd/yyyy, hh:mm:ss AM/PM, for example, Last Check: 07/08/2013, 4:35:14 PM. | |||||||||||||||
Display Filters | Checkboxes | No | This filter determines the type of errors or warnings listed in the Error Check list. Errors must be corrected before a case or charge batch can be submitted and claims can be generated. Warnings may or may not cause rejection of a claim and are not required to be corrected. A checkmark next to the display filter indicates that the filter is selected. The filter options dynamically affect the contents of the error checklist. When you clear a checkbox, the list hides the applicable errors or warnings. When you click the checkbox again, the list refreshes, showing the hidden errors or warnings. | ||||||||||||
Type | Read-only (system-generated) | Yes | The classification of the problem detected in a category during the Error Checking process. Cases in the charge batch are validated for certain conditions reported as errors or warnings.
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Category | Read-only (system-generated) | Yes | The component that may contain an error or warning when either condition is detected during error check validation, for example, Concurrency or Data. By default, all categories are selected and all errors and warnings are displayed on the Charge Batch Error Check tab. Errors must be corrected before a claim can be created. Warnings do not have to be corrected before a claim can be created. The categories listed in the error check table are controlled by the Display filters on the Charge Batch Error Check tab. The following categories are available:
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Message | Read-only (system-generated) | Yes | The description of the error or warning. | ||||||||||||
Related Cases | Link | No | A direct link to cases related to the case that has a warning or error. To go to a related case, click the direct link. If the related case has a warning or error that is corrected, the Error Check validation process will verify the case and remove it from the Charge Batch Error Check tab. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
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Create | [Alt] + [C] | To create a Case Hold. |
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Update | [Alt] + [U] | To modify a Case Hold Reason or user assignment. |
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Reassign | [Alt] + [R] | To reassign a Case Hold. |
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Delete | [Alt] + [D] | To delete a Case Hold. |
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Complete | [Alt] + [O] | To mark a Case Hold complete. |
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Notes Section |
Add | [Alt] + [A] | To add a note to a Case Hold. |
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Error and Warnings Section |
Error Check | [Alt] + [K] | To run the Error Check validation for either a charge batch or a case in a charge batch. | Running Error Check Validation |