Overview
User preferences can be overridden at the charge batch, but will remain in effect for this workstation until it is changed in Preferences. Anyone who logs onto this workstation will use these preferences as the default values.
Field Definitions
Function | Type | Required | Description |
| Batches Search Criteria Section | |||
| Created | Drop Down | Yes | The required time frame a charge batch was created in. Options are from Today to Older than a Year. |
| Practice | Drop Down | Yes | Specifies in which practice to search. By default, this option is set to All. |
| Only include batches with cases on hold | Checkbox | No | If checked, filters charge batches by cases on hold. To find only those charge batches that have cases on hold, check this box. To find all cases regardless of the status, leave this checkbox blank. |
| Only include batches with unsubmitted cases | Checkbox | No | If checked, filters charge batches by cases with an unsubmitted status. To find only those charge batches that have unsubmitted cases, click this checkbox. To find all cases regardless of the status, leave this checkbox blank. |
| Cases Search Criteria Section | Determines the default search criteria for the Charge Batches page > Cases tab > Search Criteria window. | ||
| DOS | Drop Down | Yes | The time frame for the cases' date of service. Options are from Today to Older than a Year. |
| Practice | Drop Down | Yes | Specifies in which practice to search. By default, this option is set to All. |
| Include Reversed Cases | Checkbox | No | If selected, reversed cases are included in the search results. |
| EDC Search Criteria Section | Determines the default search criteria for the Charge Batches page > EDC Files tab > Search Criteria window. | ||
| Practice | Drop Down | Yes | Specifies in which practice to search. |
| Created/DOS/Admit | Radio Selection | Yes | Specifies which date format is searched by default for an EDC search. |
| Show Processed Records | Checkbox | No | If selected, processed records are included in the search results. |
| Submit Charge Batch Section | |||
| Show Submission Report | Checkbox | No | Determines whether the Submission report is generated when submitting charge batches for claim generation. The Submission report shows the cases that were submitted. The option is selected by default. |
| Preview Submission | Checkbox | No | If selected, the Submission report automatically opens in a preview window after it is generated. If you select Preview Submission in Preferences, the Preview Submission window will appear each time you attempt to submit (as the preference continues to default to that setting). To actually send out claims, you must uncheck the Preview Submission option in Preferences prior to submitting the claim(s). |