Overview
The History tab allows you to see the address corrections posted from the automated process or through the manual process from the Pending tab.
The automated process posts address corrections directly to the History tab as Approved or Denied from an imported DMA address update file (which can be in either NCOA or ACS format). If the address correction is marked for returned mail and the practice configuration includes the Automatically Apply Returned Mail Status in the DMA Address Correction section of the Practices > Statements tab, the address corrections are posted to the History tab and the account is marked for returned mail.
The manual process posts address corrections from the Pending tab to the History tab as Approved or Denied.
Address corrections are listed in the Corrections section until they are moved to the Errors section.
- For approved address corrections, the account is automatically updated with the new address information.
- An address correction with errors must be acknowledged before it can be posted to the History tab. At which time, it is moved to the Errors section with the appropriate message on the History tab. The account is not updated with the new address information.
Address corrections are queued through a nightly process and then displayed when the Address Corrections page is opened or refreshed.
Field Definitions
Field | Type | Required | Description |
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Corrections Section | |||
ID | Display Only (Pulled from DMA file) | Yes | The identification number assigned to the account by DMA. |
Practice | Display Only (Pulled from DMA file) | Yes | The practice to which the account is associated. |
Date | Display Only (Pulled from DMA file) | Yes | The date the address correction was processed by DMA. |
Status | Display Only | Yes | The status of the address correction:
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Account ID | Display Only (Pulled from DMA file) | Yes | The guarantor account number. The account number is hyperlinked to Active AR of the guarantor account. |
Guarantor | Display Only (Pulled from DMA file) | Yes | The name of the guarantor. The name is hyperlinked to Active AR of the guarantor account. |
Recipient | Display Only (Pulled from DMA file) | No | The name of the patient. |
Address Line 1 | Display Only (Pulled from DMA file) | Yes | The street address of the guarantor. |
Address Line 2 | Display Only (Pulled from DMA file) | No | The address line 2 of the street address for the guarantor. |
City | Display Only (Pulled from DMA file) | Yes | The city in which the guarantor resides. |
State | Display Only (Pulled from DMA file) | Yes | The state in which the guarantor resides. |
Zipcode | Display Only (Pulled from DMA file) | Yes | The postal code area in which the guarantor resides. |
Errors Section | The section includes the list of address corrections that are approved with errors or automatically posted with errors. All address corrections with errors must be acknowledged before they can be posted to the History tab. | ||
Returned Mail | Display Only (Pulled from DMA file) | No | The status to indicate the account is flagged for returned mail because mail has been returned for the current address on file. |
ID | Display Only (Pulled from DMA file) | Yes | The identification number assigned to the account by DMA. |
Practice | Display Only (Pulled from DMA file) | Yes | The practice to which the account is associated. |
Date | Display Only (Pulled from DMA file) | Yes | The date the address correction was processed by DMA. |
Message | Read-only (System generated) | Yes | The reason the address correction could not be posted directly to the History tab. All address corrections with missing data include a message.
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Account ID | Display Only (Pulled from DMA file) | Yes | The guarantor account number. The account number is hyperlinked to Active AR of the guarantor account. |
Guarantor | Display Only (Pulled from DMA file) | Yes | The name of the guarantor. The name is hyperlinked to Active AR of the guarantor account. |
Recipient | Display Only (Pulled from DMA file) | No | The name of the patient. |
Address Line 1 | Display Only (Pulled from DMA file) | Yes | The street address of the guarantor. |
Address Line 2 | Display Only (Pulled from DMA file) | No | The address line 2 of the street address for the guarantor. |
City | Display Only (Pulled from DMA file) | Yes | The city in which the guarantor resides. |
State | Display Only (Pulled from DMA file) | Yes | The state in which the guarantor resides. |
Zipcode | Display Only (Pulled from DMA file) | Yes | The postal code area in which the guarantor resides. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
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Search | [Alt] + [S] | Opens the Search Criteria window for specifying criteria for finding address corrections and errors. |
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