Charge Batches / EDC Files Tab

Overview

The EDC Files tab includes EDC files imported into Connect Back Office via the EDC File Import process or Connect Mobile Assistant. EDC Interface Configurations are either set to auto-create charge batches based on certain criteria (e.g., Date of Service, Facility, Facility & Date of Service, All in One) or set to Do not auto create Charge Batch(es). This table allows the user to create charge batches and include only selected, non-processed files (files not in an auto-created charge batch).

How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Charge Batches from the Manage list. Click the EDC Files tab.	Open the Manage menu and select Charge Batches. Click the EDC Files tab.	Press [Alt] + [M] + [C]. Click the EDC Files tab.

Field Definitions

Field	Type	Required	Description
Filter Within Search Results Section	Filters	No	Allows the list of EDC files to be filtered by Facility Case ID, SSN, Patient, and/or Guarantor. As you type, the EDC files in the list are filtered to show only those that match what was typed. To restore the list to all files, clear the contents of the filters.
Facility Case ID	Display Only (pulled from EDC File)	Yes	The unique identification number assigned to the case at the facility. The first character of this identification number is the source ID given to the facility in the EDC interface configuration. This source ID uniquely identifies the case by facility. By default, the table is sorted by the Facility Case ID column.
Practice	Display Only (pulled from EDC File)	Yes	The practice associated with the EDC file.
Facility	Display Only (pulled from EDC File)	Yes	The name of the facility where the patient was treated.
Patient	Display Only (pulled from EDC File)	Yes	The name of the patient (last name, first name, middle initial).
SSN	Display Only (pulled from EDC File)	Yes	The Social Security Number of the patient. The SSN field is masked, displaying only the last four digits. If your role has been given permissions to unmask and view SSNs in this table, the lock icon (above the Search button) is enabled. Click on it to view the full SSNs.
DOB	Display Only (pulled from EDC File)	Yes	The birth date of the patient.
Admit Date	Display Only (pulled from EDC File)	Yes	The date the patient was admitted to the hospital.
Primary Insurance	Display Only (pulled from EDC File)	No	The name of the patient's primary insurance.
Member #	Display Only (pulled from EDC File)	No	The unique identification number of the member. This number is issued by the payer.
Group #	Display Only (pulled from EDC File)	No	The unique identification number of the group. This number is issued by the payer.
Guarantor	Display Only (pulled from EDC File)	No	The name of the guarantor on the patient account.
DOS	Display Only (pulled from EDC File)	No	The Date of Service of the primary procedure on the case.
Created Date	Read-only (system generated when the EDC File* is created)*	Yes	The date the EDC file was created.
File	Display Only (pulled from EDC File)	Yes	The source file name of the EDC file.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Search	[Alt] + [S]	To search for EDC files.	Click Search. The Search Criteria window opens. Enter the search criteria. Click OK (or press Alt+O).
Create Charge Batch	[Alt] + [R]	To confirm the number of cases to be included in the new charge batch.	Select the EDC file(s) to include in the charge batch. Click Create Charge Batch. The Create Charge Batch window opens. (Optional) Enter an existing Charge Batch ID in the Link to Charge Batch ID field. NOTE: If this field is left blank, a new charge batch is created. Click OK (or press Alt+O). Enter the charge batch details.
Delete	[Alt] + [D]	To delete the selected EDC file from the table.	Select the EDC file(s) to delete. Click Delete. The Confirm Delete window opens. Click OK (or press Alt+O).
Select All/Select None	Not applicable	To select or de-select all records in the EDC Files table.	Clicking Select All checks all boxes in the Select column of the table. Clicking Select None unchecks any checked boxes in the table.
Apply	[Alt] + [A]	To apply search criteria and select matching records	In the search panel in the right pane of the tab, select the desired search option: Facility Case ID or SSN. Enter the corresponding search criteria for the selected field in the text pane. Click Apply. Any records that match the entered criteria are selected. Multiple search criteria can be entered in the search panel before clicking Apply. Separate each value entered with <ENTER> (i.e., a new line), a comma, a semicolon, or a space. The record must be a complete match of the entire search value in order to be selected. (The query is an '=' search, not 'starts with'.) Toggling between the Facility Case # and SSN options will clear any entered text.

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Overview

Field Definitions

Field

Type

Required

Description

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

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