Overview

The EDC Files tab includes EDC files imported into Connect Back Office via the EDC File Import process or Connect Mobile Assistant. It is used to create cases for a charge batch created directly from an EDC.

How to Get Here?

From the Home Page:From the Menus:Via Shortcut Keys:
  1. Click Charge Batches from the Manage list.
  2. Double-click the charge batch to review.
  3. Click the EDC Files tab.
  1. Open the Manage menu and select Charge Batches.
  2. Double-click the charge batch to review.
  3. Click the EDC Files tab.
  1. Press [Alt] + [M] + [C].
  2. Double-click the charge batch to review.
  3. Press [Alt] + 5 to navigate to the EDC Files tab.

 


Field Definitions

Field

Type

Required

Description

EDC Files Section


File ID

Display Only

(pulled from EDC File)

YesThe unique identification number for the EDC file.
Name

Display Only

(pulled from EDC File)

YesThe name of the EDC file.
Staging Charges Section

A listing of charges affiliated with the EDC file.
Facility

Display Only

(pulled from EDC File)

YesThe healthcare facility where services were rendered.
Patient Name

Display Only

(pulled from EDC File)

YesThe name of the patient.
Date of Service

Display Only

(pulled from EDC File)

YesThe date that services were rendered.
Case ID

Display Only

(pulled from EDC File)

YesThe unique identification number that identifies the case.
Facility Case Number

Display Only

(pulled from EDC File)

NoThe case number issued by the facility, i.e., Medical Record Number.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Link Charges[Alt] + [N]

To link an unlinked charge to the charge batch.

  1. Click Link Charges. The Link Charges window opens with a list of unlinked charges.
  2. Select a charge from the list to link.
  3. Click OK.
Unlink Charge[Alt] + [K]To unlink a previously linked charge from the charge batch.
  1. Select the charge to be unlinked from the charge batch.
  2. Click Unlink. The charge is removed from the Staging Charges section.
Create Case[Alt] + [C]To create a case from a charge in the EDC file.
  1. Select a charge from the Staging Charges section.
  2. Click Create Case. The Demographic Import window opens. (This window only opens if there is information missing from the EDC that needs to be gathered.)
  3. Enter the demographic information and click Next. The Case: New page opens.
  4. Create the case and Save (or Save & Add Next if you have multiple cases to create).
Create bulk Cases[Alt] + [R]

To create cases from charges in the EDC file.

  1. Click the Create All Cases button. The Accounting Date window opens.
  2. Enter the Accounting Date.
  3. (Optional) Enter the Date of Service.
  4. Click OK.
  5. Hit the Refresh button to see the newly created Case IDs.

Only 40 cases are created via the bulk creation process at a time. Repeat the above steps until all cases are created. The button will be disabled when all cases have been created. If any line items are still missing a Case ID after this process, there is missing information that needs to be populated before the case can be generated.


 

Related Topics

Charge Batches

Charge Batches / Batches Tab

Charge Batches / Cases Tab

Charge Batches / Case Holds Tab

Charge Batches / EDC Files Tab

Charge Batches / Eligibility Tab

Charge Batch / Charge Batch Information Tab

Check Eligibility Window

Charge Batch / Charge Batch Error Check Tab

Charge Batch / Concurrency Log Tab

Charge Batch / Image Batches Tab

Case / Patient, Guarantor & Insurance Tab

Case / General Case Information Tab

Case / Procedures & Provider Time Tab

Case / Case & Claim Holds Tab

Case / Additional Case Information Tab

Case / Outcomes Tab

Case / Notes Tab

Add Distribution Window

Creating Charge Batches

Updating Charge Batches

Deleting Charge Batches

Running Error Check Validation

Correcting Errors and Warnings

Copying Charge Batches

Submitting Charge Batches

Generating the Charge Batch Log

Creating Cases

Updating Cases

Deleting Cases

Cloning Cases

Moving Cases





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