Charge Batches / Case Holds Tab

Overview

The Case Holds tab is used to manage (view, update) and complete Case Holds.

These case holds are created on the Case / Case & Claim Holds tab.

How to Get Here?

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

Field Definitions

Field	Type	Required	Description
Practice	Display Only (pulled from created/updated Case)	Yes	The practice associated with the charge batch.
Batch ID	Display Only (pulled from created/updated Case)	Yes	The unique identification number of the charge batch assigned when it is created. By default, the table is sorted by this column in ascending order.
Case ID	Display Only (pulled from created/updated Case)	Yes	The identification number of the case.
Patient	Display Only (pulled from created/updated Case)	Yes	The name of the patient who received treatment on the case.
Facility	Display Only (pulled from created/updated Case)	Yes	The facility where the patient was treated.
Provider	Display Only (pulled from created/updated Case)	No	The rendering physician on the case.
Primary Payer/Plan	Display Only (pulled from created/updated Case)	Yes	The name of the payer and plan specified on the case at the Patient, Guarantor, & Insurance tab.
Date of Service	Display Only (pulled from created/updated Case)	Yes	The date the service was rendered on the case.
Billed	Display Only (pulled from created/updated Case)	Yes	The amount to be billed for the case.
Expected	Display Only (pulled from created/updated Case)	Yes	The amount expected for reimbursement on the case.
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.
Hold Reason Status	Display Only (pulled from created/updated Case Hold)	Yes	The current status of the Claim Hold. The options include: Open and Complete. The Hold Reason Status is automatically changed to Closed once the case is submitted. No additional changes can be made to the Case Hold at this point.
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	The date/time when the case hold was created.
Notes Section
Note	Display Only (pulled from created/updated Case Hold Note)	No	Any notes or pertinent information tied to the Case Hold. Multiple notes can be added to the Case Hold.
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.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Search	[Alt] + [S]	To find a case hold.	Click Search. The Search Criteria window opens. Enter search criteria. Click OK.
Update	[Alt] + [U]	To modify a Case Hold Reason or user assignment.	Select a Case Hold Reason line item to update. Click Update. The Update Case Hold Reason window opens. (Optional) Open the Status drop down list and select an option. (Optional) Open the Assign To drop down list and select a new user. (Optional) Enter a Note. If added, the note displays in the lower Note section. Click Save.
Reassign	[Alt] + [R]	To reassign a Case Hold.	Select a Case Hold line item to reassign. More than one Case Hold can be selected and reassigned to the same user simultaneously. Click Reassign. The Reassign Case Holds window opens. Open the Reassign Case Hold To drop down list and select the new user. Users in the drop down list are only those that have been associated with the Practice. Click Save.
View Attach	[Alt] + [V]	To view an attachment.	Select a Case Hold to view the associated case's image batch image. Click View Attach. The associated image batch displays.
View Case	[Alt] + [C]	To view the associated case.	Select a Case Hold to view the associated case. Click View Case. The associated Case: [ID] page opens.
Complete	[Alt] + [O]	To mark a Case Hold complete.	Select the Case Hold to complete. Click Complete. The Complete Case Hold Reasons confirmation window opens. Click Yes to confirm and complete the Case Hold. The Case Hold Status is updated to Complete.
Add	[Alt] + [A]	To add a note to a Case Hold.	Click Add. The Case Hold Note page opens. Enter the Note text. Click Save.

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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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