Case / Notes Tab

Overview

The Notes tab is used to review and record correspondence or other communication with payers or guarantors on a case. Notes can also be used to enter informational messages for other users as references to any actions taken or any follow up that is needed.

After a note has been created and saved, it cannot be edited or deleted.

If notes have been recorded on a case, the Notes tab and will have a red label.

How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Charge Batches from the Manage list. Double-click the charge batch to review. Double-click the case to review. Click the Notes tab.	Open the Manage menu and select Charge Batches. Double-click the charge batch to review. Double-click the case to review. Click the Notes tab.	Press [Alt] + [M] + [C]. Double-click the charge batch to review. Double-click the case to review. Press [Alt] + 7 to navigate to the Outcomes tab.

Field Definitions

Field

Type

Required

Description

Created

Read-only

(system-generated)

Yes

The date and time the note was saved.

Note

Display Only

(pulled from created Note)

Yes

The text contained in the note.

Type

Read-only

(system-generated)

Yes

The associated of the note. Options include: Account, Case, Collection, Payment, Refund. Values are determined based on the scenario and location in which the note was created.

Created By

Read-only

(system-generated)

Yes

The user who created the note.

Errors and Warning Section

This section reports problems detected through the Error Check validation process. Use the Display options to select the validations to verify.

In addition to errors and warnings, the date and time the last error check occurred is reported. If an error check has never been performed on a charge batch or case, the text displayed will be Last Check: (pending). Each time an error check is completed, this text is updated and displayed in the following format: Last Check: mm/dd/yyyy, hh:mm:ss AM/PM, for example, Last Check: 07/08/2013, 4:35:14 PM.

Display Filters

Checkboxes

No

This filter determines the type of errors or warnings listed in the Error Check list. Errors must be corrected before a case or charge batch can be submitted and claims can be generated. Warnings may or may not cause rejection of a claim and are not required to be corrected. A checkmark next to the display filter indicates that the filter is selected.

The filter options dynamically affect the contents of the error checklist. When you clear a checkbox, the list hides the applicable errors or warnings. When you click the checkbox again, the list refreshes, showing the hidden errors or warnings.

Type

Read-only

(system-generated)

Yes

The classification of the problem detected in a category during the Error Checking process. Cases in the charge batch are validated for certain conditions reported as errors or warnings.

Type	Description
Errors	Conditions on a case that affect claims generation. Errors must be corrected before cases can be submitted and claims can be created.
Warnings	Conditions on a case that may cause the claim to be rejected by a payer. Warnings do not have to be corrected before cases can be submitted and claims can be created.

Category

Read-only

(system-generated)

Yes

The component that may contain an error or warning when either condition is detected during error check validation, for example, Concurrency or Data. By default, all categories are selected and all errors and warnings are displayed on the Charge Batch Error Check tab. Errors must be corrected before a claim can be created. Warnings do not have to be corrected before a claim can be created.

The categories listed in the error check table are controlled by the Display filters on the Charge Batch Error Check tab. The following categories are available:

Category	Description
Concurrency	Exceptions reported on anesthesia provider time for violations that occur across multiple cases. In most cases, concurrency exceptions are reported as errors unless concurrency validation is excluded on the case. If concurrency is excluded on the case, exceptions are reported as warnings.
CCI	Exceptions reported on code auditing for detecting discrepancies between the diagnosis code and the procedure code. CCI edit warnings are not required to be resolved before a claim can be created, but if not correct, the problems may result in claim rejections by the payer.
ICD-9/ICD-10	Exceptions reported on diagnosis codes for authenticating that the diagnosis is appropriate for a particular age or gender. ICD-9 edit warnings are not required to be resolved before a claim can be created, but if not correct, the problems may result in claim rejections by the payer.
Payer	Exceptions reported on payers or plans for evaluating claim filing rules specific to a payer or plan, for example, provider identification numbers, or date of service of procedure occurs after provider effective date.
Data	Exceptions reported on data for identifying primary data elements (for example, primary diagnosis code) that are missing, are required for all cases, or are required based on specific conditions within a case. Required data must be entered before a claim can be created.

Message

Read-only

(system-generated)

Yes

The description of the error or warning.

Related Cases

Link

No

A direct link to cases related to the case that has a warning or error. To go to a related case, click the direct link. If the related case has a warning or error that is corrected, the Error Check validation process will verify the case and remove it from the Charge Batch Error Check tab.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Create	[Alt] + [C]	To add a note to the case.	Click Create. The Create Note window opens. Enter the Note. Click OK (or press [Alt] + O). The Note is displayed in the Notes tab. The Case / Notes tab header is updated to display in Red text to signify a note has been added to the case. The note text will be prepended with the Case ID DOS information.
*Error and Warnings Section*
Error Check	[Alt] + [K]	To run the Error Check validation for either a charge batch or a case in a charge batch.	Running Error Check Validation

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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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