Intellect™
TASK FOLLOW UP
This task uses a printout and has the following task task_name parameter:
<report report_name="ITEMIZED_CLINIC_PA" printer_name="HP" email_addresses="" fax_numbers=""
secondry_printer="EXCEL" number_of_copies="1">
NEVER change the task_name.
• to have the automated task always print the output, click here for instructions: Printing.
• to have the automated task EMAIL the output when an email address is available, and print the output to the printer when there is not an email address on file, click here for instructions: EMAIL
• to have the automated task FAX the output when a fax number is available, and print the output to the printer when there is not a fax number on file, click here for instructions: FAX.
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Tasks |
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TASK_FOLLOW_UP |
Billing/Follow Up |
Used to print groups of follow up letters for Insurance billing or for patients’ accounts |
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Task Parameter |
Required Y/N |
Corresponding Screen/ Field Name |
Notes |
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<parameter name="FROM_DATE" value="TODAY - 45"/> |
Y |
From Date |
The number of days for the system to look back. The value "TODAY -45" means send Follow Up letters for patients whose billed date is 45 days ago who meet the other parameters. Change the numeric value to indicate how many days from today to look back "TODAY -1" means starting yesterday. |
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<parameter name="TO_DATE" value="TODAY - 45"/> |
Y |
To Date |
PCS recommends that this value matches the From Date to avoid large batches of letters. |
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<parameter name="BILL_CODE" value="B-G"/> |
N |
Billing Code |
To filter the letters based on specific billing codes, type the Ledger <Message> billing code. |
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<parameter name="MSG_CODE" value="TRACE"/> |
Y |
Letter Code |
Enter the Utility --►Messages --►Remark <Remark Code> for the letter to be printed. (Code matches the Utility --►Messages --►Message <Message Code> which attaches the message to the body of the letter). |
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<parameter name="CATEGORY" value=""/> |
N |
Category |
Limits the billing results by specific patient category. |
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<parameter name="INS_VARIETY" value="P1"/> |
Y |
Insurance Type |
Which Insurer: P1 Primary 1, P2 Primary 2, S1 Secondary 1, or S2 Secondary 2. The default is P1 Primary 1. |
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<parameter name="PATIENT_INS_SELECT" value="I"/> |
Y |
Patient/Insurance |
Letter should be sent as a Patient Letter or Insurance Letter. |
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<parameter name="INSURANCE" value=""/> |
N |
Insurance |
Do not enter a value to request ALL insurance companies OR select a specific insurance by entering its Utility --►Insurance <Insurance Co. Code>. |
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<parameter name="TH_WHO" value=""/> |
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<parameter name="DATE_SELECTION" value="P"/> |
Y |
Date Selection |
Date Selection Values = Entry Date, Service Date, Billing Date, Payment Date, and Statement Date The default is 'Entry Date.. |
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<parameter name="INCLUDE_DI" value="Y"/> |
Y |
Include Diagnosis |
Include Diagnosis in letter. Values = Include Diagnosis and Exclude Diagnosis. |
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<parameter name="PA_ACCOUNT1" value=""/> |
N |
Account From |
This is the beginning number for billing by a specific range of patient account numbers. Leave as is to bill all accounts that meet the other parameters |
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<parameter name="PA_ACCOUNT2" value=""/> |
N |
Account To |
This is the ending number for billing by a specific range of patient account numbers. Leave as is to bill all accounts that meet the other parameters |
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<parameter name="CRITERIA" value=""/> |
N |
Selection Criteria |
Define the parameter using an hyphenated alphabetical range such as A-L to return patient accounts where the last name begins with any letters in the range of A-L. |
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<parameter name="CHECK_ITEMIZED" value="Y"/> |
Y |
Itemized/Non Itemized |
Itemize charges. Values = Itemized and Non Itemized. |