Tasks

Task and Parameters

Billing  --► Tele Com

TASK_IMS_EB

Select The Task for the Proper Payer when setting up Automation: i.e., 'Medicaid,' 'IMS,' 'Medicare,' etc.

TASK_MEDICAID_EB

TASK_MEDICARE_EB

TASK_UGS_EB

NOTE: You should ALWAYS automate the electronic claims to run prior to the paper claims. 

Task Parameter

Required Y/N

Corresponding Screen/ Field Name

Notes

<parameter name="FROM_DATE" value="TODAY - 365"/>  

Y

From Date

Determines the earliest date billed if all other criteria are met. Change the numeric value to indicate the starting date for the range billed. For example: “TODAY – 365” begins the date range 365 days prior to the current calendar date.  

<parameter name="IC_CODE" value="IMS"/>

Y

Insurance Code

Enter the Utility --► Insurance --► Insurance <Insurance Co. Code> of the payor or clearinghouse where you are submitting the 837.

<parameter name="DATE_SELECT" value="E"/>

Y

Date

Date Selection Values = E, S, B, P, F

The default is 'E' entry date.

<parameter name="USER_NO" value=""/>

N

User#

To filter the billing based on a specific user, type the Utility --►Set Up --►Security --►Login Users <User Number> OR leave as is to bill for all users.

<parameter name="INS_TYPE" value="P1"/>

Y

Primary/Sec/All(P/S/A)

Which Insurer? P1, P2, S1, S2

The default is the Primary

<parameter name="CARRIER_CODE" value="I"/>

Y

Carrier Type

Enter the appropriate carrier type code of the payor or clearinghouse where you are submitting the 837.

Values =  I, M, S

<parameter name="TO_DATE" value="TODAY"/>

Y

To Date

This is defaulted to include billing up until the current date. Change the numeric value to indicate how many days from today to include: for example, "TODAY - 1" means end date of yesterday.

<parameter name="BILL_STATUS" value="U"/>

Y

All/Unbill/Rebill(A/U/R/H)

Values = Unbilled Charges, All Charges, Rebill Charges, Guarantor Resp. Charges, Hold Charges, and Multiple Insurances.

Used to select which status of claims to print. Accept the default 'Unbilled' primary/secondary OR enter a different value to make an alternate selection.

<parameter name="CT_CODE" value=""/>

N

Category

Limits the billing results by specific patient Category. Leave as is to bill by all categories OR enter a Utility --►Category <Category Code>.

<parameter name="DR_CODE" value=""/>

N

Provider

Limits the billing results by specific provider. Leave as is to bill by all providers OR enter a Utility --►Provider --►Provider <Provider Code>.

<parameter name="DEPARTMENT" value=""/>

N

Department

Limits the billing results by specific Department. Leave as is to bill by all Departments OR enter a   Utility --►Provider --►Provider <Department>.

<parameter name="BILL_CODE" value=""/>

N

Billing Code

To filter the billing based on specific billing codes, type the Ledger <Message> billing code.

<parameter name="FACILITY" value=""/>

N

POS

Limits the billing results by specific POS. Leave as is to bill by all facilities OR enter a Utility --►Facility <Facility Code> to filter the billing based on a specific facility.

<parameter name="CLAIM_TYPE" value="2"/>

Y

Claim Type

Claim Type 1= UB04 (CMS 1450), 2 = CMS 1500

<parameter name="ACCOUNT_FROM" value=""/>

N

Account Number

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.

<parameter name="ACCOUNT_TO" value=""/>

N

Account Number 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.

<parameter name="SELECT_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. Leave as is to bill all accounts that meet the other parameters.