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Intellect™

 

 

TASK FOLLOW UP

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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 Print Paper Statements for instructions.

 

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 Email Statements for instructions.

 

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 FAX Statements for instructions.

 

When entering values place them between the quotation marks" ".

 

 

 

 

 

Tasks

 

 

 

TASK_FOLLOW_UP

Billing/Follow Up

Used to print groups of follow up letters for Insurance billing or for patients’ accounts

Task Parameter

Required Y/N

Corresponding Screen/ Field Name

Notes

<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.

    <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.

    <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.

    <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).

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

N

Category

Limits the billing results by specific patient category.

<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.

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

Y

Patient/Insurance

Letter should be sent as a Patient Letter or  Insurance Letter.

<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>.

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

 

 

 

<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..

<parameter name="INCLUDE_DI" value="Y"/>

Y

Include Diagnosis

Include Diagnosis in letter. Values = Include Diagnosis and Exclude Diagnosis.

<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

<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

<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.

<parameter name="CHECK_ITEMIZED" value="Y"/>

Y

Itemized/Non Itemized 

Itemize charges. Values = Itemized and Non Itemized.

 

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