Visit Batches

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The Batch context of Visit entry consists of two sections.  The first section is a list of open Batches of Visits.  The second section displays a list of Visits attached to the selected Batch.

 

Batch List

 

Batch No

Number assigned to the batch by the user

Router No

Sequentially assigned number within a batch

Date Release

Date the batch is to be release for processing and posting.

Date Entered

Date the batch was entered into MedSuite

Batch Type

VISIT

User

Name of user who created (and presumably) entered the batch

Description

Description assigned by the user to the batch

 

 

You may be prevented from setting the Date Release on a Batch under the following conditions:

 

There are visits in the Batch, with the Service Date displayed in maroon, that have not been processed by the Concurrency program.

 

There are visits in the Batch, with the Service Date displayed in Red, that the Concurrency program identified as having certain error conditions and the Practice Setup - Anesthesia Tab has been configured to prevent batches with concurrency errors to be released.

 

Visit List Buttons

 

Imaging

Invokes the Image Tree display for the Visit Batch

Refresh

Refreshes the Visit List

New

Create a new batch

Edit

Edits the selected batch

Delete

Deletes the selected batch

 

 

 

Visits on Current Batch

 

Certain details about a Visit may be viewed in this grid.  In addition, Visits may be created, edited, or deleted from this grid.  See the Visits section of this document for detailed information about the Visit form.

 

The color of (Service) Date in the list may be displayed as black, maroon, or red.

 

 Maroon

Indicates a Visit that has a Medical Direction value of 'S-System Calculated'.  The batch must be processed by the concurrency program which will assign a numeric value to the Medical Direction of every Visit before the Batch can be released.

 

 Red

Indicates a Visit that has a Concurrency Error on it.  The visit was processed by the Concurrency Program, but an error condition was discovered that may prevent the release of the batch to posting.  Concurrency Errors are displayed in Red regardless of whether or not the Practice Setup - Anesthesia Tab is configured to  to prevent batches with concurrency errors to be released

 

 Black

Indicates a Visit that does not have Concurrency Error on it, nor does it have a Medical Direction with a value of 'S-System Calculated'.

 

 

Date

Visit (service) date

Patient

Patient name

Type

Visit type (Anesthesia / Front-Office)

Division

Division selected for the Visit when the Visit was created

Plan

Patient's primary insurance plan for the Visit

Facility

Facility in which the service for the Visit were performed

Physician

Physician/Anesthesiologist who performed the services on the Visit

Refr/Surg

Referring Provider (non-Anesthesia Visit) or Surgeon (Anesthesia Visit) on the Visit

Charges

Total charges on the Visit

 

 

Visits on Current Batch - Buttons

 

Open Patient

Opens the Patient for the selected Visit.

Imaging

Displays Images indexed to the Visit

Wizard

Create a new Visit Using the Visit Wizard

New

Create a new Visit

Wizard

Create a new Visit Using the Visit Wizard

Edit

Edit the selected Visit

Delete

Delete the selected Visit.  This will only function on unposted Visits.