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Visits are typically entered in "batches." A batch of visits may be for a date of service, or for a physician for a date of service, or some other batching methodology. However, once the visits are entered, the batch should be reviewed for data entry errors and should be "balanced." This involves checking a report of the visits in the batch against the original documents for the visits. The process ensures that all visits are entered, that all procedures are entered, and that all modifiers (age, emergency, etc.) are entered.
The Visit Worksheet/Journal request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.
General Tab
Task Name
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Task Name displayed in the Task Viewer
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Sequence By
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Indicates the sequence to print details on the report (within primary sorts):
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Show Anesthesia Times
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If checked, this option prints all the individual MDs and CRNAs and all of their time segments on a case, in addition to the case start and stop time. This will allow review of all providers, handoffs, and discontinuous time segments that may have been entered on each visit. If unchecked, only the case start and stop time will print on the report.
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Report CRNA Charges in Hash Totals
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Indicates whether the CPT and ASA Hash for a CRNA Charge should be accumulated into the Visit, Batch, and Report Hash Totals. When balancing batches, if the insurance is not known at the time the "tape" is being run, the user cannot determine if a CRNA Charge will be created and therefore what the hash total will be.
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Un-Posted
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Indicates that the Worksheet is to be run against unposted visits for a batch or all batches
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Batch No
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Batch number (blank for all) to run for unposted visits
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Released Batches Only
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When running the report in Un-Posted mode, you may select only batches that have been released for posting.
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Include Unposted Reversals
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When running the report in Un-Posted mode, you may select unposted reversals.
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Posted Date
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Indicates that the Worksheet is to be run against posted visits for a posted date range
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From Date
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When running the report in Posted Date mode, enter the beginning date of the posted date range
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Thru Date
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When running the report in Posted Date mode, enter the ending date of the posted date range
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Cube Data
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Indicates if report results should be output to a data cube
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Generate Standard Report
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Indicates if report results should be output to a formatted report
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Run Now
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Indicates in the report should be run immediately
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Schedule
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indicates that the report should be scheduled to run at a future time
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Schedule Task
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Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)
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Sorting Tab
The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.
Selecting Sort Options:
Right-Arrow Button
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Click on item to be selected in the left-hand list and press the right-arrow button.
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Drag-and-Drop
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Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
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Double-Click
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Double-click on the item to be selected in the left-hand list.
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De-Selecting Sort Options:
Left-Arrow Button
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Click on item to be de-selected in the right-hand list and press the left-arrow button.
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Drag-and-Drop
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Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
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Double-Click
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Double-click on the item to be de-selected in the right-hand list.
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Selection Tab
Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.
By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.
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