Intro to Action Classes, Action Codes, & Actions

Action Classes are used to categorize Action Codes, which are used to categorize Actions.

Actions are performed on claims and accounts.  A default timeframe is specified for the next action to take place. ACTIONS are practice-specific, because different practices may have different procedures regarding these timeframes.

Action CODES categorize the Actions and specify if the system should perform some special function, such as calling the Followup Wizard or sending a Form Letter when an Action is performed.

Action CLASSES categorize the CODES for reporting purposes only.  Action CLASSES and CODES are set up globally and apply to all practices.

The Followup Report can break on and select on all three of these.

Let's look at some examples:

Action CLASSES are general, broad categories of actions, such as CONTACTS, PROMISES, CORRESPONDENCE, OTHER.

Action CODES are more specific.  These might be LEFT MESSAGE, BUSY SIGNAL, CALLED & SPOKE, CONTACT, INS CONTACT, CLAIM FOLLOWUP, PT CORRESPONDENCE, INS CORRESPONDENCE.

The Actions themselves may be even more specific.  Actions that fall under the PT CORRESPONDENCE CODE might be PT UCR LETTER, PT PAST DUE LETTER, PT PAY PLAN LETTER.  Actions under the CLAIM FOLLOWUP CODE could be REFILE CLAIM, RESET BILLING SAME PLAN, RESET BILLING NEW PLAN.