Followup Wizard

The Followup Wizard organizes a number of functions that are available via the Ledger onto a single easy-to-use screen. This function can be used when a Followup function needs to be performed and the user has no need to view the Ledger prior to performing the followup function. If the user needs to view the Ledger, it will be faster to perform these functions via the Ledger. If the Ledger does not need to be viewed, then it will be faster to perform these functions via the Followup Wizard. The following functions are available on the Followup Wizard:

View or Reprint a Claim Now	Enter a claim number and view the claim immediately in the Task Viewer. Then claim may then be printed if necessary. For more information on Viewing/Reprinting claims, please see View Claim.
Reprint a Claim in the Next Close-Out	Enter a claim number and the claim will be reprinted in the next Close-Out. For more information, please see Batch Reprint.
Refile a Claim in the Next Close-Out	Enter a claim number and the claim will be refiled in the next Close-Out. For more information on Refiling Claims, please see Refile Claim.
Reset the Insurance on a Visit	Enter a patient number and then select a Visit that should have the insurance reset. Note that the visits displayed are posted visits only, and visits that are not in collections. The Reset Billing window is displayed.
View or Reprint a Statement Now	Enter a patient number and view the latest statement immediately in the Task Viewer. The statement may then be printed if necessary.
Request a Statement for the Next Close-Out	Enter a patient number and a "request statement" will be issued for the next Close-Out. For more information on Requesting a Statement, please see Request Statement.
Reset the Billing on an Account	Enter an account number and a Reset - Self billing will be performed on the account. For more information on Refiling Claims, please see Reset Billing - Self.