Actions within the Followup Queue

Once you are in a Queue you will take Action on claims/accounts within the queue.  As discussed in the Navigating section previously, after selecting a record in the queue, you may view a ledger, go to demographics, account billing, and view the followup history.  The ACTION button at the bottom of the screen will display the Followup Action dialogue box where you specify what action you are taking on the claim/account and the next followup date.

Choose the Action that you are taking.

The Form Letter field is only active when you've selected an Action that is linked to an Action Code that has a Process Type of Correspondence.

The Account Class field is only active when you've selected an Action that is linked to an Action Code that has a Process Type of Collection-Turnover.

The Promise Amount field is only active when you've selected a Self Pay record and an Action that is linked to an Action Code that has a Process Type of Promise.

If an Action is linked to an Action Code that has a Process Type of Other, the cursor will jump from the Action to the Next Action date and time fields.

The Next Action date will default to a future date and/or time if the Action is set up with a period to advance the Followup Date by.  For example, the date/time may advance by 2 days or 14 days or 2 hours or 1 week.  If the Action is NOT set up to advance the Followup Date, the current date will display.

You may override the date to any date sooner than the default, but you are limited on how far into the future you can override the default.  The default override edits depend on the Period Type from Followup Action Setup.

    Period Type: Days, Hours or Minutes

Override of default may be up to twice the Period or 5 Periods whichever is greater.  For example if the followup period is 5 days, the Override limit will be 10 days which is twice the period but greater than 5 days.  If the period is 2 days, the override limit will be 5 days which greater than twice the period of 2 days.

If the Period is left blank or is zero, the Override limit will be 5 Periods.

Period Type: Weeks or Months

Override of default may be up to twice the Period.  For example if the followup period is 3 weeks, the Override limit will be 6 weeks which is twice the period.

If the Period is left blank or is zero, the Override limit will be 1 Period.

After selecting OK to save the action, you are returned to the Queue.

The queue entry you just worked will display in green.  You may continue to take additional actions on it.  To remove the green entries from your screen, simply Filter again.