Followup Filters

"Filters" may be applied to Followup Queues to limit the number of claims/accounts that are on display, to make working the Queues more manageable if they are very large.

After selecting the Queue you wish to work in, press F9 or click the search on the Filter field to display a list of the available Filters.  Select the Filter that you wish to apply to the Queue.

To create a new filter, select New from the Followup Filter Search window.

Enter a Name for the Filter.  If you've accessed the Filter Maintenance from a Self Queue, the Criteria Type will default to Self.  If you've accessed the Filter Maintenance from an Insurance Queue, the Criteria Type will default to Insurance.  Enter the filter criteria you'd like to use.

Examples of Filters could be ones that select portions of queues based on the last name alphabetically, Filters to display only primary or secondary and third level claims, Filters to display only Disputed claims, only paper or electronic claims, claims/accounts over a certain amount, Filters by Acct Class or Acct Type, etc.

A NOTE OF CAUTION if you are using Filters:

Filters limit the number of records that are displayed from within a queue.  For example, a Medicare queue might have 200 claims in it, but after applying a filter to show only Primary claims, it might be limited to 180.  Or, if you apply an A-L filter it will only show claims for patients with a last name starting with A-L.  If you limit the queues with the use of filters, you will need to make sure that another appropriate filter is run to display any other claims you may wish to see, such as claims for patients with a last name starting with M-Z.