Navigating the Followup Queue

Use the horizontal and vertical scroll bars to move around the Followup Queue grid to see all the data for each record, and to see more records that follow. The system displays the number of records contained in the Queue in the top right corner so that you have an idea as to what you're going to be looking at.

•	The grid will display a maximum of 100 accounts at a time. Use the Page drop down box to select the next set of accounts if the total number of records exceeds the 100 account maximum.

•	Clicking at the top of any of the fields sorts the records in that order so that you can list them by Patient Number, alphabetically by name, or group by Acct Class, sort by patient birth day, phone #, etc.

•	Fields may be rearranged by dragging columns to the left or right.

•	Fields may be removed by using a right-click, then the Remove option. A list of all the fields will be displayed so you can proceed to remove the ones you do not wish to see. After removing fields, you may always use a right-click then the Add option to put them back.

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After rearranging or removing fields, the Default option will restore the fields to their original default setting. Right-click, then select the Default option. Changes that a user makes to a Self Queue display apply to all Self Queues that user opens up on their machine. Insurance Queues retain the last setup done for an Insurance Queue.

After clicking on a record to select it, the buttons at the bottom of the screen will allow different functions to be performed.

Search Invokes the Followup Search Wizard which allows Followup Queue data that has already been Filtered to be searched and further filtered by Patient Name, Patient Number or Billing (Claim) Number.

This feature functions like a filter within the main Followup Queue Filter. If the search does not return the desired results, you must Refilter the Followup Queue.

Export Invokes the Export Wizard which allows Followup Queue data to be exported to a text file, Excel file, Word file, etc. This feature might be used by managers wishing to run some additional data analysis or reports on the Queue data.

Open Demo: Opens the Patient Demographics for the selected record. Note that it opens a separate window that can be closed with the CTRL+E shortcut (E as in Exit).

Open Billing: Opens the Account Holders Billing Tab for the selected record. This allows quick access to change Acct Class or Types, Suspend/Un suspend statements, and set the Return Mail flag. Note that it opens a separate window that can be closed with the CTRL+E shortcut (E as in Exit). This button only displays in Self Queues.

Ledger: From a SELF Queue, this opens the Account Ledger for the selected account record. From an INSURANCE Queue, this opens the Patient Ledger for the selected claim record. Note that it opens a separate window that can be closed with the CTRL+E shortcut (E as in Exit).

Action: Displays the Followup Action dialogue box where you specify what action you are taking on the claim/account and the next followup date. This will be discussed in more detail later in this manual.

History: Displays the Followup Activity box which lists followup actions that have previously taken place on this claim/account. Some other information is displayed as well, such as the Account Name, Address, and Phone #, and billing information such as bill dates and dunning level.

You may see an alert in the top right corner of your screen periodically. This is letting you know that additional entries should be displayed in your queue because the next followup date/time have been met. For example, you might call and get a busy signal, and set followup date/time for 2 hours in the future to try again. This will display in 2 hours to let you know that there is an entry out there whose followup date/time has passed, and you need to refilter to refresh the screen to display the entries that should now be followed up on.

Note: Self Queue displays records by VISIT, so you could see a patient listed more than once if there are multiple visits that have met the queue criteria.