|
The Delinquency Report produces a report of the "delinquent" accounts or claims. The report will list the accounts or claims that meet the criteria entered by the user. If the providers have been setup with Individual or Group numbers assigned by Division in Staff Maintenance , the Delinquency Report will show the providers Group and/or Individual number at the division level. This apply's to both Data Cubes and Standard reports.
The Delinquency Report request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.
General Tab
Task Name
|
Task Name displayed in the Task Viewer
|
Type
|
Delinquency Type to examine:
| • | Self - to list delinquent accounts with self pay balances only |
| • | Claims - to list insurance claims |
|
Min Level
|
The minimum delinquency level to qualify for inclusion on the report when running for claims. Allowable values are:
| • | Submitted - the Min Days will be counted from the claim submission date. |
| • | Re-Submitted - the Min Days will be counted from the date the claim was refiled if it has been refiled, or from the claim submission date if it has not be refiled. |
|
Min Days
|
Minimum days from the selected Minimum Level (Claims) or last Payment Date (Self) for inclusion on the report
|
Max Days
|
Maximum days from the selected Minimum Level (Claims) or Last Payment Date (Self) for inclusion on the report
|
Claim Level
|
The insurance level to qualify for inclusion on the report when running for Claims. Allowable values are:
|
Sort By Amount
|
Indicates if additional sorting will be performed based on the amount outstanding for the type of report:
Claims
Self
|
Held Claims
|
Indicate how or if you want to report Held Claims when running for claims. Allowable values are:
|
Disputed Claims
|
Indicate how or if you want to report Disputed Claims when running for claims. Allowable values are:
|
Pending Claims
|
Indicate how or if you want to report Pending Claims when running for claims. Allowable values are:
|
In Collection
|
Indicate how or if you want to report Visits already turned-over to Collections when running for Self. Allowable values are:
|
In Turnover
|
Indicate how or if you want to report Visit in Collection Turnover but not yet turned-over when running for Self. Allowable values are:
|
Include Medigap with Unpaid Primary Claims
|
Secondary Medigap Claims are created when the primary claim is created. This potentially causes some aging problems among these claims. This field indicates if Medigap Claims will be reported when the primary claim is created (include) or held until the primary claim is paid or denied (do not include).
|
Cube Data
|
Indicates if report results should be output to a data cube
|
Generate Standard Report
|
Indicates if report results should be output to a formatted report
|
Run Now
|
Indicates in the report should be run immediately
|
Schedule
|
Indicates that the report should be scheduled to run at a future time
|
Schedule Button
|
Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)
|
TIP: When running the Delinquency Report for Claims, the output of the last claim that was filed will be shown on the report. This is because when a refile is done, the system closes the original claim or billing record and opens a new billing record for the re-filed claim. The Claims Delinquency Report only addresses open claims or billing records. For example if a claim filed originally Electronic and then Auto Re-filed Paper, the Claims Delinquency Report would show PAPER in the Output column.
Sorting Tab
The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.
Selecting Sort Options:
Right-Arrow Button
|
Click on item to be selected in the left-hand list and press the right-arrow button.
|
Drag-and-Drop
|
Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
|
Double-Click
|
Double-click on the item to be selected in the left-hand list.
|
De-Selecting Sort Options:
Left-Arrow Button
|
Click on item to be de-selected in the right-hand list and press the left-arrow button.
|
Drag-and-Drop
|
Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
|
Double-Click
|
Double-click on the item to be de-selected in the right-hand list.
|
Selection Tab
Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.
By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.
|