|
The Payment Exception report produces a list of payments that have been flagged as exceptions via the Payment Reason Code used on the Payment Distribution. Exceptions have been flagged so that someone can determine if there was a problem that requires additional review or followup. In addition, the report can produce a list of payments in which the charge allowed amount ( from the Fee Schedule) and the carrier approved amount (entered in Payment Entry) differ by more than a user-defined percentage.
The Payment Exception 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
|
Select Payments By
|
Payment Date to examine:
|
From
|
Beginning date of the (entered, remit, or posted) date range
|
Thru
|
Ending date of the (entered, remit, or posted) date range
|
Payment Reason Exceptions
|
Indicates if Payment Distributions with Payment Reasons that have been flagged as exceptions will be included in the report.
|
Allowed Amount Exceptions
|
Indicates if Payment Distributions in which the charge allowed amount (from the Fee Schedule) and the carrier approved amount (entered in Payment Entry) will be included in the report.
|
Within Pct
|
The percentage difference between the allowed and approved amounts that will qualify a payment to appear on the report.
|
Report Under-Payments
|
Indicates Payment Distributions Only in which the charge allowed amount (from the Fee Schedule) is greater than the carrier approved amount (entered in Payment Entry) will be included in the report.
|
Report Over-Payments
|
Indicates Payment Distributions Only in which the charge allowed amount (from the Fee Schedule) is less than the carrier approved amount (entered in Payment Entry) will be included in the report.
|
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)
|
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.
|