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Action Codes categorize the Actions and specify if the system should perform some special function, such as calling the Followup Wizard or sending a Form Letter, when an Action is performed. The Followup Action Codes are global.
Lookup
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Enter a description for the .Followup Action Code
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Action Class
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Enter/Select Action Class to which this Action Code should belong.
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Process
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The Process is used to specify how the system responds when an action with this action code is taken. In other words, it specifies how the system will respond when an Action Code with a certain Process is selected. A drop-down list displays the different Process options:
| • | Collection - Turnover - This will cause the system to prompt the user for a new Acct Class to go onto the account, and it is then added to the Collection Turnover. The new account class entered at that time will be the one that the account will be changed to when it is turned over to collection. |
| • | Correspondence- This will cause the system to prompt the user for the Form Letter that is to be sent. The form letter will be mail merged during the next Closeout (assuming that option is selected during the Closeout). |
| • | Followup Wizard - This will invoke the Followup Wizard where the user will then proceed to take further steps, such as resetting the insurance, requesting a statement, refiling a claim, etc. |
| • | Promise - This will cause the system to prompt the user for the amount that has been promised. The system will then monitor that account for the payment. If the amount promised is not received by the date specified, it will incur a "broken" status. The amount promised is used on accounts only, not claims. |
| • | Other - No additional special processing is done by the system. Only a next followup date is set. This would be used for action codes such as LM, Busy Signals, Called & Spoke. |
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Library Change Logs
The Change Log button at the bottom of any MedSuite Maintenance File will track the following:
$ Date Changed - The date the change was made to the file.
$ User Name - The name of the user that made the change.
$ Item Changed - The file name of the item that was changed.
$ Old Value - The system value before the change was made.
$ New Value - The system value after the change was made and saved.
NOTE: Items not tracked are description fields such as degrees and titles.
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