Followup Actions

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ollowup Actions are performed on claims and accounts.  A default timeframe is specified for the next action to take place.  Actions are set up by practice in order to allow one practice to be managed differently than another by having a different number of followup days for certain actions in certain practices, if a billing company has different arrangements with different clients in regard to how claims/accounts are worked.

 

 

Lookup

Enter a description of the Action

Action Code

Enter/Select Action Code to which this Action should be linked

Followup Type

Enter/Select the type of followup that the Action will be used in:

•Single Followup - This action may only be performed on one claim/account at a time, such as Left Message for Pt, Spoke w/Pt, Promise by Pt.
•Batch Followup - This action may only be performed on multiple claims/accounts.
•Single and Batch Followup - This action may be performed either on a single claim/account, or on multiple claims/accounts at the same time.  Possible examples may be Refiling Claims, Add to Turnover, Sending Letters.

Advance Followup Date By

Advance Followup Date By is used to specify how far the Followup Date of a claim/account should advance so that it is again displayed in the Queue.  This, of course, assumes that it still meets the queue criteria.  For example, if a Refile Claim action advances the Followup Date by 14 days, the claim will be redisplayed in the Queue in 2 weeks if it still meets the criteria that adds claims to the Queue (i.e. if it is still delinquent and has not been paid).  If the claim no longer meets the criteria (i.e. if it is paid) then it will NOT be displayed in 14 days.  The default Period Type is Days; you may specify the number of days before the claim/account should be displayed.  Other period types are minutes, hours, weeks, and months.

 

Note that this is merely a default.  Users may override the date and time at the time they use an action on a claim/account.  However, there are some edits on how they may override the default.  A user may override the date to any date sooner than the default, but they are limited on how far into the future they can override the default.  The default override edits depend on the Period Type.

 

    Period Type: Days, Hours or Minutes

Override of default may be up to twice the Period or 5 Periods whichever is greater.  For example if the followup period is 5 days, the Override limit will be 10 days which is twice the period but greater than 5 days.  If the period is 2 days, the overide limit will be 5 days which greater than twice the period of 2 days.

 

If the Period is left blank or is zero, the Override limit will be 5 Periods.

 

Period Type: Weeks or Months

Override of default may be up to twice the Period.  For example if the followup period is 3 weeks, the Override limit will be 6 weeks which is twice the period.

 

If the Period is left blank or is zero, the Override limit will be 1 Period.

 

Period

Enter the number of periods that the date will be advanced by...

Period Type

Enter/Select the period type:  (the default is Days)

•Minutes
•Hours
•Days
•Weeks
•Months

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.