Self Queue Type Criteria

Followup Queue Definitions are defined by Queue Type, either Self (for Account followup) or Insurance (for Claims followup).

Note: Leaving the Minimum and Maximum values empty for a field will ignore the field during the queue selection process. You may leave both fields blank, or you may enter a minimum or a maximum. If you enter a minimum and not a maximum the system will automatically assume the maximum amount. If you enter a maximum and not a minimum system will automatically assume the minimum amount. For example, if you enter a minimum age of 60 and no maximum, the system will assume the maximum is 9999. If you enter a minimum last name of M, the system will assume the maximum is ZZZZZZ.

Account Type	Enter/Select Criteria for a specific Account Type to be selected for this queue. Leaving this blank will select all Account Types.
Account Class	Enter/Select Criteria for a specific Account Class to be selected for this queue. Leaving this blank will select all Account Classes.
Minimum Account No	Enter the minimum Account number to be selected for this queue.
Maximum Account No	Enter the maximum Account number to be selected for this queue.
Minimum Phone No	Enter the minimum Phone number to be selected for this queue.
Maximum Phone No	Enter the maximum Phone number to be selected for this queue.
Minimum SSN	Enter the minimum Social Security number to be selected for this queue.
Maximum SSN	Enter the maximum Social Security number to be selected for this queue.
Minimum Last Name	Enter the minimum Account Last name to be selected for this queue.
Maximum Last Name	Enter the maximum Account Last name to be selected for this queue.
Minimum Birth Date	Enter the minimum Birth Date to be selected for this queue.
Maximum Birth Date	Enter the maximum Birth Date to be selected for this queue.
Minimum Age (in Days)	Enter the minimum Age at which a Visit will be sent to Followup. This is the number of days since the first statement to the Account or since the last payment.
Maximum Age	Enter the maximum Age at which a Visit will be sent to Followup. This is the number of days since the first statement to the Account or since the last payment.
Minimum Amount	Enter the Minimum Balance Amount of the Accounts that will be selected.
Maximum Amount	Enter the Maximum Balance Amount of the Accounts that will be selected.
Broken Promises	Select whether this Queue should Include or Exclude accounts with a Broken Promise, or should ONLY include accounts with a Broken Promise.
Broken Payment Plans	Select whether this Queue should Include or Exclude accounts with Broken Payment Plans, or should ONLY include accounts with Broken Payment Plans.
Return Mail	Select whether this Queue should Include or Exclude accounts with Return Mail, or should ONLY include accounts with Return Mail.
Include Dunning 1, 2, 3, 4	Select what Dunning Levels should be selected for this queue. The system defaults to all dunning levels being selected.

Additional Tabs are available adding DIVISION, FACILITY, and LOCATION selection criteria. If you wish to build separate Queues by Division, Facility, or Location, access the separate tabs to indicate which one(s) you would like to include or exclude. If you wish to include accounts for all divisions, all facilities, and all locations, leave these tabs blank.

You may need a separate Queue for monitoring promises and payment plans. If patients make partial payments and not the agreed-upon amounts of the promise or payment plan, you will need a place to monitor and followup on those accounts. A partial payment on an account with a Promise that is greater than the Minimum Payment amount will reset the aging on the account, even if it is not the amount that was promised. Therefore, it is possible that it may not show up in a Self Pay Queue if your queues are set up to only show delinquent accounts (with a minimum age of 45 or 60). In addition, if you use the Payment Plan amounts on the Account Billing tab to set up monthly payment plans, you may monitor those accounts via a separate Followup Queue.

To ensure that you see any accounts where the promise is broken because only a partial payment is made, or any accounts where they have failed to pay an amount equal to or greater than they Payment Plan amount on the Account Billing tab, create a Self Pay Queue with TWO SEPARATE CRITERIA. They will each have NO max or minimum age. In the first, specify Only Broken Promises and Include Broken Payment Plans.

Then, create another criteria with no max or minimum and specify Include Broken Promises and Only Broken Payment Plans.

The Queue Definition screen will display the two separate criteria for the Broken Promises and Broken Payment Plans. It is important to have two separate criteria because if you build just one that says "only" broken promises and "only" broken payment plans, you will get no accounts as they will exclude each other.

If you would like this Queue to display all the self pay broken promises and payment plans and you do NOT want to display self pay broken promises and payment plans in any OTHER self pay queues, specify that you want to EXCLUDE Broken Promises and Broken Payment Plans in the other queues so that the accounts do not show up in BOTH queues.

You may wish to create a separate Queue for monitoring accounts flagged for Return Mail, to eliminate the need to run an Account Listing report for return mail. Do not enter any Minimum or Maximum Age, as the aging is reset when the account is flagged for Return Mail. Not specifying any age will ensure that all return mail accounts are pulled into the queue.