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									CHAPTER 1   B/AR Charge Correction
            Training




            B/AR Charge Correction   1
               B/AR Charge Correction Training




    About this Manual
    his IDX Training Manual is written to give you a step-by-step guide for your classroom train-
    ing and a handy reference for your daily work. The list of features in this manual helps you use
    it more effectively.

    Objectives and Summaries - The manual contains class lesson objectives which provide you
    with the overall goals you will achieve by the end of the course. The manual contains a sum-
    mary for your review at the end of each lesson.

    Practice Sessions - Most modules end with a practice session to help you practice the skills you
    learned in the lesson. Your instructor will be available to assist you if you need it during the
    exercises.

    Keys - References to keys are presented in bold brackets, for example, <Enter>. Key combina-
    tions are referred to in the following format <F7><P>, this would mean to press the F7 key,
    then press the P key.

    Special terms - Important terms or ideas introduced for the first time are presented in bold
    italic. Thereafter, the word or phrase appears as normal text.




2              B/AR Charge Correction
Use this Page for Notes




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    Module 1 - B/AR Charge Correction

    Overview
    The Charge Correction Function allows you to edit an invoice in a BAR batch that has been
    processed by Night Jobs and closed. It is used to correct charges that have already gone from
    TES into BAR.
    Charge Correction is done through Function 2 in BAR. All data entry of charges will take place
    in Function 1000-Transaction Editing System. However, there may be situations where the
    invoice needs to be corrected and it has already filed into BAR.


    Charge Correction Process
    When you use Charge Correction to correct an invoice, the system uses the following process:
    1.   The system enters a credit into the invoice that is equal to the total debit balance of the
         invoice. The payment code for the credit is 97. This changes the total balance of the invoice
         to zero, so that dollar amounts on monthly reports are not affected by this invoice. The sys-
         tem also changes the FSC associated with the invoice to the Charge Correction FSC (999).
         It does this by posting payment code 70 to the invoice. This ensures that none of the trans-
         actions entered in the invoice will appear on any claims or statements.
    2.   The system then creates a reversal invoice. The reversal invoice is a duplicate of the origi-
         nal invoice, except that the dollar amounts for each transaction are negatives of the original
         values. This includes the Paycode 97 that was entered by the system in Step 1. This step
         cancels the individual transactions in the invoice. The system also assigns the reversal
         invoice to the Charge Correction FSC (999) by posting payment code 70 to the invoice.
         This ensures that none of the transactions entered in the reversal invoice will appear on any
         claims or statements.
    3.   Finally the system places a copy of the original invoice into a new (unfiled) invoice, and
         displays this invoice on the Enter Charges screen. You can change the new invoice and file
         it, or you can press <F7><Q> to delete it without filing the information. If you file the
         invoice, the system gives it a new invoice number. If the original invoice contained any
         payments, you must file the new invoice. You must then use Delete Transactions to delete
         all transactions in the invoice. Then you can repost the payments. If any discounts or
         adjustments were calculated in the original invoice, they do not appear in the new invoice.
         The discounts and adjustments will be calculated again when you file the invoice.

    After you have filed the new invoice through the Enter Charges screen, the system redisplays
    the Charge Correction screen so that you can correct another invoice.




4                B/AR Charge Correction
Using Charge Correction


Limit the number of charge corrections to 2-3 per
batch. Once you have corrected 2-3 invoices, balance
and close your batch. Open a new batch if neccessary.

Follow these steps to use the Charge Correction feature of BAR:
1.   Access Enter Charges in BAR, through Function 2. The system will display the Batch Control
     Form.

     FIGURE 1.   Function 2 - Enter Charges Screen




2.   Complete the batch identification fields and control totals.
3.   Type <C> at the Action prompt and press <F10>.




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         FIGURE 2.   Batch Entry Actions




    The system then displays the following screen:

         FIGURE 3.   Charge Correction Screen




    4.   Identify the patient and the invoice.




6                B/AR Charge Correction
5.   The Reason Field is linked to Dictionary 33621. Each reason entry contains a short description.
     The short description will be pre-fixed to comments added to the 'Comment' field.
     For example:
     Reason: Corrected or Added Modifier 59 [Short Description: Proc Code]
     Comment: Downcoding
     At the invoice level, the entire Reason/Comment will display as follows:
     Proc Code: Downcoding
6.   At the Comment field, enter a free-text comment explaining why the correction is being made.

     FIGURE 4.   Charge Correction Reason




7.   Press <F10>. The system displays an informational message while it creates the reversal and the
     new invoices.
8.   The system then displays the new invoice on the Enter Charges form. At this time, you can enter
     any changes and press <F10> to file the new invoice, or press <F7><Q> to quit and cancel the
     new invoice.




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         FIGURE 5.   Enter Charges Form


    9.   The system brings you back to the Patient prompt in order to perform another Charge Cor-
         rection. If you are done, press <F7><Q> to return to the Batch Control Form.




    Invoices Without Payments & Other Transactions
    1.   Open a new batch in BAR, F2.
    2.   Select Action Code <C> for Charge Correction and press <F10>.




8               B/AR Charge Correction
     FIGURE 6.   Invoices with Payments & Other Transactions




     FIGURE 7.   Batch Entry Actions




3.   Type in the invoice number to be corrected, and press <F10>.
4.   Once the system creates the reversal invoice, it will then display the new (unfiled) invoice.
5.   Make the necessary changes to the invoice prior to filing <F10>.




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     FIGURE 8.   Updated Invoice




10          B/AR Charge Correction
Invoices With Payments & Other Transactions
Follow these steps for an invoice with payments and other transactions:
1.   Open a new batch in BAR, F2.

     FIGURE 9.   Open New Batch




2.   Select Action Code <C> for Charge Correction.




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          FIGURE 10.   Batch Entry Actions




     3.   Type the invoice number to be corrected, i.e. I1234567.

          FIGURE 11.   Charge Correction Entry




12               B/AR Charge Correction
4.   The Reason Field is linked to Dictionary 33621. Each reason entry contains a short description.
     The short description will be pre-fixed to comments added to the 'Comment' field.
     For example:
     Reason: Corrected Procedure Code        [Short Description: Proc Code]
     Comment: Downcoding
     At the invoice level, the entire Reason/Comment will display as follows:
     Proc Code: Downcoding
5.   Once the system creates the reversal invoice, it will then display the new (unfiled) invoice.
6.   If the original invoice contains any payments and/or other transactions (such as adjustments,
     FSC transfer, Rejection Codes, etc.), then the new invoice must be filed 'as is' without any
     changes. The system will not accept changes to the transaction level at this point.

     FIGURE 12.   Invoice




7.   Go out to the Batch Header and enter action code <D> to Delete Transactions.




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          FIGURE 13.   Batch Entry Actions




     8.   Pull the new invoice number, i.e. I1234567 - The system will display a list of all the trans-
          actions on the new invoice (charges, payments, adjustment, etc.)


     9.   Delete all necessary transactions including payments in order to repost the correct proce-
          dure code.

          FIGURE 14.   Delete Transactions




14                B/AR Charge Correction
10.   If the procedure code was deleted, then go back out to the Batch Header and select action code
      <E> to enter the new procedure code.
11.   Pull the new invoice number and add the procedure code.

      FIGURE 15.   New Invoice




Splitting Invoices for Multiple Transactions


1.    When correcting one or two transactions out of an invoice with multiple transactions, use the
      Split Invoice feature of F2.
2.    Review the original invoice first through Invoice Inquiry. Make a note of the items to be split.
      The Split Invoice screen does not display dates of service.
3.    Open a new batch in BAR, F2.
4.    Select Action Code <Z> for Split Invoice
5.    Pull invoice to be split




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          FIGURE 16.   Invoice Split




          FIGURE 17.   Split Invoice Screen 1




     6.   Select the items to be split by hitting the <Enter> key.
     7.   Select action code <S> to split the invoice.
     8.   Again, select action <S> a second time to split invoice.




16                B/AR Charge Correction
      FIGURE 18.   Split Invoice Screen 2




9.    A system message will display as follows:




10.   <ENTER> Y then F10




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     11.   Once the invoice is split, then select any of the two new invoices that require correction.



     Repost Payments & Adjustments


     1.    Go to BAR, Function <F4> to reports payments and adjustments accordingly.




18                 B/AR Charge Correction
     FIGURE 19.   Function 4 - Post Payment




2.   Add any necessary comments to the invoice through <F4>.
3.   Process refunds when necessary and post refund paycode accordingly.




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     View Invoice Detail
     When viewing invoice detail, the user will be able to view charge correction reason.

        FIGURE 20.    View Invoice Detail




     The Reason/Comments will show on the invoices with FSC COR - corrected original invoice
     and reversal invoice.
     Dictionary 33621 contains the following Standard reasons:

        TABLE 1. Dictionary    33621 - Standard Reasons

        Reason:                               Short Description:
        Corrected Procedure Code              Proc Code
        Corrected Dollar Amount               $ Amt
        Corrected Case Number                 Case No.
        Corrected or Change FSC               Change FSC
        Corrected Date of Service             Dt of Svc
        Corrected or Added Modifier           Modifier
        Corrected or Added Ref Physician      Ref Phys




20                B/AR Charge Correction
   TABLE 1. Dictionary   33621 - Standard Reasons

   Reason:                             Short Description:
   Corrected Provider                  Provider
   Corrected Referral/Authorization    Ref Auth #
   Wrong Patient                       Wrong Pat
   Duplicate Charge                    Dup Chg
   Misc/Other                          Other

Other Reasons can be added to the dictionary as requested.




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     Module Summary
     • Function 2 is used for Charge Correction purposes.
     • Charge Correction must be used when invoices have been filed to BAR and need to be cor-
        rected.
     • Charge Correction will create a reversal invoice to negate the incorrect invoice for month
        end reporting purposes.
     • Charge Correction will also create a new invoice on the screen and allows you to make the
        necessary changes.
     • The new invoice will have a new posting date.




22                B/AR Charge Correction
Practice Exercises
1.   Using one of the invoices created and filed into BAR for your patient, perform a Charge Correc-
     tion and quit out of the new invoice. This might be used when charges have been entered for the
     wrong patient.




2.   Using another one of the invoices created and filed into BAR for your patient, perform a Charge
     Correction and make changes to the new invoice and file it. This would be used when the
     encounter was entered with incorrect information in TES and never caught until after it was
     filed into BAR.




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     Module 2 - Appendix

     Function Keys
     Function Keys when using a PC (Personal Computer)



        TABLE 2. Fixed     Screen Functions (most fields)

        Action               Description
        <F7> <C>             Deletes field group
        <F7> <P>             Enables user to choose another screen/page
        <Enter>              Enters data and moves cursor to next logical field
        <F7> <Q>             Exits form without filing data
        <F10>                Files data and exits form (O-kay)
        <F7> < >             Moves cursor to last filed on a page or group
        <>                   Moves cursor to previous filed on page
        <F8>                 Toggles insert mode; enables user to insert text



        TABLE 3. Generic     Key Functions

        Action               Description
        <Insert>             Copies a column in the custom report formatter [Insert]
        <F4>                 Deletes character at cursor [Erase Char]
        <F1>                 Deletes content of current field [Erase Field]
        <Shift-F3>           Displays function keys [More Keys]
        <Shift-F5>           Displays help message [Help]
        <Shift-F2>           Displays list of options [List]
        <Tab> or < >         Jumps to next field on page
        <Page Down>          Jumps to next page in a form or next screen of items in a selector list [Next Page]
        <Page Up>            Jumps to previous page in a form or previous screen of items in a selector list
                             [Prev Page]
        <F7> < >             Moves cursor to first field on a page of group [First Field]
        <Shift-F4>           Moves cursor to next major field on screen [Major]




24                 B/AR Charge Correction
TABLE 3. Generic   Key Functions

Action             Description
<HOME>             Moves highlight bar to an item in a selector list [Find]
<Shift-F11>        Redraws garbles screen [Refresh Screen]
<F2>               Restores current field [Restore Field]
<End>              Selects an item in a selector list [Select]
<Shift-F6>         Selects and files an item in a selector list [Do]



TABLE 4. Miscellaneous    Key Functions

Action             Description
<=>                Brings up the last provider you were working with
<T>                Inserts today's date
<T> - / + num-     Inserts today's date plus or minus number of days
ber of days



TABLE 5. Scrolling   Prompt Functions

Action             Description
DEL                Delete contents of current field
?                  Displays a list of options
GO field number    Enables user to jump to other fields in form
<Enter>            Enters data and moves cursor to next logical field
STOP               Exits from without filing data




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     TABLE 6. Word     Processing Functions

     Action                Description
     <F7> <J>              Connect current line and next line
     <F4>                  Delete character at cursor [Erase Char]
     <F1>                  Delete current line [Erase Line]
     <F3>                  Delete to end of next word [Erase Word]
     <F7> <Q>              Exit form without filing data
     <F10>                 Finish editing and jump to next field inform
     <F9>                  Insert blank line above cursor
     <F7> <=>              Jump to beginning of line
     <F7> <->              Jump to end of line
     <F7> < >              Move cursor to last field on a page or group
     <F7> < >              Scroll back length of field
     <F7> <H>              Scroll to first line of field
     <F7> <E>              Scroll to last line of field
     <F7> <C>              Search again for same text <F7> <S>
     <F7> <S>              Search for specified text
     <F7> <L>              Show number of lines in field
     <Tab>                 Space to next tab position
     <F7><B>               Split line at cursor
     <Enter>               Start new line of text
     <F8>                  Toggle insert mode; enables users to insert text




26             B/AR Charge Correction
Patient Lookups
The table below outlines the methods, which may be used to retrieve a patient at any Patient:
prompt:



   TABLE 7. Patient    Lookups

   LOOKUP                          FORMAT                           EXAMPLE
   Patient's Full Name             Last Name,First Name             Doe,John
   Patient's Last Name             Last Name                        Doe
   Partial Name                    First few letters of the         Do,Jo
                                   patients first and last name
   Partial Name;DOB                First few letters of the         Do,Jo;70
                                   patient's last name, first few
                                   letters of the patient's first
                                   name, a semicolon and the
                                   year of birth
   Partial Name;DOB;Sex            First few letters of the         DO,JO;70;M
                                   patient's last name, first few
                                   letters of the patient's first
                                   name, a semicolon and the
                                   year of birth, semicolon, and
                                   sex
   Partial Name;Sex                First few letters of the         DO;M
                                   patient's last name, first few
                                   letters of the patient's first
                                   name, two semicolons, and
                                   sex
   Social Security                 S followed by the patient's      S123456789
                                   social security number
   UMMG Account Number             M followed by the patients       M9876543
                                   account number
   Alias                           The name entered at the          DOE,JUAN
                                   AKA prompt
   Soundex                         First few letters of the         DOW,JON?
                                   patient's last and followed by
                                   a?
   Recall last displayed patient   R                                R




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     Entering Dates
     The system accepts dates entered in any one of the following formats. The table below outlines
     the methods used to enter a date.



        TABLE 8. Ways   to Enter the Date

        Symbol                 Definition/Example
        MM/DD/YY               02/01/96
        MM/D/YY                02/1/96
        MM.DD.YY               02.01.96
        MM-DD-YY               02-01-96
        T                      Today's date
        T-n                    Where "n" is a number of days in the past
                               Example: T-7 = today minus 7 days
        T+n                    Where "n" is number of days in the future
                               Example: T+7 = today plus 7 days


     Entering Time
     Enter time into the system in any one of the following formats:



        TABLE 9. Ways   to Enter the Time

        Symbol                 Definition/Example
        HH:MMAM                8:00AM
        HHAM                   8AM
        HH:MMPM                3:00PM
        HHPM                   6PM
        Military Time          1300
        N                      If entering data at 11:01am - 11:01am will be the recorded time




28               B/AR Charge Correction
List of IDX Divisions-Dictionary #102


  TABLE 10. Dictionary   102 - IDX Divisions

  Division Name:                                Division Number:   Division Mnemonic:
  PEDIATRICS                                    1                  PEDI
  SURGERY                                       2                  SURG
  OBSTETRICS & GYNECOLOGY                       3                  OBGN
  OTOLARYNGOLOGY                                4                  OTOL
  ORTHOPAEDICS & REHAB                          5                  ORTH
  MEDICINE                                      6                  MEDI
  PSYCHIATRY                                    7                  PSYC
  UROLOGY                                       9                  UROL
  RADIOLOGY                                     10                 RADI
  FAMILY MEDICINE                               11                 FMED
  RADIATION ONCOLOGY                            12                 RONC
  EPIDEMIOLOGY                                  13                 EPID
  NEUROLOGY                                     14                 NEUR
  DIABETES RESEARCH                             15                 DIAB
  COMPREHENSIVE PAIN & REHAB CTR                16                 PAIN
  COMPREHENSIVE OUTPATIENT REHAB                17                 CORF
  FACILITY
  DERMATOLOGY                                   18                 DERM
  OPHTHALMOLOGY                                 19                 OPHT
  ANESTHESIOLOGY                                20                 ANES
  NEUROLOGICAL SURGERY                          21                 NSUR
  PATHOLOGY                                     22                 PATH




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     List of Facilities/Hospitals-Dictionary #101


        TABLE 11. Dictionary   101 - Facilities/Hospitals

                                                            Facility   Facility
        Facility Name:                                      Number:    Mnemonic:
        7000 BUILDING                                       1          SEVE
        ANNE BATES LEACH EYE HOSP                           2          ABLE
        ATLANTIC SHORES HOSPITAL                            3          ATLA
        AVENTURA HOSPITAL-COLUMBIA                          4          AVNH
        BAPTIST HOSPITAL                                    5          BAPH
        BASCOM PALMER EYE INSTITUTE-MIAMI                   6          BPEI
        BASCOM PALMER EYE INSTITUE-PALM BCH                 7          BPPB
        BROWARD GENERAL MEDICAL CENTER                      8          BGMC
        CAC FLAGLER #30094                                  9          CACF
        CAC SHERATON CENTER (BRWD) #1118                    10         CACS
        CAC SPECIALTY CENTER (HIALEAH) #1125                11         CASP
        CAC SUNSET PEDIATRICS #1127                         12         CACP
        CAC WEST HIALEAH #1110                              13         CACW
        CEDARS MEDICAL CENTER-COLUMBIA                      14         CMDC
        CHRISTIAN HOME FOR THE ELDERLY                      15         CHRH
        COMPREHENSIVE OUTPATIENT REHAB FACILITY             16         CORF
        CORAL GABLES HOSPITAL                               17         CGBH
        DAYSTAR HEALTH CENTER-UM                            18         DAYS
        DEBBIE SCHOOL CLINIC-UM                             19         DEBB
        DEERING HOSPITAL-COLUMBIA                           20         DEER
        DIABETES RESEARCH INSTITUTE-UM                      21         DRI
        DOCTORS HOSPITAL                                    22         DOCT
        DOMINION TOWERS-UM                                  23         DOMI
        EARLY DETECTION PROGRAM-UM (MOBILE UNIT)            24         EDPU
        EDELMAN BUILDING-UM                                 25         EDEL
        ELLIOTT BUILDING-UM                                 26         ELLI
        FLORIDA MEDICAL CENTER                              27         FLOR




30             B/AR Charge Correction
TABLE 11. Dictionary   101 - Facilities/Hospitals

                                                            Facility   Facility
Facility Name:                                              Number:    Mnemonic:
GOOD SAMARITAN MEDICAL CENTER                               28         GOOD
HEALTHSOUTH MEDICAL BLDG                                    29         HSMB
HEALTHSOUTH REGIONAL REHAB CENTER                           30         HSRR
HEALTHSOUTH REHAB CENTER                                    31         HSRC
HIALEAH HOSPITAL                                            32         HIAL
HIGHLAND PARK HOSPITAL                                      33         HIGH
HOLY CROSS HOSPITAL                                         34         HOLY
HIS AT GREENBRIAR                                           35         IHSG
JACKSON MEDICAL TOWERS-UM                                   36         JMT
JACKSON MEMORIAL HOSP                                       37         JMH
JACKSON NORTH MATERNITY CENTER                              38         JNMC
JUPITER MEDICAL CENTER                                      39         JUPI
KENDALL MEDICAL CENTER-COLUMBIA                             40         KMCC
KENDALL MEDICAL CENTER-UM                                   41         KMCU
LARKIN HOSPITAL                                             42         LARK
LAS PALMAS HEALTH CENTER                                    43         LASP
LINDA RAY INTERVENTION CENTER                               44         LIND
MAGNETIC RESONANCE CENTER-UM                                45         MRC
MAILMAN CENTER FOR CHILD DEV-UM                             46         MCCD
MEDICAL ARTS BUILDING                                       47         MAB
MEDICAL PARK DIAGNOSTIC CENTER                              48         MPDC
MEDICAL SPECIALTIES BUILDING                                49         MSPB
MEMORIAL HOSPITAL WEST                                      50         MHWT
MEMORIAL HOSPITAL WEST OFFICE BLDG                          51         MHWO
MEMORIAL REGIONAL HOSPITAL                                  52         MEMR
MERCY HOSPITAL                                              53         MERC
MERCY PROFESSIONAL BUILDING                                 54         MERP
MIAMI CHILDRENS HOSP                                        55         MCHH
MIAMI HEART INSTITUTE-COLUMBIA                              56         MHIN
MIAMI JEWISH HOME & HOSPITAL                                57         MJHH



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     TABLE 11. Dictionary   101 - Facilities/Hospitals

                                                         Facility   Facility
     Facility Name:                                      Number:    Mnemonic:
     MOODY MANOR                                         58         MOOD
     MOUNT SINAI MEDICAL CENTER                          59         MOUN
     NATIONAL PARKINSON FOUNDATION                       60         NPF
     NORTH SHORE MEDICAL CENTER                          61         NSMC
     OPALOCKA WOMEN'S HEALTH CENTER                      62         OPAL
     PALACE AT KENDALL                                   63         PALA
     PALM BEACH NEUROLOGICAL GROUP                       64         PBNG
     PALM SPRINGS GENERAL HOSPITAL                       65         PSGH
     PALMETTO GENERAL HOSPITAL                           66         PALM
     PALMS WEST HOSPITAL-COLUMBIA                        67         PAWH
     PAPANICOLAOU RESEARCH BUILDING                      68         PAPA
     PARKWAY REGIONAL MEDICAL CENTER                     69         PARK
     PEDIATRICS MOBILE UNIT-UM                           70         PDMU
     PERDUE MEDICAL CENTER                               71         PERD
     PLANTATION GENERAL HOSPITAL-COLUMBIA                72         PLGH
     PLASTIC SURGERY CENTER                              73         PLAS
     PLUMER BUILDING, 4TH FLOOR                          74         PLUM
     PROFESSIONAL ARTS CENTER                            75         PAC
     PROJECT OUTREACH-UM                                 76         PROJ
     ROSENTIEL MEDICAL SCIENCE BLDG                      77         RMSB
     SAINT MARY'S MEDICAL CENTER                         78         SAIN
     SIERON BUILDING                                     79         SIER
     SOUTH MIAMI HOSPITAL                                80         SMHO
     SOUTH SHORE HOSPITAL                                81         SSHH
     SURGICAL PARK-COLUMBIA                              82         SURG
     TRANSITIONAL HOSPITAL CORP                          83         TRAN
     TRINITY MEDICAL CENTER                              84         TRIN
     UMHC/SYLVESTER CANCER CENTER                        85         UMHC
     VENCOR HOSPITAL                                     86         VENC
     VETERAN'S ADMIN MED CTR                             87         VAMC




32          B/AR Charge Correction
  TABLE 11. Dictionary   101 - Facilities/Hospitals

                                                                  Facility    Facility
  Facility Name:                                                  Number:     Mnemonic:
  CAC GEN JEFFERSON REEVES HLTH CTR                               88          CAGJ
  SOUTH MIAMI CARDIOLOGY CLINIC                                   89          SMCC
  HOLLYWOOD MEMORIAL HOSPITAL                                     90          HDMH
  JMH REHABILITATION CENTER                                       91          JMRC



List of Place of Service Codes/Locations-Dictionary #100


  TABLE 12. Dictionary   100 - Place of Service Codes/Locations

                                                      Location          Location
  Location Name:                                      Code:             Mnemonic:
  DOCTOR'S OFFICE                                     11                DOC
  PATIENT'S HOME                                      12                PAT
  INPATIENT HOSPITAL                                  21                INP
  OUTPATIENT HOSPITAL                                 22                OUT
  EMERGENCY ROOM HOSPITAL                             23                ERH
  AMBULATORY SURGICAL CENTER                          24                AMB
  SKILLED NURSING FACILITY                            31                SNF
  NURSING FACILITY                                    32                NUR
  CUSTODIAL CARE FACILITY                             33                CCF
  INPATIENT PSYCHIATRIC FACILITY                      51                IPF
  PSYCHIATRIC FACILITY PARTIAL HOSPITALIZA-           52                PPH
  TION
  COMPREHENSIVE OUTPATIENT REHAB FACIL-               62                COR
  ITY
  INDEPENDENT LABORATORY                              81                LAB
  OTHER UNLISTED FACILITY                             99                OTH




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     Invoice Lookup Commands
     Module 7 of this manual talks about using invoice lookup commands for the ? Filter action
     code, or at any Invoice prompt. The following tables will provide you with a list of all the pos-
     sible invoice lookup commands.
     There are 5 types of commands that you can enter:

        TABLE 13. Types   of Commands

        Command                       Description
        Case Level Commands           These enable you to display information about cases.
        Account Level Commands        These enable you to display information about patient accounts.
        Invoice Header Level Com-     These enable you to select and sort invoices by criteria from the fields
        mands                         in the invoice header.
        Transaction Level Com-        These enable you to select and sort invoices by criteria that you
        mands                         choose from transaction fields.
        Selection Criteria Com-       You use these commands to modify other commands.
        mands



     You can only use the account level commands by themselves. You can, however, use all of the
     other commands in combinations. To combine commands, list them one after the other with no
     spaces or punctuation between them. When you combine commands, the system selects
     invoices that meet all of the specified criteria. In most cases, you will enter commands one at a
     time.
     You can also specify ranges for some of the Invoice Inquiry commands. For example, ?S=1/1/
     96:3/1/96. This command causes the system to display an account's invoices that have service
     dates between January 1, 1996 and March 1, 1996. The colon (:) separates the two dates in the
     range.




34              B/AR Charge Correction
Case Level Commands


  TABLE 14. Case    Level Commands

                                         Use the case level
  To Display:                            command:             Description of Command
  A summary of cases                     ?X                   Displays a summary of all
                                                              cases in the account.
  A summary of invoices in a case        ?X=nnn               Displays invoices assigned
                                                              to case #nnn
  A summary of packages and cases        ?XP                  Displays all packages for the
                                                              patient and the cases to
                                                              which they are assigned.
  A summary of cases with a specified    ?XMRN=nnnnnnnn       Displays all cases for which
  MRN                                                         the patient's MRN is
                                                              #nnnnnnnn.
  A summary of cases with a patient      ?XPAT=name           Displays all cases for which
  name                                                        the patient's name starts with
                                                              name.
  A summary of open cases                ?XO                  Displays a summary of open
                                                              cases.
  A summary of closed cases              ?XC                  Displays a summary of
                                                              closed cases.
  The number of open and closed cases    ?XN                  Displays the number of open
                                                              and closed cases.
  Details about a case                   ?XD=nnn              Displays details for case
                                                              number nnn.




                University of Miami: Clinical Enterprise Technology                            35
                B/AR Charge Correction Training




     Account Level Commands


       TABLE 15. Account      Level Commands

                                                    Use the account
       To Display:                                  level command:    Description of Command
       Account data across groups in a multi-       ?M                Displays the account's bal-
       group system                                                   ance for all groups in a
                                                                      multi-group system.
       You must have security access in order to
       see account balances in other groups.
       Account payment and statement history        ?PA               Displays the account's pay-
                                                                      ment and statement history,
                                                                      including a summary of the
                                                                      last 10 patient payments.
                                                                      And it can also display a sep-
                                                                      arate summary of all pay-
                                                                      ments.
       The system will display the prompt Pay-
       ment Summary? Enter Yn to display a
       summary of all payments posted in the
       last n days, or enter Y* to display a sum-
       mary all payments.
       Account Registration Data                    ?R                Displays a summary of the
                                                                      account's registration data.
       A statement reprint                          ?ST               Replicates a previously-pro-
                                                                      duced patient statement.
       The insurance table                          ?VF               Displays the FSC table for
                                                                      the patient.
       The patient's financial data                 ?VFD              Displays the same informa-
                                                                      tion as ?VF, only shows
                                                                      more detail.
       PCS History                                  ?PCS              Displays the patient's PCS
                                                                      history.




36              B/AR Charge Correction
Invoice Header Level Commands


  TABLE 16.

                                 Use the invoice level
  To Display:                    command:                Description of Command
  Invoices by entry number       nn                      Displays entry number nn from a list of
                                                         invoices on the screen.
  Invoice by invoice number      nnnnnn                  Displays invoice number nnnnnn.
  All invoices                   Press <F12> or <?>      Displays all the account's invoices
                                                         from newest to oldest.
  Invoices by dollar amount      ?$$=dd.cc               Displays the account's invoices with
                                                         the specified total charges, where dd is
                                                         the number of dollars and cc is the
                                                         number of cents. You can specify a
                                                         range of dollar amounts by separating
                                                         the amounts with a colon.
  Invoices by admission date     ?A=mm/dd/yy             Displays the account's invoices with
                                                         the specified admission date. You can
                                                         specify a range of dates by separating
                                                         the two dates with a colon.
  Invoices by discharge date     ?D=mm/dd/yy             Displays the account's invoices with
                                                         the specified discharge date.
  Invoices by billing area       ?B=ba                   Displays all the account's invoices for
                                                         the specified billing area, where ba is
                                                         the full name, number or mnemonic of
                                                         the billing area.
  Invoices by invoice balance    ?BAL or                 Displays the account's invoices with an
                                 ?BAL=dd.cc              unpaid balance. ?BAL will display
                                                         invoices with any unpaid balance,
                                                         including credit balances.
                                                         ?BAL=dd.cc will display invoices with
                                                         the specified balance. You can also
                                                         specify a range for the ?BAL=dd.cc
                                                         command by entering a beginning and
                                                         ending dollar amount, separated by a
                                                         colon.




                 University of Miami: Clinical Enterprise Technology                                37
             B/AR Charge Correction Training




     TABLE 16.

                                     Use the invoice level
     To Display:                     command:                Description of Command
     Invoices by discounts           ?D or                   Displays the account's invoices with a
                                     ?D=% amt                discount. ?D will display invoices
                                                             with any discount percentage and
                                                             ?D=% will display invoices with the
                                                             specified percentage.
     Invoices by FSC                 ?F=FSC#                 Displays the account's invoices in the
                                                             specified FSC, where FSC# is the
                                                             number of the FSC. You may display
                                                             invoices for several FSCs by separat-
                                                             ing the FSC numbers with commas.
     Invoices by Hospital/Facility   ?I=hosp/fac             Displays the account's invoices for the
                                                             specified facility, where hosp/fac is the
                                                             full name, number or mnemonic.
     Invoices by Location            ?L=loc                  Displays the account's invoices for the
                                                             specified location or Place of Service,
                                                             where loc is the full name, number or
                                                             mnemonic.
     All open invoices               ?O                      Displays the account's open invoices
                                                             from oldest to newest. Open invoices
                                                             are those created in the current
                                                             accounting period for which a claim
                                                             has not yet been produced.
     Invoices by Provider            ?P=prov                 Displays the account's invoices for the
                                                             specified provider, where prov is the
                                                             provider's name, number or mnemonic.
     Invoices by accounting          ?PD=yymm                Displays the account's invoices that
     period                                                  were created in the specified period,
                                                             where yy is the year and mm is the
                                                             month. You can specify a range for this
                                                             command by separating the accounting
                                                             periods with a colon.
     All invoices in reverse chro-   ?U                      Displays all the invoices from newest
     nological order                                         to oldest.




38           B/AR Charge Correction
TABLE 16.

                              Use the invoice level
To Display:                   command:                Description of Command
Invoices by service dates     ?S=mm/dd/yy             Displays the account's invoices for the
                                                      specified service date. You can specify
                                                      a range of dates by separating the two
                                                      dates with a colon.
Invoices by division          ?DIV=division           Displays the account's invoices for the
                                                      specified division, where division is
                                                      the name, number, or mnemonic of the
                                                      division.




              University of Miami: Clinical Enterprise Technology                               39
               B/AR Charge Correction Training




     Transaction Level Commands


       TABLE 17. Transaction      Level Commands

                                            Use the transaction
       To Display:                          level command:        Description of Command
       Invoices with transactions in a      ?BN=batch #           Displays the account's invoices with
       specified batch                                            transactions in the specified batch
                                                                  number. You can also enter a range of
                                                                  batch numbers.
       Invoices with a specified transac-   ?TC=comment           Displays the invoices that contain the
       tion comment                                               specified transaction comment.
       Invoices with a specified payment    ?TP=paycode           Displays the account's invoices with
       code                                                       the payment code you specified.
       Invoices with transactions in        ?TU                   Displays the transactions in reverse
       reverse chronological order                                chronological order. This command is
                                                                  useful when looking for certain pay-
                                                                  ments within an invoice. You can also
                                                                  specify transactions in a single invoice
                                                                  by entering ?TU=invoice number,
                                                                  where invoice number is the number of
                                                                  the invoice whose transactions you
                                                                  want to display in reverse chronologi-
                                                                  cal order.
       Invoices with activity on a speci-   ?TDEP=date            Displays the account's invoices that
       fied bank deposit date                                     contain at least one transaction with
                                                                  the specified bank deposit date.
       Invoices with specified overrid-     ?TDES=description     Displays the account's invoices that
       ing procedure code descriptions                            contain overriding procedure code
                                                                  descriptions with the specified
                                                                  description.
       Invoices with a specified proce-     ?TPX=procedure        Displays the account's invoices with a
       dure code                            code                  specific procedure code.




40             B/AR Charge Correction
Selection Criteria Commands


  TABLE 18. Selection   Criteria Commands

                                      Use the case
  To Display:                         level command:    Description of Command
  Save a selection command string     ?.S               Saves the command string so you
                                                        can reuse it (with the ?.R command)
                                                        at subsequent Invoice prompts.
                                                        This command is particularly useful
                                                        when you are looking up the same
                                                        types of invoices for multiple
                                                        patients. For example, ?F=21?.S
                                                        saves the ?F=21 command. The
                                                        saved command string remains in
                                                        effect until you save a new string or
                                                        you exit from the activity.
  Repeat a selection command string   ?.R               Repeats the string that was last
                                                        saved with the ?.S command. You
                                                        may use this command by itself or
                                                        in combination with other com-
                                                        mands.
  Display selection command string    ?.D               Displays the string that was last
                                                        saved with the ?.S command.




                University of Miami: Clinical Enterprise Technology                             41
             B/AR Charge Correction Training




     Notes




42           B/AR Charge Correction
CHAPTER 1   B/AR Charge Correction
            Flowcast Update Training




                              Software Version 3.0
                              Document Version 1.1
                              January 28, 2005
                              File Name: CrgCorrUpd




                                                      1
    B/AR Charge Correction Flowcast Update Training




    Objectives
    The purpose of this document is to be able to illustrate the new enhanced screens
    and action codes introduced on this new version of IDX Flowcast 3.0:
    • New Charge Correction Screen and “Reason” field



    Introduction
    Charge Correction allows you to edit an invoice in a BAR batch that has been pro-
    cessed by Night Jobs and closed. It is used to correct charges that have already gone
    from TES into BAR.

    It is accessible through Function 2 in BAR. All data entry of charges will take place
    in Function 1000-Transaction Editing System. However, there may be situations
    where the invoice needs to be corrected and it has already filed into BAR.




2
New Charge Correction Screen and “Reason” Field




New Charge Correction Screen and “Reason”
Field


   FIGURE 1.   New Charge Correction Screen




The Reason Field is linked to Dictionary 33621. Each reason entry contains a short
description. The short description will be pre-fixed to comments added to the 'Com-
ment' field.

For example:
Reason: Corrected Procedure Code      [Short Description: Proc Code]
Comment: Downcoding

At the invoice level, the entire Reason/Comment will display as follows:
Proc Code: Downcoding

This enhancement will help us standardize comments posted to the invoice.




University of Miami: Business Information Management Systems                     3
    B/AR Charge Correction Flowcast Update Training




       FIGURE 2.    View Invoice Detail




    The Reason/Comments will show on the invoices with FSC COR - corrected origi-
    nal invoice and reversal invoice.
    Dictionary 33621 contains the following Standard reasons:

       TABLE 1. Dictionary   33621 - Standard Reasons

       Reason:                             Short Description:
       Corrected Procedure Code            Proc Code
       Corrected Dollar Amount             $ Amt
       Corrected Case Number               Case No.
       Corrected or Change FSC             Change FSC
       Wrong Patient                       Wrong Pat
       Duplicate Charge                    Dup Chg
       Corrected Referral/Authorization    Ref Auth #
       Misc/Other                          Other
       Add/Change Modifier                 Modifier

    Other Reasons can be added to the dictionary as requested.



4
New Charge Correction Screen and “Reason” Field




Notes




University of Miami: Business Information Management Systems   5
    B/AR Charge Correction Flowcast Update Training




6
CHAPTER 1   B/AR Charge Correction
            Flowcast Update Training




                              Software Version 3.0
                              Document Version 1.1
                              January 28, 2005
                              File Name: CrgCorrUpd




                                                      1
    B/AR Charge Correction Flowcast Update Training




    Objectives
    The purpose of this document is to be able to illustrate the new enhanced screens
    and action codes introduced on this new version of IDX Flowcast 3.0:
    • New Charge Correction Screen and “Reason” field



    Introduction
    Charge Correction allows you to edit an invoice in a BAR batch that has been pro-
    cessed by Night Jobs and closed. It is used to correct charges that have already gone
    from TES into BAR.

    It is accessible through Function 2 in BAR. All data entry of charges will take place
    in Function 1000-Transaction Editing System. However, there may be situations
    where the invoice needs to be corrected and it has already filed into BAR.




2
New Charge Correction Screen and “Reason” Field




New Charge Correction Screen and “Reason”
Field


   FIGURE 1.   New Charge Correction Screen




The Reason Field is linked to Dictionary 33621. Each reason entry contains a short
description. The short description will be pre-fixed to comments added to the 'Com-
ment' field.

For example:
Reason: Corrected Procedure Code      [Short Description: Proc Code]
Comment: Downcoding

At the invoice level, the entire Reason/Comment will display as follows:
Proc Code: Downcoding

This enhancement will help us standardize comments posted to the invoice.




University of Miami: Business Information Management Systems                     3
    B/AR Charge Correction Flowcast Update Training




       FIGURE 2.    View Invoice Detail




    The Reason/Comments will show on the invoices with FSC COR - corrected origi-
    nal invoice and reversal invoice.
    Dictionary 33621 contains the following Standard reasons:

       TABLE 1. Dictionary   33621 - Standard Reasons

       Reason:                             Short Description:
       Corrected Procedure Code            Proc Code
       Corrected Dollar Amount             $ Amt
       Corrected Case Number               Case No.
       Corrected or Change FSC             Change FSC
       Wrong Patient                       Wrong Pat
       Duplicate Charge                    Dup Chg
       Corrected Referral/Authorization    Ref Auth #
       Misc/Other                          Other
       Add/Change Modifier                 Modifier

    Other Reasons can be added to the dictionary as requested.



4
New Charge Correction Screen and “Reason” Field




Notes




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    B/AR Charge Correction Flowcast Update Training




6

								
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