|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Daily |
Complete all visit entry (Inpatient/Outpatient/ER, etc.) |
|
|
|
|
|
Daily |
Review quick admit episodes |
|
|
|
|
|
Daily |
Review pre-admit episodes |
Review an pre-admits which are prior to the current date. Inactivate/delete visit/unneeded episodes. |
|
|
|
|
Daily |
Verify/complete discharges |
|
|
|
|
|
Daily |
Verify/complete all transfer registrations |
Patient class/patient type changes. |
|
|
|
|
Daily |
Verify/complete all transfer patients |
Room/bed transfers |
|
|
|
|
Daily |
Run Patient Census Report |
Verify midnight census between system and patients in-house at midnight |
|
|
|
|
Daily |
Review Automatic Charge Transfer Episode Report |
Applicable if charges are not set to automatically transfer |
|
|
|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Daily |
Room charges:
|
|
|
|
|
|
Daily |
Enter charges:
|
|
|
|
|
|
Daily |
Enter ambulance charges:
|
|
|
|
|
|
Daily |
Merge charges:
|
From Clinical or third party interfaces |
|
|
|
|
Daily |
Process (and post) bills |
|
|
|
|
|
Daily |
Process (and post) recurring bills |
Make sure recurring patient classes are processed monthly at a minimum |
|
|
|
|
Daily |
Print/review Admissions Without Charges Report |
Patient Registration > Reports: Review/edit/enter charges on admissions |
|
|
|
|
Daily |
Combine bills |
Applicable if charges not set to automatically transfer |
|
|
|
|
Monthly |
Print/review Outstanding Charge Report |
Review for old or future dates (Example: 1+ month ago or charges with dates in future years) |
|
|
|
|
Monthly |
Complete period end |
Completed after all expected/anticipated charges have been processed and posted for a period |
|
|
|
|
On demand |
Change charge master rates (MM) |
Can be done monthly, quarterly, or yearly when charge master codes are associated with Materials Management items |
|
|
|
|
On demand |
Change charge master rates |
Monthly, quarterly, or yearly |
|
|
|
|
Yearly |
Import RVU values |
Optional (if utilized) |
|
|
|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Daily |
Abstract/code episodes |
|
|
|
|
|
Daily |
Review uncoded visits |
Review accounts over 30 days. (Go to Health Information Management > Reports > Coding Episodes.) |
|
|
|
|
Daily |
Enter and complete chart deficiencies |
|
|
|
|
|
Daily |
Enter and complete release of information requests |
|
|
|
|
|
Monthly |
Print/review Duplicate Patient Report |
|
|
|
|
|
On demand |
Merge MPI for patients with 2 or more medical record numbers |
|
|
|
|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Daily |
Edit/review claims (UB and 1500) |
|
|
|
|
|
Daily |
Print/review Claims Work List > UB and 1500 |
Review late charges, negative charges, and zero/blank charges |
|
|
|
|
Daily |
Print claims (UB and 1500) |
Optional |
|
|
|
|
Daily |
Download and transmit claims (837I and 837P) |
|
|
|
|
|
Daily |
Print and review Tallying Report |
Go to Insurance Processing > Reports > Tallying Report > UB/1500 |
|
|
|
|
Daily |
Review not transmitted/not printed claims |
Review List UBs/List 1500s for any claims 30-60+ days old that have not been submitted. Ensure no claims are on hold |
|
|
|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Daily |
Enter and post transactions (payments) |
|
|
|
|
|
Daily |
Enter and post miscellaneous cash |
|
|
|
|
|
Daily |
Merge patient registration co-pays |
|
|
|
|
|
Bi-weekly |
Merge payroll deductions |
|
|
|
|
|
Daily |
Process 835 (ERA) payments |
|
|
|
|
|
Daily |
Print/review Daily Balance Report |
Verify system is in balance to GL |
|
|
|
|
On demand |
Enter and post refunds |
|
|
|
|
|
Monthly |
Process finance charges |
Done prior to patient statements |
|
|
|
|
Weekly/monthly |
Process small balance write offs |
Done prior to patient statements |
|
|
|
|
Weekly/monthly |
Print/transmit statements |
Patient statements/monthly statements |
|
|
|
|
Monthly |
Print/review credit balances |
|
|
|
|
|
Monthly |
Complete period end |
Completed after all payments/transactions have been processed and posted for a period |
|
|
|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Daily |
Work bills listed in Patient Work List |
|
|
|
|
|
Daily |
Work bills listed in Guarantor Work List |
|
|
|
|
|
Daily |
Print/send collection letters |
|
|
|
|
|
Monthly |
Transfer bills to/from collections |
If applicable |
|
|
|
|
Monthly |
Transfer bills to/from bad debt |
|
|
|
|
|
Monthly |
Create download for collection and/or bad debt bills |
|
|
|
Date |
Frequency |
Procedure |
Information |
Responsibility |
Backup |
|
|
Yearly |
Update schedule rules for upcoming calendar months/years |
|
|
|
|
|
Yearly |
Update holiday schedule |
|
|