Difference between revisions of "Collection Manager"
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'''Introduction''' | '''Introduction''' | ||
| − | The Collection Manager provides the ability to gather Statements, to create Statements and to re-run | + | The Collection Manager provides the ability to gather Statements, to create Statements and to re-run Statements.<br> |
| − | + | One important new feature in the Collection Manager is that all Statements are gathered into batches,<br> | |
| − | + | created into a a PDF printable format or electronic file, and if the user chooses, the option is available to add a<br> | |
| − | tabs at the top left of the screen: | + | newly gathered batch into an existing batch. |
| + | |||
| + | Upon entry into the Collection Manager, There are three tabs at the top left of the screen: | ||
* Patient Statements for basic statement gathering | * Patient Statements for basic statement gathering | ||
* Advanced for more versatile manipulation of statement gathering | * Advanced for more versatile manipulation of statement gathering | ||
Revision as of 19:54, 6 October 2014
Collection Manager User Guide
Introduction
The Collection Manager provides the ability to gather Statements, to create Statements and to re-run Statements.
One important new feature in the Collection Manager is that all Statements are gathered into batches,
created into a a PDF printable format or electronic file, and if the user chooses, the option is available to add a
newly gathered batch into an existing batch.
Upon entry into the Collection Manager, There are three tabs at the top left of the screen:
- Patient Statements for basic statement gathering
- Advanced for more versatile manipulation of statement gathering
- Flag Tab to open previous batches
Terminology
- Statement - A collection of one or more claims
- Statement Run - the process of creating one or more statements based on a Statement Batch
- Statement Batch - A group of statements created through the use of the Statement Filters
- Statement Filters - The method by which claims are gathered together so they can be placed into Statement Batches