Difference between revisions of "Collection Manager"
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The Collection Manager provides the ability to gather Statements, to create Statements and to re-run a Statement that <br> | The Collection Manager provides the ability to gather Statements, to create Statements and to re-run a Statement that <br> | ||
was created in the past. One important new feature in the Collection Manager is that all Statements are gathered into batches,<br> | was created in the past. One important new feature in the Collection Manager is that all Statements are gathered into batches,<br> | ||
| − | and then created into a a PDF printable format or electronic file. Upon entry into the Collection Manager, There are | + | and then created into a a PDF printable format or electronic file. Upon entry into the Collection Manager, There are three<br> |
tabs at the top left of the screen: | 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 | ||
* Flag Tab to open previous batches | * Flag Tab to open previous batches | ||
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| + | '''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 | ||
Revision as of 19:43, 6 October 2014
Collection Manager User Guide
Introduction
The Collection Manager provides the ability to gather Statements, to create Statements and to re-run a Statement that
was created in the past. One important new feature in the Collection Manager is that all Statements are gathered into batches,
and then created into a a PDF printable format or electronic file. 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