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1. Visit Management
There are currently five different methods for selecting visits you wish to process:
Ad-Hoc Search – Added functionality to an already familiar Billing screen, Visit Management allows users to select other choices such as adjustment type, payment type, CPT code and more!
Claim File – Returns all of the visits associated with a specific claim file.
Payor Response – Returns all of the claims associated with a Payor Response file.
Charge Batch – Returns all of the visits included in a specific Charge Batch.
Payment Batch – Returns all of the visits associated with a specific Payment Batch.
Each method returns a list of the appropriate visits into a results grid utilizing approximate 40 fields of available data. The user can select all of the visits by clicking the Select All, or they can select individual visits by clicking on the appropriate check box. Visit Manager also provides the ability to sort, group by, or rearrange columns to suit personal needs.
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Following the selection process, the user can choose from an array of options such as:
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Perform Action
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Export to Excel
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Print Labels
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Print Letter
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Print Reports
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Print Letter – DataFuzion offers several predefined letters with the Utilities Application. These can be customized or new ones can be added to meet client needs.
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Insurance
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Medicaid
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Workers Comp
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Export to Excel - Visit Management offers several predefined spreadsheet formats to export results from the grid. These can be customized or modified to meet client needs. Users are also able to create their own spreadsheet definitions on the fly.
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Ad-Hoc Patient
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Agency List
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Guarantor
Address
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Ticket
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Transaction List
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Visit List Report
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Utility Features:
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Change Bill Status
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Change Visit Owner
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Change Status & Owner
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Change Collection Status
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Insert Alert Note†– New!
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Insert Billing Note Note†– New!
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Insert Correspondence
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Insert Description
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Insert Patient Note Note†– New!
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Insert Visit Note Note†– New!
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Write-Off Insurance Balance
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Write-Off Patient Balance
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Print directly from Utilities Grid
† When inserting notes, user has the opportunity to select either prepend, append, or overlay existing notes. User also has the choice of including date and user information in the note text.
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Appointment Management allows users to search using a simple to advanced search criteria from within the Appointment Results:
