System Task Scheduler - Quick Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission (Outpatient)
- Client Charge Input
- Client Ledger
- Crystal Report Viewer
- Diagnosis
- Financial Eligibility
- Guarantors/Payors
- Quick Billing
- Quick Billing Rule Definition
- System Task Scheduler
Scenario 1: Validating 'Quick Billing' process for the new quick billing rule - Outpatient client
Specific Setup:
- Registry Setting:
- The registry setting 'Enable New Quick Billing Format' is enabled.
- Facility Defaults:
- The file location to be used for the quick billing rule definition is defined in this form.
- Guarantors/Payors:
- An existing guarantor is identified or a new guarantor is created. Note the guarantors' name and code for further testing.
- Service Codes:
- An existing service code is identified or a new service code is created. Note the service code and covered charge category.
- Admission:
- A new client is admitted to the inpatient or an outpatient program based on the service code charge category defined. Note client's id/name, admission date/program.
- Diagnosis:
- An admission diagnosis record is created for the client.
- Financial Eligibility:
- A guarantor identified above is assigned to the client as a primary guarantor.
- Client Charge Input:
- 1-2 days of charges are rendered to the client using the service code identified above. Be sure to use service codes that are covered by the benefit plan (insurance charge category).
- Client Ledger:
- Verify the charges are correctly distributed to the primary guarantor, and they are in 'Open' status.
- Quick Billing Rule Definition:
- The quick Billing Rules are created to include service(s) distributed to the client. Note the quick billing rule name for further testing.
- Make sure the 'Include Primary and/or Secondary Billing' field is set to 'All'.
- Quick Billing Group Definition:
- Add Rule Group To Scheduler = Yes
- Execute Liability Update If It Has Not Run within the Last = desired value
- Claim From Date for Scheduled Batch = desired days that covers all the services
- Claim Through Date - Current Date
- Tasks to execute = Close Charges, Generate Bills, Claim Charges
Steps
- Open the 'System Task Scheduler' form.
- Select desired task from the 'Schedule(s)' field.
- Set the 'Recurrence Pattern' to 'Daily'.
- Set the 'Start Time' to ' Current Time'.
- Click [Schedule Task].
- Click [Discard].
- Open the 'Client Ledger' form.
- Verify the services are claimed and the claim numbers are generated for the service.
- Open the 'Quick Billing' form.
- Run a new quick billing using the rule created in the setup section.
- Use a date range spanning services entered.
- Select the following in 'Quick Billing Tasks To Execute'.
- Create Batch, Close Charges, Generate Bills.
- Submit the form.
- Verify that compile completes and the prompt will state 'Compile Complete'. A Quick Billing Batch and an Interim Billing Batch will be created.
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Topics
• Quick Billing
• System Task Scheduler
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