PatientKeeper Charge Scrubbing

Transcription

1 PatientKeeper Charge Scrubbing Purpose: The purpose of this standard of work document is to clearly outline the steps taken to process accounts through the charge scrubbing process in the PatientKeeper8 application. Qualifications: - Is confirmed by validating that the individual patient charges are no longer reflecting any edits that need to be resolved. Step Description: Key Point/Image/Reason 1 Logging In Select the IU Health PatientKeeper hyperlink. 2 The PatientKeeper Login window will then populate. You will need to enter in your username and password. The Username and Password will be your IU Health NT User ID and Password. Click Login. Page 1 of 10

2 3 The PatientKeeper application will open to the Charges Tab. Select the Search hyperlink. 4 Charge Search Screen After selecting the Search hyperlink, the Charge Search Screen will display. This screen will allow you to select your search criteria of accounts that you would like to process. Page 2 of 10

3 5 Proceed to the Charge Statuses column (which is located on the left hand side of the screen). Select the check boxes to the left of Draft, Expired Draft, and Holding Bin. Please Note: You may need to select the All Charge Status check box prior to selecting the Draft, Expired Draft, and Holding Bin boxes. 6 For the columns of Error Types, Filter Departments, and Filter Locations, you will need to leave those column selections in their default status. Please Note: If you do have multiple departments or locations, you may have to update if you are focusing solely on one area. Page 3 of 10

4 7 Charge Search Screen Hint: You can alter your search results by selecting or deselecting the check boxes located to the left of the field names. Page 4 of 10

5 8 Once you have made all of the desired selections on the Charge Search Screen, proceed to the bottom left hand side of the screen and select the Show Charges button. 9 The Charge Search Results screen will now appear. Page 5 of 10

6 The Edits column is located in the center of the Charge Search Results screen. The Edits column will display all of the edits that are on the encounter in a red hyperlink. Please Note: All charges coming from the Integrated version of PatientKeeper8 will list the Imported Charge verbiage in the edit cell. All charges imported from the Standalone version will not have anything displayed in the edit cell. 10 To view the edits at the patient level, select the Code Edits hyperlink. Please Note: If there are multiple edits on a particular patient, all edits will be displayed once you click on the edits cell. Page 6 of 10

7 11 Charge Entry Screen The PatientKeeper8 Charge Entry Screen will then display. This is the screen that the providers will utilize to enter charges on their patients. The edits will be displayed as a drop down box in the top right hand corner. Please Note: to hide the Edit information, you will need to select the drop down arrow located to the right of the Edits button. The edit(s) will need to be reviewed and processed accordingly based on the edit(s) displayed. There is a Comments section in the bottom right hand corner of the screen. The top Comments box is utilized by the provider. These comments will be viewable by the individual who is reviewing and processing the edits. Please Note: you cannot type a comment back to the provider in this field. The Billers Comments field should be utilized by the billing/scrubbing staff. Please Note: Any comments that are placed Page 7 of 10

8 on the encounter will cause the encounter to be placed on a hold/edit and will need to be reviewed. 12 Sending to the Outbox Once you resolve the edit, they can be routed to the Outbox from this Charge Screen. To accomplish this, you can select the Send to Outbox icon that is located at the bottom of the screen. 13 You can also send encounters from the Charge Search Results Screen either as single encounters or multiple encounters. To select multiple patients, click on the Select All icon. To select multiple patients (and not utilizing the Select All icon), you can simple hold down the CTRL button and then click on the encounters with your mouse. 14 Desktop Proceed to the Outbox hyperlink to display the Desktop screen. Page 8 of 10

9 15 You will then be able to review the Charge Capture Desktop screen. The Outbox Summary table will be displayed in the center of your screen. From this screen you have the capability to select various billing areas (should you have more than one option available for you to review). Select the check box located to the left of the desired billing area(s) that you would like to submit. Once you have selected them, proceed with selected the Commit button at the bottom center of the screen. Page 9 of 10

10 16 The Summary screen will then display. You will then be able to review the high level summary of the volume of encounters that were committed. The billing/scrubbing portion of the process is now complete. All charges have now been placed into a batch so that they can be imported into the GE IDX Billing Application. Effective Period & Review History Effective Period: 4/1/2015 3/30/2016 Reviewed by: Erica Leeds, MIS, RHIA, CCS, CCS-P Page 10 of 10