{"id":648,"date":"2020-07-23T23:08:10","date_gmt":"2020-07-23T23:08:10","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=648"},"modified":"2020-07-23T23:15:01","modified_gmt":"2020-07-23T23:15:01","slug":"new-transaction-entry-alerts","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-transaction-entry-alerts\/","title":{"rendered":"New Transaction Entry Alerts"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\n\nClaim rejections cost practices money. Staff time to rework denials is time that could be spent elsewhere. The more denials you have, the slower your payment cycle, and likely you will have complete loss of revenue for some denied claims. Now you can reduce rejections even more with customizable transaction entry alerts that quickly notify your team when something is wrong so it can be fixed immediately by updating the MISSING or INCORRECT information \u2013 BEFORE submitting to the clearinghouse. The result: cleaner claims, faster payments, less costly rework, more predictable cash flow.\n\n<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/365846713?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Rules Examples<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li> All the fields for the alert rules are AND conditions. So if you have an Insurance listed as part of a rule AND two Procedure codes, your transactions\/charges must have BOTH that insurance AND one of the Procedure codes. This is true of all other fields, EXCEPT when both Insurance Cod e and Insurance Class have an entry. In that case, it is an OR condition. That is,  only ONE of them needs to be part of the transaction\/charge.<\/li><li> When entering multiple items in any field where the alert is looking for the codes to be present the alert will appear when ANY of the codes are present. For example, you create an alert with the following Procedure codes entered in the upper section of the screen:  99213,99214,99214,99215. An alert will be triggered if your charges have ANY of these codes.<\/li><li>If you enter the following Diagnosis codes in the top section with the All Missing radio button selected: E10.8, I73.9. An alert will be triggered only if your charges are missing both (all) o these diagnosis codes. If one is present, it will not trigger.<\/li><li> When you add something in the Other procedure section at the bottom of the screen, an alert will be triggered when your charges meet the criteria in the top section AND this section.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To Create an Alert<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the Lists menu, select Transaction Entry Alerts. The Transaction Entry Alerts List screen<br> opens.<\/li><li>Click the New button. The Transaction Entry Alert List (new) screen opens.<\/li><li>Enter the criteria for your alert.<\/li><li>Click the Save button. The new alert appears in the List screen.<br><\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To Import Alerts<\/strong><br>Use the Open screen to import a set of rules from another practice or computer. When the screen<br> opens, search for a file that has the extension *.TEA<br> <br>Select the file to import and click Open.<br><br> Note: If you import rules from one practice to another practice that does not contain some of the<br> codes selected in a rule, the rule will import but would not fire when entering charges. You will need  to &#8216;fix&#8217; the rule in the new practice. Example. Practice A exported rules that have a rule for CPT  99213 and Attending provider ABC. Rules are imported to Practice B that does not have provider  ABC. If the rule applies to Practice B, change the provider code to one that is in this practice or remove it to apply to all.<br> <br><strong>New Transaction Entry Alert pop-up<\/strong><br> Alerts will compare transactions with the same Document\/Superbill number against the rules.<br> When the conditions for a message are met when you are saving a transaction (either a new<br> transaction or one that you have added items to, or edited), or posting unprocessed charges, the<br>message is triggered and appears on the screen when saved. If multiple messages are met, you<br> will see all of them on the message screen.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"574\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/pop-up-1024x574.jpg\" alt=\"\" class=\"wp-image-651\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/pop-up-1024x574.jpg 1024w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/pop-up-300x168.jpg 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/pop-up-768x431.jpg 768w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/pop-up.jpg 1043w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The bottom section of the popup will show additional details that might not appear in the top<br> section.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/bottom-section-1024x559.jpg\" alt=\"\" class=\"wp-image-652\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/bottom-section-1024x559.jpg 1024w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/bottom-section-300x164.jpg 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/bottom-section-768x420.jpg 768w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/bottom-section.jpg 1243w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption>Transaction Entry Pop Up with Additional Details<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Rules<\/strong><br> All of the criteria for a rule must be met before a pop-up will appear.<br> <br>If multiple rules are met, all of the messages will appear on the same pop-up in alphabetical order<br> If you add a line item to an existing transaction, the new line item and other line items with the<br> same document number will be checked for messages.<br> <br>For Procedure codes that are assigned for Patient Only Responsible, the alert will not appear if that<br> procedure code is part of the alert and there is an Insurance Code or Class.<br> Tip: if you want alerts to appear for patient responsible amounts, leave the Insurance Class and<br> Code fields empty.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> Regarding Diagnosis codes, CPT Modifiers, and Other Procedure:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>If the Diagnosis or Modifier is set for \u201cAny Present\u201d and there are multiple values in the alert, then just one needs to be present<\/li><li>If the Diagnosis or Modifier is set for \u201cAll Missing\u201d and there are multiple values in the alert,  then ALL values need to be missing.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you are not displaying Document Number or Superbill number at the top of Transaction entry, this  feature will still work since each transaction is assigned a document number in the database. You  may want to add the Document number field to the charges grid to more easily see which<br> transactions are tied to the same document number.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Updated Unprocessed Charges screen<\/strong><br> On the Unprocessed Charges screen, a yellow check mark will appear in the Transaction Status<br> column to indicate that the CPT code is present in an active alert. It may not meet all the<br> requirements of the rule and the charge line might match an active alert. The charge line might<br> NOT trigger an alert but the yellow check mark serves to warn you that an alert might be activated<br> and you can exclude it from batch posting.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"825\" height=\"206\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/uprocessed-charges.jpg\" alt=\"\" class=\"wp-image-653\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/uprocessed-charges.jpg 825w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/uprocessed-charges-300x75.jpg 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/uprocessed-charges-768x192.jpg 768w\" sizes=\"auto, (max-width: 825px) 100vw, 825px\" \/><figcaption>Unprocessed Charges Screen<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Alerts are NOT triggered when you click the Post button on the Unprocessed Charges list screen.  They are triggered only posting from the Edit screen.<br> <br>When you edit a charge that has a yellow check mark, you will see a notice in the top right<br>indicating that alerts might be triggered when you save the charge.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"860\" height=\"274\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/unprocessed-edit.jpg\" alt=\"\" class=\"wp-image-654\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/unprocessed-edit.jpg 860w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/unprocessed-edit-300x96.jpg 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/unprocessed-edit-768x245.jpg 768w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><figcaption>Unprocessed Edit Screen<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When you post charges from the Edit screen, any alerts will be displayed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Claim rejections cost practices money. Staff time to rework denials is time that could be spent elsewhere. The more denials you have, the slower your payment cycle, and likely you will have complete loss of revenue for some denied claims. Now you can reduce rejections even more with customizable transaction entry alerts that quickly notify &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-transaction-entry-alerts\/\"> <span class=\"screen-reader-text\">New Transaction Entry Alerts<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":656,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[10],"tags":[],"class_list":["post-648","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-23"],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/648","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=648"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/648\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/656"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=648"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=648"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=648"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}