Charge Management Tag and Worklist Assignment

Charge Management Tag and Worklist Assignment


Assign a Tag to a Charge Management Rule

Access: Libraries > Charge Management Rules

When a Tag is assigned to a Charge Management Rule, and the Charge meets the Rule's criteria, the Tag will be auto-assigned to the Encounter.

  • On the Add/Modify Charge Management Rule screen, select a Tag in the Tag Assignment field.

Apply Tags to Existing Encounters

  • Apply Tags to Existing Encounters: Select the checkbox to auto-apply the Tag(s) to all existing Encounters.
  • This happens once and will apply to Encounters that exist at the time the rule is saved.
  • If the goal is to create a Rule that should only affect Encounters before/after a specific date, set the Criteria for the Post Date or DOS to be Greater or Less Than the specific date
  • For a Date Span, set one Criteria for Greater Than or Equal To and another for Less Than or Equal To.
  • Example: Apply the Rule and Tag to all Encounters in 2024.
  • First Criteria: Procedure - DOS is Greater Than or Equal To 01/01/24
  • Second Criteria: Procedure - DOS is Less Than or Equal To 12/31/24

Expire Tags from a Charge Management Rule

When an Expiration Date is entered on a Charge Management Rule, all Tags assigned to that Rule are auto-resolved, and the Charge Management Rule will no longer be in effect.

  • A Validation Warning will be displayed when the Rule is Saved.

  • After selecting Save & Continue, the Tag will be resolved and removed from the banner on each Encounter associated with that Tag.

Assign a Worklist and/or Charge Management Rule to a Tag

    When a Charge Management Rule applies a Tag that is tied to a Worklist, the Tag application automatically adds a Task Note. Because of this, the task will be marked as Unread for the Assignee.

  1. Access: Libraries > Tags
  2. Select the Edit icon on the Tag.

  1. In the Worklist Assignment panel, select or create a new Worklist using the  Lookup icon.
  2. Select a Priority.
  • Urgent
  • High
  • Normal
  • Low
  1. Select a Status.
  • Assigned
  • In Progress
  • Custom Status that you have created
  1. Select Assignee if applicable.
  2. Closed Status: Select the Status that displays when the Task is closed.
  3. Task Limit: Limit the number of Tasks in a Worklist.
  4. Select a Task Priority.
  • Oldest DOS
  • Largest Balance
  • Oldest DOS, Largest Balance
  1. Select the Charge Management Rule for this Tag/Worklist.
  2. Select Save [F2].


When a Charge Management Rule is assigned to a Tag, and an Encounter meets the Charge Management Rule criteria, the Tag will auto-create on the Encounter.


Assign a Tag to an Encounter Worklist

Create or open an Encounter Worklist.


Worklist Tag Fields

  1. Tag: Select a Tag or create a new Tag using the Lookup icon.
  2. Priority: Select a Priority for the Worklist or leave blank.
  3. Status: Select a Status for the Worklist or leave blank.
  4. Assignee: This Worklist can be assigned to a User.
  5. Closed Status: The Status that displays when the Worklist is automatically closed.
  6. Select Save [F2].



Tags Filter on Worklists

On the Worklists screen, there is a Tags field to pull Tasks that have specific Tags.


Learn More

Worklists

Worklist Tasks

Worklist Suggestions & Examples