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.

  • 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 Worklist is assigned to a Tag, and the Tag is chosen on an Encounter, it will auto-create a Task on the Worklist.

  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


    • Related Articles

    • Charge Management Rule Examples

      Alert for Provider Credentialing There is a System delivered Charge Management Rule to display a Validation Warning for Providers who are not yet Credentialed with a Specific Insurance. Use this link for more detailed documentation: Hold Billing for ...
    • Charge Management Rules

      Using the Charge Management Rules, create Validation Rules to catch common errors before Claims are sent to the Payer. These Rules are customizable to suit the specific needs of your practice. Using these rules can reduce the amount of rejected ...
    • Charge Management Action Examples

      Add a Legacy ID in HCFA Box 33b for a Secondary Payer Scenario: BCBSTX is Primary and MagnaCare is Secondary. MagnaCare wants a Legacy ID in Box 33b on the HCFA (Paper Claim), but the Primary, BCBSTX, does not require this. Criteria Select ...
    • ERA Management Profiles, Rules, and CARC Crosswalk

      The System-delivered ERA Management Profile includes 22 Rules for ERA Payment posting. Additional ERA Profiles must be created to add new Rules based on the Insurance or Billing Group. Events override any Rules that are created. ERA Profiles Add a ...
    • Enter a New Charge (Encounter) Manually

      Before entering Charges, attach to a Reference Batch. Close the Reference Batch when finished reviewing the Charges. If the Reference Batch is left open, the Charges will not batch. Accessing the Post (Add/Modify) Charge Screen Use one of the ways ...