Tag FAQs

Tag FAQs

Guarantor

Does the Hold Guarantor Tag Attribute affect all Patients connected to the Guarantor?

Hold Guarantor Tag

If Hold Guarantor is selected on a Tag, all Encounters attached to the Guarantor will be held.

  • If there are several Patients that are attached to the Guarantor, no Statements will be sent for ANY of the Encounters.

To find the Patients and Encounters that are affected by the Tag, run the Tagged Encounters Report.

  1. Select Tagged Encounters on the Claims Management Dashboard.

  2. Use the following Filter Criteria:

    • Encounter - Tag List: Change to Select.

      • This will force the Report to pull from every available Tag List.

    • Add Guarantor - ID: Choose Equals and enter the Guarantor ID.

      • If you do not know the Guarantor ID, add the Patient ID to the Filter Criteria and add a Column for Guarantor and change the Filter for Guarantor ID to Select before running the Report.

    • Select Run.

All Patients and Encounters attached to the Guarantor will be listed even if they do not have a Tag. This allows you to view all affected Encounters.


 

    • Related Articles

    • FAQs Overview

      Anesthesia Billing FAQs Charge FAQs Claim FAQs Demographic FAQs Eligibility FAQs Encounter/Visit FAQs ERA FAQs Form and Superbill FAQs iDology Direct Scanning FAQs Job Scheduler FAQs Patient FAQs Payment FAQs Permission FAQs and Examples ...
    • Tag Workflows: Attach, Resolve, Delete

      Tags can be worked from several areas in the System. Tagged Encounters Dashboard Encounter Dashboard Patient Dashboard (Balance Panel) Note: Tags that appear on the Patient Dashboard in the Balance Panel are Encounter Tags. Encounters by Status List ...
    • 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 ...
    • Fee/RVU Schedule FAQs

      Fee/RVU Schedule FAQs Fee Schedule How do I know which Fee Schedule is being used? Which Fee Schedule should I use? Logic for Effective/Expiration Dates Logic for Procedure Codes and Modifiers
    • Tags Library

      Before using Tags, set up a Tag Library. Pre-planning will be helpful before the library is created. These are some things to consider.. How can Tags improve your workflow? Plan how you want your Tags to be handled in the workflow of your billing. If ...