TAGS Show & Tell

Welcome to Show and Tell, where you can share and learn ways users are utilizing certain features in the system. Our software is highly customizable, and our users come up with new and exciting ways to make their day-to-day workflows more efficient.

SHOW us all the fun and creative ways you are using a feature, and in the next quarter, we will TELL you what we've learned. We hope that you can implement some of these ideas into your workflows!

Tags Overview

The goal of Tags is to provide better visibility and flexibility when working Charges.

One of the greatest Tag features is that multiple can be attached to an Encounter.
The ability to add Attributes, such as Hold Claim or Hold Statement, provides an additional layer of usefulness.
Before the introduction of Tags, Custom Claim Statuses were used to organize Encounters, but the one-per-Encounter limit made them much less effective.
Tags are a great way to auto-populate Worklists to streamline workflows (see our next Show & Tell for more Worklist ideas).

Results

TAG Name	TAG Description
WATCHING	"Keeping my eye on this"
PATREQ	Details requested from Patient
PROVREQ	Details requested from Provider
CC or CORRECTED	Corrected Claim
RECOUP	Recoupment needed
OVERPAYMENT	Overpaid Claims
DX CODES	Waiting on DX Codes
TASKED TO NURSE	Waiting for Response
HOLD	General Hold (per Biller)
HOT MESS	Hot mess!
FILED CLAIM DISPUTE	Claim Denial, filed dispute and documented reason
HOSPICE	Patient enrolled in Hospice
BILLING CORRECTIONS	Sent to Insurance; corrections needed
AUTHOFFICE	Authorization needed for Office Visits
CLAIM ON HOLD	Claims pending info
REFUND NEEDED	Overpayment
REFUND IN PROCESS	Waiting for a check to be issued
MED NECESS	Letter of medical necessity needed
CREDS	Credentialing Hold
SELF-PAY	Self pay
INSURED	Insured
WRONGFEE	Fee hold - incorrect
MISSING FEE	Fee hold - missing
CODING	Coding Hold
INSURANCE	Invalid Insurance

Coming Up Next: Worklists

Use Worklists to control your important workflows by assigning Tasks with due dates and/or follow-up dates. Administrators control the information that is required when assigning Tasks.

SHOW us how you are using Worklists to improve your workflow, and we will TELL you what we have discovered in August 2024.