Description
Use the Reimbursement Problem page to view, print, or export a report of each order choice that had an ABN generated for it that was not signed. The report criteria allow you to show or restrict displayed results according to when the order was placed, collected, or approved; the lab that performed the testing; the ordering practice; the ordering location; the ordering provider; the patient. Depending on the level of rights assigned to your role, the system will limit the report to orders for your signed-in location, for the locations associated with your practice, or for all locations for all practices within the system.
Access
AdminCenter > Reports > Reimbursement Problem
You must have the necessary security permissions to access the AdminCenter menu.
Technical Manual
Setting the Report Criteria
Enter the desired report criteria for the reimbursement problem report.
| Order/Collection/Approved Date | Select what type of date to use for the report. |
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| Start/End | Enter a start and end date. Select dates from the calendar view by selecting the calendar icons located next to the Start and End date fields. The system will only search for orders with unsigned ABNs ordered, collected, or approved within this date span. By default, the date range is set to include only the current date. |
| Lab | Select the lab that performed the testing from the drop-down list. The system will only search for orders where the testing was performed at the selected lab. Select All to include orders from all lab testing locations. |
| Ordering Practice | Select the practice associated with the ordering location from the drop-down list. The system will only search for orders that were placed at ordering locations associated with the selected practice. Select All to include orders from all practices. Select Search to select the ordering practice in the Practice Search page. See the Practice Search topic. |
| Ordering Location | Select the location where the order was collected from the drop-down list. The system will only search for order choices that were collected from the selected location. Select All to include order choices from all collection locations. Select Search to select the collection location in the Location Search page. See the Location Search topic. |
| Ordering Provider | Select the ordering provider for the order from the drop-down list. Select Search to select the ordering provider in the User Search page. See the User Search topic. |
| Patient | Type three or more characters to search for and then select the patient from the list of users associated with the selected practice. |
| Include Invalid Diagnoses where no diagnosis codes are selected | Select the checkbox to include this type of order on the list. Note It is important to select the appropriate criteria to retrieve your desired orders. Use of multiple criteria could limit the number of possible matches, where use of a single criterion could result in multiple matches and draw an out of memory error. If either of these events occurs, reset your filters and select the Refresh button. |
| Search Historic Database | Your system supports two databases, the main, active database and a historic database where older order information is stored. Select the Search Historic Database checkbox to include older information from the historic database in the reimbursement problem report. |
| Max Results Limit | Enter a value in the field to set the maximum number of rows of information the system displays for the report. If it reaches the maximum, then it displays a message that it cannot display the report. By default, the system displays up to 30,000 results. |
| Report Type | Select an option from the drop-down list to determine whether the system displays the report in HTML format or as a PDF. |
| Refresh | Once you have the desired settings for the report criteria, select the Refresh button. The system updates the Report section of the page, and you may then review and print the report. See "Reviewing and Printing the Reimbursement Problem Report" below. |
Reviewing and Printing the Reimbursement Problem Report
| Refresh | Once you have set the criteria and selected the button, the system updates the list in the Report section of the page. See "Setting the Report Criteria" above. Use the scroll bar on the right side of the page to view the details for all of the order choices in the report. To modify the report, adjust the report criteria and select Refresh. See "Setting the Report Criteria" above. |
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| Export | Once you have created a report, you may select the button to export the current report based on the delimiter chosen and save it to a file where you can open it with an external program (e.g., Notepad or Excel). See "Exporting the Report" below. |
| Select to open the standard print pop-ups. Change the print settings as desired, and then select Print. The system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.). |
Exporting the Report
Note
In order to export data, you must select a delimiter (the default is blank), you must have already created a report (by selecting the Refresh button), and you must not have changed the filter since the last time the report was created. The system will prompt you to correct any of these problems, if necessary, when you export the report.
Once you have created a report (see "Reviewing and Printing the Reimbursement Problem Report" above), you may choose to export the data based on the selected delimiter and save it to a file where you can open it with an external program (e.g., Notepad or Excel).
| Export | Select an option from the drop-down list of delimiters, located next to the button. You may select Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon. The system uses the selected characters or spacing to separate each field of data when exporting the report. Select the Export button to export the current report. After you select Export, the system displays a dialog that allows you to save the file or cancel the export. By default, the system names the files "Reimbursement_Problems_," 2 digit year, 2 digit month, 2 digit day, 2 digit hour, 2 digit minute, 2 digit second, followed by the extension ".csv" for Double quotes and comma and Comma delimiters and ".txt" for Tab, Vertical bar, or Semicolon delimiters. Note
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