Edit an Existing Patient List from Canary Claims

The Editing Patient List (from Canary Claims) page allows you to modify the criteria used to select accounts for a specific patient list based on fictional claim data.

Note: You can only edit patient lists that you created. To edit patient lists created by other users, you must first create a copy of the patient list. To create a copy, click the name of the patient list you want to copy and click Copy at the bottom of the Editing Patient List page.

  1. Access the Editing Patient List (from Canary Claims) page:
    • Select Go To > Contract Modeling > Advanced Contract Modeling. The Contract Modeling page opens.
    • Select the Patient Lists tab.
    • Click the name of the patient list based on canary claim data that you want to edit in the Name column. The Editing Patient List (from Canary Claims) page opens.
  2. To change the name of the patient list, type a new name in the Name field.
    • Use a name that allows you to easily identify the patient list. This is the name that appears in the list of available patient lists when creating a model.
  3. To change the Canary Claims groups included in your patient list, click each group you want to include in your patient list to move it to the Selected Canary Claims Groups column.
    • To remove a facility, click the facility name in the Selected Canary Claims Groups column.
    • Canary claim groups are simply groups of existing canary claims that you can select when creating a patient list for a model. The person who creates the group is the group owner. Once a canary claim group is created, only the group owner can modify it. Individual modelers, however, can pick and choose claims from the group when creating patient lists. For more information, refer to Canary Claim Groups.
  4. Make the desired changes to the criteria for your patient list.
  5. To remove a criteria, click next to the criteria.
  6. To see an estimate of how many accounts your patient list would include before you save it:
    • Click Estimate. The Patient List Estimate page opens and displays the number of accounts for the patient list, by facility.
    • Review the estimate of accounts.
    • Close the Patient List Estimate window.
  7. To create a copy of the patient list you are currently viewing:
    • Click Copy. The Editing Patient List page opens.
    • Make the desired changes to the patient list.
      • The Name field defaults to the original patient list name followed by a parenthetical note indicating the user that made the copy and the date and time the copy was made. You can override this field to give the patient list a unique name.
    • Click Save to save your changes.
  8. Click Save to save your changes.
    • To exit without saving your changes, click Cancel.
    • If you estimated the number of accounts for your patient list, your estimate is also saved and can be viewed on the Patient Lists tab of the Create Model or Editing Model page. For more information, refer to the following:

The following table describes each of the fields on the Editing Patient List (from Canary Claims) page. The fields are sorted by section and listed in alphabetical order.

Field

Description

General

Name

Name of the patient list

Patient List Source

Model patients based on

Specifies that your patient list will be based on Canary Claim data.

Canary Claim Groups

Click on a Canary Claims Group to be included

Allows you to select the Canary Claims groups you want to include in your patient list. This list is limited to the groups that you have access to. Click a group name to move it to the list of selected facilities.

Selected Canary Claims Groups

The list of Canary Claims groups included in your patient list. Click a group name to remove it from this list.

Criteria

Admit Date

Date of admission for the account

Claim Type

Allows you to limit your patient list to either ICD-9 or ICD-10 claims