Batch Populate a Canary Claim Group

1. Access the Modeling - Batch Populate Claim Group page.
   • Select Go To > Contract Modeling > Canary Claim Group Research. The Modeling - Canary Claim Group Research page opens.
   • Click the name of the group you want to review in the Group column. The Modeling - Maintain Canary Claim Group page opens.
   • Click Batch Populate Group. The Modeling - Batch Populate Claim Group page opens.

   Note: This button is only available if you are the group owner of the selected canary claim group.

2. Select one of the following from the Claim Source list:
   • Claim Master – Original claim data directly from claims in your facility. All personal health information is removed from these claims when the canary claims are created.
   • Bill Master – Claim data from claims in your facility that have been charge-compiled (claims that have been grouped together by account). This includes critical changes (changes that are made directly to the claim or the account). All personal health information is removed from these claims when the canary claims are created.
   • Canary Claim Master – An existing canary claim group.
     • Selecting this option requires you to select a group from the Canary Claim Group list. You can only select one group from this list.
     • Selecting this option disables the Contracts/Products/Plan Names list.
3. Specify the remaining criteria for your group.
   • For detailed descriptions of each criteria, refer to the Field Descriptions table below.
   • When entering patient numbers in the Patient Number field, you can enter multiple patient numbers, separated by a comma with no spaces; for example, 1234567,2345678.
   • You can select the Exclude check boxes to exclude criteria rather than include. For example, you can enter a discharge status in the Discharge Status field to search for claims with the entered status, or you can enter a status and select the Exclude check box to search for claims with every status except the entered status.

   Note: Plan ID effective and termination dates are considered during the patient lists creation process so that termed plan ID codes for the selected payor are excluded from the patient list.

4. Select the Additional Extended Search Criteria check box to search for specific ranges or individual Revenue Codes, Procedure Codes, HCPCS/Rates, Diagnosis Codes, Condition Codes, Tax IDs, Patient Zip Codes, and Provider Zip Codes.

Note: Because personal health information has been removed from canary claims, if you enter a tax ID, patient zip code, or provider zip code when you have selected Canary Claim Master as your claim source, your claim list will not return any claims.

5. Select the Contracts, Products, or Plan Names radio button for a list of contract, products, or plan names to include in your group.
6. Select the contracts, products, or plan names to include in your group.
   • Use Ctrl + Click to select multiple items in the list.
   • When you select a contract, product, or plan name, the associated plan IDs display in the box to the right.
     • By default, all associated plan IDs are selected, but you can select the specific plan IDs you want to include or exclude.
     • To select all associated plan IDs, click Select All.
     • To exclude all associated plan IDs, click Unselect All.
7. Click Estimate of Claim List Size. The number of accounts that meet your criteria displays at the bottom of the page.
8. To view a list of the accounts that meet your criteria, click Display Claim List. A list of claims displays.
   • To view a representation of the claim form for a specific claim, click the patient number in the Patient Number column for that claim.
9. To only include specific claims from your list of claims in your group:
   • Select the check box in the Select column for each claim you want to include in your group.
   • Click Add Selected Claims into Group.
10. To include all of the claims from your list of claims in your group, click Add All Claims into Group.

Note: Clicking Add All Claims into Group or Add Selected Claims into Group does not add these claims into your group immediately. Clicking one of these buttons places your job in a queue of jobs waiting to be processed. Once the job processes, the claims appear in your group. For more information about checking the status of your batch job status, refer to View Canary Job Status.

11. The following options are also available on this page:
    • To return all fields to their default settings, click Reset to Defaults.
    • To exit the page without saving your selections, click Cancel.
    • To include claims even if the service types did not match, select the Include Claims Where No Contract Service Types Matched check box.
    • To include claims that have been reversed, select the Include Claims Which Have Been Reversed check box.

The following table describes the fields on the Modeling - Batch Populate Claim Group page. The fields are listed in alphabetical order.