View the Master Account Worklist

1. Access the Master Account Worklist page.
   1. Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
   2. From the Task list, select Create Master Account Worklist.
   3. Specify other selection criteria and click Display Accounts. The Account Worklist page opens. For more information about search criteria, refer to Specify Account Worklist Criteria.
2. Select one of the following options from the Display list:
   • Select All records for Master Account to display one line item for each individual account. This view displays the same information as the Account Worklist.
     • This option enables the flagging feature so you can flag individual accounts.
     • If Coordination of Benefits is enabled, selecting this option displays a Group By field that allows you to group accounts on this page by Patient Account Number or by Patient Account Number and Payor.
   • Select One record for Master Account to display one line item for each Master Account. This view displays information similar to the Account Worklist, but each line shows totals for all accounts under a common master account, that is, all accounts with a common account number.
     • This is the default view.
     • For columns that do not show totals, such as DRG, Bill Type, and Reprice Type, the value from the primary account displays.
   • Select All payors for Master Account to display one line item for each individual payor. This option is only available if Coordination of Benefits (COB) is enabled for your facility. For more information about COB, refer to Coordination of Benefits.
     • Selecting this option displays a Group By field that allows you to group accounts on this page by Patient Account Number or by Patient Account Number and Payor.
3. Click Refresh View.
4. Review the Master Account Worklist.
   • Note that flagged accounts have a white rather than pale yellow background.
   • An asterisk (*) appears next to the number in the No. column for an account to which an override was applied and the reprice was completed.
   • For accounts with non-covered charges, the non-covered charges are subtracted from the billed charges and expected discount.
   • To view the Patient Account Audit page for a particular account, click the account number in the Account Number column. For more information, refer to View the Patient Account Audit Page .
   • The number of claims or accounts associated with the account number display in parentheses. For example, if there are two claims with the same account number, the account number displays as “012345678 (2).”
     • If Coordination of Benefits (COB) is enabled for your facility, the number of payors and accounts associated with the account number display in parentheses. For example, if there are two payors and three accounts associated with the same account number, the account number displays as “012345678 (2,3).”
   • The Reprice Type column shows you the reason the claim was repriced separately from other claims for this account and helps to distinguish between multiple claims on the account. For more information about reprice types, refer to “Reprice Types” on page 51.
     • If you are in the One record for Master Account view, the reprice type of the primary account displays.
   • To display the Worklist Summary page for your current selections, click the name of the product in the Product field in the Selection Criteria section. For more information about the worklist summary, refer to View the Worklist Summary .
5. To change your current view options:
   1. Select one of the following options from the View list.
      • Select Single Line, which is the default view, to view one line of information per account.
      • Select Details to display a more detailed view of the worklist (which includes the patient service dates, the earliest claim submission date, earliest payment date, service type, plan name, FinThrive processing date, and other information).
   2. Click Refresh View.
6. To change your sort options to sort by a different column or in a different order:
   1. Select the name of the column you want to sort by from the Sort By list.
   2. Select whether you want to sort in Ascending or Descending order.
   3. Click Refresh View.
7. To flag an account so that it appears as a flagged account and is included in worklists that only include flagged accounts:
   1. Select the check box to the left of the account number to mark it for flagging. You can mark up to 5 accounts at a time.
   2. Click Flag Account to display the Assign/Update Collection Information page. For more information about this page, refer to Assign / Update Collection Information.
   3. Click + (to the left of the account number) to expand the options. The Flag Account check box is already selected.
   4. Click Save Changes to save the flag.

   When you flag an account, the background for that account turns white once the page is refreshed. The background also turns white on the Assign/Update Collection Information page, and a green check mark appears in the column to the left of the + column on the Comment line to show that the account is flagged.

8. To remove the flag on an account:
   1. Select the check box to the left of the item in the worklist.
   2. Click Remove Flag. The Assign/Update Collection Information page opens.
   3. Click + (to the left of the account number) to expand the options.
   4. Clear the Flag Account check box.
   5. Click Save Changes to remove the flag.
9. To export your worklist to an Excel or text file, click Export. The Account Worklist Export Options page opens. For more information, refer to Specify Worklist Export Options.
10. The following columns also contain hyperlinks that let you drill down into additional information for a selected account:

    These columns only display if you selected All records for Master Account from the Display list.

    • Click a link in the Service Type column to display the Service Type Definition page. The Service Type Definition page shows how the service type is defined in the system.
    • Click the REIM link in the Service Type column to display the details of the most recent, non-reversal claim for the account. The Expected Reimbursement Detail page displays in a separate window that you must close to return to your account worklist. For more information about this page, refer to View the Expected Reimbursement Details .

    The REIM link is disabled for any account that is included in a PEM claim.

    • Click a link in the DRG/APC/CMG column to view a description of that code.
    • Click a link in the Bill Type column to open the Billing Type Definition page for a description of the selected bill type.
    • Click a link in the Message Code column for a description of that message code.
    • Click a link in the Patient Liability column to override the patient liability for the selected account.

The following table describes each of the fields on the Master Account Worklist page. The fields are sorted by section and listed in alphabetical order.

• View Worklist Summary for All Products summarizes all products by the same selection criteria as you selected for the Account Worklist. For more information, refer to View the Worklist Summary .