Flag Accounts from the Worklist

The Advanced Account Research module allows you to flag accounts for follow up and apply user codes and comments to accounts across multiple facilities at one time. The following are typical reasons for flagging one or multiple accounts:

  • Notations of follow-up on underpayments
  • Suspected errors
  • To note an internal billing procedure

Contract Manager maintains a history of all flag comments on accounts. Once a comment is saved, no one can edit, delete, or overwrite it, even if the flag on the account is removed.

Once accounts are flagged you can create account worklists based on flagged accounts to identify those accounts that require follow up.

Note: The Assign/Update Collection Information page also allows you to flag accounts and update flag information, but only allows you to manage flagged accounts for a single facility. For more information, refer to Assign/Update Collection Information.

  1. Access the Account Worklist tab on the Worklist page.
    • Open the Account Research page:
      • For hospitals, select Go To > Account Research > Advanced Account Research.
      • For physicians, select Go To > Invoice Research > Advanced Account Research.
    • Click View Worklist in the Actions column for the completed worklist that you want to review. The Worklist page opens.
    • Click the Account Worklist tab.
  2. Click Flag Accounts. The fields related to flagging accounts display.
  3. To flag an account so that it appears as a flagged account and is included in worklists that only include flagged accounts:
    • Click in the Flag column to the left of each account you want to flag. A green check mark appears in the column.
    • Enter the information you want to associate with the flagged account(s) in the Flag Accounts section. For a detailed description of each field, refer to the Field Descriptions table below.
    • Click Flag Accounts. A flag icon appears to the left of each selected account, and the user code displays in the User Code field.

      Note: When flagging multiple accounts, you can only flag accounts on currently displayed results page.

  4. To flag all accounts on the current results page of the worklist:
    • Enter the information you want to associate with the flagged accounts in the Flag Accounts section. For a detailed description of each field, refer to the Field Descriptions table below.
    • Click Flag Accounts On This Page. A flag icon appears to the left of each account, and the user code displays in the User Code field.

      Note: When you flag multiple accounts, you can flag only accounts on currently displayed results page.

  5. To remove a flag from one or more accounts:
    • Click the flag icon to the left of each account you want to unflag. A red “X” appears in the column.
    • Click Remove Flag. The flag is removed from all selected accounts.

      Note: When you remove a flag from an account, the user code and comment are not deleted.

  6. To remove the flag from all accounts on the current results page of the worklist:
    • Click Remove Flag On This Page. The flag is removed from all accounts on the current page.

      Note: When you remove a flag from an account, the user code and comment are not deleted.

  7. To view the comments associated with a flagged account, you must go to the Patient Account Audit page.
    • Click the patient account number in the Patient Number column. The Patient Account Audit page opens. For more information about this page, refer to View Patient Account Audit.
    • Review the comments in the Comments section at the bottom of the page.

The following table describes each of the fields in the Flag Accounts section of the Account Worklist tab.

Field

Description

Action / Status

Labels available to note the current collection action or status for the account(s)

Assigned To

ID of the individual assigned to research and/or handle the account

CTT Category

Collections Tracking Tool (CTT) label identifying a general reason the account(s) requires collection activity, including the category code

CTT Sub-Category

Collections Tracking Tool (CTT) label identifying a specific reason the account(s) requires collection activity

Follow-up Date

Date when follow-up activity is scheduled for the item(s)

Payor Contact

Any contact information available to assist in collection of the account(s). You can include names, telephone numbers and any other notes related to the payor contact for the account(s); this field is limited to 100 characters

Resolution

Possible ways to resolve the collection issue for the account(s)

User Code

Specifies a user-defined FinThrive or Client (customer) user code associated with the account (four character maximum). This field does not accept the following special characters:
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User Comment

Information pertaining to the account. For example, if the account(s) is flagged, the comment explains why it was flagged. The limit is 230 characters, and this field does not accept the following special characters:
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