Review the Exception Worklist Summary

The Exception Worklist Summary provides a preview of the information contained in the Exception Worklist. It displays your selection criteria in the heading and provides links to message code descriptions, including excluded messages (in case you want to reconsider the selection criteria).

The results section contains links to payor code descriptions, message code descriptions and claims or accounts. These links allow you to drill down to the Payor Code Mapping or Exception Worklist pages (and from the Exception Worklist page to the Patient Account Audit page).

Use this procedure to review the Exception Worklist Summary (claim or account).

  1. Access the Exception Worklist Summary page.
    • Select Go To > Processing > Exception Worklist. The Exception Worklist page opens.
    • Specify selection criteria and click Display Messages. The Exception Worklist Summary page opens.

      Note: The Exception Worklist Summary can include HCFA files, UB files, or both. However, it is limited only to these two types of files.

  2. Review the summary.
    • To display an explanation of the message code, click a link in the MSG Code column.
    • To display the Payor Mapping page, click a link in the Payor Code column.
    • To display the Exception Worklist (CLAIM) or Exception Worklist (ACCOUNT) page, click a link in the Accounts or Claims column. For more information, refer to Review the Exception Worklist.
  3. To export the information to Microsoft Excel® or a text file:
    • Select either Microsoft Excel or Text File from the Export To list.
      • Select Microsoft Excel to open Excel. You can then work with the data in Excel; for example, to move or delete columns, re-sort or re-format the data.
      • Select Text File to save the data as plain text (with no formatting). Typically, you select this option if Excel is unavailable on your computer or you have Excel version’97 or older.
      • Select the Include Header check box to include a header row in your exported file.
    • Click Export.

The following table describes each of the fields on the Exception Worklist Summary page.

Field Description
Accounts The number of accounts relative to the selection criteria
Claims The number of applicable claims (only displayed when Claim Status is selected)
Message The short form of the code description
MSG Code The message code. The code is a link that displays the full description of that code
Payor Code Payor code associated with the product. The code is a link that displays the respective payor code mapping page