Intellect™
TASK 2
<task task_name="PROXYMED ELECTRONIC BILLING " printer_name="HP" email_addresses="pa_email" fax_numbers="" secondry_printer="" number_of_copies="1">
For tasks that have printing, you should set the value for the "Printer Name".
<task task_name="PROXYMED ELECTRONIC BILLING " printer_name="EMAlL" email_addresses="pa_email" fax_numbers="" secondry_printer="HP" number_of_copies="1">
If this is for Email, type "EMAIL" and a value for the "Secondary Printer". If this is for Fax, type "FAX".
Task and Parameters
Required Y/N
Corresponding Screen /Field Name
Notes
NOTE: You should ALWAYS automate the electronic claims to run prior to the paper claims.
TASK_IMS_EB
Billing --► Tele Com
TASK_MEDICAID_EB
TASK_MEDICARE_EB
TASK_UGS_EB
<parameter name="FROM_DATE" value="TODAY - 365"/>
Y
From Date
To bill claims enter the number of days for the system to look back. For example: to bill anything which is Unbilled for the last. Example: (TODAY - 31= today's calendar date minus 31 days)
<parameter name="IC_CODE" value="IMS"/>
Y
Insurance Code
The Utility --► Insurance --► Tele Com <Insurance Code>.
<parameter name="DATE_SELECT" value="E"/>
Y
Date
Date Selection Values = E, S, B, P, F
<parameter name="USER_NO" value=""/>
N
User#
To filter the billing based on a specific user, type the Utility --►Set Up --►Security --►Login Users <User Number>.
<parameter name="INS_TYPE" value="P1"/>
Y
Primary/Sec/All(P/S/A)
Which Insurer P1, P2, S1, S2
<parameter name="CARRIER_CODE" value="I"/>
Y
Carrier Type
Values = I, M, S
<parameter name="TO_DATE" value="TODAY"/>
Y
To Date
<parameter name="BILL_STATUS" value="U"/>
Y
All/Unbill/Rebill(A/U/R/H)
Values = R, A, U, G
<parameter name="CT_CODE" value=""/>
N
Category
Limits the billing results by specific patient Utility --►Category <Category Code>.
<parameter name="DR_CODE" value=""/>
N
Provider
To filter the billing based on a specific provider type the Utility --►Provider <Provider Code>.
<parameter name="DEPARTMENT" value=""/>
N
Department
To filter the billing based on a specific Department, type the Utility --►Provider <Department>.
<parameter name="BILL_CODE" value=""/>
N
Billing Code
To filter the billing based on specific billing codes, type the Ledger <Message> billing code.
<parameter name="FACILITY" value=""/>
N
POS
To filter the billing based on a specific POS, type the Utility --►Facility <Facility Code>
<parameter name="CLAIM_TYPE" value="2"/>
Y
Claim Type
Claim Type 1= UB04 (CMS 1450), 2 = CMS 1500
<parameter name="ACCOUNT_FROM" value=""/>
N
Account Number
This is the beginning number for billing by a specific range of patient account numbers.
<parameter name="ACCOUNT_TO" value=""/>
N
Account Number To
This is the ending number for billing by a specific range of patient account numbers.
<parameter name="SELECT_CRITERIA" value=""/>
N
Selection Criteria
Define the parameter using an alphabetical range hyphenated such as A-L to return patient accounts where the last name begins with any letters in the range of A-L.
Task and Parameters
Required Y/N
Coresponding Screen /Field Name
Notes
TASK_HCFA
Billing --►Insurance
TASK_HCFA_RED
TASK_UB04
TASK_UB04_RED
TASK_EOMB
<parameter name="FROM_DATE" type="string" value="CL_DATE - 365"/>
Y
From Date
To bill claims enter the number of days for the system to look back. For example: to bill anything which is Unbilled for the last 3 days, enter 3
<parameter name="TO_DATE" type="string" value="CL_DATE"/>
To Date
The latest date of the date range for charges to be billed/rebilled based on the <Date Selection> field criteria.
<parameter name="DATE_SELECT" type="string" value="E"/>
Y
Date Selection(E/S/P/B)
Date Selection Values = E, S, B, P, F
<parameter name="INS_TYPE" type="string" value="P1"/>
Y
Primary/Sec/All(P/S/A)
Which Insurer P1, P2, S1, S2
<parameter name="FORM_TYPE" type="string" value="C"/>
Y
Form Type
Should default to the correct form for the task
<parameter name="BILL_STATUS" type="string" value="U"/>
Y
All/Unbill/Rebill(A/U/R/H)
Values = R, A, U, G
<parameter name="ACCOUNT_FROM" type="string" value=""/>
N
Account Number From
<parameter name="ACCOUNT_TO" type="string" value=""/>
N
Account Number To
<parameter name="CT_CODE" type="String" value=""/>
N
Category
Limits the billing results by specific patient Utility --►Category <Category Code>. Will accept multiple values separated by commas with no space.
<parameter name="IC_CODE" type="String" value=""/>
N
Insurance Code
Limits the billing results by specific patient insurance companies. Will accept multiple values separated by commas with no space.
<parameter name="BILL_CODE" type="String" value=""/>
N
Billing Code
For use with <All/Unbill/Rebill/(A/U/R/H)> = 'R' Rebill.
<parameter name="DR_CODE" type="String" value=""/>
N
Provider
To filter the billing based on a specific provider type the Utility --►Provider <Provider Code>. Will accept multiple values separated by commas with no space.
<parameter name="USER_NO" type="String" value=""/>
N
User#
<parameter name="FACILITY" type="String" value=""/>
N
POS
To filter the billing based on a specific POS, type the Utility --►Facility <Facility Code>.
<parameter name="DEPARTMENT" type="String" value=""/>
N
Department
<parameter name="SELECT_CRITERIA" type="string" value="*"/>
N
Selection Criteria
Define the parameter using an alphabetical range hyphenated such as A-L to return patient accounts where the last name begins with any letters in the range of A-L.
Task and Parameters
Required Y/N
Corresponding Screen /Field Name
Notes
Task_Follow_Up
Billing --►Follow Up
<parameter name="FROM_DATE" value="TODAY - 45"/>
Y
From Date
The number of days for the system to look back.
<parameter name="TO_DATE" value="TODAY - 45"/>
Y
To Date
<parameter name="BILL_CODE" value="B-G"/>
N
Billing
Code
To filter the letters based on specific billing codes, type the Ledger <Message> billing code.
<parameter name="MSG_CODE" value="TRACE"/>
Y
Letter Code
The Utility --►Messages --►Remark <Remark Code> for the letter to be printed.
<parameter name="CATEGORY" value=""/>
N
Category
Limits the billing results by specific patient category.
<parameter name="INS_VARIETY" value="P1"/>
Y
Insurance Type
Which Insurer P1, P2, S1, S2 ………
<parameter name="PATIENT_INS_SELECT" value="I"/>
Y
Patient/Insurance
Letter should be sent to the P – Patient or I - Insurance Company.
<parameter name="INSURANCE" value=""/>
N
Insurance
Limits the selection by specific patient insurance companies.
<parameter name="TH_WHO" value=""/>
<parameter name="DATE_SELECTION" value="P"/>
Y
Date Selection
Date Selection Values = E, S, B, P, F
<parameter name="INCLUDE_DI" value="Y"/>
Y
Include Diagnosis
Include Diagnosis in letter. Values = 'Y' yes or 'N' no
<parameter name="PA_ACCOUNT1" value=""/>
N
Account From
This is the beginning number for follow up by a specific range of patient account numbers
<parameter name="PA_ACCOUNT2" value=""/>
N
Account To
This is the ending number for follow up by a specific range of patient account numbers.
<parameter name="CRITERIA" value=""/>
N
Selection Criteria
Define the parameter using an alphabetical range hyphenated such as A-L to return patient accounts where the last name begins with any letters in the range of A-L.
<parameter name="CHECK_ITEMIZED" value="Y"/>
Y
Itemized/Non Itemized
Itemize charges. Values = 'Y' yes or 'N' no
Task and Parameters
Required Y/N
Coresponding Screen /Field Name
Notes
TASK_APP_CHECK_LIST
Schedule --►Appointment --►Print
TASK_APP_DAILY_LIST_X
TASK_APP_DAILY_LIST_Y
TASK_APP_DAILY_LIST_CLINIC
TASK_APP_DAILY_LIST_DOCTOR
TASK_APP_DAILY_LIST_WEEKLY
TASK_APP_CHECK_LIST
TASK_APP_PRINT_SUERBILL
<parameter name="APP_PRINT_SELECTION" value="A"/>
Y
Selection
This value defaults, dependant on the Task selected. Do not Change
<parameter name="APP_FROM_DATE" value="TO_DAY"/>
Y
From Date
<parameter name="APP_TO_DATE" value="TO_DAY"/>
Y
To Date
<parameter name="APP_PRINT_CODE" value=""/>
<parameter name="APP_DOCTOR" value=""/>
N
Provider Code
Optional for all Selection types EXCEPT with 'A' where it has no effect and 'P' where it is recommended to enter a Utility --►Provider <Provider Code> else it returns the same as selection 'A.'
<parameter name="APPOINTMENT_STATUS" value=""/>
N
Status
When left blank, the print request includes all Status types. Entering Added, Modified, ReSch, Cancel, Delete, or NoShow prints a listing for ONLY those patients with that Status. .
<parameter name="APP_TYPE" value=""/>
N
Appointment Type
The requested print selection for a specific Utility --►Set Up --►Appointment --►Appointment Type <Appointment Type>. Accept the default selecting all appointment types.
<parameter name="APP_TIME1" value=""/>
N
From Time
An appointment time used to order the requested print selection for ONLY patients scheduled From the requested time
<parameter name="APP_TIME2" value=""/>
N
To Time
An appointment time used to order the requested print selection for ONLY patients scheduled up until the requested time
<parameter name="APP_GROUP" value=""/>
N
Appointment Group
Enter an Appointment Group number to order the requested print selection for ONLY patients scheduled in the requested Group
<parameter name="APP_POS" value=""/>
N
Place of Service
Enter a Facility <Facility Code> to order the requested print selection for ONLY patients scheduled at the requested facility
Task and Parameters
Required Y/N
Corresponding Screen Field Name
Notes
TASK_GOP_COMPANY
Billing --►Company
<parameter name="CRITERIA" value="" />
Y
Selection Criteria
Define the parameter using an alphabetical range hyphenated such as A-L to return patient accounts where the last name begins with any letters in the range of A-L.
<parameter name="FROM_DATE" value="TODAY" />
Y
From Date
<parameter name="TO_DATE" value="TODAY" />
Y
To Date
<parameter name="CATEGORY" value="" />
N
Category
Limits the billing results by specific patient category. Must be a company type catgory
<parameter name="COMP_BALANCE" value="B" />
Y
Balance
Values = 'B' Charges with a balance, 'A' all charges, 'Z' only zero balances
<parameter name="DATE_SELECTION" value="E" />
Y
Date Selection
Date Selection Values = E, S, B, P, F
<parameter name="COMPANY_SORT_ORDER" value="N" />
Y
Sort By
Values= 'N' name, or 'D' date
Task and Parameters
Required Y/N
Corresponding Screen/ Field Name
Notes
TASK_STATEMENT2
Billing --►Statement
TASK_STATEMENT5
TASK_STATEMENT12
TASK_STATEMENT20
TASK_STATEMENT21
TASK_STATEMENT22
TASK_STATEMENT24
TASK_STATEMENT28
TASK_STATEMENT29
TASK_STATEMENT30
TASK_STATEMENT91
TASK_STATEMENT92
TASK_XML_STATEMENT
<parameter name="TH_ENTER_DATE" type= "String" value="CL_DATE - 60"/>
N
From Date
<parameter name="SELECTION" type="String" value="*"/>
N
Selection Criteria
Define the parameter using an alphabetical range hyphenated such as A-L to return patient accounts where the last name begins with any letters in the range of A-L.
<parameter name="MSG_CODE" type="String" value=""/>
N
Message Code
If you wish to add a statement message, type the Utility --►Messages --►Message <Message Code>.
<parameter name="SELECT_STATE" type="String" value= "1"/>
Y
Statement Selection
This value defaults dependant on the Task selected. Do not Change.
<parameter name="AC_CATEGORY" type="String" value=""/>
N
Category
Limits the billing results by specific patient category.
<parameter name="STATEMENT_CYCLE" type="String" value="TODAY"/>
N
Statement Cycle
Used to request statements for those accounts that fall into a particular billing cycle date
Task and Parameters
Required Y/N
Corresponding Screen/ Field Name
Notes
TASK_GOP_RECALL
Schedule --►Recall --►Print
<parameter name="CRITERIA" value="" />
N
Selection Criteria
Define the parameter using an alphabetical range hyphenated such as A-L to return patient accounts where the last name begins with any letters in the range of A-L.
<parameter name="FROM_ACCOUNT" value=""/>
N
Account From
Allows user to define the recall list (forms or labels) to print based on account number Leave blank to select all patients that meet any other criteria entered below or use this parameter to set the lowest account number to print.
<parameter name="ACCOUNT_TO" value="" />
N
Account To
Allows user to define the recall list (forms or labels) to print based on account number. Leave blank to select all patients that meet any other criteria entered below or use this parameter to set the highest account number to print.
<parameter name="FROM_DATE" value="TODAY" />
Y
From Date
<parameter name="TO_DATE" value="TODAY + 15" />
Y
To Date
<parameter name="PRINT_TYPE" value="Form" />
Y
Print Type
Values = Form, List, or Label
<parameter name="RM_CODE" value="" />
N
Remark Code
Use with the <Print Type> Form Option
Task and Parameters
Required Y/N
Corresponding Screen/ Field Name
Notes
TASK_MEDICAID_997
Billing --►Telecom --►Acknowledge
TASK_MEDICAID_ACK
TASK_IMS_997
TASK_IMS_ACK
TASK_UGS_997
TASK_UGS_ACK
<parameter name="INSURANCE" value="MCAL"/>
Y
Insurance Code
Value Defaults by the Task:
<parameter name="CARRIER" value="S"/>
Y
Value Defaults by the Task:
<parameter name="STATUS" value="A"/>
Y
Status
Value Defaults by the Task: 'A' = Acknowledge, 9 = 937
Task and Parameters
Required Y/N
Corresponding Screen/ Field Name
Notes
TASK_UGS_VERIFY
Billing --►Telecom --►Verify
TASK_MEDCAID_ VERIFY
TASK_MEDICARE_ VERIFY
TASK_IMS_VERIFY
<parameter name="FROM_DATE" value="TODAY"/>
Y
<parameter name="TO_DATE" value="TODAY + 7"/>
Y
<parameter name="IC_CODE" value="UGS"/>
Y
Insurance Code
Value Defaults by the Task:
<parameter name="CARRIER_CODE" value="H"/>
Y
Carrier Type
Value Defaults by the Task:
<parameter name="DR_CODE" value=""/>
N
Provider
To filter the billing based on a specific provider type the Utility --►Provider --►Provider <Provider Code>. Will accept multiple values separated by commas with no space
Task and Parameters
Required Y/N
Corresponding Screen/ Field Name
Notes
TASK_AUTOPAYMENT
Payment --►Auto Payment
Recommended For Pickup Only
<parameter name="FILE_PATH" value=""/>
N
File Name
No Value for pickup
<parameter name="PAYMENT_SOURCE" value=""/>
N
src pay
No Value for pickup
<parameter name="ADJUSTMENT_SOURCE" value=""/>
N
src adjustment
No Value for pickup
<parameter name="CARRIER" value="M"/>
Y
Carrier Type
The appropriate carrier type code
<parameter name="CHECK" value=""/>
Y
Check
No Value for pickup
<parameter name="INSURANCE" value="MCAR"/>
Y
Insurance Code
The Utility --►Insurance --►Insurance <Insurance Co. Code>
<parameter name="PRINTONLY" value="true"/>
Y
Post Payment/Report
Accept the default
<parameter name="ADJUST_CROSSOVER" value="false"/>
Adjust Cross Over
No Value for pickup
<parameter name="BATCH_NO" value="999"/>
N
Batch No
Accept the default
<parameter name="FROM_DATE" value=""/>
N
From
No Value for pickup
<parameter name="TO_DATE" value=""/>
N
To
No Value for pickup
<parameter name="PAYMENT" value=""/>
N
Payment
No Value for pickup
<parameter name="PRINT_BILL" value=""/>
N
Print Bill
No Value for pickup
<parameter name="PROVIDER_CODE" value=""/>
N
Provider Code
No Value for pickup
<parameter name="CATEGORY_CODE" value=""/> </task>
N
Category Code
No Value for pickup