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Flags replace the Provider Portal's Alerts. They can be enabled to display on both Visits and Appointments and appear as colored rectangular boxes.

This flag will appear next to the patient's name on the Checked In visits list and is notifies users that patients have changed their demographics at the kiosk. Clicking on the rectangular box will open a window showing previous and new demographics; the  icon will pinpoint which fields have changed. Depending on the integration, these changes can automatically update fields in the client's PMS/HIS. Users should review the flag and make necessary changes in their PMS/HIS.

 

This flag will appear when there is a discrepancy between the insurance information that is originally sent in the eligibility request and the information that returns from the insurance company in the eligibility response. The  icon will show which fields have discrepancies. Users should click Resubmit with Response Data, and update the patient's record in their PMS/HIS.

This flag is a notifier that something was changed or updated at the kiosk by the patient. Users should note the changes and update their systems accordingly. This alert shows what was on file and the information that was changed.

This flag will appear when there is another payer associated with a Medicare or Medicaid plan. When the Coordination of Benefits is for the current year, the other payer is generally the primary payer on file. Click Resubmit insurance to update the new payer name and resubmit. Update the patient's record in the PMS/HIS.

This flag will notify users that the patient is on a managed care plan and is a Medicaid patient without having to look at the benefits report. The flag appears on the patient row by the resulting eligibility response. 

The Contact Entity Flag appears when an active payer response returns with a "U" EB segment in the 271 EDI Response. It displays the contact information of the entity that can provide eligibility/benefits data according to the responding payer. The flag is green in color and can be configured to trigger on the Visits/Appointments pages in a column next to the Clearwave Insurance Icon.
The Contact Entity Flag may be hidden depending on the service type codes that are being filtered for the practice.

Below are all possible flags that can be triggered: 

FlagsDescription
 

Demographics Changed at Kiosk – Notifies you of demographics updated during kiosk check-in

Insurance Changed at Kiosk – Notifies you of insurance information updated during kiosk check-in

Eligibility Data Conflict – Discrepancy between submitted and response from payer.

 

Other Payer on File – Notifies you of additional payers the patient is subscribed with.

 

Managed Care -  Notifies you of applicable managed care plan information for Medicaid patients.

 

Contact Other Entity – Notifies you of other entities to be contacted for eligibility and benefit information.

 

Demographics Updated During Mobile Check-In – Notifies you of demographics updated during mobile check-in

 

Insurance Updated During Mobile Check-In – Notifies you of insurance updated during mobile check-in

 

Active Coverage for Self-Pay– Notifies you of insurance coverage for self-pay patient

 

Insurance Card Uploaded at Kiosk – Patient scanned insurance card during kiosk check-in

 

Possible Duplicate Patient Detected – Notifies you of possible duplicate patient

 

A task is a reminder for staff to do a certain action related to an Appointment, Visit or both.  Tasks can be set to trigger on a variety of rules such as the type of appointment the patient is coming in for, or the provider, payer, age, etc.

**We strongly recommend that you contact support to set up tasks, unless you had superuser training**

Tasks can be set up under Admin > Registration Location, click on the location you would like to add a task for > Tasks tab:

 

Click on New Task, name the task and type in the instructions.  Choose if the task should populate for a visit or appointment, then set the rule:

The next check-in that meets all the requirements for the task will populate as an alert on the dashboard unde the Tasks column:

Staff can address the task by clicking directly on the icon.  It will open a new window, the directions on how to address the task will appear if the title of the task is clicked.  Once the staff member has completed the task, they can close by clicking Close Task:

 

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