3.13 Bulk Actions

Owned by Joanne H
Last updated: Sept 18, 2020 by Jessica Buczynski
2 min read

The Bulk Action Menu allows you to perform other functions in bulk as well. These options are also available under the action column to perform on an individual date of service/extra charge.

Archive/Unarchive

When a Visit or Extra Charge has a $0 AR balance and the source is Self, you will want to archive these charges.  This allows for the system to run more efficiently.  Placing it in “Archive” allows for the system to show you only charges that still have a balance and puts the paid ones in the background.

  • Click on Bulk Action Drop Down

  • Click Archive

  • Select Visits

  • Click Archive.

To show archived charges you can change the view to the top right and use the bulk action to unarchive as well.

 

Refiling In Patient Accounting

  1. Click on Bulk Action Drop Down

  2. Click Refile and available visits will appear

  3. Click on visits you want to place in refile status

  4. Click Refile

  5. Message will appear asking if you would like to manage these filed claims now?

    1. Confirm will take you to print/send claim to edit/manage those specific claims (See Editing and Refiling for more information on this process)

    2. Cancel will send the Claims to Print/Send to be addressed later

If a DOS cannot be refiled there will not be an option to do so

 

DELETE  DATES OF SERVICE/EXTRA CHARGES IN BULK:
You can only delete visits/extra charges that do not have a payment or adjustment on them.

  1. Click on Bulk Action Drop Down

  2. Click Delete and select the visits that can be deleted.

  3. Click Delete and Confirm

TO CLOSE CLAIM IN BULK:

  1. Click on the Bulk Action Drop Down

  2. Click Make Patient Responsible and select visits

  3. Click the Make Patient Responsible button

  4. Select Reason for closing

  5. Optional:  Add Note

  6. Click Save

The source of that visit/DOS will now say self and the patient will now have the balance in Patient Balance Column..

There will be default reasons in the system already.  If you would like to add in your own, you can do so in the Other Utility.  Please see Section 1.6 on how to customize the Close Reasons.