About RCM  Ledger Sheet Bar Options

The options located on the Sheet Bar of the RCM Ledger allow you to perform tasks or view information found in other modules of AmkaiOffice while in the RCM module.

To access the RCM Ledger

  1. Open the RCM module.
  2. By default, all transactions with an RCM Follow-up DateThe date on which a transaction will appear in the collector's queue for follow-up. of the current date or earlier that are assigned to you as the collector will be presented in the queue on the Home Page when you open the RCM module. You can use the filters at the top of the page to select a subset of this larger group of transactions. Click herehere to learn how to use the filters.
    • Date fromDate from

      Defaults to blank to display all accounts with a Date Type prior to today's date. Enter or select a different date to limit your results.

    • Date thruDate thru

      Defaults to today's date. You can enter or select a new date to limit or extend the results.

    • Date TypeDate Type

        • RCM Follow-up DateThe date on which a transaction will appear in the collector's queue for follow-up. - (default) - Select this Date Type to view accounts by their assigned follow-up date.

        • Transaction date - Select to view accounts by date of service

        • Post date - Select to view accounts by the date the charge was entered into the system

       

    • Assigned CollectorAssigned Collector

      Click the check mark icon to select a collector, then click Refresh. The charges assigned to the selected collector will pull to the screen. Click the minus sign icon to clear this field.

    • AccountAccount

      Enter a specific account number to pull only that account to the queue.

    • Last Name From/ThruLast Name From/Thru

      Enter the last name or initial of the last name or range of last names you would like to pull to the queue. Example: A thru N or Aaron thru North.

    • StatusStatus

      Select a workflow status of the accounts you would like to pull to the queue. Your facility can define your own statuses using the RCM Status dictionary in Administration. Typical Statuses include:

        • Appealing

        • Check in Progress

        • In-progress

        • Open

        • Paused

        • Review

        • Status Pending

      The Status of an account in the queue is set as the account is worked from the RCM Ledger. Any status other than Open indicates the account is being worked by an individual collector or a member of a Workgroup.

       

       

    • Due from, Provider, Patient Status, Patient Classification, and Case ClassificationDue from, Provider, Patient Status, Patient Classification, and Case Classification

      You can filter the queue by current responsible party (Due from), Provider, Patient Status, Patient Classification, and/or Case Classification by selecting one or more options from one or more of the 5 combo boxes shown.

      Underneath each box, the system will display the number of items available to choose from in the box followed by the number selected. Example 12/1 displayed under Due from would indicate that there are 12 items in the list and 1 has been selected. All items are selected by default.

      Use the  icon to add all of the items in the group or the  to de-select items already selected in the group.

     

  3. Double-click an item (charge) in the collector's queue, or click the item and then click Ledger from the RCM Home Page Sheet Bar.

RCM Ledger Sheet Bar Options

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Workflow

Ledger Options

Ledger Options are used to access and add/edit information in other areas of the software. Any change you make here will update the data in all related areas of the system. User Roles and security checkpoints will apply just as if you had accessed the module or field directly.

Charge Options

 

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