Auto Claim Creation Workflow | Practice Assistant
Auto Claim Creation Workflow
Practice
Assistant Workflow
To trigger the automation process, the patient must be checked out.
If the Automation Fails
Failed claims will be added to the Missing Slips bucket. After the errors are corrected, the claim will need to be manually created via Save Charge Entry > Create Claim. A list of common errors and the recommended action to correct them will be included at the end of this p sheet.
New filters have been added to make it easier to view
missing slips by their status.
Color-based indicators now appear to the le of items on the Missing Slips worklist so you can find items with various Auto-Claim based errors.
Green — Provider Review Complete
Blue — Encounter Closed, which can appear both by itself and alongside the
Green(Provider Review Complete) icon
Pink — Auto-Claim error, which overrides the above icons
Purple — Saved on Charge Entry, which overrides the other above icons (Reminder: Saved visits cannot be created via Auto-Claim)
Hovering your cursor over the indicator displays the status.
Important Notes
If the provider needs to edit the claim are the claim has been created or are the claim has failed, a patient case will need to be sent to billing to make the corrections.
Make sure you are on the Patient tab before clicking Done with Checkout.
You can view the Claim: Billing tab to confirm the provider codes are entered/correct, but you will need to switch back to the Patient tab to click Done with Checkout. If Done with Checkout is selected while on the Claim: Billing tab, the automation will not trigger and the claim will need to be manually created.
Auto Claim Errors
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