Charge Batches / EDC Files Tab

Filter Within Search Results Section

Filters

No

Allows the list of EDC files to be filtered by Facility Case ID, SSN, Patient, and/or Guarantor.

As you type, the EDC files in the list are filtered to show only those that match what was typed. To restore the list to all files, clear the contents of the filters.

Select

Checkbox

No

Checkbox to select one or more EDC files from the list to perform an action on.

Facility Case ID

Display Only

(pulled from EDC File)

Yes

The unique identification number assigned to the case at the facility. The first character of this identification number is the source ID given to the facility in the EDC interface configuration. This source ID uniquely identifies the case by facility.

By default, the table is sorted by the Facility Case ID column.

Practice

Display Only

(pulled from EDC File)

Yes

The practice associated with the EDC file.

Facility

Display Only

(pulled from EDC File)

Yes

The name of the facility where the patient was treated.

Provider

Display Only

(pulled from EDC File)

Yes

The rendering physician.

Patient

Display Only

(pulled from EDC File)

Yes

The name of the patient (last name, first name, middle initial).

SSN

Display Only

(pulled from EDC File)

Yes

The Social Security Number of the patient.

DOB

Display Only

(pulled from EDC File)

Yes

The birth date of the patient.

Admit Date

Display Only

(pulled from EDC File)

Yes

The date the patient was admitted to the hospital.

Primary Insurance

Display Only

(pulled from EDC File)

No

The name of the patient's primary insurance.

Member #

Display Only

(pulled from EDC File)

No

The unique identification number of the member. This number is issued by the payer.

Group #

Display Only

(pulled from EDC File)

No

The unique identification number of the group. This number is issued by the payer.

Guarantor

Display Only

(pulled from EDC File)

No

The name of the guarantor on the patient account.

DOS

Display Only

(pulled from EDC File)

No

The Date of Service of the primary procedure on the case.

Created Date

Read-only

(system generated when the EDC File is created)

Yes

The date the EDC file was created.

File

Display Only

(pulled from EDC File)

Yes

The source file name of the EDC file.

Search

[Alt] + [S]

To search for EDC files.

1. Click Search. The Search Criteria window opens.

2. Enter the search criteria.

3. Click OK (or press Alt+O).

Create Charge Batch

[Alt] + [R]

To confirm the number of cases to be included in the new charge batch.

1. Select the EDC file(s) to include in the charge batch.

2. Click Create Charge Batch. The Create Charge Batch window opens.

3. (Optional) Enter an existing Charge Batch ID in the Link to Charge Batch ID field. NOTE: If this field is left blank, a new charge batch is created.

4. Click OK (or press Alt+O).

5. Enter the charge batch details.

Delete

[Alt] + [D]

To delete the selected EDC file from the table.

1. Select the EDC file(s) to delete.

2. Click Delete. The Confirm Delete window opens.

3. Click OK (or press Alt+O).

Select All/Select None

Not applicable

To select or de-select all records in the EDC Files table.

• Clicking Select All checks all boxes in the Select column of the table.

• Clicking Select None unchecks any checked boxes in the table.

Apply

[Alt] + [A]

To apply search criteria and select matching records

1. In the search panel in the right pane of the tab, select the desired search option: Facility Case ID or SSN. 
   

2. Enter the corresponding search criteria for the selected field in the text pane.

3. Click Apply. Any records that match the entered criteria are selected. 

Filter Within Search Results Section

Filters

No

Allows the list of EDC files to be filtered by Facility Case ID, SSN, Patient, and/or Guarantor.

As you type, the EDC files in the list are filtered to show only those that match what was typed. To restore the list to all files, clear the contents of the filters.

Facility Case ID

Display Only

(pulled from EDC File)

Yes

The unique identification number assigned to the case at the facility. The first character of this identification number is the source ID given to the facility in the EDC interface configuration. This source ID uniquely identifies the case by facility.

By default, the table is sorted by the Facility Case ID column.

Practice

Display Only

(pulled from EDC File)

Yes

The practice associated with the EDC file.

Facility

Display Only

(pulled from EDC File)

Yes

The name of the facility where the patient was treated.

Patient

Display Only

(pulled from EDC File)

Yes

The name of the patient (last name, first name, middle initial).

SSN

Display Only

(pulled from EDC File)

Yes

The Social Security Number of the patient.

DOB

Display Only

(pulled from EDC File)

Yes

The birth date of the patient.

Admit Date

Display Only

(pulled from EDC File)

Yes

The date the patient was admitted to the hospital.

Primary Insurance

Display Only

(pulled from EDC File)

No

The name of the patient's primary insurance.

Member #

Display Only

(pulled from EDC File)

No

The unique identification number of the member. This number is issued by the payer.

Group #

Display Only

(pulled from EDC File)

No

The unique identification number of the group. This number is issued by the payer.

Guarantor

Display Only

(pulled from EDC File)

No

The name of the guarantor on the patient account.

DOS

Display Only

(pulled from EDC File)

No

The Date of Service of the primary procedure on the case.

Created Date

Read-only

(system generated when the EDC File is created)

Yes

The date the EDC file was created.

File

Display Only

(pulled from EDC File)

Yes

The source file name of the EDC file.

Search

[Alt] + [S]

To search for EDC files.

1. Click Search. The Search Criteria window opens.

2. Enter the search criteria.

3. Click OK (or press Alt+O).

Create Charge Batch

[Alt] + [R]