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Case / Case & Claim Holds Tab

Case / Case & Claim Holds Tab

Sept 18, 2025

 

Overview

 

 

Field Definitions

Field

Type

Required

Description

Field

Type

Required

Description

Place case on hold

Checkbox

No

If checked, the case is placed on hold indefinitely and cannot be submitted until the hold is removed.

If this field is not selected, the Create button is disabled, preventing the user from creating a Case Hold Reason in the subsequent table.

Case Hold Reason

Display Only

(pulled from created/updated Case Hold)

Yes

Designation or reason for the Case Hold. The drop down list of options are based on Case Hold Reasons created and associated with the Practice on the Case Hold Reasons page.

This field is disabled when updating the Case Hold and cannot be updated after creation.

Status

Display Only

(pulled from created/updated Case Hold)

Yes

The current status of the Claim Hold. The options include: Open and Complete.

Assigned User

Display Only

(pulled from created/updated Case Hold)

Yes

Users to which the Case Hold is assigned.

List of options are users associated with the Practice.

Created By

Read-only

(system-generated)

Yes

User that created the Case Hold.

Created At

Read-only

(system-generated)

Yes

Time stamp when the Case Hold was placed.

Notes Section

 

 

 

Note

Display Only

(pulled from created/updated Case Hold Note)

No

Any notes or pertinent information tied to the Case Hold.

Multiple notes can be added to the Case Hold.

Created By

Read-only

(system generated)

Yes

The user that created the case hold note.

Created At

Read-only

(system generated)

Yes

The date/time when the case hold note was created.

Claim Hold Section

 

 

 

Hold Claim

Checkbox

No

If checked, the claim is placed on hold until the date designated in the Submit claim on field.

Submit claim on

Calendar Date

(mm/dd/yyyy)

No

The date when the held claim will be submitted. The field is required if Hold Claim field is selected.

Errors and Warning Section

 

 

This section reports problems detected through the Error Check validation process. Use the Display options to select the validations to verify.

In addition to errors and warnings, the date and time the last error check occurred is reported. If an error check has never been performed on a charge batch or case, the text displayed will be Last Check: (pending). Each time an error check is completed, this text is updated and displayed in the following format: Last Check: mm/dd/yyyy, hh:mm:ss AM/PM, for example, Last Check:  07/08/2013, 4:35:14 PM.

Display Filters

Checkboxes

No

This filter determines the type of errors or warnings listed in the Error Check list. Errors must be corrected before a case or charge batch can be submitted and claims can be generated. Warnings may or may not cause rejection of a claim and are not required to be corrected. A checkmark next to the display filter indicates that the filter is selected.

The filter options dynamically affect the contents of the error checklist. When you clear a checkbox, the list hides the applicable errors or warnings. When you click the checkbox again, the list refreshes, showing the hidden errors or warnings.

Type

Read-only

(system-generated)

Yes

The classification of the problem detected in a category during the Error Checking process. Cases in the charge batch are validated for certain conditions reported as errors or warnings.

Type

Description

Errors

Conditions on a case that affect claims generation. Errors must be corrected before cases can be submitted and claims can be created.

Warnings

Conditions on a case that may cause the claim to be rejected by a payer. Warnings do not have to be corrected before cases can be submitted and claims can be created.

Category

Read-only

(system-generated)

Yes

The component that may contain an error or warning when either condition is detected during error check validation, for example, Concurrency or Data. By default, all categories are selected and all errors and warnings are displayed on the Charge Batch Error Check tab. Errors must be corrected before a claim can be created. Warnings do not have to be corrected before a claim can be created.

The categories listed in the error check table are controlled by the Display filters on the Charge Batch Error Check tab. The following categories are available:

Category

Description

Concurrency

Exceptions reported on anesthesia provider time for violations that occur across multiple cases. In most cases, concurrency exceptions are reported as errors unless concurrency validation is excluded on the case. If concurrency is excluded on the case, exceptions are reported as warnings.

CCI

Exceptions reported on code auditing for detecting discrepancies between the diagnosis code and the procedure code. CCI edit warnings are not required to be resolved before a claim can be created, but if not correct, the problems may result in claim rejections by the payer.

ICD-9/ICD-10

Exceptions reported on diagnosis codes for authenticating that the diagnosis is appropriate for a particular age or gender. ICD-9 edit warnings are not required to be resolved before a claim can be created, but if not correct, the problems may result in claim rejections by the payer.

Payer

Exceptions reported on payers or plans for evaluating claim filing rules specific to a payer or plan, for example, provider identification numbers, or date of service of procedure occurs after provider effective date.

Data

Exceptions reported on data for identifying primary data elements (for example, primary diagnosis code) that are missing, are required for all cases, or are required based on specific conditions within a case. Required data must be entered before a claim can be created.

Message

Read-only

(system-generated)

Yes

The description of the error or warning.

Related Cases

Link

No

A direct link to cases related to the case that has a warning or error. To go to a related case, click the direct link. If the related case has a warning or error that is corrected, the Error Check validation process will verify the case and remove it from the Charge Batch Error Check tab. 

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Button

Shortcut Keys

Description

Step-By-Step Guides

Create

[Alt] + [C]

To create a Case Hold.

  1. Click Create. The Create Case Hold Reason window opens.

  2. Open the Case Hold Reason drop down list and select an option.

  3. The Status field defaults to Open and does not need to be changed.

  4. (Optional) Open the Assign To drop own list and select an option. Note: The Case Hold will default to be assigned to you and does not have to be changed.

  5. (Optional) Add a Note. If added, the note displays in the lower Note section.

  6. Click Save.

Click Save & Add Next to save the current record and create another one.

Click Cancel to cancel creation of the new record.

Update

[Alt] + [U]

To modify a Case Hold Reason or user assignment.

  1. Select a Case Hold Reason line item to update.

  2. Click Update. The Update Case Hold Reason window opens.

  3. (Optional) Enter a Note.

  4. (Optional) Open the Status drop down list and select an option.

  5. (Optional) Open the Assign To drop down list and select a new user.

  6. Click Save.

Reassign

[Alt] + [R]

To reassign a Case Hold.

  1. Select a Case Hold line item to reassign.

  2. Click Reassign. The Reassign Case Holds window opens.

  3. Open the Reassign Case Hold To drop down list and select the new user.

  4. Click Save.

Delete

[Alt] + [D]

To delete a Case Hold.

  1. Select the Case Hold to remove, or delete.

  2. Click Delete. The Delete Case Hold Reasons confirmation window opens.

  3. Click Yes to confirm and delete the Case Hold line item.

Complete

[Alt] + [O]

To mark a Case Hold complete.

  1. Select the Case Hold to complete.

  2. Click Complete. The Complete Case Hold Reasons confirmation window opens.

  3. Click Yes to confirm and complete the Case Hold. The Case Hold Status is updated to Complete.

Notes Section

 

 

 

Add

[Alt] + [A]

To add a note to a Case Hold.

  1. Click Add. The Case Hold Note page opens.

  2. Enter the Note text.

  3. Click Save.

Error and Warnings Section

 

 

 

Error Check

[Alt] + [K]

To run the Error Check validation for either a charge batch or a case in a charge batch.

Running Error Check Validation

 

 

 

 

 

 

Search this documentation

 

 

 

Overview

 

 

Field Definitions

Field

Type

Required

Description

Field

Type

Required

Description

Place case on hold

Checkbox

No

If checked, the case is placed on hold indefinitely and cannot be submitted until the hold is removed.

If this field is not selected, the Create button is disabled, preventing the user from creating a Case Hold Reason in the subsequent table.

Case Hold Reason

Display Only

(pulled from created/updated Case Hold)

Yes

Designation or reason for the Case Hold. The drop down list of options are based on Case Hold Reasons created and associated with the Practice on the Case Hold Reasons page.

This field is disabled when updating the Case Hold and cannot be updated after creation.

Status

Display Only

(pulled from created/updated Case Hold)

Yes

The current status of the Claim Hold. The options include: Open and Complete.

Assigned User

Display Only

(pulled from created/updated Case Hold)

Yes

Users to which the Case Hold is assigned.

List of options are users associated with the Practice.

Created By

Read-only

(system-generated)

Yes

User that created the Case Hold.

Created At

Read-only

(system-generated)

Yes

Time stamp when the Case Hold was placed.

Notes Section

 

 

 

Note

Display Only

(pulled from created/updated Case Hold Note)

No

Any notes or pertinent information tied to the Case Hold.

 

Multiple notes can be added to the Case Hold.

Created By

Read-only

(system generated)

Yes

The user that created the case hold note.

Created At