Managing Charges Using Reports

• An overview of the billing process, which explains the basic flow of charge data through the Commure Pro system. See Overview of the Commure Pro Billing Process.
• An overview of the various buttons, filters, and layout elements found on most reports, and how to use them. See:
  • Distinguishing between Classic Charge Reports and Revenue Reports
  • Understanding Classic Charge Reports
  • Understanding Revenue Reports
• Instructions for the charge-related actions that can be taken from a variety of charge reports. See Actions Available from Charge Reports.
• Instructions for using charge reports to manage special types of charge transactions or workflows . See Using Charge Reports to Manage Special Charge Workflows.
• Descriptions of the standard charge reports. See Descriptions of Standard Charge Reports.
• Definitions of the various charge error types that can be associated with a charge transaction. See Definitions of Charge Errors.
• Description of the features available for reporting on charge data using third party reporting tools. See Using Third Party Reporting Tools.

​

Overview of the Commure Pro Billing Process

A charge transaction can have four possible statuses in the Commure Pro system, each of which is described below. Although this documentation and Commure Pro staff often use phrases such as “in the Holding Bin” or “send the charge to the Outbox” to visualize the concept of a charge moving from one billing phase to another, please note that Draft/Draft(HH), Holding Bin, Outbox, and Sent to Billing are in fact simply statuses assigned to a charge transaction, as it moves from it’s earliest to last possible status, in sequential order.

1. Draft or Draft(HH): These statuses indicate that the provider chose to save the charge as draft. Draft indicates that it was created on the Commure Pro web platform, whereas _Draft(HH)_indicates that it was created on a handheld device. Draft charge transactions can be edited. Draft transactions remain in Draft or Draft(HH) status until either of the events below occurs:
   • A user edits the transaction and submits it as a completed transaction by clicking the Submit button (with the Draft box unchecked). At that time, the charge is sent to either the Holding Bin or the Outbox (see Step 2).
   • The draft expires, at which time the charge is assigned an error status of Expired Draft and the charge is sent to the Holding Bin. There are settings are both the Institution and User level that determine how long charges remain in a draft state before they expire.
   (A provider is not required to save a charge as a draft; this status can be skipped entirely.)
2. Holding Bin: The charge transaction is considered “complete” (not a draft), but it may or may not have an error status assigned to it. The Holding Bin state is meant to be a review period, during which providers or billing administrators can review charges and make any necessary corrections. Which charges are sent to the Holding Bin?
   • In a typical configuration, when a provider initially submits a charge transaction as a completed transaction by clicking Submit, the charge is sent to Holding Bin if it has errors, or to the Outbox if it does not have errors (although administrators can route all charges to the Holding Bin status if they feel it is necessary, based on the value of several settings at the Department and User level).
   • If a user has questions or issues with a transaction, they can hold it for review, which forces it into a Holding Bin status.
   • Draft charges that have expired are always sent to the Holding Bin (with an error status of Expired Draft).
   • Completed charge transactions that have auto-added codes are always sent to the Holding Bin.
   Once a billing administrator has reviewed the charges in the Holding Bin status, made any necessary corrections, and deems them to be complete and accurate, they send the charge transactions to an Outbox status.
3. Outbox: The charge is now almost ready for final billing; either the Commure Pro code edit engine has found no errors with it and it was sent directly to an Outbox status after the user clicked Submit, or it has been reviewed and corrected by a billing administrator and they have sent it to an Outbox status. In some cases, a charge might to be sent from an Outbox status back to a Holding Bin status:
   • Certain users may be granted the ability to make last minute edits to charges while they are in an Outbox status. However, if that feature is not enabled, then a level 1 or 2 administrator can send the charge back to the Holding Bin status if corrections are necessary.
   • If certain events occur which cause a charge transaction to be revalidated (such as an update to patient or insurance information, a change to the date range for a visit, or the addition of new charges), and errors are found on the transaction during that revalidation, the charge may be automatically sent back to a Holding Bin status. This feature can be enabled or disabled via an Institution level setting.
   Once a billing administrator has reviewed the charges in the Outbox status and deems them to be complete and accurate, they can manually commit the charge transactions to a Sent to Billing status. Or, your system may be configured to automatically commit charge transactions to billing based on a schedule. Please note that if your organization has implemented a Billing Hold Period, then the charges may be held in the Outbox for a short period of time before they are committed to a Sent to Billing status, thereby giving users a window of opportunity for making corrections or changes.
4. Sent to Billing: The charge has been added to a batch of charges, which are either automatically interfaced to your billing system (most common scenario), or gathered into a Batch Report which administrators can use to manually transcribe them into your billing system. From this point forward, the charges may be viewed on handheld devices or on the web application, but they cannot be edited by any user (unless a Level 1 administrator sends them back to the Holding Bin status).

​

Access Restrictions on the Charges Tab

Your ability to access to the Charges tab, as well as the amount of charge information that you can view on it, are controlled by a setting in your user profile. Additionally, the amount of charge information that you can edit is based on a combination of your access level and your user permissions (see Restrictions to Editing Charge Data). Once you have been granted permission to access the Charges tab, you may click the Charges tab at the top of the screen. A second row of sub-tabs appears.

• For Level 3 users, the sub-tabs can include Batch Charge Entry and these Classic Charge Reports: Charge-Note Reconciliation, Missing Charges, Patient Charge Status, PQRS Reporting, RVU, Search, and Worklist.
• For Level 0/1/2 administrators, the second-row tabs include any or all of the tabs available to Level 3 users, as well as Charge Reconciliation, Outbox, and these Classic Charge Reports: Holding Bin and Summary.
• These additional Revenue Reports, as well as custom Revenue Reports, may also be available to all users, to specific individual users, or to users with specific access levels or within specific departments: Deleted Charges, Held for Review, Holding Bin, Missing Charges, Patient Charge Status.

Some of the sub-tabs have additional user preferences that control whether they are visible to a given user, as well as the amount of charge information that may be viewed or entered on them.

Show Settings that control this feature

• Admin - User - Charge Capture - Set Charge Desktop View Access

​

Quick Guide to Charge Management & Reporting Options for Providers

The following table provides a general overview of the billing review and reporting tasks that a typical healthcare provider with Level 3 access can perform.

​

Quick Guide to Charge Management & Reporting Options for Administrators

Level 0/1/2 users have access to all of the same review and reporting options as providers, which are itemized in Quick Guide to Charge Management & Reporting Options for Providers. The table below provides a general overview of the additional billing review and reporting tasks that Level 0/1 system administrators and Level 2 billing administrators (with permission to edit charges posted by others) can perform. Billing and system administrators need to understand the basic flow of charge information as it travels through the Commure Pro system, in order to properly manage charges. The process is fully described in the section entitled Overview of the Commure Pro Billing Process. Please refer to that section before attempting any of the billing management tasks described in the table below

​

Distinguishing between Classic Charge Reports and Revenue Reports

There are two main types of charge reports available in the Commure Pro system, described below:

• Classic Charge Reports: Typically, the criteria fields are at the top of the report, and the report contents are displayed below. In some cases, there are action buttons at the bottom of the report. See Understanding Classic Charge Reports for more information.
• Revenue Reports: The run-time filters are located in the left pane of the report, and the report contents are displayed in the right pane. In some cases, there are action buttons at the top right of the report. See Understanding Revenue Reports for more information.

​

Understanding Classic Charge Reports

Classic Charge Reports are static, meaning that they have a fixed set of criteria fields and report display columns or cells. The overall layout of the report cannot be changed. This topic describes the general format and usage of Classic Charge Reports.

• Most Classic Charge Reports (with the exception of the Summary tab), contain a series of Criteria Fields at the top of the report. These allow you to narrow the report results down to a concise list based on criteria that you specify.
  • Using the Criteria Fields on Classic Charge Reports
• The actual report results are shown in a large Report Display Area below the Criteria Fields.
  • Understanding the Report Display Area on Classic Charge Reports
• Below the Report Display Area, many reports contain a series of Action buttons that allow you to take an action against the visits or charge transactions that are listed in the display area.
  • Using the Action Buttons on a Classic Charge Report
• If you are working through all of the charges on a report by opening each one, making edits, and then either submitting your edits, marking it as reviewed, or sending it to the Outbox, you can speed up this process by enabling the Enable Open Next on Submit, Mark as Reviewed, or Send to Outbox setting on the Charge Transaction screen.
  • Customizing the Selected Codes Section (Right Pane)

​

Using the Criteria Fields on Classic Charge Reports

Most Classic Charge Reports have a series of Criteria Fields at the top of the screen. You can use these fields to narrow the results down to a more concise list based on the types of visits or charge transactions that you need to view in order to accomplish the task at hand. For example, a Billing Provider filter might allow you to select one or more specific providers, to see only those charges where that provider is the Billing Provider on the charge transaction. With some reports, as soon as you make a criteria selection, the report display area is refreshed to show the information based on your selection. With other reports, you must first make all of your criteria selections and then click a button to show the results. The name of the button varies depending on the report you are using (for example, it might be called Refresh, Refresh Worklist, Show Charges, Run, etc.). To clear your criteria selections and start over, click the Reset Criteria button.

​

Understanding the Report Display Area on Classic Charge Reports

The actual report results are shown in a large display area below the criteria fields. In many cases, when you run a report, the display area will show all of the possible results. You may have to scroll down to see of all of the results. In other cases, you might see a message similar to this: “Number of charge Transactions: 50 Some results were not shown due to the maximum specified (50).” This message indicates that the Limit Results criteria field that is set to a specific number (50 in this example), and that in fact there are more possible results that are not currently being displayed. Once you finish working the current items on the list, you can increase the value in this field and run the report again to have more results appear. Alternatively, you can increase the Limit Results criteria field to show more results at once. However, please note that running a report with a limit of “All” can impact system performance and is therefore discouraged.

​

Changing the Report Sort Order on Classic Charge Reports

The results on a Classic Charge Report have a default sort order. However, you can change the primary sort order by simply clicking on a column heading in the Report Display Area. The report is then sorted by that item, in ascending oder. Click the same heading a second time to reverse the sort order.

​

Using the Action Buttons on a Classic Charge Report

If a Classic Charge Report has action buttons at the bottom of the screen, it means that you can take a specific action on several transactions at once. To do so:

1. Click on one or more result rows to select them. When a row is selected, its background color changes to purple.
2. (Optional) If the report has Select All and Select None buttons at the top of the Report Display Area, you can click these buttons to select all of the result rows, or to clear all of your selections, respectively.
3. Once you have selected all of the desired rows, click an action button to take that action on all of the rows. If the action button is disabled, it means that particular action cannot be taken on any of the selected rows, most likely due to the status of the charges.

​

Understanding Revenue Reports

Revenue Reports are a new type of charge report. They have some additional features for managing charges that are not available on Classic Charge Reports. In some cases, there are two versions of the same report, such as a Holding Bin (Classic Report) and a Holding Bin (Revenue Report). Each organization is implemented with a starting set of the Revenue Reports which are documented in Descriptions of Standard Charge Reports. However, any Revenue Report can be customized, and therefore a Revenue Report may look different at one client site versus another. In addition, your system administrator or Commure Pro staff can create new custom Revenue Reports for your organization that are not documented here. View a How-To Video series on an Designing Revenue Reports This topic describes the general format and usage of the Revenue Reports. Every Revenue Report is made up of a filter pane on the left and a large display area on the right. In the large display area, there may be several buttons at the top, as well as controls at the bottom if the report contents are larger than one page.

• The left pane contains a series of run-time Filters that allow you to narrow the report results down to a concise list based on criteria that you specify. It may also contain the SORT, ORDER, and COLS buttons which enable you to customize the report layout. This pane is collapsible, so you can close it when you want a full view of the display area, and then open it when you want to change your filter selections.
  • Using Run-Time Filters on Revenue Reports
  • Changing the Report Sort Order or Columns on Revenue Reports
  • Expanding or Collapsing the Run-Time Filters Pane on Revenue Reports
• The large display area in the right pane contains the actual report results. The format of the display area varies depending on the type of report.
  • Understanding the Report Display Area on Revenue Reports
• At the top right of the display area, many reports contain a series of Action buttons that allow you to take an action against the visits or charge transactions that are listed in the display area.
  • Using the Action Buttons on a Revenue Report
• At the top left of the display area, most reports have a Refresh button.
  • Using the Refresh Button on Revenue Reports
• If the contents of the report cannot fit on a single page, then there are several controls located at the bottom of the display area that allow you to change pages.
  • Using the Paging Controls on Revenue Reports
• If you are working through all of the charges on a report by opening each one, making edits, and then either submitting your edits, marking it as reviewed, or sending it to the Outbox, you can speed up this process by enabling the Enable Open Next on Submit, Mark as Reviewed, or Send to Outbox setting on the Charge Transaction screen.
  • Customizing the Selected Codes Section (Right Pane)

​

Using Run-Time Filters on Revenue Reports

Most Revenue Reports contain filters in the left pane that allow you to narrow the results down to a more concise list based on the types of visits or charge transactions that you need to view in order to accomplish the task at hand. For example, a Billing Provider filter might allow you to select one or more specific providers, to see only those charges where the provider is the Billing Provider on the charge transaction. As soon as you make a filter selection, the report display area is refreshed to show the information based on your selection. To clear your filter selections:

• Clear icon: To clear your selection for a single filter, click on the filter to see the available options and then choose the Clear icon.
• REVERT button : To reset all of the filter selections on the report back to their original (default) state, click the REVERT button in the top left corner of the Run-Time Filters pane. Please note that this will also undo any changes you made to the sorting or columns on the report using the SORT, ORDER, or COLS buttons.

​

Understanding the Report Display Area on Revenue Reports

A large report display area on the right side of a Revenue Report screen contains the actual report results. The report results usually consist of either visit and/or charge data, and in most cases, the rows or cells contain clickable links that allow you to add, edit, view, or delete a charge transaction. The format of the display area varies depending on the type of report.

• List reports, such as the Held for Review (Revenue Report) or Holding Bin (Revenue Report), display charge transactions or visits in a series of rows, each of which may have a checkbox on the left side so that you can select it in order to take an action on it (using the Action buttons at the top of the display). A given row might contain clickable links to add or edit a charge transaction, or buttons to add, copy, or delete a charge.
• Cross-Tab reports, such as the Patient Charge Status (Revenue Report), show information an a grid format, where each cell in the table represents a visit day. A given row might contain clickable links to add or edit a charge transaction, or buttons to add, copy, or delete a charge.
• Calendar reports: Not yet supported.
• Summary reports: Not yet supported.

​

Changing the Report Sort Order or Columns on Revenue Reports

For most Revenue Reports, you can click on a column heading in the display area to sort the report results by that one item in ascending order. Click a second time to reverse the sort (in descending order). However, if you want to make more sophisticated changes, such as applying multiple sort levels, changing the left-to-right order of the display columns, or adding or removing display columns, then you must instead use the SORT, ORDER, and COLS buttons. If you use these buttons to customize the report, the changes are visible only to you. The changes will remain in place for your current login session, but the report will revert to the default format after you log out. If you find that you are making the same changes every time you view the report, ask your system administrator to make those same changes in the report definition (for everyone), or to create a custom version of the report just for you.

• SORT button: Allows you to change the order in which the report results are sorted. Click the SORT button to see a list of the report columns by which you may sort the results.
  • To sort by a particular item, click the Add button to the right of that item’s name. The item moves to the right under the Selected Sort Fields heading. To determine whether the report results should sort in ascending or descending order according to the selected item, click the Ascending/Descending button .
  • To add a secondary sort, click on another item, and so on.
  • To change the order of your selected sort items: In the Selected Sort Fields section, click and hold on the Sort icon , drag the item to a new position, and drop it.
  • To remove a selected sort field, click the Delete icon .
  Some items can be displayed as columns but are not available as columns that can be used for sorting. For example, you cannot sort on CPT codes, because a charge transaction can have multiple CPTs. If you want to find charges with a given CPT, try using a Run-Time Filter instead.
• ORDER button: Allows you to change the order in which the columns are displayed, from left to right, in the report display area. Click the ORDER button to see a list of the report columns listed in their current left-to-right order.
  • To move a column further to the left, click and hold on the Sort icon , drag the item higher up on the list, and drop it.
  • To move a column further to the right, drag and drop it to a location further down on the list.
• COLS button: Allows you to remove existing columns from the report, or select new columns to add to the report. Click the COLS button to see a list of the current report columns (all of these show at the top of the list with checked boxes), followed by all other available columns.
  • To hide a column that is currently selected, uncheck its checkbox.
  • To add a new column, scroll down until you see the one you want, and then check its box. Or, you can click into the Search field and type a column name to find it more quickly.

To undo your customizations, you can take either of these approaches:

• If you only want to undo one of several changes, Click the SORT, ORDER, or COLS button again and manually change the item back to the way it was before.
• If you made several changes and you want to undo all of your changes at once, click the REVERT button in the top left corner of the Run-Time Filters pane. Please note that this will also undo any selections you made using the run-time filters in the left pane.

​

Expanding or Collapsing the Run-Time Filters Pane on Revenue Reports

The left pane containing the Run-Time Filters on Revenue Reports is collapsible, so you can close it when you want a full view of the Report Display Area, and then re-open it when you want to change your filter selections.

• To collapse the Run-Time Filters pane, click the Collapse icon at the top left corner of the Report Display area (just outside of the top right corner of the Run-Time Filters pane). The Report Display Area now fills the entire screen real-estate.
• To expand the Run-Time Filters pane, click the Expand icon at the top left of the Report Display Area.

​

Using the Refresh Button on Revenue Reports

Click the Refresh button at the top of a Revenue Report to refresh the report results. You do not have to refresh the display if you change any of the values in the run-time filter options —the report refreshes automatically any time you change a filter value. However, you might use the Refresh button in these scenarios:

• If you are working a report that is used as a tickler list or a “to do” list, where each row on the report represents a visit or a charge requiring attention. Some examples might be a Not Coded report where each row represents a visit requiring a charge to be entered, or a Held for Review report where each row represents a charge that needs to be reviewed. As you resolve each row (enter a charge for a visit, mark a charge as reviewed), the row is automatically removed from the report display, but the number of results shown next to the Refresh icon is not decremented. Click Refresh to get a new total for the remaining rows on the report.
  Deleting a charge transaction is the only action that will automatically decrement the number of results that are listed next to the Refresh icon.
• If you have left the report open for an extended period of time, and you think that the data might have changed since you originally opened the report, you can refresh the display to get the latest information.
• If you have left the report tab open while you were working on a different report tab or option, and then you return to the first report, it does not automatically refresh. Therefore you should click Refresh if you think the work you did on the other tab might have impacted the results on this tab.

​

Using the Action Buttons on a Revenue Report

Some Revenue Reports contain one or more Action buttons at the top of the report display area. Each report has a different purpose and will therefore contain different action buttons. For example, you might see buttons to DELETE, MARK AS REVIEWED, or SEND TO OUTBOX. To use an action button, you must first select one or more rows from the report display area. To select a row, check the box on the far left of the row, or click anywhere else on the row (except on a link or icon). Once the appropriate rows are selected, click an Action button to take that action against the selected charge transaction(s). Please note that you can only use the Action buttons against rows that are displayed on the current page. When a report has multiple pages, if you select one or more rows on a page, and then change pages, those rows are no longer selected.

​

Using the Paging Controls on Revenue Reports

By default, Revenue Reports show the first page of data, which consists of up to 40 rows of information. In most cases, you must scroll down to see all of the rows. If there is more than one page of information, then there are controls at the bottom of the screen to help you navigate from one page to another in the report.

• At the bottom left, a Page Size drop-down allows you to select the number of rows that are included on a single page. Click the drop-down to select a smaller or larger number of rows per page. Note that as you increase the page size, you must scroll down further to see the entire contents of the current page.
• At the bottom right, a series of Paging buttons allow you to change pages. When you first access a report, it lists the first seven pages, then a series of ellipses, and then the last page number, as in this example: The current page is highlighted with an orange background. As you change pages, the range of page numbers that is displayed changes, as in this example: You can take any of these actions to change pages:
  • Click a page number to go to that page.
  • Click the Previous arrow to move to the page before the current one.
  • Client the Next arrow to move to the page after the current one.
  • Click into the Go field, type the page number that you want to view, and then click the Arrow button to go to a specific page number:
  

​

Actions Available from Charge Reports

There are many actions you can take, or changes you can make, to charge transactions or visits. The topics above describe the purpose of each action, how it is performed, and from which report or option it is available. Many of these actions might be available on Classic Charge Reports, Revenue Reports, or both.

​

Creating a New Charge Transaction from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Missing Charges (Classic)
• Missing Charges (Revenue Report)
• Patient Charge Status (Classic)
• Patient Charge Status (Revenue Report)
• Worklist (Classic)
• Search (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a charge report, click on a link or icon to create a new charge transaction. The location of the link varies depending on the report. For example, you might see any of these links or buttons in a column or table cell:
   • An Add, Add, Add Charge, or Not Coded link.
   • A date link representing a not coded date (for example, 01/15/2019).
   • An Add icon :Depending on how the report is defined, you might see one of the messages below instead of one of the Add Charge links or buttons described above:
   • A Global Period Message might be displayed instead of, or after, an Add Charge link or icon. These are meant to warn you when the visit date is still within the global post-operative period after a surgical CPT code has been entered. For example, if a 10 day global period were in effect, then the ten visit days after the date of the surgical CPT might show this message: Add (Global 10) (the exact wording of the message is configured by your administrator). Typically, you should not enter an E&M code during a global period unless a modifier is used. The Add link or Add icon is present so that you can click it to enter an E&M charge (with a modifier), or so that you can enter a different type of charge code.
   • A No Charge Expected flag, such as (Not Seen) , might be displayed instead of an Add Charge link or icon. These are meant to warn you that the visit day is not billable for the reason that is displayed. If you hover over the flag, an Info icon is exposed. Hover over the Info icon to see who entered the No Charge Expected flag, and also the provider from whom no charge is expected. When you hover over the flag, an Add or Add Charge link is also exposed so that you can click it to enter a charge despite the flag (if you determine that a charge is necessary after all).
   The Charge Transaction screen opens.
2. Enter the charges, diagnoses, and charge details for the new charge transaction, as described in Basic Steps for Entering a New Charge Transaction.

​

Copying a Charge Transaction from a Report

Show Where this feature is available

• Patient Charge Status (Classic)
• Patient Charge Status (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a charge report, identify the charge transaction that you want to copy and then:
   • On Patient Charge Status (Classic):
   1. Click on the visit day cell containing the charge category to pop up the Visit Summary window.
   2. On th Visit Summary, locate the charge you want to copy, and then click the Copy button at the far left of the row.
   • On Patient Charge Status (Revenue Report) or a custom Revenue Report:
   1. Identify the charge transaction that you want to copy and then click the Copy button on that charge’s row. The Copy button may be visible in the report display area, or you may have to hover your cursor over a charge code link or charge error link to expose it.
2. Depending on how your user profile is configured, Copy may now do the following:
   • It may automatically copy the comments and biller comments from the previous transaction.
   • It may automatically copy the modifiers from the previous transaction.
   • It may automatically copy the diagnosis codes from the previous transaction, or it may display those diagnosis codes and allow you to select the ones you want to copy (if any).
   It will not copy any photos that were associated with the previous transaction to the new transaction.
   The Charge Transaction window is now displayed. All of the charge codes (and possibly the comments, modifiers, and diagnosis codes) from the earlier transaction are entered for you. You should review the copied information and make any necessary modifications for this transaction. For complete instructions on how to properly fill out the Charge Transaction screen, please refer to Basic Steps for Entering a New Charge Transaction.
3. Click the Submit button to save your changes and return to the report from which you started.

​

Setting or Removing a “No Charge Expected” Flag from a Report

The “No Charge Expected” feature is available only on Revenue Reports. For various reasons, there may be no charge expected for certain service dates. If this is the case, you can set a “No Charge Expected” flag on the service date, to indicate that either no charge is expected or that the date is not billable. The “No Charge Expected” flag allows you to specify the reason why a charge is not expected, as well as the provider from whom a charge is not expected. For example, on an inpatient visit that lasts three days, a consulting provider might see a patient on the second day, but does not expect to see the patient on the first and third days. The provider could set a No Charge Expected flag with a reason of “Not Seen” on days 1 and 3, and select their own name as the user for whom no charge is expected. In this example, the other providers associated with the visit would continue to see an Add Charge or Not Coded link for days 1 and 3. There are two approaches a user can take to setting a No Charge Expected flag. One or both of these methods may be available to you, depending on how your administrator has configured your organization’s Revenue Reports.

• Setting a No Charge Expected Flag for One Visit Day
• Setting a No Charge Expected Flag for Multiple Visit Days at Once

You can also remove a no charge expected flag:

• Removing a No Charge Expected Flag

​

Setting a No Charge Expected Flag for One Visit Day

Show Where this feature is available

• Missing Charges (Revenue Report)
• Patient Charge Status (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

​

Setting a No Charge Expected Flag for Multiple Visit Days at Once

Show Where this feature is available

• Missing Charges (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

​

Removing a No Charge Expected Flag

Show Where this feature is available

• Missing Charges (Revenue Report)
• Patient Charge Status (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a Revenue Report, identify a visit day that already has a No Charge Expected flag set.

When a flag is set, the visit day row or cell shows the Reason why no charge is expected [such as (Not Seen)], instead of the typical Add Charge link or button (such as Add, Add Charge, Not Coded, or ).

2. (Optional) Hover your mouse cursor over the displayed Reason to expose the Info icon so that you can view the person who added the flag, the provider for whom no charge is expected, and the date/time it was added.
3. Hover your mouse cursor over the displayed Reason to expose the Delete icon , and then click the icon. The flag is removed from the visit date and the Add Charge link or button is restored (such as Add, Add Charge, Not Coded, or ).

​

Viewing Charge Details or Audit Trail (for a Charge Transaction) from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Held for Review (Revenue Report)
• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Missing Charges (Classic)
• Missing Charges (Revenue Report)
• Patient Charge Status (Classic)
• Patient Charge Status (Revenue Report)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a charge report, identify the transaction for which you want to view the details and/or audit information and locate the clickable link for that transaction. The location of the link varies depending on the report. For example, you might see any of these links in a column or table cell:
   • A charge status link such as Holding Bin.
   • An error status link such as Code Edits or Validity Error or None.
   • A charge category link such as IP E&M.
   • A charge code link such as 99232.
2. Your next action depends on whether the charge is still in an editable state.
   • If the charge is no longer editable, then it opens in view-only mode. All of the transaction’s details are displayed at the top of the screen, followed by full audit trail information listed at the bottom of the screen under the heading “Additional Charge Information.”
   • If the charge is still in an editable state, then the Charge Transaction screen opens. The main Charge Transaction screen displays all of the transaction’s details. To see the audit trail information, click the More buttonat the top right of the screen, and then choose View Charge Information. The Additional Charge Information pop-up is displayed and shows all of the audit information.
   The audit information includes the following:

• Source: The system from which the transaction was originally derived. Possible values are Web, Handheld (Android or Apple), or Imported (a third party system; see Importing Charges from Third Party Systems).
• Last Modified By: The user who last changed this transaction. This field is updated under the same conditions as the Last Modified field (see next item).
• Last Modified: The date and time that any of the information on this transaction was last changed. For handheld transactions, this is the date the user last submitted a charge after they edited it on their device. For the web platform, this is the last time anyone made a change to the charge transaction data, and clicked the Submit button. This includes adding a comment and marking the charge as reviewed.
• Created By: The user who originally created this transaction.
• Created: The date the actual database record of this transaction was created. This is typically the same as the Submission Date (see next item), plus or minus a few milliseconds.
• Submission Date: The date the charge transaction was first saved on the server. For handheld transactions, this is the date the transaction was first submitted to the server as a complete transaction. For transaction entered on the web platform, this is the date the transaction was first saved on web (regardless of its draft or completed status).
• Submission Error: If the billing batch fails and the transaction is sent back to the Holding Bin, this field contains information about why the charge failed to be processed.
• Authorizing User: The user who sent the charge to the Outbox. The Authorizing User might be a billing administrator who reviewed a transaction in the Holding Bin and then sent it to the Outbox. Or, if a user is configured for their charges to go directly to the Outbox after clicking Submit, then it would be that user.
• Authorized Date: The date the charge was sent to the Outbox.
• Reviewed Reasons: For charges that were marked as reviewed, the following information is collected for each Hold Reason that was resolved:
  • Reason Name: The name of the Hold Reason that was resolved.
  • Reviewed By: The user who reviewed the transaction, made any necessary edits, and then marked this reason as resolved.
  • Review Date/Time: The date and time the reason was resolved.
• Sync ID: The internal charge transaction identification number that was assigned when this transaction was first saved.
• Batch ID: The identification number assigned to the batch in which this transaction was included when submitted to final billing.

​

Viewing a Patient’s Complete Charge History from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Holding Bin (Classic)
• Missing Charges (Classic)
• Patient Charge Status (Classic)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled the Patient Details icon in a display column

Instructions:

1. From a charge report, click the Patient Details icon ( on Classic Reports, or on Revenue Reports) for a specific patient. The Patient Data Display for that patient is shown in a pop-up window.
2. Click the Charges display option. The summary list of charges is displayed.
3. See Viewing Charges for a Patient for instructions on using the Charges display option.
4. When you are done reviewing the patient’s charge information, click Close at the bottom of the Patient Data Display to close it and return to the charge report from which you started.

​

Editing Charges from a Report

While reviewing charge transactions on a report, a provider or billing administrator may decide that a particular charge transaction has missing or incorrect information, or the charge might show some type of error status on the report, such as Validity Error or Code Edits. You can fix most of these problems directly from the report by using either of the methods below:

• Option A: Click on the Edit icon next to the charge code, modifier, quantity, or diagnosis fields in the Report Display Area and make changes to those fields without opening the charge transaction for editing. See Editing Charges Using Direct Editing. Direct editing is available only on Revenue Reports.
• Option B: Click on a charge code or error link to open the transaction for editing, make the corrections on the Charge Transaction screen, and then click Submit or Outbox . See Editing Charges by Opening the Charge Transaction Screen.

A charge transaction may only be edited if it is still in an editable state, as described in Restrictions to Editing Charge Data.

​

Editing Charges Using Direct Editing

Show Where this feature is available

• Held for Review (Revenue Report)
• Holding Bin (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a Revenue Report, identify the transaction that you want to edit, and also the specific field(s) that you want to edit (charge code, modifier, quantity, or diagnosis code).
2. Hover your mouse cursor over the charge code, modifier, quantity, or diagnosis field in the Report Display Area to expose the Edit icon next the field in question, and then click the Edit icon.
   If the transaction is no longer editable, or if your user profile does not allow direct edits, then the Edit icon will not display.
3. Make the desired changes. Depending on which field you are editing, you can make the following changes:
   • Charge Code or Modifier:
   • Add a new charge code by clicking into the Search field at the top of the dialog box and searching for it.
   • Delete a charge code by clicking Delete on the far right of the charge code’s row.
   • Reorder the charges by dragging and dropping them into new positions.
   • Add a new modifier to a charge code by clicking Add .
   • Delete a modifier by clicking the small Delete button at the top right corner of the modifier itself.
   • When you are done making changes, click OK on the dialog to save your changes (or to exit the dialog without saving your changes, click the X in the upper right corner).
   • Diagnosis:
   • Add a new diagnosis by clicking into the Search field at the top of the dialog box and searching for it.
   • Delete a diagnosis by clicking Delete next to that diagnosis.
   • Reorder the diagnoses by dragging and dropping them into new positions. This change in order affects any charge codes on the transaction with which the moved diagnoses are associated.
   • When you are done making changes, click OK on the dialog to save your changes (or to exit the dialog without saving your changes, click the X in the upper right corner).
   • Quantity:
   • Click into the Quantity field, change the value, and then click anywhere outside of the field.
4. Once you save your changes, the application checks the transaction for errors such as code edits or validity errors. If any errors are found, no error message dialog boxes are displayed. Instead, an error status is assigned to the transaction and shows in the Charge Errors column (if the report contains a Charge Errors column). You can then move on to edit other charge transactions on the report. Please note that errors are handled differently after performing direct edits, as follows: if your changes would normally cause the charge transaction to change its location (such as a forced code edit that would normally cause the transaction to move from the Holding Bin to a Draft status), the charge does not in fact move. Charge transactions always remain in their previous location (in other words, Holding Bin charges remain in the Holding Bin, and Outbox charges remain in the Outbox).
5. Post-submission checks are now performed on the charge transaction:
   • If PQRS is enabled at your organization and the transaction qualifies for quality reporting, the Commure Pro Clinical Metrics questionnaire is not displayed. Instead, if any questions are required, a Missing Measure error status is assigned to the charge transaction.
   • If the transaction meets the criteria for a code edit that launches a custom form, that custom form is not displayed.

​

Editing Charges by Opening the Charge Transaction Screen

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Held for Review (Revenue Report)
• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Missing Charges (Revenue Report)
• Patient Charge Status (Classic)
• Patient Charge Status (Revenue Report)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a charge report, identify the transaction that you want to edit and locate the clickable link for that transaction. The location of the link varies depending on the report. For example, you might see any of these links in a column or table cell:
   • A charge status link such as Holding Bin.
   • An error status link such as Code Edits or Validity Error or None.
   • A charge category link such as IP E&M.
   • A charge code link such as 99232.
2. Your next action depends on whether the charge is still in an editable state.
   • If the charge is still in an editable state, the Charge Transaction screen opens. Any errors are displayed in red in the Edits box at the top of the screen. Often, the error display will provide pointers on how to correct the problem.
   • If the charge is not in an editable state, the charge information is displayed in view-only mode. No further corrections are allowed, unless the charge is sent back to the Holding Bin status. See Returning Charges to the Holding Bin from a Report.
3. Make your corrections to the charge codes, diagnosis codes, or charge details.
4. (Optional) Click the Edits button to recheck the transaction for errors and see if the changes you made resolved the problem. If there are still errors, make any additional corrections.
5. When you are done making corrections, click Submit. Or, if the transaction is ready for billing and you are authorized to send charges to the Outbox, you can instead click Outbox.
6. Post-submission checks are now performed on the charge transaction:
   • If PQRS/MIPS is enabled at your organization, the application now checks the transaction to see if it qualifies for quality reporting. If it does, the Commure Pro Clinical Metrics screen is displayed so that you can submit quality measure information. See Answering the Clinical Metrics Questions.
   • If the transaction meets the criteria for a code edit that launches a custom form, that custom form is now displayed (for both draft and completed charge transactions). See Completing the Fields on a Custom Form.
   The updated charge transaction is saved. If all of the issues with the charge transaction are corrected, the error status changes to None. When the report display refreshes, the charge transaction may or may not be removed from display, depending on whether it still matches the report’s criteria and selected filters.

Tip: When the Enable Open Next on Submit, Mark as Reviewed, or Send to Outbox setting on the Charge Transaction screen is set to Yes, the next charge transaction on the report opens automatically after clicking Submit or Outbox. This allows you to work through all the charges on the report more quickly. See Customizing the Selected Codes Section (Right Pane) for instructions on enabling this feature.

​

Editing Financial Information for a Charge from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Holding Bin (Classic)
• Missing Charges (Classic)
• Patient Charge Status (Classic)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled the Patient Details icon

Instructions:

1. From a charge report, click on the Patient Details icon ( on Classic Reports, or on Revenue Reports). The Patient Data Display shown in a pop-up window.
2. Click the Visits display option.
3. Click on the specific visit for which you want to edit the financial information. The Visit Detail screen is displayed.
4. Click the Edit Visit button at the top right.
5. Make the necessary corrections to the patient’s demographic, visit, or financial information.
6. Click Save at the bottom of the screen. Your changes are saved and the Patient Data Display is redisplayed.
7. Click Close at the bottom of the Patient Data Display to close it and return to the charge report from which you started.
8. If any of the financial information that you changed is displayed in the charge report display area, you must click the Refresh button or icon to view the updated information. If you click a link on the report display to open the patient’s charge for editing, the updated financial information is shown on the Charge Transaction screen.

​

Adding or Removing a Comment to/from a Charge from a Report

While reviewing charge transactions on a report, a provider or billing administrator may decide that they would like to add a comment on a particular charge transaction. Even if the user did not enter a comment at the time they initially entered the charge transaction, they may be able to enter a comment at a later time, as long as the charge is still in an editable state, as described in Restrictions to Editing Charge Data. For example:

• Providers might use the (provider) Comments field to enter notations about the transaction or communicate billing questions to supervisory physicians or billing administrators.
• Billing administrators might use the Biller Comments field to make notations or communicate billing information to other administrators.

When either type of user enters a comment, the transaction may also be automatically held for review, or the user may be presented with a checkbox asking them if they want to hold the transaction for review (based on a setting in their user profile). If held automatically, or if the user checks the Hold for Review box, the charge transaction is held with a reason of Comment Review, so that an administrator can review the comment. A user can also remove a comment that they previously entered, if they feel it is no longer necessary or applicable. If the transaction is currently held for Comment Review, then when the user deletes the comment, it may also resolve the Comment Review hold reason, if the user has permission to resolve charges that are in Comment Review. This topics above describe how to enter or remove a comment directly from a report display, without opening the charge transaction for editing. This feature is available only on Revenue Reports.

​

Adding a Comment to a Charge from a Report

Show Where this feature is available

• Held for Review (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a Revenue Report where either the PROVIDER COMMENT or BILLER COMMENT action is available at the top of the report, or an Enter Comment link is available on each row of the report, identify the charge transaction on which you wish to enter a comment.
   • Option A: To enter a provider comment on a single charge transaction, click the Enter Comment link on the charge transaction’s row. Or, use Option B below for a single transaction.
   • Option B: To enter the same provider or biller comment on several different transactions at once, check the boxes in the left column to select all the desired transactions, and then click the PROVIDER COMMENT or BILLER COMMENT action button at the top of the report.
   If the Enter Comment link is not available on a particular transaction’s row, or if the PROVIDER COMMENT or BILLER COMMENT action does nothing when clicked, then the charge is no longer editable and you cannot enter a comment on it.
2. In the Provider Comment or Biller Comment dialog, enter your comment.
   • If using the Enter Comment link, the comment dialog will display any previously entered comments for the transaction. You can add new comment text at the end of the existing comment.
   • If using the PROVIDER COMMENT or BILLER COMMENT action button, the comment dialog will not display any previously entered comments, but any comments that you enter will be added to the end of any existing comments.
3. Depending on your user profile, once you start typing the comment, a Hold charge for review checkbox may appear on the Provider Comment or Biller Comment dialog. Check this box if you want to send the charge to the Holding Bin so that it can be reviewed by a billing administrator.
4. Click SAVE. Your comment is saved in the (provider) Comment or Biller Comment field on the charge transaction. In addition:
   • If you also checked the Hold charge for review box, it is assigned a Held for Review error status, with a hold reason of Comment Review.
   • Or, if your user profile is configured to do so, the charge is automatically assigned a Held for Review error status, with a hold reason of Comment Review.

​

Removing a Provider Comment from a Charge from a Report

Show Where this feature is available

• Held for Review (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a Revenue Report where an Enter Comment link is available on each row of the report, identify the charge transaction on which you wish to remove a provider comment.
2. Click the Enter Comment link on the charge transaction’s row.
   If the Enter Comment link is not available on a particular transaction’s row, the charge is no longer editable and you cannot remove a comment from it. Also of note, you cannot use the PROVIDER COMMENT or BILLER COMMENT action to remove a comment.
3. In the Provider Comment or Biller Comment dialog, delete the text of the prior comment. Depending on your user profile, you may also see a Hold charge for review checkbox on the Provider Comments dialog. If the transaction was previously held for review using the Comment Review reason, the box will be checked. When you delete the comment, the Hold charge for review box is removed from the screen.
4. Click SAVE. Your comment is removed from the (provider) Comment field on the charge transaction. In addition, if you removed a comment on a transaction that was previously held for Comment Review, then the Comment Review reason is resolved. If the transaction is not held for any other reasons, then the Held for Review error status is cleared as well.

​

Holding Charges for Review from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Held for Review (Revenue Report)
• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Patient Charge Status (Classic)
• Patient Charge Status (Revenue Report)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. From a charge report, identify the transaction that you want to hold for review and locate the clickable link for that transaction. The location of the link varies depending on the report. For example, you might see any of these links in a column or table cell:
   • A charge status link such as Holding Bin.
   • An error status link such as Code Edits or Validity Error or None.
   • A charge category link such as IP E&M.
   • A charge code link such as 99232.
   The Charge Transaction screen is displayed:
   • If the transaction is not currently held for review, it shows the Hold for Review option as either a checkbox or as a Hold for Review link with an Up Arrow. The Hold for Review link may have a number next to it, which indicates that one or more reasons are already selected for you by default.
   • If the transaction was already held for review, it shows the Mark as Reviewed option as either a button or as a Mark As Reviewed link with an Up Arrow.
2. (Optional) A provider can enter a comment in the Comments field, or a billing administrator can enter a comment in the Biller Comments field, describing the reason they are holding the transaction for review (if the Biller Comments field is configured to be shown based on the biller’s user profile).
3. Depending on which Hold for Review option is available to you, take one of these actions:
   • If you see a Hold for Review checkbox, check the box and then click Submit.
   • If you see a Hold for Review link with an Up Arrow then take any of these actions:
   • If the Hold for Review link does not have a number next to it, click the Up Arrow to display the list of reasons, select one or more reasons, and then click Submit.
   • If the Hold for Review link does not have a number next to it, you can click the Hold for Review link itself, and then click Submit.

• If the Review Requested reason is one of the reasons available to you, the transaction is automatically held for that reason.
• If the Review Requested reason is not available to you, then you are prompted to select a custom reason for which to hold the transaction.
  • If the Hold for Review link has a number next to it, you can simply click the Submit button to hold the transaction for review based on the reasons that are selected for you by default.
  • If you see a Mark as Reviewed link with an Up Arrow then click the Up Arrow to display the list of available reasons. Any reasons that are listed with a checkmark and a Reviewed button next to it are those for which the charge is already held for review. Any listed without a checkmark and a Reviewed button are new reasons that you could potentially select; check the box next to one or more of these new reasons, and then click Submit.
  If the Mark as Reviewed button does not have an Up Arrow button next to it, that means you have only one Hold Reason that you are authorized to use, and it is already selected, so you cannot add any others.
  The charge transaction is now assigned a Held for Review error status and will remain in a Holding Bin charge status until it is marked as reviewed.

Show Settings that control this feature

• Admin - Institution - Charge Capture - Show Biller Comments (Web only) (L 0-2)
• Admin - User - Charge Capture - Show Biller Comments (Web only)

​

Marking Charges as Reviewed from a Report

Once a charge transaction has been held for review for a particular reason, its charge status changes to Holding Bin with an error status of Held for Review. It must be reviewed and resolved by a user with the authority to do so before it can be sent to the Outbox status. In order to be able to resolve a charge that is held for review, a user must have one or more of the Roles that are designated as the Resolve Role for the reason that the charge was held for review, and must also be designated as a “reviewing user” in their user profile. Reviewing users are typically billing administrators or physicians in supervisory positions. User can mark charges as reviewed from the Held for Review report, the Holding Bin report, or any other report configured for this action. There are two approaches a reviewing user can take to reviewing transactions:

• Recommended approach: Open each transaction for editing so that you can view all of the details, including header information, and then mark the charge as reviewed. This is a thorough review process. See Marking Charges as Reviewed Individually for instructions.
• Alternate approach: Review just the basic diagnosis and charge code information directly from the charge report display and then mark one or more transactions as reviewed from the report display, without opening each transaction for editing. This is a less time consuming, but also a less thorough review process. See Marking Charges as Reviewed from a Report Display for instructions.

Show Settings that control this feature

• Admin - User - Charge Capture - Reviewing User

​

Marking Charges as Reviewed Individually

Show Where this feature is available

• The best report to use for this is:
  • Held for Review (Revenue Report)
• Other reports that can be used:
  • Holding Bin (Classic)
  • Holding Bin (Revenue Report)
  • Search (Classic)
  • Worklist (Classic)
• Less optimal reports:
  • Patient Charge Status (Classic)
  • Patient Charge Status (Revenue Report)
  • Charge-Note Reconciliation (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. Select a charge report.
2. (Optional) Use any of the available filters to narrow the report results to just those that you want to review. For example:
   • If an Error Types or Charge Errors filter is available, select “Held for Review.”
   • If the Hold for Review Reason filter is available, select one or more specific hold reasons.
   • Use other filter as necessary.
3. Identify the transaction that you want to review and locate the clickable link for that transaction. The location of the link varies depending on the report. For example, you might see any of these links in a column or table cell:
   • A charge status link such as Holding Bin.
   • An error status link such as Held for Review.
   • A charge category link such as IP E&M.
   • A charge code link such as 99232.
   The Charge Transaction screen is displayed. On the Charge Transaction screen, a comment appears in the Edits box the top of the screen, listing one or more reasons why the charge transaction was held for review, such as Held for Review: Comment Review (the user entered a comment with a question or issue), Held for Review: Review Requested (the user has requested that the transaction be reviewed by another person to ensure accuracy), or some other custom reason. Depending on your user profile, you may be authorized to resolve some or all of the outstanding Hold Reasons.
4. Review the charge and make any edits as needed to resolve the reason(s) why the transaction was held for review.
5. Determine whether all of the Hold Reasons have been completely resolved:
   • If you resolved only some of the Hold Reasons that you are authorized to resolve, click the Up Arrow on the Mark As Reviewed link to look at the list of reasons. Any reasons that are listed in regular text with a Reviewed button next to it are those that you are authorized to resolve, while those with a gray background cannot be resolved by you. Click the Reviewed button next to any reason that you did in fact resolve (and don’t click the Reviewed button for any that you did not resolve). Then click the Submit button. Your edits to the transaction are saved, the hold reasons that you resolved are cleared, and the transaction remains with a Held for Review status (for the remaining unresolved reasons).
   • If you resolved all of the Hold Reasons that you are authorized to resolve, just click the Mark As Reviewed button (hover your mouse over the words “Mark as Reviewed” instead of over the Up Arrow, and then click). All of the Hold Reasons that you are authorized to resolve are automatically cleared, and your edits to the transaction are saved. If there are no other outstanding Hold Reasons, the transaction is marked as reviewed and the Held for Review status is cleared.
   If the Mark as Reviewed button does not have an Up Arrow button next to it, that means you have only one Hold Reason that you are authorized to resolve. Just click the Mark as Reviewed button to resolve that reason. If there are no other outstanding Hold Reasons, the transaction is marked as reviewed and the Held for Review status is cleared.
   The updated charge transaction is saved. When the report display refreshes, the charge transaction may or may not be removed from display, depending on whether it still matches the report’s criteria and selected filters.

Tip: When the Enable Open Next on Submit, Mark as Reviewed, or Send to Outbox setting on the Charge Transaction screen is set to Yes, the next charge transaction on the report opens automatically after clicking Submit or Mark as Reviewed. This allows you to work through all the charges on the report more quickly. See Customizing the Selected Codes Section (Right Pane) for instructions on enabling this feature.

​

Marking Charges as Reviewed from a Report Display

Show Where this feature is available

• The best report to use for this is:
  • Held for Review (Revenue Report)
• Other reports that can be used:
  • Holding Bin (Classic)
  • Holding Bin (Revenue Report)
  • Search (Classic)
  • Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. Select a charge report.
2. (Optional) Use any of the available filters to narrow the report results to just those that you want to review. For example:
   • If an Error Types or Charge Errors filter is available, select “Held for Review.”
   • If the Hold for Review Reason filter is available, select one or more specific hold reasons.
   • Use other filter as necessary.
3. (Optional for Revenue Reports only) Add more columns to your report in order to see more details on the charge report display for a more thorough review. See Changing the Report Sort Order or Columns on Revenue Reports for instructions.
4. Review the charge code, modifier, quantity, diagnosis information, and comments for each charge transaction listed on the report.
5. Determine which transactions are correct as currently entered, and then take any of the approaches below. (For those transactions that appear incorrect, follow the steps as described in Marking Charges as Reviewed Individually for reviewing an individual transaction.)
   • For Classic Charge Reports, use the Mark as Reviewed button at the bottom of the screen to mark several transactions as reviewed at once:
   1. Select one or more charge transactions by clicking on their specific rows in the report display area (the rows become highlighted).
   2. Click the Mark as Reviewed button at the bottom of the report display area.
   3. When prompted whether you are sure that you want to mark the selected transaction(s) as reviewed, click Yes to confirm, otherwise click No.
   All of the Hold Reasons that you are authorized to resolve are cleared on all of the selected transactions. If there are no other outstanding Hold Reasons for the transaction, then the transaction is marked as reviewed and the Held for Review error status is cleared. If there are still other outstanding Hold Reasons on the transaction, then it remains in the Held for Review error status.
   • Option A for Revenue Reports, use the MARK AS REVIWED button at the top of the screen to mark several transactions as reviewed at once (this button is available only if the report is configured to display it as an action):
   1. Select one or more charge transactions by clicking the checkbox in the far left column.
   2. Click the MARK AS REVIEWED button at the top of the report display area.
   3. When prompted whether you are sure that you want to mark the selected transaction(s) as reviewed, click Yes to confirm, otherwise click No.
   All of the Hold Reasons that you are authorized to resolve are cleared on all of the selected transactions. If there are no other outstanding Hold Reasons for the transaction, then the transaction is marked as reviewed and the Held for Review error status is cleared. If there are still other outstanding Hold Reasons on the transaction, then it remains in the Held for Review error status.
   • Option B for Revenue Reports, use the Mark as Reviewed icon located on each charge transaction’s row to mark one transaction at a time as reviewed (this icon is available only if the report is configured to display it as a column).
   1. Click the Mark as Reviewed icon for one specific charge transaction’s row.

tIf there is only one Hold Reason on the transaction that you are authorized to resolve, that reason is immediately resolved and you are done.

• If there are several Hold Reasons on the transaction that you are authorized to resolve, then they are displayed in a Reasons pop-up dialog (see next step).
  2. In the Reasons pop-up dialog, check the box next to each Hold Reason that you want to mark as resolved for this transaction, and then click the Mark as Reviewed button.
  If there are no other outstanding Hold Reasons for the transaction, then the transaction is marked as reviewed and the Held for Review error status is cleared. If there are still other outstanding Hold Reasons on the transaction, then it remains in the Held for Review error status.

Keep in mind that if you resolve all of the reasons why a transaction was held for review, it may be removed from the current report display if it no longer meets the report or filter criteria.

​

Moving Charges from One Patient to Another from a Report

Show Where this feature is available

• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Show Settings that control this feature

• Admin - Institution - Charge Capture - Send Transactions for Manually Registered Patients to the Holding Bin

​

Deleting Charges from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Held for Review (Revenue Report)
• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Patient Charge Status (Classic)
• Patient Charge Status (Revenue Report)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. Select any charge report where the delete option is available.
2. Identify the charge transactions that you want to delete. Depending on the report format, take one of these actions:
   • Classic Charge Reports:
   • If the report is a series of rows listing charge transactions: click one or more rows to select one or more transactions, and then click the Delete button at the bottom of the report display.
   • If the report is a grid format with charges listed in table cells: click on a table cell to pop up the Visit Summary, identify the charge you want to delete, and then click the Delete button to the left of that charge row.
   • Revenue Reports:
   • If the report is a series of rows listing charge transactions with checkboxes in the far left column: click one or more checkbox to select one or more transactions, and then click the DELETE option at the top of the report display.
   • If the report contains a column displaying a charge code link (for example: 99231) with a Delete button next to it: click the Delete button for the charge row you want to delete.
   • If the report is a grid format with charges listed in table cells: hover your mouse cursor over the charge in a table cell to expose the Delete button , and then click it.
   • Both Classic and Revenue Reports:
   • Click a link for a specific charge transaction to open it for editing. For example, you might click an error link such as Held for Review or None, or a charge code link such as 99232. Once the Charge Transaction screen is open, click the More button at the top right of the screen, and then choose Delete Charge.
   A dialog box is displayed asking you to confirm that you want to delete the selected transaction(s).
3. Click Yes or Delete or Confirm to delete the charges. The selected transactions are deleted.

​

Recovering Deleted Charges (Undeleting) from a Report

Show Where this feature is available

• Deleted Charges (Revenue Report)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. Select the Deleted Charges (Revenue Report), or any Revenue Report where the undelete feature has been enabled.
2. Identify the charge transaction that you want to undelete and then click the Undelete Charge link. The Charge Transaction screen opens.
3. Review the details of the deleted charge. You can make any necessary modifications.
4. Click the Submit button to recover the charge transaction. The selected transaction is submitted and all of the usual error checking is executed.

​

Sending Charges to the Outbox

Once a billing administrator has reviewed charge transactions with a Holding Bin status, they can send them to the Outbox to be batched for billing. The ability to send charges to the Outbox is available to all Level 1 administrators, and to Level 2 administrators who have that function enabled in their user profile. There are two approaches an administrator can take to sending charges to the Outbox:

• Individual Approach: Open each transaction for editing so that you can view all of the details, including header information, and then send it to the Outbox. This is a thorough review process. See Sending Charges to the Outbox Individually for instructions.
• Bulk Approach: Review just the basic diagnosis and charge code information directly from the charge report display and then send one or more transactions to the Outbox all in one step. This is a less time consuming, but also a less thorough review process. See Sending Charges to the Outbox In Bulk from a Report for instructions.

Once a charge transaction has been changed to the Outbox charge status, it is no longer editable, unless a user has been granted specific permission in their user profile to edit charges with an Outbox status. This feature enables providers or billers to make edits after a charge has been sent to the Outbox without needing to contact a billing supervisor. The system saves the date the transactions were sent from the Holding Bin to the Outbox as the Authorized Date, and the name of the person who sent them (in other words, the billing administrator who verified that the transactions were acceptable for submission to billing) as the Authorizing User. Of note, some users are configured to have their charges sent directly to the Outbox after clicking Submit—in this case, the Authorizing User is the user who created the charge. This information can be viewed on the transaction’s audit trail.

​

Sending Charges to the Outbox Individually

Show Where this feature is available

Instructions:

1. Select a charge report.
2. Identify the transaction that you want to review prior to sending it to the Outbox and locate the clickable link for that transaction. The location of the link varies depending on the report. For example, you might see any of these links in a column or table cell:
   • A charge status link such as Holding Bin.
   • An error status link such as Held for Review.
   • A charge category link such as IP E&M.
   • A charge code link such as 99232.
   The Charge Transaction screen is displayed.
3. Review the charge and make any corrections as necessary prior to sending it to the Outbox.
4. (Optional) Click the Edits button to check the transaction for errors after making your changes. If any are found, continue making corrections until the transaction is error-free.
5. Click Outbox at the bottom right of the Charge Transaction screen. The charge is changed to the Outbox charge status. When the report display refreshes, the charge transaction may or may not be removed from display, depending on whether it still matches the report’s criteria and selected filters.

Tip: When the Enable Open Next on Submit, Mark as Reviewed, or Send to Outbox setting on the Charge Transaction screen is set to Yes, the next charge transaction on the report opens automatically after clicking the Outbox button. This allows you to work through all the charges on the report more quickly. See Customizing the Selected Codes Section (Right Pane) for instructions on enabling this feature.

​

Sending Charges to the Outbox In Bulk from a Report

Show Where this feature is available

• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Search (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

​

Committing Charges to Final Billing

Show Description

Once valid charges have been sent from the Holding Bin to the Outbox, the charge transactions must be committed so that they can be sent to final billing. This is also known as batching charges. This step groups the charges into one or more batches, which can then transferred to your billing system. Your institution can configure the Commure Pro system to handle the commit process in one of two ways:

• To automatically commit the charges in a nightly process, according to a schedule
• To manually commit the charges as needed, via the Outbox option.

Once charges have been committed to final billing, they can no longer be edited in the Commure Pro system.Administrators with institution-wide privileges can use the Outbox option to manually commit charges for any department in the institution. Department administrators can manually commit charges for only those departments to which they are assigned. Or, if your system is configured to commit the charges automatically, you can use the Outbox option to review the Batch History screen, which includes information about the status of the commit process.Whether your system is configured to commit the charges manually or automatically, committing the charges then results in one of the following processes:

• Grouping the charges into one or more batches, and then automatically transferring the charges from the Commure Pro system to your billing system, either via a billing interface or via Charge Routing. You can also print a Batch Report, which lists all of the charges that were sent. Most clients have this type of configuration.
• Grouping the charges into one or more batches, the specifics of which are then contained in the Batch Report. This report lists detailed information about each of the charges in the batch. Ancillary staff can then use this report to manually transcribe the charges into the billing system. Your system administrator can work with your Commure Pro liaison to configure the format of this report so that the transcription process is as seamless as possible.

Show Content

On the Outbox tab.

Instructions for manually committing charges:

1. Select the Charges > Outbox tab. The Outbox screen is displayed. By default, you see the transactions that are ready to be committed from all departments and billing areas. For each billing area, the following information is shown:
   • Billing Area: The billing area name.
   • # of Transactions: The total number of transactions in the Outbox.
   • # of Transactions in Billing Hold Period: The number of transactions that are currently in a billing holding period.
   • Department: The department to which the billing area belongs.
2. (Optional) Select a department from the Department drop-down list. The list of available billing areas is reduced to just those within the selected department.
3. Check the box for each Billing Area whose charges you want to commit.
4. Determine whether you want to commit charges that are currently in a billing holding period. The purpose of a holding period is to give users a window of opportunity for making corrections or changes to charges before they are sent to billing. Typically, if a billing holding period has been enabled for a billing area, then you would not want to override it, as it would cut short that window.
   • To commit all charges currently in the Outbox, including those that are in a billing holding period, check the Include charges in Billing Hold Period box.
   • To commit all charges currently in the Outbox, except those that are in a billing holding period, do not check the Include charges in Billing Hold Period box.
5. (Optional) If you selected only one billing area in Step 3 above, you now have the option to check the batch prior to sending it to billing. Note that your selection for the Include charges in Billing Hold Period box (checked or unchecked) affects the reports below as well.
   • Click the View button to view a short report, sorted by submission date and then account number, on the screen.
   • Click the Preview button to view a longer version of the report, sorted by account number and then service date, on the screen.
6. When you are ready to commit the charges, click the Commit button. A progress bar is displayed and advances to the right as the commit process is completed for each of the selected billing areas. Each billing area goes through five steps in the commit process. Several of the steps occur very quickly, while other steps take more time. As a result, you should be aware that if you select only one billing area, and that billing area has a large number of charges, the progress bar may move very quickly to the far right and then wait until the final steps for that one billing area are completed. After the commit process is completed, the Batch History screen is displayed. It shows the following batch information: the Batch Name, the Creator (either the username of the person who manually committed the batch, or AUTO if automatically committed), the Date Committed, and the Status. See Viewing a Batch Report/Monitoring Batch Status for more information, including an explanation of the different batch statuses.
7. To view a detailed report of the batch contents, select a batch under Choose Batch.
8. In the Quick Details box, click on View, Print, or Preview.
   • View: View a short report, sorted by submission date and then account number, on the screen. While viewing the report on the screen, you can print this same report by clicking the Print Current View button.
   • Print: Print a longer report, sorted by account number and then service date, to a printer.
   • Preview: Preview the longer version of the report, sorted by account number and then service date, on the screen.
   • Cancel: Return to the previous screen without viewing or printing any reports.
   For information on the details displayed when you View or Preview a report, see How Data is Generated in the Batch History Report.

​

Viewing a Batch Report/Monitoring Batch Status

Show Where this feature is available

On the Outbox tab. Instructions:

1. Select the Charges > Outbox tab.
2. Select a department from the Department drop-down list. (You must select a department from the drop-down list in order for the Batch History button to appear; simply selecting a billing area checkbox from the Summary will not work.)
3. Click the Batch History button that appears in the top left corner of the screen.

The Batch History screen shows you a list of all the batches that have been committed for the department. For each batch, you can see the:

• Batch Name
• Creator: Either the username of the person who manually committed it, or AUTO if automatically committed.
• Date Committed
• Status:
  • In Progress: This is a batch that is currently going through the commit process. Small batches will commit quickly and should not remain in this state for more than a few seconds or minutes. Very large batches (more than 10,000 charges) may take over an hour. If the batch status remains In Progress for longer than you think it should, see Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches).
  • Completed: This is a batch that has finished processing and was successfully committed. If your system is configured to route the charges to a billing system, a Completed status means that a billing interface file has been created.
  • Ignored: This is a batch that failed processing, but after investigation, it was determined that it should not be reprocessed. Instead, the status was manually changed to Ignored by a Commure Pro staff member. See Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches) for more information.
  • No status: This is a batch that was committed in Commure Pro version 8.1.7.55 or earlier (before the Commure Pro application started tracking statuses).

4. Select the batch you want to view by clicking the appropriate radio button.
5. In the Quick Details box, click on View, Print, or Preview.

• View: View a short report, sorted by date of service, on the screen. While viewing the report on the screen, you can print this same report by clicking the Print Current View button.
• Print: Print a longer report, sorted by patient, to a printer.
• Preview: Preview the longer version of the report, sorted by patient, on the screen.
• Cancel: Return to the previous screen without viewing or printing any reports.

Depending upon your organization’s implementation, Print buttons may or may not be available.For information on the details displayed when you View or Preview a report, see How Data is Generated in the Batch History Report.Instructions:

1. Select the Charges > Outbox tab.
2. Select a department from the Department drop-down list. (You must select a department from the drop-down list in order for the Batch History button to appear; simply selecting a billing area checkbox from the Summary will not work.)
3. Click the Batch History button that appears in the top left corner of the screen.

The Batch History screen shows you a list of all the batches that have been committed for the department. For each batch, you can see the:

• Batch Name
• Creator: Either the username of the person who manually committed it, or AUTO if automatically committed.
• Date Committed
• Status:
  • In Progress: This is a batch that is currently going through the commit process. Small batches will commit quickly and should not remain in this state for more than a few seconds or minutes. Very large batches (more than 10,000 charges) may take over an hour. If the batch status remains In Progress for longer than you think it should, see Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches).
  • Completed: This is a batch that has finished processing and was successfully committed. If your system is configured to route the charges to a billing system, a Completed status means that a billing interface file has been created.
  • Ignored: This is a batch that failed processing, but after investigation, it was determined that it should not be reprocessed. Instead, the status was manually changed to Ignored by a Commure Pro staff member. See Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches) for more information.
  • No status: This is a batch that was committed in Commure Pro version 8.1.7.55 or earlier (before the Commure Pro application started tracking statuses).

4. Select the batch you want to view by clicking the appropriate radio button.
5. In the Quick Details box, click on View, Print, or Preview.

• View: View a short report, sorted by date of service, on the screen. While viewing the report on the screen, you can print this same report by clicking the Print Current View button.
• Print: Print a longer report, sorted by patient, to a printer.
• Preview: Preview the longer version of the report, sorted by patient, on the screen.
• Cancel: Return to the previous screen without viewing or printing any reports.

Depending upon your organization’s implementation, Print buttons may or may not be available.For information on the details displayed when you View or Preview a report, see How Data is Generated in the Batch History Report.

Instructions:

1. Select the Charges > Outbox tab.
2. Select a department from the Department drop-down list. (You must select a department from the drop-down list in order for the Batch History button to appear; simply selecting a billing area checkbox from the Summary will not work.)
3. Click the Batch History button that appears in the top left corner of the screen. The Batch History screen shows you a list of all the batches that have been committed for the department. For each batch, you can see the:
   • Batch Name
   • Creator: Either the username of the person who manually committed it, or AUTO if automatically committed.
   • Date Committed
   • Status:
   • In Progress: This is a batch that is currently going through the commit process. Small batches will commit quickly and should not remain in this state for more than a few seconds or minutes. Very large batches (more than 10,000 charges) may take over an hour. If the batch status remains In Progress for longer than you think it should, see Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches).
   • Completed: This is a batch that has finished processing and was successfully committed. If your system is configured to route the charges to a billing system, a Completed status means that a billing interface file has been created.
   • Ignored: This is a batch that failed processing, but after investigation, it was determined that it should not be reprocessed. Instead, the status was manually changed to Ignored by a Commure Pro staff member. See Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches) for more information.
   • No status: This is a batch that was committed in Commure Pro version 8.1.7.55 or earlier (before the Commure Pro application started tracking statuses).
4. Select the batch you want to view by clicking the appropriate radio button.
5. In the Quick Details box, click on View, Print, or Preview.
   • View: View a short report, sorted by date of service, on the screen. While viewing the report on the screen, you can print this same report by clicking the Print Current View button.
   • Print: Print a longer report, sorted by patient, to a printer.
   • Preview: Preview the longer version of the report, sorted by patient, on the screen.
   • Cancel: Return to the previous screen without viewing or printing any reports.
   Depending upon your organization’s implementation, Print buttons may or may not be available.
   For information on the details displayed when you View or Preview a report, see How Data is Generated in the Batch History Report.

​

Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches)

Show Description

There are some situations that could cause the commit process to fail, which then results in the billing interface file not being generated. These include:

• The Commure Pro application sever (a.k.a. the Mobilizer server) is restarted while a batch is being processed.
• The charge routing or billing interface is misconfigured.
• There are other errors related to the charge data itself.

If a batch remains with a status of In Progress longer than you think it should, this could indicate one of the problems above. Your first step should be to check the Charges > Summary option to see if any issues are listed in the Notices section (see Summary (Classic)). If any are found, report these to your Commure Pro representative. If none are listed there, you should still contact your Commure Pro representative, so that they can investigate to determine if there is a problem. Of note, Commure Pro also has systems in place to pro-actively monitor the commit process and sends an automatic alert to Commure Pro staff at 8:00 am each day if any batch in the previous 24 hours took longer than one hour to process. If Commure Pro determines that the batch processing did in fact fail, then depending on the situation, we may instruct you to reprocess the batch or we may mark it as Ignored:

• Reprocess the Batch: When you reprocess a batch, the commit process is repeated for all of the charges in the failed batch. _You should reprocess a batch only when instructed to do so by a Commure Pro representative. If you reprocess a batch that is truly still “in progress,” this could result in duplicate charges being sent to your billing system._Only batches with a status of In Progress or Ignored should be reprocessed, and only Level 0-2 administrators may reprocess batches with these statuses. Although the application will also allow batches with a status of Completed to be reprocessed by a Level 0 user, there should never be a reason to do so; this function is allowed in case of an unanticipated situation.
• Change the Batch’s Status to Ignored: Only a Level 0 user may change a batch’s status to Ignored. This action should only be taken by Commure Pro staff; clients should not use this function. When a batch’s status is changed to Ignored, it indicates that although the batch did not process successfully, there are no plans to process it again. A typical scenario where this might be used is as follows: Commure Pro would first instruct the client to return all of the charges from the failed batch to the Holding Bin using the Return to Holding Bin option (see Returning Charges to the Holding Bin from a Report). Next, the client would send the charges to the Outbox again, and then commit them again. This would put the charges in a completely new and different batch to be sent to final billing. Since the charges are placed in a new batch, Commure Pro would then change the status of the previously failed batch to Ignored, to indicate that it did not need to be reprocessed. Only batches with a status of In Progress can have their status changed to Ignored, and only Level 0 administrators may change a batch’s status to Ignored.

Show Where this feature is available

On the Outbox tab.

Instructions to reprocess a batch, or to change a batch’s status to Ignored:

1. Select the Charges > Outbox tab.
2. Select a department from the Department drop-down list. (You must select a department from the drop-down list in order for the Batch History button to appear; simply selecting a billing area checkbox from the Summary will not work.)
3. Click the Batch History button that appears in the top left corner of the screen. The Batch History screen shows you a list of all the batches that have been committed for the department.
4. Select the failed batch that still has the In Progress status by clicking the appropriate radio button.
5. In the Quick Details box, click the Reprocess or the Ignore button. The batch is committed and reprocessed, or the status is changed to Ignored.
   For information on the details displayed when you View or Preview a report, see How Data is Generated in the Batch History Report.

​

How Data is Generated in the Batch History Report

Patient demographic and visit data included in a charge that was sent to billing may appear differently in a Batch History report than it did in the original charge. Demographic and visit data (that can be edited via the Patient List tab > Patient Detail or Visits display option) is updated at the time when the Batch History report runs to reflect the most current patient information. However, individual charge information in the report that was entered via Charge Capture is not updated when the Batch History report runs so it reflects the data as it was entered when the charge was sent to billing.

​

Monitoring Charge Routing to an External System

If your system has been configured for Charge Routing to an external system (using the Destination Groups, Destinations, and Route Actions features available in the CPOE application), you can use the Charges > Charge Reconciliation tab to monitor how communication takes place between the Charge Capture application and the external billing system to which you are interfacing the charges. This report must be enabled via an XML customization; contact your Commure Pro representative if you wish to use it. The report provides a high-level overview of the interface activity, with totals for each batch of charges that is interfaced. For a given batch you can see how many charges were interfaced successfully, how many failed, and how many are pending. You can compare these totals to the totals from the external system, to ensure that all charges were successfully received. In the event of failures, you can use the Admin > Tracking/Reporting > Submission Status tab to view more detailed information about the failures (see Monitoring Charge Routing via the Submission Status Tab in the Commure Pro Administration Tools User’s Guide.). To monitor Charge Routing activity on the Charge Reconciliation tab:

1. Select Charges > Charge Reconciliation.
2. Use the search criteria at the top of the screen to select the interface information that you want to view:
   1. Timeframe: Select from a predefined list of dates or ranges, such as Today, Yesterday, Last 60 Days, Custom, and others. Please note that report uses the batch creation date (not the service date) as the timeframe criteria for the report.
   If you select the Custom option from Timeframe drop-down list and do not include start/end dates, information about all charges will be displayed.
   2. Start/End Dates: These fields are required when you choose the Custom timeframe option. You must enter a date in both the start and end date text fields, or select a date by clicking on the Calendar icon.
   3. Department: Select a department to view the charge interface activity for only that department. The behavior of this field is based on your user profile. If you have access to other departments’ charges, you can select them here. If not, you may select only your own department(s). If you do not explicitly select a department, transactions are shown for all departments to which you have access.
   4. Destination: Select the charge interface destination. This is the name of the interface that you want to monitor; typically it is the name of the external billing system to which the charges are being interfaced.
3. Each time you select a different criteria, the report results are refreshed. However, you can also click the Refresh button at any time to refresh the results. The following information is shown in the results section:
   • Batch ID: Each batch that is sent to final billing from the Outbox is assigned a batch name using the following format: departmentNAME_batch_nnnnn, where NAME is the name of the department, and nnnnn is a unique number (for example, departmentCARDIOLOGY_batch_12225). The numeric portion of the batch name is listed the Batch ID column (12225 in our example).
   • Department: The department with which the charges are associated (via the Billing Area on the charge header).
   • Billing Area: The billing area with which the charges are associated.
   • Total Transactions: This is the total number of charge transactions in the batch.
   • Total CPTs: This is the total number of charge codes (individual CPT codes) in the batch.
   • Total Submissions: This is the total number of items that were submitted from this batch via the selected charge interface. Keep in mind that some interfaces are configured to filter only certain types of charges from the batch to a given interface. For example, you might filter the technical charges to be submitted via a charge interface to External Billing System A, and the professional charges to be submitted via a different interface to External Billing System B.
   In addition, some interfaces are configured to create one submission per individual charge code (CPT code), while others are configured to create one submission per charge transaction.
   • Successful Submissions: This is the number of submissions that were successfully sent to, and processed by, the external system.
   • Failed Submissions: This is the number of submissions that were submitted for processing in the external system the maximum number of times (as defined in your system configuration), and have failed each time. As a result, the interface will no longer attempt to reprocess the submission. This state can also occur if the external system does not accept the charge. For example, Commure Pro might send a submission to the external system, and that system might read it and reject it because the patient MRN did not exist in the external system. In this case, the external system responds indicating that the data was received, but that it was not processed.
   • Pending Submissions: This is the number of submissions that are still pending, or currently in processing.
   The numbers in the Successful Submissions, Failed Submissions, and Pending Submissions columns should all add up to the number in the Total Submissions column. Ideally, the Failed Submissions and Pending Submissions columns will show a zero, and the numbers in the Successful Submissions and Total Submissions columns will match.
4. (Optional) To refresh the display, using the same search criteria, click the Refresh button. This is useful if you have left the display open for an extended period of time. If recent interface activity has occurred during that time, you can refresh the report to see the new data.
5. (Optional) To reset the search criteria and start fresh, click the Reset Criteria button, and then enter the new search criteria.
6. (Optional) Click the Print button to print the report results, or click Export (Excel) to export them to a Microsoft Excel^® spreadsheet.

​

Returning Charges to the Holding Bin from a Report

Show Description

There are two situations in which charges may need to be returned to the Holding Bin status:

• A charge transaction that is currently in the Outbox status needs further edits before being committed to final billing. If your organization does not allow edits to charges with an Outbox status, then it must be returned to the Holding Bin status in order to correct it. Once the transaction is in the Holding Bin, you can make the necessary corrections and then send it back to the Outbox.
• When charges are submitted to your billing system (via the scheduled automatic commit process, or when an administrator manually commits them via the Commit function on the Outbox tab) the process may fail due to some type of submission error on the part of the billing system that is receiving the charges. Either the entire batch fails, or just a few of the charge transactions in the batch may fail. In either case, you can change the status of the transactions with errors from Sent to Billing to Holding Bin. Once the transactions are back in the Holding Bin status, you can make the necessary corrections, send the transactions to the Outbox a second time, and then commit them to billing again (the status changes to Sent to Billing). In this scenario, the Commure Pro system cannot back out or delete the original erroneous charges from the recipient billing system. We assume that the billing system has its own mechanism for this process. Charges from third party charge capture systems that were imported with an initial status of Sent to Billing cannot be returned to a Holding Bin status. You may note that these charges would never have gone through the Commure Pro Holding Bin status, nor would they have been submitted to billing using the Commit function on the Outbox tab, as described in the scenarios above. Generally, if a charge is imported with a Sent to Billing status, it would have already been billed by a different system; the sole reason for its import into Commure Pro is for historical/inquiry purposes.

Level 0, 1 or 2 administrators can return charges with a status of either Outbox or Sent to Billing back to the Holding Bin, as long as this feature is enabled in their user profile.

Show Where this feature is available

• Search (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions:

1. Select the Search (Classic) report, or a Revenue Report where the RETURN TO HOLDING BIN option is available.
2. (Optional) Use any of the available filter options to locate the charge transactions that you want to return to the Holding Bin. For example:
   • If a Charge Statuses or Charge Location filter is available, select “Outbox” or “Sent to Billing.”
   • If a Batch Id filter is available, and you are looking for charges that have a status of Sent to Billing, enter a batch number in the Batch Id filter to find only those charges from a particular batch. Each batch that is sent to final billing from the Outbox is assigned a batch name using the following format: departmentNAME_batch_nnnnn, where NAME is the name of the department, and nnnnn is a unique number (for example, departmentCARDIOLOGY_batch_12225). Enter the numeric portion of the batch name in the Batch Id field (12225 in our example) to view charges from a particular batch. Administrators can click the Batch History button on the Outbox tab to find out the names of batches that have been sent to billing.
   • If a Timeframe, Service Date, Department, or Billing Area filter is available, enter values in any of those fields.
3. Review the report results, identify the charge transactions that you want to return to the Holding Bin, and then:
   • Search (Classic):
   1. In the Search results screen, select the charge(s) with a status of Outbox or Sent to Billing that you want to return to the Holding Bin. If the charge is valid for return to the Holding Bin, the Return to Holding Bin button at the bottom of the screen becomes active.
   2. Click the Return to Holding Bin button.
   3. When prompted to confirm, click Yes to return the charge to the Holding Bin, or click No to cancel.
   • Revenue Report:
   1. In the Report Display Area, click the checkbox in the far left column for the charge(s) with a status of Outbox or Sent to Billing that you want to return to the Holding Bin.
   2. Click the RETURN TO HOLDING BIN option at the top of the report display.
   3. When prompted to confirm, click Yes to return the charge to the Holding Bin, or click No to cancel.
   The charge(s) are returned to the Holding Bin status:
   • Charges that were returned from the Outbox to the Holding Bin are not assigned any special error status.
   • Charges that were returned from Sent to Billing to the Holding Bin are assigned an error status of Returned from Batch.
   When the report display refreshes, the charges may or may not be removed from display, depending on whether they still match the report’s criteria and selected filters.

You can now correct the errors in the charge transactions that you returned to the Holding Bin. For example, you could:

• Via Classic Charge Reports: Open the Holding Bin (Classic) report, locate the charge in question, click on a link to open the transaction for editing, make your corrections, and Submit.
• Via Revenue Reports: Open a Revenue Report, use the Run-Time Filters to find the charge in question, click on a link to open the transaction for editing, make your corrections, and Submit.
• Go to the Patient Search tab, find the patient, click the Patient Details icon , and then select the Charges display option to view their charges. Find the transaction with errors, click on it to select it, click Edit to open the transaction for editing, make your corrections, and Submit.

Show Settings that control this feature

• Admin - User - User Permissions - Level 0/1/2: Can Access Return to Holding Bin

​

Printing or Exporting Charges from a Report

Show Where this feature is available

• Charge-Note Reconciliation (Classic)
• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Missing Charges (Classic)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled this feature

Instructions: To print a report:

• Classic Charge Reports: Click Print at the bottom of the report display.
• Revenue Reports: Click PRINT at the top of the report display.

A preview of the printed report is displayed on the screen, and a printer dialog box is shown. Select your printer options on the printer dialog and then click the Print button. To export the report:

• Classic Charge Reports: Click Export (Excel) or Export (Tabs) at the bottom of the report display to export to either a Microsoft Excel^® spreadsheet or a tab delimited file, respectively.
• Revenue Reports: Click EXPORT at the top of the report display.

Depending on your browser, the export file may then be displayed in a bar at the bottom of the window (Google Chrome™ browser), or you may see a dialog asking if you want to Open or Save the file (Microsoft Edge®).

​

Using Charge Reports to Manage Special Charge Workflows

The topics above describe cases where charge reports are used to manage special types of charge transactions or workflows.

​

Managing Expired Drafts

Providers or administrators can save a charge transaction as a draft if this feature has been enabled in their user profile. A user might save a transaction as a draft if they didn’t have all of the necessary information to complete the charge transaction at the time they created it. Transactions can be saved as drafts on both handheld devices and on the web platform. When a charge is saved as a draft, the charge status is set to Draft (if entered on the web platform) or Draft (HH) (if entered on a handheld device). Drafts are editable on both platforms by users with appropriate permissions (see Restrictions to Editing Charge Data). The transaction remains in a draft status until a user edits the transaction, fills in any missing information, and then selects the Submit option (without checking the Draft checkbox). The status then changes to either Holding Bin or Outbox (depending on how the user and department are configured). To prevent providers from accumulating a high number of draft transactions, your system administrator can define the number of days that a charge remains in a draft state before it automatically expires. Note that the configured number of days is relative to the service date of the charge, not the creation date of the charge. Every night, an automated process moves all drafts that have expired to the Holding Bin status. Once a draft expires, its charge status automatically changes to Holding Bin and it is assigned an error status of Expired Draft, which can be seen on charge reports such as the Holding Bin (Classic or Revenue Report). Providers or billing administrators can then take the following actions:

• Billing Administrators: On the Holding Bin (Classic), Holding Bin (Revenue Report) or another report, select “Expired Drafts” from the Error Type or Charge Errors filter to locate all expired drafts and then:
  • Edit the transaction to correct errors or fill in missing information. While still on the Charge Transaction screen, click the Outbox button to immediately send the transaction to the Outbox, or click Submit to resolve the error status (it changes to None if there are no other errors) while keeping the transaction in the Holding Bin. Please note that expired drafts can be sent directly to the Outbox (without opening each transaction individually), as long as Expired Draft is the only error on the transaction.
  • Delete the expired draft transaction entirely, if appropriate.
• Providers: The expired draft transaction is visible to providers with an updated charge status of Holding Bin on the Patient List tab > Charges display option, and in various Classic Charge Reports or Revenue Reports (Patient Charge Status, Worklist, Search, etc). The provider can edit the charge in this option, or on their handheld device, as long as the charge remains in the Holding Bin status.

Occasionally, a provider may enter a draft transaction for a patient, and then that patient is removed from their patient list (either because the user has manually removed the patient or because the system has removed them automatically based on the configuration settings for the patient list). In this case, the user will no longer be able to edit the draft from the Patient List tab (on either the web or handheld platforms). The user can only edit the charge if they have access to the Patient Search tab on the web platform, which they can use to find the patient and then select the Charges display option to view and edit their charges. However, this is not a cause for concern, since the draft will eventually expire and become visible in the Holding Bin (Classic or Revenue Report), or possibly another report that shows expired drafts, where an administrator can take appropriate action, as described above.

Show Settings that control this feature

• Admin - User - Charge Capture - Allow User to Save Transactions as Drafts
• Admin - Institution - Charge Capture - Extension Period before Draft Expires
• Admin - User - Charge Capture - Extension Period before Draft Expires

​

Managing Charge Transactions with Auto-Added Codes

The Automated Code Entry feature ensures that all appropriate services are billed for each patient visit, reducing the amount of lost revenue due to missed billing opportunities. Charges, modifiers, and diagnoses that can increase reimbursement for services or assist with avoiding coding errors, are posted automatically, based on client-defined criteria. For example:

• Charges for technical components should often accompany the charges for professional services that are entered by providers. Automated Code Entry can automatically add charges for the technical components, along with the appropriate modifiers and quantities, to the professional service charges entered by providers.
• Providers may forget to add the appropriate modifier or diagnosis, or to adjust the quantity on the charges for professional services that they enter. Automated Code Entry can automatically add the modifiers or diagnoses, or adjust the quantities of the professional service charges.

To implement Automated Code Entry, an administrator maps the charge codes entered by providers (referred to as the master codes) to the charge, modifier, or diagnosis codes that should be automatically added or adjusted (referred to as the auto-added codes). On both the web and handheld platforms, after a user submits a completed or draft transaction that contains a mapped master code, the auto-added codes are automatically posted on the same transaction. All transactions that have auto-added codes are assigned the Holding Bin status; they never go directly to Outbox, even if they are error-free. This allows billing administrators to review the auto-added codes for accuracy and make any necessary corrections (see Editing Transactions with Auto-Added Codes). Auto-added charges show an (A) next to them to distinguish them from charges that were manually entered by a user. Auto-added modifiers or diagnoses do not show the (A) indicator. Please note that the diagnoses are added to the patient’s Existing list, just like any other diagnosis that is used on a charge transaction. Users can view auto-added items as follows:

• Level 0/1/2 users can always view all auto-added charges, modifiers, and diagnoses.
• Level 3 users can always view auto-added modifiers and diagnoses, but may only view auto-added charges only if the ability to do so has been enabled in their user profile.

​

Viewing Charges with Auto-Added Codes

Show Where this feature is available

• Holding Bin (Classic)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled a Run-Time Filter for Auto-Added Charge/Dx Only

Instructions:

1. Select a charge report.
2. Use the filter options below to find transactions with auto-added charges and diagnoses:
   • Auto-Added Charges/Diagnoses Only (Classic Charge Reports) or Auto-Added Charge/Dx Only (Revenue Reports) checkbox: Check this box to view only those charge transactions that have auto-added charges or diagnoses. This includes charge transactions that have the correct auto-added charges or diagnoses, as well as those in which the auto-added charges or diagnoses were later manually removed by a user.
   • Under the Error Type criteria (Classic Charge Reports) or the Charge Errors run-time filter (Revenue Reports), select the “Technical Mismatch” error type: Auto-added charges, modifiers, and diagnoses are automatically posted as soon as a charge transaction is submitted. However, if a user later edits a transaction and removes a master charge or an auto-added charge or diagnosis, a Technical Mismatch error status may be assigned to the transaction (see Editing Transactions with Auto-Added Codes for more information on when the error status is assigned). Select this filter to view only those charge transactions that have the missing or changed error status.

Show Settings that control this feature

• Admin - User - Charge Capture - Show Auto-Added Charges to User

​

Editing Transactions with Auto-Added Codes

When a new completed or draft transaction is saved, the Automated Code Entry feature automatically calculates and adds the required code(s) to the charge transaction. Typically, the user does not see this happen; the auto-added codes are added after the transaction is submitted on the web or handheld platform. If a user views or edits the transaction after it has been submitted, they can see the auto-added modifiers and diagnoses, and may also be able to see the auto-added charges (if their user profile allows it). Auto-added codes show an “(A)” after them to distinguish them from the charges that the provider entered. Once the transaction is opened for editing, the user can delete the manually entered charges, modifiers, or diagnoses in the charge transaction, or manually enter new items. For the auto-added items, the following rules apply:

• If the user has permission to view the auto-added charges, then they can delete the auto-added charges.
• All users can see the auto-added modifiers and diagnoses, and can delete these items.

When the user saves the charge transaction after making edits, it may trigger an error status of Technical Mismatch. The effect of each change is described in the table below. Once charge transactions with auto-added codes have been reviewed and corrected by billing staff, they can be sent to the Outbox just like any other charge transaction. Transactions with these error statuses are considered non-validity errors, and can still be sent to the Outbox.

​

Copying Transactions with Auto-Added Codes

Users may copy charge transactions that have auto-added charges, modifiers, or diagnoses. When copying such a transaction, the following items are copied or not copied:

• The original master charges that were manually entered are always copied.
• The auto-added charges (and any associated modifiers) are never copied.
• The manually entered or auto-added modifiers (when applied to the manually entered master charge) may be copied, based on a setting in the user’s profile.
• The manually entered or auto-added diagnoses may be copied, based on a setting in the user’s profile.

Prior to saving the copied transaction, the user may change the Service Site or Billing Area, remove some of the copied master codes, or add new master codes. All of these changes can impact the calculation of auto-added codes. Once the user saves the new transaction, the Automated Code Entry feature then calculates and automatically adds any necessary codes based on the final saved information.

• In addition, when creating a new transaction, any auto-added diagnoses from previous transactions may be copied forward to the new transaction, based on a setting in the user’s profile.

Show Settings that control this feature

• Admin - User - Charge Capture - Copy Modifiers on Copied Transactions
• Admin - User - Charge Capture - Copy Diagnoses on Copied Transactions
• Admin - User - Charge Capture - Copy Diagnoses on New Transactions

​

Managing Charge Transactions with CDM Codes

If your organization is comprised of multiple facilities, and each of those facilities has historically used it’s own (different) set of charge codes, your system might be set up to use a Charge Data Master (CDM). Or in another example, your organization might use a CDM if they have historically used different charge codes for different billing areas. The Charge Data Master is a file that maps the disparate lists of charge codes (for either locations or billing areas), to the single organization-wide charge code list that is stored in the Commure Pro system (via the Admin > Institution > Charge Capture > Update Charges/Modifiers option). When you implement a CDM in Commure Pro, the charges captured in the various locations or billing areas (and their corresponding CDM codes) can be routed to multiple billing systems. In addition, a CDM can be used to “explode” a single charge captured in Commure Pro into two CDM charges (to account for both the professional and technical components). Whether or not a charge is “exploded” depends on the value in the Supervising MD Present header for that service. If the system is not able to find a CDM code in the CDM file when the rules dictate that it should, the charge transaction is assigned a Missing Technical CDM or Missing Professional CDM error status. In this documentation, the codes in the Commure Pro Nomenclature Vocabularies are referred to as “CPT codes,” while the codes used for the different locations or billing areas are referred to as “CDM codes.”

​

Viewing and Correcting Charges with CDM Codes

Show Where this feature is available

• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Search (Classic)
• Worklist (Classic)
• Also available on any Revenue Report where your administrator has enabled a Run-Time Filter for Charge Errors

Instructions:

1. Select a charge report.
   • Classic Charge Reports: The system can be configured to display the mapped CDM codes (if present) in addition to the CPT codes in the Holding Bin, Search, and Worklist options. This is accomplished via an XML customization; please consult your Commure Pro representative to implement this feature. When implemented, the CDM codes are displayed as a additional column to the right of the Charge Headers column.
   • Revenue Reports: Your administrator can configure any Revenue Report to display the mapped CDM codes (if present) in addition to the CPT codes. This is accomplished by simply adding the Professional CDM and/or Technical CDM gadgets as a Result Display Field in the report’s definition.
2. Use the filter options below to find transactions with missing CDM errors:
   • Classic Charge Reports:
   • Under the Error Type filter, select the “Missing Professional CDM” or the “Missing Technical CDM” error type: Displays only charge transactions that have a Missing Professional CDM or Missing Technical CDM error, respectively.
   • Revenue Reports:
   • Under the Charge Errors filter, select the “Missing Professional CDM” or the “Missing Technical CDM” error type: Displays only charge transactions that have a Missing Professional CDM or Missing Technical CDM error, respectively.
3. Once you have identified the transactions that have either of these errors, click the error link to open the transaction for editing. The message in the Edits box will identify the specific charge code(s) that triggered the error. If the user entered the correct charge codes and you do not want to change them, then the only way to correct the Missing Technical CDM or Missing Professional CDM error is for a Level 0 or 1 administrator to add a new CPT-to-CDM mapping for the charge code(s) in question (see Mapping CPT Codes to CDM Codes for instructions). Depending on your organization’s procedures, one of the two options below can be pursued:
   • The biller can wait for the new CPT-to-CDM mapping to be added to the system and then correct the error by opening the charge transaction and then submitting it again. This triggers the system to retrieve the appropriate CDM codes. If the correct CDM codes are found, the errors should be resolved. The error-free transaction can then be sent to the Outbox.
   • If the biller cannot wait for the CPT-to-CDM mapping to be added to the system, they may be able to send the charges to the Outbox despite the Missing Technical CDM or Missing Professional CDM error, if this ability is enabled in their user profile. If they do in fact send it to the Outbox, they should inform their supervisor of the issue, and possibly print a copy of the charge report that shows the particular transaction. The supervisor can then evaluate which charge codes are missing mappings to CDM codes and add the appropriate mappings so that the error does not occur for future charges.

Show Settings that control this feature

• Admin - User - Charge Capture - Allow User to Override Missing CDM Errors and Send to Outbox (L 0-2)

​

Managing Charge Transactions with PQRS/MIPS Data

When a provider completes a charge transaction and answers the questions on a Commure Pro Clinical Metrics form, the PQRS feature automatically records quality data in the registry (Registry method) or adds CPT II codes to the charge transaction (Claims Billing method). If your organization is using the Claims Billing method, a user can see the auto-added CPT II codes on the charge transaction, if ability to view those charges has been enabled in their user profile. Auto-added CPT II charges show a (P) next to them to distinguish them from charges that were manually entered by a provider. There are several options listed above that enable an administrator to manage quality data:

​

Viewing Charge Transactions with PQRS/MIPS Data

Show Where this feature is available

• Holding Bin (Classic)
• Holding Bin (Revenue Report)
• Search (Classic)
• Worklist (Classic)

Instructions:

1. Select a charge report.
2. Transactions with auto-added CPT II codes may display the auto-added codes as follows:
   • Classic Charge Reports: All auto-added CPT II codes are displayed in the Proc column. The auto-added CPT II codes appear as a clickable link followed by a (P), as in this example: 2027F(P).
   • Revenue Reports: Your administrator can configure any Revenue Report to display the auto-added CPT II codes as a clickable link followed by a (P), as in this example: 2027F(P). This is accomplished by simply adding the Charge Code - PQRS Measures gadget as a Result Display Field in the report’s definition.
   You can click the link to view the provider’s responses to the questions, via the same Commure Pro Clinical Metrics screen that was seen by the provider when they answered the questions. This is a display-only screen; you cannot make changes to the provider’s responses.
3. Use the filter options below to find transactions with incorrect or missing quality data:
   • Under the Error Types filter (Classic Charge Reports) or the Charge Errors filter (Revenue Reports), select the “Missing Measure” error type: This filter shows any charges that triggered the Commure Pro Clinical Metrics screen with required primary questions, but for which the responses are missing. The only way this could happen is if a connectivity issue occurred while saving or submitting the responses (a web user closed the browser window before submitting their responses, or a handheld user lost connectivity before or during submission of their responses).
   • Under the Error Types filter (Classic Charge Reports) or the Charge Errors filter (Revenue Reports), select the “Measure Mismatch” error type: This filter shows any charges that triggered the Commure Pro Clinical Metrics screen (with required or non-required questions), but for which the auto-added CPT II codes have since been deleted. This could happen if the user entered their original charges for service, answered the clinical metrics questions and submitted their responses, and then edited the transaction and deleted one or more of the auto-added CPT II codes. If your organization is using the Registry method, there is no way that a Measure Mismatch can occur.
4. Once you have identified the transactions that require corrections, you can open the transaction for editing and make any necessary changes, such as deleting inappropriate CPT II codes, or adding new ones (see Making Changes to Charge Transactions with PQRS/MIPS Data).

​

Using the Measures Tab to View PQRS/MIPS Responses

The Measures tab allows you to view the clinical metrics questions that were completed by providers, via the same Commure Pro Clinical Metrics screen that was seen by the provider when they answered the questions. However, this is a display-only screen; you cannot make changes to the provider’s responses in this option. This option must be enabled in your user profile before you can use it. To view the quality measures, follow these steps:

1. Click the Forms tab followed by the Measures tab. The Measure Search screen is displayed.
2. Select the information you want use when searching for quality data. You can utilize any combination of the criteria fields below.
   • Timeframe: Choose a Timeframe, such as Today, Yesterday, Current Week, Last Week, Current Month, Last Month, or Last n Days, where n indicates the number of days to include. Or select a specific date range by using the popup calendars beside the Start Date and End Date fields.
   • Created by: Enter the name of a user to find the Commure Pro Clinical Metrics questions that were completed by that particular user.
   • Select Patient: Click the Select Patient button to open a search screen where you can search for and select one specific patient. This will show Commure Pro Clinical Metrics questions that were answered for that particular patient.
   • External Measure ID: Enter the ID of a specific quality measure in the following format: “PQRS_nnnn.” Be sure to include leading zeros so that there are four numeric characters (for example: “PQRS_0047”).
3. Click the Search button to run a search, based upon the search criteria you have chosen. All the search results are displayed in the search pane below the search criteria section.
   • Patient Name: The name of the patient, along with a Details icon .
   • Measure: The measure ID in the format: “PQRS_nnnn.” This is a clickable link to the actual form as completed by the provider.
   • Created By: The provider who initially answered the questions on the Commure Pro Clinical Metrics screen.
   • Service Date: The service date of the charge transaction associated with the clinical metrics form.
   • Last Modified: The date the quality measure answers were last changed.
   Click the Reset Criteria button to clear the existing search criteria.
4. To view the responses for a particular measure, click on the link in the Measure column. The Clinical Metrics screen is displayed so that you can review the provider’s responses to the clinical metrics questions.

​

Managing Charge Transactions with Associated Custom Forms

When a provider completes a charge transaction that triggers a Custom Form, the form is typically routed to a fax or printer. Administrators can manage the Custom Forms via the Forms tab. On this tab, you can run a search of all forms available for viewing. Then, move, print, and delete one or more forms that appear in the search results list. You can also export the search results report to a CSV file. This option must be enabled in your user profile before you can use it.

Show Settings that control this feature

• Admin - User - Forms - Form View Access
• Admin - User - Forms - Form Search Access

​

Descriptions of Standard Charge Reports

In the Commure Pro system, there are many report options that allow both providers and administrators to review either non-coded visits or actual charge transactions. All of these reports are located as a sub-tab under the Charges tab. When viewing a report, a user can take a variety of actions, such as entering a new charge transaction for a non-coded visit, or editing a previously entered charge transaction. All of the possible actions are described in Actions Available from Charge Reports. This section describes the actual charge reports: their contents/criteria, display columns, available filters, and available actions. The Classic Charge Reports are static, meaning that the report definition and format are fixed and cannot be changed, while the Revenue Reports are customizable. For the Revenue Reports, Commure Pro provides a set of standard reports, or templates, as a starting point. This documentation describes those reports in their typical, original format. However, Commure Pro staff or your administrator may have customized the reports to make them more useful to your organization. For example, administrators can change the name of a report, change the criteria or filters available on a report which can affect the type or volume of data that is retrieved, change the report’s display columns, or change the actions that are available to take on the report. Furthermore, for each report, administrators can specify whether a particular user can view the report at all, and if so, how much information is available to that user (such as just the user’s own charges, all the charges in the user’s department, or all charges in the system). And finally, administrators can create new custom Revenue Reports that are not documented here. The table below lists all of the standard Classic Charge Reports and Revenue Reports that are typically included with the Commure Pro system at initial implementation. A brief summary of each report is included, along with a link to more comprehensive documentation on each. However, as noted above, the Revenue Reports may be customized for your organization and therefore different from what is documented here.

​

Charge-Note Reconciliation (Classic)

The Charge-Note Reconciliation (Classic) report is used to identify service dates, based on a user-defined set of criteria, for which charges have not yet been entered (a “not coded” visit) or clinical notes have not yet been entered (an “undocumented” visit). It provides a printable list of these not coded and undocumented visit dates. While viewing the Charge-Note Reconciliation, a provider or administrator can click on a link to view or enter charges, or a link to view clinical notes. They can also click on the Details icon next to any patient name to view the Patient Data Display in a pop-up window, where they can examine the visit dates, and the charges and notes entered thus far. For clients with a large number of end-users, your Commure Pro representative can make a configuration change to improve the performance of this report. The configuration setting allows clients to specify that only users with one specific role (such as PROVIDER) should be included on the report.

​

Viewing the Charge-Note Reconciliation Report

To use the Charge-Note Reconciliation (Classic) report, click Charge-Note Reconciliation under the Charges tab. After changing any of the criteria at the top of the screen, click the Refresh button to refresh the display in the bottom portion of the screen. Criteria Fields: The first time you access the Charge-Note Reconciliation, not enough criteria are defaulted to show any results for the report. However, once you select some criteria and view some results, those criteria are recalled the next time you access the report, and the report data is retrieved based on those criteria settings. Specify the search criteria for the report using any of the criteria fields below and then click the Refresh button. Visits that do not have an account number are not included in the report results. Please note that a provider, a department, visit types, visit relationships, and locations can all be selected as search criteria. The results are the intersection of all filters (the report ANDs the criteria), even if the results are not compatible. For example, if you select “Bill Smith” in the Provider field, and “outpatient” in the Visit Type field, but Bill Smith never sees outpatients, then the result will be no visits (since there are no outpatient visits with provider Bill Smith).

• Select a Timeframe, such as Today, Yesterday, Current Week, Last Week, Current Month, Last Month, Custom, or Last n Days, where n indicates the number of days to include. The default is This Week. If you choose Custom and do not include start/end dates, all service dates with missing charges or notes will be displayed. If you would rather select a specific date range, select a Start Date, End Date, or both, using the pop-up calendars. When retrieving not coded and undocumented visits, the report selects service dates that fall anywhere within the date range that you enter here. For example, let’s say we have a visit with no charges and no notes entered, that was admitted on June 1 and discharged on June 4. If you enter a date range of June 2 to June 10 as the criteria, the visit would be included on the report, listed with three rows for the service dates of June 2, 3, and 4. June 1 would not be listed because it is outside of the date range criteria.
  Typically, with inpatient visits, the dates on the clinical notes associated with the visit will match the service dates of the visit, with the last note (the discharge note) having a date that is the same as the last service date (the discharge date). However, for various workflow reasons, at some organizations the discharge note may have a date that is later than the discharge date. If this occurs regularly at your organization, you can request that your Commure Pro representative make a configuration change that enables the system to check for a clinical note that is a certain number days (up to 30 days) past the discharge date. These “late” notes will be associated with the last service date of the most recent visit prior to the note, such that the service date will be considered “documented.” If the visit row is displayed on the report (because the charge is not yet coded, or because you selected “All Rows” for the Missing criteria), the note will be listed on the row for that last service date.
• Missing: This criteria field allows you to specify which “missing” items you want to include on the report. Information is retrieved based on the status of the charge or note. For charges, the possible statuses are draft or completed. For notes, the possible statuses are draft, signed (a note that was written and signed by a mid-level physician, but that is awaiting co-signature by a supervisory physician), or final (a note written and signed by the author that does not require a co-signature, or one that does require a co-signature and that co-signature has been obtained). Your criteria choices are listed below. Items in this list can be hidden if your organization does not use them, or renamed, via an XML customization (contact your Commure Pro representative).
  • Missing Charges: Retrieves all service dates within the date range that do not have a completed charge. For example, if a visit was three days long, and one or more of those dates did not have a completed charge, all of the visit days without a completed charge would be included on the report, so that the provider could clearly see which days still required charges (and possibly also notes).
  • Missing Notes: Retrieves all service dates within the date range that do not have a final note. Similar to “Missing Charges,” if a visit was three days long, all of the visit days without a final note would be included on the report, so that the provider could clearly see which days still required notes (and possibly also charges).
  • Missing Charges or Notes: Retrieves all service dates within the date range that do not have either a completed charge or a final note. Similar to “Missing Charges,” if a visit was three days long, all of the visit days without a completed charge or final note would be included on the report, so that the provider could clearly see which days still required charges or notes.
  • Notes without Charges: Retrieves only the specific service dates within the date range that have one or more notes of any status (this includes those with a draft, signed, or final status), but do not have at least one completed charge. For example, if a visit day had two notes (such as a progress note and an operative note), and no completed charges, the visit day would display as missing a charge. But if the visit day had two notes and one completed charge, then it would not display. This option does not gather additional days during the visit that might be missing information, such as a visit day that has neither a note nor a charge.
  • Notes with Insufficient Charges: Retrieves only the specific service dates within the date range that have one or more notes of any status (this includes those with a draft, signed, or final status), but that have a lesser number of completed charges. For example, if a visit day had two notes (such as a progress note and an operative note), but only one completed charge, then the visit day would display as missing a charge. If the visit day had two notes and two charges, then it would not display. This option does not gather additional days during the visit that might be missing information, such as a visit day that has neither a note nor a charge.
  • Charges without Notes: Retrieves only the specific service dates within the date range that have a charge of any status (this includes both draft and completed charges), but do not have a final note. This option does not gather additional days during the visit that might be missing information, such as a visit day that has neither a note nor a charge.
  • All Rows: Retrieves all service dates within the date range, regardless of whether they have a completed charge or a final note. This is intended to be a full reconciliation of coded/documented visit days, as well as not coded/undocumented visit days. Again, if a visit was three days long, all three visit days would be included on the report, so that the provider could clearly see which days still required charges or notes, and which did not.

Recommendations for this criteria field:

• If your patient list consists primarily of patients with whom you have a relationship, then any of the choices above are appropriate, depending on your workflow. For example, if you typically enter charges at the time of service, and notes later, you might use “Missing Notes.” If you enter neither item at the time of service, you might use “Missing Charges or Notes.”
• If your patient list is unreliable, or if you enter charges primarily for a single consult during a given visit, then we recommend that you use “Notes without Charges” or “Charges without Notes.”
• Provider: The behavior of the Provider field is based on your user profile, as described in the introduction to this report. If you do not have access to other physicians’ charges, the Provider field is not visible (although it will default your own name behind the scenes). If you do have access to view other physicians’ charges, you will be able to select one of those providers here. If you select a provider (or if your own name is defaulted behind the scenes), the report includes services dates for the following patient visits:
  • If the selected provider has a system relationship (such as Attending, Scheduled, and so on) to a visit with a service date within the date range, then one or more days of the visit may be retrieved, based on what you choose for the Missing criteria.
  • If at least one service date (within the date range) has a charge with the selected provider as the Billing Provider, then one or more days of the visit may be retrieved, based on what you choose for the Missing criteria.
  • If at least one service date (within the date range) has a note with the selected provider as the Author or the co-signing provider, then one or more days of the visit may be retrieved, based on what you choose for the Missing criteria.

Recommendations for this criteria field:

• If you select a provider in the Provider field, you should leave the Department field set to “All.” This automatically sets the Match on criteria to “Provider.” Please review the Match on criteria below for more information.
• Department: The behavior of the Department field is based on your user profile, as described in the introduction to this report. If you do not have access to view other physicians’ charges, the Department field is not available. If you do have access to view other physicians’ charges, you may be limited to choosing only those department(s) to which you belong, or you may be able to choose any department. Only active departments are listed, departments that are inactive are not listed. If you select a department, the report includes services dates for the following visits:
  • If a provider that belongs to the selected department has a system relationship (such as Attending, Scheduled, and so on) to a visit with a service date within the date range, then one or more days of the visit may be retrieved, based on what you choose for the Missing criteria. If a provider belongs to multiple departments, their visits for the selected department, as well as their visits for their other departments, are displayed on the report, resulting in many visits on the report.
  • If at least one service date (within the date range) has a charge where the Billing Provider and the Billing Area (on the charge) belongs to the selected department, then one or more days of the visit may be retrieved, based on what you choose for the Missing criteria.
  • If at least one service date (within the date range) has a note where the Author belongs to the selected department, then one or more days of the visit may be retrieved, based on what you choose for the Missing criteria.

Recommendations for this criteria field:

• If you want to use the Department criteria field, you should leave the Provider field blank. Please review the Match on criteria below for more information.

The Department criteria field can be hidden upon request, via an XML customization; contact your Commure Pro representative if you do not want to show this field on the report.

• Match On: This criteria field allows you to match on the provider level, or the department level, when determining whether a visit is considered coded or documented. For example, let’s say providers Jones and Smith are both members of the Cardiology department, and a patient had a visit for June 1 and 2. Provider Jones entered a charge on June 1, and Provider Smith entered a note on June 1. No one entered anything for June 2. You have set the Missing criteria to “Missing Charges or Notes,” the Department criteria to “Cardiology,” and have left the Provider criteria blank. Let’s look at the effect of the Match on criteria:
  • Match on Provider: Considers each provider individually when determining whether a service date is coded or documented. In our example above, the report would display these rows:
  • June 1 for Jones, because he has a charge, but not a note.
  • June 1 for Smith, because he has a note, but not a charge.
  • June 2, because neither a charge nor a note have been entered for either Jones or Smith.
  • Match on Department: Considers all members of the department as a whole when determining whether a service date is coded or documented (in other words, as long as at least one provider in the department entered a charge or note for the service date, it is considered coded or documented). This criteria might be useful in a scenario where members of a Hospitalist team share responsibility for a pool of patients, and once a Hospitalist (any Hospitalist) has entered a charge and a note, the visit is considered coded and documented. In our example above, the report would display these rows:
  • June 2, because neither a charge nor a note have been entered by any member of the Cardiology department.
  A row for June 1 would not be included on the report, because there is both a charge (from Jones, a member of Cardiology) and a note (from Smith, a member of Cardiology) for that date.

Recommendations for this criteria field: Please note that if you select a provider in the Provider field, and leave the Department field set to “All,” the Match on field is automatically set to “Provider.” If you leave the Provider field blank, and select a department in the Department field, then you can set the Match on field to achieve the desired results as described in the two examples above. It is not useful to select a value in both the Provider and the Department fields. As a result, the most effective combinations of criteria are:

• Provider alone (Match on is automatically set to “Provider”)
• Department alone, with Match on set to “Provider”
• Department alone, with Match on set to “Department”
• Visit Type: Select one or more Visit Types to view only visits of those types.
• Visit Relationships: Select one or more Visit Relationships to view only those visits in which a provider has the specified relationship to the visit.
• Select Locations: The behavior of the Location field is based on your user profile, as described in the introduction to this report. You may be limited to choosing only those locations (facilities/nursing units) that are associated with the department(s) to which you belong, or you may be able to choose any location. If you select one or more locations, only visits that occurred in those locations are included on the report.
• Limit Results: This field is useful to system administrators who have access to a large number of visits. They can limit the number of visits shown in the display, which in turn limits the amount of time it takes to compile the report. A maximum of 500 results is allowed.
• Users Only: Check this box (the default) to view only those visits where at least one provider associated with the visit is a user of the Commure Pro system. The Commure Pro system includes visits for all providers, including those who are and are not users of the system. The Users Only checkbox enables you to exclude the visits in which none of the providers on the visit are a Commure Pro user. For example, if your organization has not yet implemented Commure Pro Charge Capture in all departments, the providers in those departments are not yet users of the system and cannot enter charges or notes, and so you might not want to see their visits on the report. Or in another example, your system might contain outpatient visits where the Scheduled provider is not (and never will be) an active user, so again, you might not want to see those visits on the report.

Display Columns: After changing any of the criteria above, click the Refresh button to refresh the display in the bottom portion of the screen. The results include a row for each patient service date that meets the criteria of the report. If there are overlapping visits for the same visit day that use the same account number, the visit day may be listed only once (with the most recent visit date), or it may be listed multiple times (once for each visit), depending on a setting in your user profile. The columns below are displayed for each row of the report. Any of these columns can be hidden upon request via an XML customization; contact your Commure Pro representative to hide one or more columns. If you enter new charges or notes via the links in the Charge Status or Note Status columns, or via the Details icon , and then return to the Charge-Note Reconciliation, the report is dynamically updated. For example, the Charge Status, Billing Provider, Note Status, and Note Author columns updated to show the new charge or note information.

• Patient: The patient’s name and medical record number. This column also includes the Details icon , which you can click to open the Patient Data Display in a pop-up window.
• Financial Info: The financial class and account number on file for this visit, if any.
• Admit/Scheduled Date: The admission date (for visit types such as inpatient visits, that have admit and discharge dates) or the scheduled date (for visit types such as outpatient appointments, that have scheduled dates).
• Discharge Date: The date of discharge, if any.
• Service Date: The date of service for a specific day of the visit. For outpatient type appointments, the report shows only a single visit row, with the appointment date in the Service Date column. For inpatient type visits that last more than one day, there may be multiple rows on the report, with each row representing a visit day for that visit.
• Charge Status: This column tells you the charge status for the visit day. If no charges have been entered for a visit day, Not Coded is displayed. If charges have been entered for a visit day, the category into which those charges fall is shown. You can hover your mouse cursor over the category name to view a small pop-up that shows the specific charge codes, quantities, and modifiers for the charges in the transaction. The categories are broadly defined groupings of charge codes used only for this report and the Patient Charge Status report. These charge categories are defined by your institution and stored in an XML file (contact your Commure Pro representative to modify the charge categories). The charge statuses that you might see on any given visit day row include the following
  • A Not Coded link displayed in red indicates that a charge has not been entered for the visit day. Click Not Coded to add a charge for the patient. The visit for that service date is automatically selected on the Charge Transaction screen and the service date defaults to the visit day. For more information on entering charges, please refer to Basic Steps for Entering a New Charge Transaction.
  You may see a brief message after the Not Coded link to warn you when the visit date is still within the global post-operative period after a surgical CPT code has been entered. For example, if a 10 day global period were in effect, the Not Coded link might look like this: Not Coded (Global 10). Typically, you should not enter an E&M code during a global period unless a modifier is used. The exact wording of the message is configured by your administrator.
  • A Category Name link displayed in blue indicates that there is a completed charge in a particular category for the visit day. For example, if the column says IP Admit or Other, it indicates that there are completed charges in the IP Admit or Other category, respectively. Since each institution defines their own categories, the ones you see on your screen may be different than those described here. Multi indicates that the charges in the transaction are from multiple categories. Click the link to edit the transaction (if still editable), or view the transaction (if no longer editable).
  • A Category Name (Draft) in red italics indicates that there are draft charges in a particular category for the visit day. For example, IP Admit (Draft) indicates a draft charge in the IP Admit category. Click the link to open the draft transaction and complete it.
• Billing Provider: If a charge transaction has been entered for the visit day, this column shows the Billing Provider on that transaction.
• Note Status: This column tells you the note status for the visit day. The note statuses that you might see on any given visit day row include the following:
  • If the column is blank, it indicates that a note has not been entered for the visit day.
  • A Note Type Name link displayed in blue indicates that there is a completed note of a particular type for the visit day. For example, if the column says Progress Note or Discharge Note, it indicates that there are completed notes of those types. For notes that require co-signature, it shows as completed only after it has been co-signed by the supervisory physician and is therefore in a final status.
  • A Note Type Name (Status) link displayed in red italics indicates that there is a note of some other status which is not considered to be final for the visit day. For example, Progress Note (Draft) indicates a draft progress note (draft notes are visible only to the author of the draft note). Or in another example, Progress Note (Signed) might indicate a signed (by the author) progress note that is awaiting co-signature.
  Since each institution defines their own note types and note statuses, the ones you see on your screen may be different than those described here.
• Note Author: If a clinical note has been entered for the visit day, this column shows the author of that note. If the note requires co-signature, the mid-level author is listed first, with the supervisory co-signing physician listed below.
• Visit Provider: This field shows the Admitting, Attending, or Scheduled provider associated with the visit. Please note that the report may include visits that have other system relationships associated with them, but those other relationships will not be shown in this column. As a result, this column could be blank for some visits (if for example the visit had only a Hospitalist relationship on record). Or, in another scenario, the providers displayed as the Admitting, Attending, or Scheduled provider in this column might not be the same as the provider selected in Provider criteria field, if that provider had a different relationship to the visit (such as Hospitalist).

Show Settings that control this feature

• These settings control overall access to this option:
  • Admin - User - Patient List - Can View Clinical Results (Web Only) Admin - User - Charge Capture - Set Charge Desktop View Access
  • Admin - User - Charge Capture - Enable Charge-Note Reconciliation
  • Admin - User - Charge Capture - Limit Charge-Note Reconciliation to User’s Departments
• The types of notes that are displayed on this report and that are taken in to consideration when determining whether a visit is “documented” or “undocumented” are based on this setting:
  • Admin - Institution - Charge Capture - Define Note Types for Charge-Note Reconciliation
• The following setting impacts when a visit shows as coded:
  • Admin - System Management - Commure Pro Visit Types - Charge Capture: Remove Visit from Schedule and Charge Reports With a Single Charge
• The following setting determines which relationships are available for selection:
  • Admin - Institution - Patient List - Available System Relationships for Patient Lists and Missing Charge Reports
• The following setting determines whether overlapping visits for the same visit day that use the same account number are shown only once (with the most recent visit date), or multiple times (once for each visit):
  • Admin - User - Patient List - Combine Visits with Same Account Number
• The following setting determines whether the most recent visit is automatically selected for you on the NoteWriter Wizard screen, or whether you are required to select a visit yourself via the Select a Visit drop-down, when entering a new note:
  • Admin - User - Patient List - Auto-select visit during “Add” Activities
• Your ability to add a new charge or note via the links on this report is based on the settings below:
  • Admin - User - Charge Capture - Allow User to Add/Edit Charges on the Web
  • Admin - User - NoteWriter - Can Add Notes on the Web
• If you are the author of a note, the options available to you when editing the note are based on the setting below:
  • Admin - Institution - NoteWriter - Allow Note Creator to Edit a Note in Signed Status

​

Deleted Charges (Revenue Report)

This report lists all charge transactions that have been deleted within the last 90 days, and provides a link to undelete (recover) a transaction, if an administrator deems that it was deleted in error.

Show Content

This report typically contains several action buttons at the top of the screen, such as those below. See Actions Available from Charge Reports for a description of these actions.

• EXPORT
• PRINT

Show Run-Time Filters

This report typically contains a series of Run-Time Filters, such as those below:

• Billing Area: Select a facility, department, or billing area to view only charges entered in those areas. Note that these fields are all inter-dependent. For example, if you select a Department, then the Billing Area fields shows only those billing areas in that department, and vice versa.
  • Facilities: Select one or more facilities to view only charges entered in those facilities. You may only select from those facilities associated with the departments to which you belong, or to which you have been granted access.
  • Departments: Select one or more departments to view only charges entered in those departments. You may only select from those departments to which you belong or have been granted access.
  • Billing Areas: Select one or more billing areas to view only charges entered in those billing areas.
  • My Billing Area: Check this box to automatically select all billing areas associated with the departments to which you belong.
• Billing Provider: Select one or more providers to view only those charges on which that provider is the Billing Provider.
• Charge Creator: Select a user to view only those charge transactions that were created (initially entered) by that user.
• Account Number: Use this filter to find the deleted transactions for a specific account. Enter an account number and then click the ADD button. You can enter several numbers (click ADD after entering each one). An asterisk can be used as a wildcard at the beginning or end of the number (for example: 99* or *368)

Show Display Columns

• This report typically contains columns for patient identifying information (such as name, date of birth, MRN, or account number) and charge transaction information (such as service date, billing provider, billing area, or last modifying user).
• One of the columns, typically labeled as Recover Charge, is configured with a clickable Undelete Charge link. Click the link to open the Charge Transaction and view the deleted charge. To undelete it, click the Submit button.

​

Held for Review (Revenue Report)

This report lists all charges that have a charge status of Holding Bin and an error status of Held for Review. This report is used by providers or administrators to review charges that have been held for review, make any necessary corrections, and then mark them as reviewed. A user must be designated as a “reviewing user” in their user profile in order to perform this action. This report can be used as a template to split out different custom Hold Reasons. For example, let’s imagine that your organization has custom Hold Reasons for “Preceptor review” and “Demographics review,” and that different users are responsible for reviewing the charges held for each of these reasons. Your administrator could create separate copies of this report for each set of users, so that each user sees only the charges they are responsible for reviewing. The display columns on each report can also be adjusted accordingly. For example, a column containing a link to note content may be valuable for provider reviewers, while a column with detailed insurance information may be valuable for registration staff. There are two approaches that can be used to mark charges as reviewed, see the topics below:

• Marking Charges as Reviewed Individually
• Marking Charges as Reviewed from a Report Display

Actions Button: This report typically contains several action buttons at the top of the screen, such as those below. See Actions Available from Charge Reports for a description of these actions.

• MARK AS REVIEWED
• PROVIDER COMMENT

Run-Time Filters: This report typically contains a series of Run-Time Filters, such as those below:

• Service Date: Select from a variety of date ranges.
• Hold for Review Reason: Select one or more Hold Reasons to view only those charge transactions that are held for review for those specific reasons.
• Billing Provider: Select one or more providers to view only those charges on which that provider is the Billing Provider.
• Billing Area: Select a facility, department, or billing area to view only charges entered in those areas. Note that these fields are all inter-dependent. For example, if you select a Department, then the Billing Area fields shows only those billing areas in that department, and vice versa. – Facilities: Select one or more facilities to view only charges entered in those facilities. You may only select from those facilities associated with the departments to which you belong, or to which you have been granted access. – Departments: Select one or more departments to view only charges entered in those departments. You may only select from those departments to which you belong or have been granted access. – Billing Areas: Select one or more billing areas to view only charges entered in those billing areas. – My Billing Area: Check this box to automatically select all billing areas associated with the departments to which you belong.

Display Columns

• This report typically contains columns for patient identifying information (such as name, MRN, etc) and charge transaction information (such as service date, charge codes, modifiers, diagnoses, errors etc).
• One of the columns, such as the Charges or Errors column, may be configured as a clickable link to open the charge transaction for editing.
• There may be a column with an Enter Comment link that allows the provider to enter a comment on this transaction.

​

Holding Bin (Classic)

The Holding Bin (Classic) report is used to view and process saved transactions that have not yet been sent to the Outbox for batch billing. This includes charges that users have entered using the Desktop Charge Capture application, as well as those they have entered on their handheld device. It may also include charges that have been imported from a third party charge capture system. As long as a transaction has a charge status of Holding Bin, a user can still edit it from a report. However, once a billing administrator sends the charge to the Outbox for batch billing, a user can edit it only if:

• An administrator has configured these charges to remain editable by enabling a setting in the user’s profile:
• An administrator sends it back to the Holding Bin (see Returning Charges to the Holding Bin from a Report).

​

Which Charges are Sent to the Holding Bin?

The Holding Bin is a status indicating that a charge transaction is being temporarily “held” before being billed to the patient. This gives billing administrators a chance to review charge transactions for coding issues before submitting them for final billing. Some institutions prefer to send only charges that have errors to the Holding Bin, while other institutions send all charges to the Holding Bin prior to billing. Whether charges are sent to the Holding Bin depends on the value of the settings below. These settings apply to charges entered on the web as well as those entered on handheld devices.

Settings

• Admin - Institution - Charge Capture - Send Transactions for Manually Registered Patients to the Holding Bin
• Admin - Department - Charge Capture - Send All Transactions to Holding Bin
• Admin - Department - Charge Capture - Send Transactions with Validity Errors or Non-Forced Code Edits to Holding Bin
• Admin - Department - Charge Capture - Send Transactions with Free Text to Holding Bin
• Admin - Department - Charge Capture - Send Transactions with Comments to Holding Bin
• Admin - Department - Charge Capture - Send Imported Transactions to Holding Bin
• Admin - User - Charge Capture - Send All Transactions to Holding Bin
• Admin - User - Charge Capture - Send Transactions with Validity Errors or Non-Forced Code Edits to Holding Bin
• Admin - User - Charge Capture - Send Transactions with Free Text to Holding Bin
• Admin - User - Charge Capture - Send Transactions with Comments to Holding Bin
• Admin - User - Charge Capture - Send Imported Transactions to Holding Bin

Completed charge transactions that have auto-added codes are always sent to the Holding Bin. Draft transactions that have auto-added codes are not sent, unless they are expired, as described in the next paragraph. See Managing Charge Transactions with Auto-Added Codes to learn more about auto-added codes. Unexpired draft charges, by definition, are not sent to the Holding Bin, and are not available for viewing here. However, once a draft expires, its status changes to Holding Bin and it is visible in the Holding Bin. Expired drafts are flagged with an error status of Expired Draft. If a user has questions or issues with a transaction, they can hold it for review, which forces it into a Holding Bin status.

---

​

Viewing Charges in the Holding Bin (Classic)

To view the Holding Bin (Classic) report, select Charges > Holding Bin. Next, select some criteria, or accepted the defaulted criteria, and then click the Show Charges button. The Holding Bin report is then displayed in the bottom portion of the screen. Your organization can request XML changes to customize the information that is displayed on the Holding Bin (Classic) report, or optimize the report’s performance by implementing a different method of refreshing the report results. To implement any of the features below, please consult your Commure Pro representative.

• Change how the report results are refreshed, so that when a user modifies one or more charge rows, only those rows are refreshed (rather than the entire result set).
• Financial Class can be separated into its own column so that it’s easier to sort the report.
• A column for Visit Status can be added so that users can see whether a visit was cancelled.
• A column for Photos can be added so that users can see whether a charge transaction has photos associated with it. This column shows a count of the number of photos that are linked to the transaction.
• A column for CDM Codes can be added if your organization uses a Charge Data Master (CDM).
• A column for Hold Reason can be added to show the specific reason a charge was held for review.
• A column for NDC code can be added to show any NDC codes that were included in the charge transaction. Or alternatively, the Proc column can be modified to show both the charge codes and any NDC codes.
• Other data elements can be added if they are helpful in working with the charge transactions.

---

Show Settings that control this feature

• Admin - User - Charge Capture - Show RVU Values to User

​

Holding Bin (Revenue Report)

This report lists all charges that have a charge status of Holding Bin. Billing administrators use this report to review and process completed transactions that have not yet been sent to the Outbox for billing. Please note this report is meant as a baseline template but can be copied and customized to fit your organization’s workflows. For example, if some coders focus on errors related to technical charges, while other coders focus on errors related to professional charges, you can make copies of this report and adjust the columns and Run-Time Filters to what is most valuable for each set of users.

Settings that control this feature

• Admin - User - Charge Capture - Show Auto-Added Charges to User
• Admin - User - Charge Capture - Show RVU Values to User

---

​

Missing Charges (Classic)

The Missing Charges (Classic) report is used to identify service dates, based on a user-defined set of criteria, for which charges have not yet been entered. It provides a printable list of not coded visit dates, along with a count of coded and not coded visit dates. While viewing the report, a provider or administrator can click on a visit date that is not coded, to open the Charge Transaction screen and enter a charge for that date. They can also click on the Details icon next to any patient name to view the Patient Data Display, where they can examine the visit dates or the charges posted so far. When a healthcare provider uses this option, their user preferences usually limit them to seeing just their own visits for which charges have not yet been entered. When an administrator uses this option, they generally have privileges to see information for a broader range of departments and users (based on a setting in their user profile). When using this report, is important to understand what makes a visit day “not coded.” The not coded status depends on the breadth of charges that the user who is running the report can see (based on the setting above). If a user can see a particular span of charges and visits, and at least one provider within that span has entered charges against the visit, it is considered to be coded. Let’s look at an example of a patient that has a visit with provider Smith as the Attending MD, and provider Jones as the Admitting MD. Provider Smith has entered a charge against the visit, using the billing area Hospitalist. Provider Jones runs the Missing Charges (Classic) report using criteria that would include the visit:

• If provider Jones belongs to the Hospitalist department, and hisSet Charge Desktop View Access setting is set to “Within User’s Departments,” then the visit will be considered “coded,” since another provider in his department entered a charge. Or if provider Jones does not belong to the Hospitalist department, the visit will be considered “not coded,” since no providers in his department entered a charge.
• If his access is set to “All Charges” the visit will be considered coded, since at least one provider in the organization entered a charge against the visit.
• If his access is set to “No other charges” then the visit will be considered “not coded” since provider Jones himself did not enter a charge against the visit.

This report can be hidden for some or all users upon request, via an XML customization; please contact your Commure Pro representative.

Show Settings that control this feature

• Admin - User - Charge Capture - Set Charge Desktop View Access

​

Viewing the Missing Charges (Classic) Report

To use the Missing Charges (Classic) report, click Missing Charges under the Charges tab. After changing any of the criteria at the top of the screen, click the Refresh button to refresh the display in the bottom portion of the screen.

---

​

Missing Charges (Revenue Report)

This report lists all billable non-coded visit days within the last 30 days. Note that inactive or cancelled visits are considered to be billable only if your system configuration specifies them as billable. The report includes all visit types, and shows visit days in a list format, with links for providers to enter charges. It also shows any clinical notes that have been entered for the visit day, along with their status.

---

​

Patient Charge Status (Classic)

The Patient Charge Status (Classic) report calculates the charge status of visits, indicating whether charges have been entered for each day of a visit, and if not, providing an easy mechanism to enter those charges. This report is designed primarily for providers, and is the default view for providers when they access the Charges tab. However, this report can also be useful for billing administrators, and is also available to them. When a provider views the report, it typically displays the charge status for all of the patient visits on any of the provider’s patient list(s). When an administrator views the report, they can usually see a broader range of visits and associated charge statuses, such as all visits in one or more departments, or all visits in the entire organization. As a result, administrators will see a few additional options that they can use to control the amount of data shown on the report. These options are not typically available to providers and are noted as such in the section entitled Using the Selection Criteria on Patient Charge Status (Classic). The left side of the Patient Charge Status screen contains a list of patient names along with age, gender, location, and either length of stay in days or hours (if stay is less than a day) at the hospital (inpatients) or scheduled visit date/time (outpatients). Visit numbers, charge status, and other information can also be displayed. The right side of the screen displays a table row for each type of visit or service that each patient has had at your healthcare organization. Each table cell indicates whether a charge transaction has been entered for that day, and if so, gives you information about that transaction. For example, you can see the category under which the charge transaction falls, whether the transaction is a draft, and whether there are multiple transactions for the same visit day (see Understanding the Statuses on Patient Charge Status (Classic) for further explanation). The contents of the Patient Charge Status screen can vary based on the following:

• The visit types that are included on the report are determined by your system administrator. For example, they might configure the report to calculate the charge status of inpatient and outpatient visits, while excluding pre-registration or recurring visits from the report.
• he number of cells on the right side of the screen can range from 1 to 15 days, as configured by your administrator, with 7 days as the initial range. A user can change the number of days to suit their personal preference via a setting on the Preferences tab.
• Your organization can include an additional column of visit information, such as Surgery Date, via an XML customization.

While viewing the Patient Charge Status (Classic) report, a provider or administrator can immediately view the details of each charge transaction, or entire charge histories for visits within the reporting period. Charges that fall outside the reporting period are indicated by broken lines to the left or right of a date cell. Users can add, edit, delete, or review charges. Users can also sort the report by clicking on either the Patient Name or Location column headers.

Settings that control this feature

• Admin - System Management - Commure Pro Visit Types - Charge Capture: Include in Patient Charge Status
• Admin - User - Charge Capture - # of Days to Display for Patient Charge Status (Web)
• Admin - User - Charge Capture - Set Patient List Charge View Access

​

Using the Selection Criteria on Patient Charge Status (Classic)

The controls that are available to manage the patient visits on the report can differ for providers and administrators, based on the user’s individual access rights. Criteria Fields:

• Manage drop-down list:
  This drop-down list contains options that a provider can use to manage the contents of their patient lists, such as adding or removing patients. See Patient List at a Glance.
• Print drop-down list:
  This drop-down provides options to print the Patient Charge Status report for the currently selected patient list, or to print a standard rounding report.
  Depending upon your organization’s implementation, Print buttons may or may not be available.
• Refresh button:
  Click to redisplay their patient list with the most up-to-date information.
• Source drop-down list:
  Controls the sources from which a user can select visits to view. This field is not available to Level 3 users (typically, these are providers). For Level 1 or 2 users, this field is available only if their Set Patient List Charge View Access is set to either “Within the User’s Department,” or “All Charges.”
  • My Patients:
    Shows the charge status of only those visits on the user’s patient lists.
  • Provider’s Patients:
    Allows the user to select a provider and view the charge status for that provider’s visits. Two fields appear immediately to the right:
    • A search field for Provider that allows the user to search for and select the provider they want. If the user’s Set Patient List Charge View Access is set to “Within the User’s Department,” the user can select only those providers that belong to the same department(s) as themselves. If it is set to “All Charges,” they can select any provider.
    • An Include Charges For filter drop-down that allows the user to toggle between viewing:
      • Selected Provider:
        This shows the charges for only the visits that meet the criteria for the selected provider’s Patient List.
      • Provider’s Departments:
        This shows the charges for the visits with which the selected provider has a relationship, as well as the charges for any visits those same patients have in any of the departments to which the provider belongs.
        (Note that the Include All Visits box is automatically checked when you choose Provider’s Departments.)
      • All Departments:
        This shows the charges for the visits with which the selected provider has a relationship, as well as the charges for any visits those same patients have in any other department.
        (Note that the Include All Visits box is automatically checked when you choose All Departments.)
  • Department’s Patients:
    Allows the user to select a department and view the charge status for patient visits in that department (in other words, the visits for all providers who belong to that department). Two fields appear to the right:
    • A search field for Department that allows the user to search for and select the department they want. If the user’s Set Patient List Charge View Access is set to “Within the User’s Departments,” they can select only those departments to which they belong. If it is set to “All Charges,” they can select any department.
    • An Include Charges For drop-down that allows the user to toggle between viewing:
      • Selected Department:
        This shows the charges for patients whose visits are with providers that belong to the selected department.
      • All Departments:
        This shows the charges for patients whose visits are with providers that belong to the selected department, as well any charges those same patients have in any other department.
        (Note that the Include All Visits box is automatically checked when you choose All Departments.)
  • Medical Service’s Patients:
    Allows the user to select a medical service to view all visits for that service. Two fields appear immediately to the right:
    • A search field for Medical Service that allows the user to search for and select the service they want. If the user’s Set Patient List Charge View Access is set to “Within the User’s Department” or “No Other Charges,” they can select only those medical services enabled for the user’s department(s). If it is set to “All Charges,” they can select any medical service.
    • An Include Charges For drop-down that has only one choice: ALL.
      This shows charges for patients whose visits are associated with the selected medical service, as well as the charges those same patients have for any visit in any medical service or department.
      (Note that the Include All Visits box is automatically checked when you choose Medical Service’s Patients.)
• My Charges Only checkbox:
  When checked, this option shows only those charges that have the current user as the billing provider. This checkbox is available only when one of these criteria is also chosen: My Patients, Department’s Patients, or Medical Service’s Patients. So for example, if the user were looking at My Patients, they would see the charge status of those visits on their patient list. The charges shown in the individual cells would include any/all charges that the user had access to see, and could possibly include charges entered by other providers. If the user then also checked the My Charges Only checkbox, the same list of patients would be visible, but the charges shown in the cells would be only those charges that had the current user as the billing provider.
• Patient List drop-down list:
  This criteria is visible only if you have chosen My Patients or Provider’s Patients as the Source. It controls the patient lists that are available on the Patient Charge Status tab. If a Level 1 or 2 user has selected My Patients as the Source, the Patient List drop-down shows the current user’s patient lists. If they have selected Provider’s Patients as the Source, then the Patient List drop-down shows the patient lists that are available to the selected provider, resulting in the same list of patients that the provider would see.
• Include All Visits check box:
  This box can be used to show additional visits for patients.
  • If you have chosen My Patients or Provider’s Patients as the Source, and you do not check the Include All Visits checkbox, the report includes only those visits that meet the criteria of the current user’s or selected provider’s Patient List. This could include multiple visits for the same patient, such as an outpatient visit and the current InFacility inpatient visit. If you do check the Include All Visits box, the report also includes any additional visits that the patient might have, such as past InFacility visits or additional InFacility visits that might have been added manually.
  • If you have chosen Medical Service’s Patients or Department’s Patients as the Source, and you do not check the Include All Visits checkbox, only the visits with that Medical Service or that have a relationship with the providers in the selected department are shown. If you check the Include All Visits box, you can view additional visits for the patients that meet the selection criteria, even if the providers in the selected department do not have a relationship to those additional visits. This box is checked by default when you choose an item in the Include Charges For field that would require the system to show charges for more than one department.
• Only Patients with Missing Charges Since mm/dd/yy check box:
  Check this box to show only those patients who have missing charges since the report start date that is displayed.

​

Understanding the Statuses on Patient Charge Status (Classic)

The Patient Charge Status (Classic) report displays a table cell for each visit day that the patient has been at your healthcare facility. Each table cell tells you the charge status of that visit day. If no charges have been entered for a visit day, Add is displayed in the visit day cell. If charges have been entered for a visit day, the category into which those charges fall is shown in the visit day cell. The categories are broadly defined groupings of charge codes used only for this report. These charge categories are defined by your institution and stored in an XML file (contact your Commure Pro representative to modify the charge categories). You can also see whether or not the transaction is a draft, and whether there are multiple transactions for the same visit day. The charge statuses that you might see on any given visit day cell include the following:

1. Cells that have an Add charge link indicate that a charge has not been entered for that visit day. Click Add to open the Charge Transaction window and add a charge for the patient. If no billable visits for this date exist, an alert message appears. For more information on entering charges, please refer to Basic Steps for Entering a New Charge Transaction. You may see a brief message after the Add link to warn you when the visit date is still within the global post-operative period after a surgical CPT code has been entered. For example, if a 10 day global period were in effect, the Add link might look like this: Add (Global 10). Typically, you should not enter an E&M code during a global period unless a modifier is used. The exact wording of the message is configured by your administrator.
2. A Category Name displayed in black indicates that there is a completed charge in a particular category. For example, if the cell says “IP Admit” or “Other,” it indicates that there are one or more completed charges in the “IP Admit” or “Other” category, respectively. Click the category name to open the visit summary window and display the charge history for the specified reporting period. The charges for that category are highlighted in blue.
   Since each institution defines their own categories, the ones you see on your screen may be different than those described here.
3. A Category Name followed by the word (Draft) in red parentheses and italics indicates that there are charges for a category that have not been finalized and submitted for a patient visit. For example, IP Admit (Draft) indicates a draft charge in the IP Admit category. Click on the draft cell to open the visit summary window that displays the charge history for the specified reporting period. The draft charge is shaded light blue.
4. -Multi- indicates that the charges in the transaction are from multiple categories. Click -Multi- to open the visit summary window that displays the charge history for the specified reporting period. These charges from multiple categories are shaded light blue.
5. A Plus Sign to the right of the category (for example Other+) indicates that there is more than one charge transaction for the same visit day. For example, two providers might each have entered a charge transaction for the same visit date. In many cases, this is a legitimate scenario, but in some cases it might indicate that duplicate charges have been posted.

​

Viewing a Patient’s Visit Summary from Patient Charge Status (Classic)

You can view a summary of charge and visit information for a given patient during the specified reporting period:

• Click anywhere within a patient row on the left side of the screen, or click on any cell that already has charges entered.

Each visit summary consists of the following:

• Patient Header rows:
  Two rows that contain information about the patient, such as patient name, medical record number, date of birth, age, and most recent reason for visit.
• Visit Header row:
  Highlighted in light blue, it contains information about the patient visit, that can include the type of visit (inpatient, outpatient, emergency room, etc.), admit or appointment date, visit number, and the location of the visit.
• Visit Day row:
  Contains information about each day in the visit. For visits that last only one day, such as outpatient visits, there is only one Visit Day row per visit. For visits that span several days, such as inpatient visits, there may be several Visit Day rows—one row for each day in the hospital. Each visit day displays information about the charge status for that day.
  • If no charges have yet been added, it displays the date and an Add link.
  • If a draft or completed charge transaction has been posted, it displays:
    • A Copy button (click to copy the charge transaction)
    • A Delete button (click to delete the transaction)
    • The date as a clickable link (click the date to open the transaction for editing)
    • The type of day (Day 1, Day 2, etc., through Disch)
    • The Hold Reason (if the transaction is currently held for review)
    • The charge code(s) and description(s)
    • The quantity
    • The diagnosis code(s)
    • (Billing provider/team can be added to this display via an XML customization; contact your Commure Pro representative.)
  Also of note:
• Draft charges are displayed in red, completed charges in black.
• If an auto-added charge has been added, the charge code is displayed with an (A) appended at the end of the number.
• If a charge with a CPT II code associated with it has been added, the charge code is displayed with a (P) appended to the end of the code number.

​

Patient Charge Status (Revenue Report)

This report lists all visits within the last 90 days, indicating whether charges have been entered for each day of a visit, and if not, provides an easy mechanism to enter those charges. The visit types that are included on the report can be modified within the report definition by your system administrator. For example, they might configure the report to calculate the charge status of inpatient and outpatient visits, while excluding pre-registration or recurring visits from the report. The Patient Charge Status (Revenue Report) is designed primarily for providers, who typically apply a Patient List Run-Time Filter, to view the charge status for all of the patients on their patient list.

Run-Time Filters

This report typically contains a series of Run-Time Filters, such as those below:

• Calendar: Click on any date on the calendar to select the entire week that contains the date, from Monday to Sunday.
• Location: Select one or more locations to view only visits in those locations.
• Patient List: Select a patient list to view charge status for only those visits that meet the criteria of that Patient List. If you leave this field blank, the report shows the charge status for all patients within the specified date range.
• Include All Visits: If you selected a patient list in the Patient List criteria field, the report includes only those visits that meet the criteria of the selected Patient List. This could include multiple visits for the same patient, such as an outpatient visit and the current InFacility inpatient visit. If you check the Include All Visits box, the report also includes any additional visits that the patient might have, such as past InFacility visits or additional InFacility visits that might have been added manually.

Display Columns

This report typically contains the following columns:

• Patient Info:
  The patient’s name, age, gender, and MRN. There is also a Details [icon] that you can click to view the Patient Data Display in a pop-up window.
• Date columns:
  Columns for seven consecutive dates, each of which tells you the charge status of that visit day. The charge statuses that you might see in any given visit day cell include the following:
  • Cells that have an Add charge link indicate that a charge has not been entered for that visit day. You can either:
    • Click Add to open the Charge Transaction screen and add a charge for the patient. For more information on entering charges, please see Basic Steps for Entering a New Charge Transaction.
    • Hover your mouse cursor over the link to expose the No Charge Expected [icon], and then click the icon to set a No Charge Expected flag for the visit date.
  • Cells that display a No Charge Expected flag in parenthesis, such as [No Charge Expected], indicate that the visit day is not billable for the reason that is displayed. You can:
    • Click directly on the flag itself to edit the flag or enter a new one for yourself or a different provider (depending on your user permissions).
    • Hover over the flag to expose an Add link, which you can then click to enter a charge despite the flag (if you determine that a charge is necessary after all).
    • Hover over the flag to expose a Delete [icon], which you can click to delete the No Charge Expected flag.
    • Hover over the flag to expose an Info [icon]. Then hover over the Info [icon] to see who entered the No Charge Expected flag, and also the provider from whom no charge is expected.
  • Cells that display a Global Period Message in parenthesis, such as [Global Period Message], are meant to warn you when the visit date is still within the global post-operative period after a surgical CPT code has been entered. For example, if a 10 day global period were in effect, then the ten visit day cells after the date of the surgical CPT might show this message: [Global Period Message] (the exact wording of the message is configured by your administrator). Typically, you should not enter an E&M code during a global period unless a modifier is used.
    • Click the Add [icon] to the right of the message to enter an E&M charge (with a modifier), or to enter a different type of charge code.
  • Cells that have either a Charge Code or Category Name displayed as a link indicate that there is either a completed or draft charge on that visit day. To edit the transaction, click the charge code or category name link. For example:
    • 99232 indicates a completed charge transaction using that charge code, while 99232 indicates a draft charge transaction.
    • IP Admit or Other indicates that there are one or more completed charges in the IP Admit or Other category, while IP Admit or Other indicates that there are one or more draft charges in those categories. The categories are broadly defined groupings of charge codes that are defined by your administrator within the report definition. Since each institution defines their own categories, the ones you see on your screen may be different than the examples listed here.
    You can hover your mouse cursor over the charge code or category name to expose these icons:
    • Copy [icon]: Click to copy the charge transaction in that visit day cell.
    • Delete [icon]: Click to delete the charge transaction in that visit day cell.
    • Add [icon]: Click to add a new charge transaction for that visit day.

​

PQRS/MIPS Reporting Options for Registry Participants (Classic)

If your organization is using Commure Pro’s Registry, a provider or administrator can review quality information on the Charges > PQRS Reporting tab. This option shows how well each provider is doing in terms of completing the Commure Pro Clinical Metrics forms, and also for the forms that they did complete, how well he/she is meeting the performance criteria for each measure. Please note that this option shows quality information only for charge transactions that have a Sent to Billing charge status. Charge transactions that are still in the Holding Bin or Outbox are not included. The PQRS Reporting tab is enabled via an XML customization; contact your Commure Pro representative enable on this feature. With the XML customization, you can grant access to a specific set of users, to entire departments, or to all users of your system. Any user who has access to this option can view data for all providers participating in the Commure Pro Registry. In addition, Level 0 users (typically Commure Pro staff) can export the data to an XML file. When using the export option, it is important to note that the export always includes data for all providers for the selected Reporting Year. The Provider filter, as well as any report results that may be currently displayed on the screen, are disregarded. To view or print a report from the PQRS Reporting option, follow these steps:

1. Click the Charges tab followed by the PQRS Reporting tab.
   The PQRS Reporting screen is displayed.
2. Complete the criteria fields as follows:
   • Reporting Year: Select the reporting year for which you want to review data. The current reporting year is defaulted for you.
   • All Registry Users: Select this checkbox if you want the report to include data from all providers who are participating in the Registry (based on a setting in their user profile).
   • Provider: Enter any portion of a provider’s first or last name into the Provider field to see a list of providers with matching names, who are participating in the Registry. Select the provider you want from the search results. You can perform multiple searches and select multiple providers.
   • Roles: Click the Search icon to view a list of roles, select one or more from the list, and then click Ok.
3. Click the Run Report button.
   A “Loading…” message is displayed while the report generates. Depending on how much data needs to be reviewed, the report may take a few seconds to generate.

The report displays the following columns for each quality measure:

• Provider: The name of the billing provider.
• Measure: The quality measure number.
• Eligible: The total number times that a Commure Pro Clinical Metrics form was presented to the provider for this measure, and was therefore eligible for reporting.
• Met: The number of times that the provider met the performance criteria for this measure (the provider completed the form with a response that indicated that he/she met the standard of care for the patient, and therefore met the performance criteria for the measure).

• Not Met: The number of times that the provider did not meet the performance criteria for this measure (the provider completed the form with a response that indicated that he/she did not meet the standard of care for the patient, and therefore did not meet the performance criteria for the measure).
• Excluded: The number of times that the provider completed the form with a response that indicated that a quality action was not performed for a valid reason as defined by the measure specification.
• Unanswered: The number of times that the Commure Pro Clinical Metrics form was presented to the provider for this measure, but the provider did not complete the form.
• Reporting %: The percentage of times that the provider completed Commure Pro Clinical Metrics form, out of all of the eligible times that the form was presented to him/her.
• Performance %: The percentage of times that the provider met the performance criteria for this measure by providing the expected standard of care (out of all the times that he/she completed a Commure Pro Clinical Metrics form for this measure). This percentage does not include any Commure Pro Clinical Metrics forms that the provider did not complete.

4. (Optional) Click the Print button to print the displayed results.

​

To export the data to an XML file for submission to the CMS

1. Click the Charges tab followed by the PQRS Reporting tab.
   The PQRS Reporting screen is displayed.
2. In the Reporting Year field, select the reporting year for which you want to export data. The current reporting year is defaulted for you.
3. Click the CMS Export button.
   An XML file is created. Save it to a local or shared drive, and then send it to the CMS.

Show Settings that control this feature

• Admin - User - Charge Capture - PQRS Registry Participant

​

RVU (Classic)

The RVU tab displays summarized RVU (Relative Value Unit) information for yourself and your department(s) in both table and graph formats. Your overall access to this tab, as well as whether you can see RVU data for other individual providers in your department, are based on a setting in your user profile: The report shows Work RVU data for all charge transactions that have a charge status of Sent to Billing. It does not include data for charge transactions with any other status. The left side of the screen contains RVU data in table format, while the right side shows information in graph format. Please note that the filters on the left side of the screen are used to control the amount of data shown in the table only; they do not affect the graphs, which have fixed date ranges. In order to calculate RVU information for this report, your Commure Pro representative must load a data file of RVU values for each CPT code (and optionally each modifier). Once it is loaded, all charges entered from that point forward will store RVU data for reporting on the RVU tab. In addition, to calculate RVU information for charges that were entered prior to loading the data file, your representative must run an update utility. See Loading the RVU Data File for specific information on loading the RVU data file, and also Configuring RVU Management for information about the overall configuration of RVU Management.

Settings that control this feature

• Admin - User - Charge Capture - Set RVU Report Access

​

Viewing the RVU Table

The table entitled “RVU Statistics for [Current Provider] Compared to Department” shows your personal WRVU (Work Relative Value Unit) information for charge transactions where you were the Billing Provider, WRVU information for the other providers in your department (if you have access to see this), and the average WRVU information for the department(s) to which you belong. The first time you access this option, the Timeframe 1 field defaults to “Current YTD” and the report is displayed automatically for this time period. However, once you select different values for the Timeframe 1 and Timeframe 2 fields, those settings are retained. The next time you access the RVU tab, the report is automatically displayed using the values you chose the last time you viewed the report. To use the report, follow the steps below:

1. Complete the filter fields as follows:
   1. Timeframe 1: You must select a time frame from the drop-down list, in order to view WRVU data for that time period. You can choose from the following values:
   • Current YTD
   • Last YTD
   • Last Year
   • Current Month
   • Last Month
   • R12: Select this option to see a rolling 12 months worth of data, where the first day of the date range is the first day of the month (12 months ago), and today is the last date in the date range. For example, if today were 7/15/15, then the first date would be 8/1/14, and the last date would be today, 7/15/15.
   • Last R12: Select this option to see the last rolling 12 months worth of data. This uses the same date range as R12 above, except that it is for the preceding year. If today were 7/15/15, then the Last R12 date range would be 8/1/13 to 7/15/14.
   • Custom Date Range: Select this option to specify a custom beginning and ending date for the report.
   2. Timeframe 2: You can leave this field blank, or select a second time frame from the drop-down list. This adds a second column of WRVU data to the table for the time period that you specify, as well as a third column that calculates the percentage of change between the first two columns.
2. Select the Go button to generate the report. The “RVU Statistics for [Current Provider] Compared to Department” table is displayed. It contains the following columns of information, from left to right:
   • Total WRVU: The total WRVU values for all charges on transactions with a service date within the corresponding Timeframe value. This information is broken into three possible columns:
   • Timeframe 1: The WRVU for the time period selected in the Timeframe 1 field, such as “Current YTD” or “Last Year.”
   • Timeframe 2: The WRVU for the time period selected in the Timeframe 2 field, such as “Current YTD” or “Last Year.” This column is not displayed if no value was chosen in the Timeframe 2 field.
   • % Change: The percentage of change between the WRVU in the Timeframe 1 and Timeframe 2 columns. This column is not displayed if no value was chosen in the Timeframe 2 field.
   • Average WRVU per Transaction: The average WRVU value for all charges in a single transaction, for all charge transactions with a service date within the corresponding Timeframe value. This information is broken into the same three columns as described above for Total RVU (Timeframe 1, Timeframe 2, and % Change).
   The six columns above are displayed in three possible sections, from top to bottom:
   • Current Provider: Lists the six columns above for the provider (user) that is currently logged into the system, for all charge transactions on which he/she is the Billing Provider.
   • Department Avg: Lists the six columns above for all departments to which the current provider belongs. It shows the average of all WRVU data for charges transactions with a Billing Area in the corresponding department. If a department does not have any WRVU data, it is not listed on the report.
   Only those departments that have the following preference set to No are included in the report:
   Admin - Department - Charge Capture - Exclude from Department Checks When Sharing Data between Users
   • Other Providers: Lists the six columns above for all providers that belong to the same department(s) as the current provider, for all charge transactions on which the other provider(s) are the Billing Provider. If a provider does not have any WRVU data, he/she is not listed on the report. Note that this section is present only if the current user has permission to view it.
3. You may repeat Step 1 and Step 2 above as many times as necessary to view the information you want to see.
4. (Optional) Once the report shows the desired information, you can click either the Print or Export buttons to print the report or export it to Microsoft Excel^® spreadsheet, respectively.

​

Viewing the RVU Graphs

The right side of the screen shows two graphs, entitled “[Current Provider] Overview, Current Year vs. Last Year” and “Trend: Total WRVU for Past Year, [Current Provider] vs. Dept Avg.” These graphs have a fixed date range and always show the information below. You can click on any graph to enlarge it.

• [Current Provider] Overview, Current Year vs. Last Year: This bar graph shows the following data:
  • Total WRVU: The graph shows the total WRVU for all charges where the current provider is the Billing Provider. It contains a bar for the current calendar year, and one for the last calendar year.
  • Total Charges: This graph shows the total number of charge transactions where the current provider is the Billing Provider. It contains a bar for the current calendar year, and one for the last calendar year.
• Trend: Total WRVU for Past Year, [Current Provider] vs. Dept Avg: This line graph that shows the following lines:
  • A single line for the current provider, representing the total WRVU for all charges where that person is the Billing Provider, and where the service date is in the past twelve months. The line shows a plot point for each month’s total.
  • A line for each department to which the current provider belongs, representing that department’s average WRVU (based on charge transactions with a Billing Area in the corresponding department, and where the service date is in the past twelve months). Each department’s line shows a plot point for each month’s average.

​

Search (Classic)

The Search (Classic) report allows you to view detailed information for charges entered within a specific time range. You can also use other search criteria, such as error type and charge status, to narrow your search. Once you have generated a report, you can edit or delete the charges on it, determine if a missing charge should be entered, or if you are a reviewing provider, you can mark them as reviewed. Finally, you can print the report results, or export them to a text file. Although the Search tab is very flexible, some organizations prefer to create their own queries and report formats using third party reporting tools. To facilitate this process, a de-normalized table containing charge data can be generated and accessed from outside the application. Only system administrators have access to the charge reporting table. The use of this table is fully described in Using Third Party Reporting Tools.

​

Viewing Charges on the Search Tab

To create a report of charges using the Search option, click the Search tab under Charges. Use the criteria fields to define the charges you want to see and then click Show Charges.

Criteria Fields

• Choose a Timeframe, such as Today, Yesterday, Current Week, Last Week, Current Month, Last Month, or Last n Days, where n indicates the number of days to include. Or configure either of the following pairs of settings to define a range of dates:
  • The Start Date and End Date fields. Use these fields to define a range of charge transactions by their service date.
  • The Commit Start Date and Commit End Date fields: Use these fields to define a range of charge transactions by their commit date (the date sent from the Outbox to final billing).
• Batch ID: Enter a batch ID number to display only those charges that are part of a specific batch that has been sent to final billing. The Batch ID field is useful for administrators, who need to return a particular set of charge transactions to the Holding Bin because the charges caused submission errors when they were initially sent to final billing. Administrators should refer to Returning Charges to the Holding Bin from a Report for more information.
• Charge Statuses: Check the box for each charge status you want to include. Available options are:
  • All: All charges.
  • Draft: Non-expired draft charges.
  • Holding Bin: Charges still in the Holding Bin, and therefore editable (this includes expired draft charges).
  • Outbox: Charges that were batched for billing. You cannot edit these charges unless your administrator has configured them to be editable.
  • Sent to Billing: Charges that were committed to billing (no longer editable).
  • Not Coded [visit type]: Visits for which charges have not yet been entered. Your system administrator can determine which types of visits should have a “Not Coded” status calculated for them when they do not have charges entered against them. For example, they may decide to calculate Not Coded status for ER and outpatient visits, but not for recurring visits. For each visit type that has a not coded status calculated, a criteria field is present here on the Search tab. The criteria are typically named “Not Coded [visit type],” as in “Not Coded ER” and “Not Coded Outpatient.” When you select a Not Coded status, you cannot also select a Department or Billing area, since not coded visits are not affiliated with a department/billing area (only charge transactions are affiliated with departments/billing areas).
  • Cancelled: Outpatient appointments that have been cancelled. (Note: this filter may not be available, depending on how your system administrator configures the system.)
• Imported Charges Only: Check this box to view only those charges that have been imported from a third party charge capture system. This is an optional feature that your organization may or may not use. Please refer to Importing Charges from Third Party Systems for more information.
• Error Types: Check the box for the types of charges you want to see, based on their error status. All of the error type filters are described in Definitions of Charge Errors, with the exception of the Without Errors filter, which is described below.
  • Without Errors displays any visits or charges that do not have any errors, nor are the charges held for any type of review.
• Filter Departments: The choices available under the Department field are based on your user profile, as described in the introduction to this chapter. If you have access to other department’s charges, you will be able to select them here. Otherwise, you may only select your own department(s). Check the Departments you wish to include. When you select a department, the system automatically selects all of the billing areas within that department. Uncheck any billing areas that you do not wish to include on your report.
• Filter Locations: The behavior of the Filter Locations field is based on your user profile. Only those locations that are associated with the departments to which you belong are listed here.
  • If you do not select any locations at all, then the patient’s location is not taken into account, and charges for patients in all locations are included in the report results.
  • If you select All, then all of the locations to which you have access are selected for the criteria, and only the charges for patients in those locations are included in the report results.
  • If you select one or more specific locations, then only the charges for patients in those specific locations are included in the report results.
• Select Providers: The behavior of the Select Provider fields are based on your user profile. If you have access to other physicians’ charges, you will be able to select those providers here. If you do not have access to other providers’ charges, the provider field does not even appear on the screen. Select the providers whose charges you wish to include. You can search for all providers that are classified as Billing, Scheduled, or both (Billing or Scheduled) using the drop-down filter next to Select Providers. In addition to filtering by the classification of provider (Billing, Scheduled, or Billing or Scheduled), you can search for a provider by name by entering the first few letters of the last name in the field under Select Providers, and then clicking on the magnifying glass. To view a complete list of providers, leave this field blank and click on the magnifying glass. Leaving this field completely blank selects all providers within the department you have selected and the provider classification (Billing, Scheduled, or Billing or Scheduled).
• Select Services: The behavior of the Select Service field is similar to the Select Provider search field. You may be able to choose only the medical services enabled for your department(s) if you only have access to your own charges, or your own department’s charges. Select the services whose charges you wish to include.
• Select Visit Types: Select the Commure Pro Visit Types you wish to include. Only transactions associated with visits of those types are included on the report results.
• Hold Reasons: Select the Hold Reasons that you wish to include. Only transactions that are held for review for those particular reasons are included on the report results.
• Result Limit: This field is useful to system administrators who have access to a large number of charges. They can choose to limit the number of charge transactions shown in the display, which in turn limits the amount of time it takes to compile the Charge Search report. A maximum of 500 results is allowed.
• My Charges Only: This check box may or may not be visible on the screen, depending on whether a) you are a provider, and b) you have permission to view other providers’ charges. If you are a provider and you do have access to view charges other than your own, you can use the My Charges Only check box to filter out those charges, and view just the charges on which you are the billing provider.
• Auto-Added Charges/Diagnoses Only: Check this box to view only those charge transactions that have auto-added charges or diagnoses. This includes transactions that have the correct auto-added charges, as well as those in which the master charge or the auto-added charges or diagnoses were removed or changed by a user, resulting in a Technical Mismatch error status. You can also use the “Technical Mismatch” option under the Error Type criteria to find only those transactions with the error status. Both this checkbox and the filter are available only if you have permission to view auto-added charges. See Managing Charge Transactions with Auto-Added Codes for more information.
• Charges with Comments Only: Check this box to view only those charge transactions that have either a provider or biller comment. The checkbox is available only if enabled in the user’s profile.
• Report Fields: Check the fields that you want to appear as columns on your custom report. These data fields are printed for each charge transaction that matches your search criteria. You can choose from many fields. Some of the more commonly used fields include patient identifiers (name, financial info, patient internal ID), visit information (visit number, visit type, visit internal ID, admit date, discharge date, appointment date/time, reason for visit), billing information (charge status, charge codes, quantity, modifiers, work RVU, diagnoses, hold reason, provider comments, biller comments, billing provider), and audit information (created date/time, created by, modified date/time, submission date/time). Of special note is the Edits field. Selecting this field as a column makes the charge transactions editable from the resulting report. Also of note is the Proc Text field, which providers can use to add CPT descriptions from the department picker list. This enables them to see this description when they print their patient list from Charge Search.

The system automatically selects a standard set of fields for all reports. However, you may uncheck any fields that you are not interested in viewing.

Display Columns

The columns of the report are those that you selected as Report Fields. Some fields are selected by default such as:

• Patient information
• Financial Info
• Date of service
• Visit #
• Status (charge status)
• Edits (error status)
• Hold Reason
• Provider Info (billing provider, department, and billing area)
• Proc (charge code)
• Qty (quantity)
• Modifier
• Work RVU
• Diag (diagnosis)
• Work RVU Total
• Visit Type
• Reviewing Provider
• Reviewed Date/Time
• Your organization may opt to always display the Visit Status as well, so that users can see whether a visit was cancelled. This option requires an XML customization, please consult your Commure Pro representative to implement this feature.
• If your organization uses a Charge Data Master (CDM), they can opt to display the CDM codes in addition to the charge codes. This option also requires an XML customization.

Other Available Actions

• To return to the search criteria screen, click Back to Criteria.
• The items you selected on the Charge Search screen become the defaults for your next search. To run a new search using different criteria, change one or more items in your search criteria. Or click the Reset Criteria button to clear the search criteria fields and start over (all criteria are cleared except for the Report Fields).

Show Settings that control this feature

• Admin - User - Charge Capture - Set Charge Desktop View Access
• Admin - User - Charge Capture - Show Biller Comments (Web only)

​

Summary (Classic)

The Summary (Classic) report gives you a quick way to view the total number of charge transactions that are currently in the Holding Bin and Outbox for each department. System administrators with institution-wide privileges can view totals for all departments on the Summary tab. Billing administrators can view totals for only those departments in which they have access for viewing charges (based on their user settings, as described in Understanding Access Restrictions to Patients and Their Data). The Holding Bin totals are broken down by the age of the charge based on its service date, such as less than 15 days, greater than 15 days but less than or equal to 30 days, and greater than 30 days. Click the numbered links to go to the Holding Bin or the Outbox to view and possibly edit the charges in a given department. In addition, any errors found when committing batches from the Outbox to final billing (whether manual commits or automatic commits) are listed in a Notices section on the right side of this screen. Please note that the Notices section is present only if there are errors. See Troubleshooting Issues with Batches (Reprocessing/Ignoring Batches) for guidance on dealing with batch errors. Once an error is detected and has been resolved, you can select it and click the Acknowledge button to clear it from the screen.

​

Worklist (Classic)

The Worklist (Classic) report is used as a tickler file to identify charge transactions with potential or actual billing errors, charge transactions that have been held for review, and visits for which charges have not yet been posted. It shows only visits with charge states of Draft, Holding Bin, or Not Coded (a Not Coded visit is one that has not yet had charges posted against it). The Worklist does not show charges that are in the Outbox, or those that have been sent to billing. When a healthcare provider uses this option, their user preferences usually limit them to seeing just their own charge transactions and visits. So for a healthcare provider, the resulting Worklist is essentially their file of work to be done. When an administrator uses this option, they generally have privileges to see information for a broader range of departments and users. But again, even for this broad span, the Worklist report is a list of charge transactions or visits that require attention for one reason or another. While viewing the Worklist report, a provider or administrator can immediately add, edit, delete, or review charges. As each problem is corrected, or marked as reviewed, the status of the charge transaction or visit is updated.

​

Viewing Charges or Not Coded Visits on the Worklist (Classic)

The first time you access the Worklist tab, the system automatically displays all of the charge transactions with potential or actual billing errors, charge transactions that have been held for review, and not-coded visits that you have permission to see. If you change the criteria at the top of the screen, those criteria are recalled the next time you access the Worklist.

Criteria Fields

• Select a Timeframe, such as Today, Yesterday, Current Week, Last Week, Current Month, Last Month, Custom, or Last n Days, where n indicates the number of days to include. The default is Last 90 Days, but if necessary, the default number of days can be changed via an XML customization; contact your Commure Pro representative for more information. If you choose Custom and do not include start/end dates, all holding bin charges will be displayed. If you would rather select a specific date range, select a Start Date, End Date, or both, using the pop-up calendars. When retrieving not-coded visits, the report selects visits whose active date range fall anywhere within the date range that you enter here. For example, let’s say we have a visit with no charges posted, that was admitted on June 1 and discharged on June 5. If you enter a date range of June 3 to June 6 as the Worklist criteria, the not coded visit would be included on the report (listed with an admit date of June 1), since the active date range of the visit overlaps the date range entered in the report criteria. The active date range is based on the charge capture activate and deactivate settings defined in the Commure Pro Visit Types option for the particular type of visit.
• Limit Results: This field is useful to system administrators who have access to a large number of charges. They can limit the number of charge transactions shown in the display, which in turn limits the amount of time it takes to compile the Worklist. A maximum of 500 results is allowed.
• Facility: The behavior of the Facility field is based on your user profile, as described in the introduction to this chapter. You can select only those facilities that are associated with the departments to which you have access. If you do not select a facility, the default is -All-.
• Department: The behavior of the Department field is based on your user profile, as described in the introduction to this chapter. If you have access to other department’s charges, you will be able to select them here. Otherwise, you can only select your own department(s). Only active departments are listed, departments that are inactive are not listed. If you do not select a department, the default is -All-.
• Bill. Area: After you select a department, the Billing Area drop-down list now contains only those billing areas associated with the selected department. Select a billing area from the list. The default, if you do not select a billing area, is -All-.
• Filter: Select a filter to identify the type(s) of charge transactions you want to see on the Worklist. This criteria field includes a mix of charge status filters and charge error type filters.
  • All displays all charge transactions or visits that require your attention. This includes charge transactions with outstanding billing issues, as well as “not coded” visits (visits for which charges have not yet been entered).
  • Cancelled displays only outpatient appointments that have been cancelled. Note: This filter may not be available, depending on how your system administrator configures the system.
  • Draft Charges displays non-expired draft charges.
  • Not Coded [name] displays visits for which charges have not yet been entered, or visits for which the charges are still in a draft state (so not fully coded). Your system administrator can determine which types of visits should be included on the Worklist report as not coded visits. For example, they may decide to include ER and outpatient visits on the report if they are not coded, but not to include recurring visits (even when they are not coded). For each visit type that is included on the report when it is not coded, a filter is present, so that you can selectively view just those visits. The filters are typically named “Not Coded [visit type],” or “Not Coded ER” and “Not Coded Outpatient” in our example.
  • Without Errors displays those charges that do not have any errors, nor are the charges held for any type of review. See also the Include Charges with No Edits checkbox, as it has related functionality.
  The remaining filters are charge error types, all of which are described in Definitions of Charge Errors.
• Provider: The behavior of the Provider fields are based on your user profile. If you have access to other physicians’ charges, you will be able to select those providers here. If you do not have access to other physicians’ charges, the provider field does not even appear on the screen. You can search for all providers that are classified as Billing, Scheduled, or both (Billing or Scheduled) using the drop-down filter under Provider. In addition to filtering by the classification of provider (Billing, Scheduled, or Billing or Scheduled), you can search for a provider by name by entering the first few letters of the last name in the field next to the Provider filter drop-down, and then clicking on the magnifying glass. To view a complete list of providers, leave this field blank and click on the magnifying glass. Leaving this field completely blank selects all providers within the department you have selected and the provider classification (Billing, Scheduled, or Billing or Scheduled).
• Service: The behavior of the Service field is similar to the Provider search field. You may be able to choose only the services to which you belong, or others, depending on your user profile. To search for a specific service, enter the first letter of the service code and click on the magnifying glass. To see a list of all service codes, leave this field blank and click on the magnifying glass.
• Include Today’s Appts: The default is checked, allowing you to see visits from today. Uncheck this check box if you prefer to see only those visits from yesterday and prior dates. In most cases, you will select All in the Timeframe field because you wish to see all charges with outstanding issues, as well as all visits for which charges have not yet been posted. However, you may or may not wish to see the today’s visits, depending on the time of day that you happen to be reviewing the Worklist report. For example, if you are viewing the report early in the morning, you may not want to see today’s not coded visits on the list, since the visits have not yet transpired, and you can’t possibly enter charges for them yet.
• Show Group/Service Appts: This checkbox may or may not be visible on the screen, depending on whether you have permission to view other providers’ charges. If you do have access to charges other than your own, the checkbox is displayed. By default the checkbox is checked, allowing you to include group/service appointments. Uncheck this checkbox, if you do not wish to see other provider’s appointments. If checked, and the providers you selected above are part of one or more services, the system displays the charges for all of those services, without your having to specifically select each of them in the Service field.
• Auto-Added Charges/Diagnoses Only: Check this box to view only those charge transactions that have auto-added charges or diagnoses. This includes transactions that have the correct auto-added charges, as well as those in which the master charge or the auto-added charges or diagnoses were removed or changed by a user, resulting in a Technical Mismatch error status. You can also use the “Technical Mismatch” option under the Error Type criteria to find only those transactions with the error status. Both this checkbox and the filter are available only if you have permission to view auto-added charges. See Viewing Charges with Auto-Added Codes for more information.
• My Charges Only: This check box may or may not be visible on the screen, depending on whether a) you are a provider, and b) you have permission to view other providers’ charges. If you are a provider and you do have access to view charges other than your own, you can use the My Charges Only check box to filter out those charges, and view just the charges on which you are the billing provider.
• Include Charges with No Edits: This checkbox enables you to differentiate posted transactions that require edits (those with billing or coding issues), from those that do not require edits (“clean” transactions that have no billing issues and are not held for review).
  • Leave the box unchecked to view only those items that require some action on your part: visits for which charges have not yet been entered, and posted transactions that have billing issues.
  • Check the box to view all transactions: visits for which charges have not yet been entered, posted transactions with billing issues, and also those without billing issues.
  You may note that the Without Errors filter and the Include Charges with No Edits option are somewhat related in functionality, but with subtle differences. Here are the most common ways you might utilize these two selection criteria:
  • Select the Without Errors filter to display only those posted charge transactions that have no billing or coding issues. This does not include visits that have not yet had charges entered; there are separate Not Coded filters for viewing these types of visits. You may also note that when using the Without Errors filter, checking or unchecking the Include Charges with No Edits option has no effect.
  • Select the All filter and uncheck the Include Charges with No Edits option to display those posted charge transactions that have errors or coding issues, as well as visits for which charges have not yet been entered.
  • Select the All filter and check the Include Charges with No Edits option to see everything: posted charge transactions with errors, posted charge transactions without errors, and visits for which charges have not yet been entered.

Display Columns

After changing any of the criteria above, click the Refresh Worklist button to refresh the display in the bottom portion of the screen. The results include columns for:

• Patient information
• Financial Info
• Date of service
• Edits (error status)
• Provider Info (billing provider, department, and billing area)
• Proc (charge codes)
• Charge Headers
• Qty (quantity)
• Modifier
• Diag (diagnoses)
• Your organization may opt to also display the Visit Status, so that users can see whether a visit was cancelled. This option requires an XML customization, please consult your Commure Pro representative to implement this feature.
• If your organization uses a Charge Data Master (CDM), they can opt to display the CDM codes in addition to the charge codes. This option also requires an XML customization.

​

Definitions of Charge Errors

A given charge transaction can have one or more types of errors associated with it, such as Code Edits or Validity Error.

• When viewing a report that lists charge transactions, the report might contain an Edits column (Classic Reports) or a Charge Errors column (Revenue Reports) that displays the error type(s) associated with each charge transaction. If a charge has no errors then None is displayed instead.
• When viewing a report, you might see a Filter or Error Type criteria field (Classic Reports) or a Charge Errors filter (Revenue Reports) that allows you to select one or more of these error types, so that the report shows only charge transactions with those errors.

Below is a list of all possible error types that you might encounter in the scenarios above, with a definition of each.

• Code Edits: Charge transactions that have triggered an Error Message code edit, and hence have a Code Edits error status. These types of code edits are typically designed to find coding errors in the transaction. For example, this type of code edit might be triggered when a procedure that can be performed only on a female patient is entered for a male patient, or when a procedure that should be performed only on a child is entered for an adult. This includes both standard code edits loaded by Commure Pro staff as well as any custom code edits created at the organization. On Revenue Reports, you can use the Code Edit Name Run-Time Filter to view just those charges for which the Code Edits error was triggered by one or more specific code edit types.
• Code Held: Charge transactions that have triggered a Codes Held code edit, and hence have a Code Held error status. These types of code edits are used when an organization wants certain CPT, diagnosis, or modifier codes to be reviewed by billers before being sent to final billing. For example, flu vaccines may need to be reviewed for an accompanying injection code, or Level 5 Consults (highest level) may need to be reviewed to ensure proper billing. This type of code edit is often configured as a role-based code edit, which means that it might fire behind the scenes only when the charge transaction is entered by users with a certain role (such as the Provider role), and the resulting Code Held error status can be seen only by users with a different role (such as the Biller or Administrator roles).
• Expired Draft: Draft charge transactions that have expired.
• Free Text: Charge transactions with free text items such as diagnoses, CPT codes, NDC codes, or provider header fields (such as referring provider) where the user is allowed to enter free text, but for which a free text error is triggered.
• Held for Review: Charges that have been held for review by a user for a particular reason. You can use the Hold Reasons criteria field (Classic Reports) or the Hold for Review Reasons Run-Time Filter (Revenue Reports) to view just those charges that are held for one or more specific Hold Reasons.
• Measure Mismatch: Charge transactions that triggered the Commure Pro Clinical Metrics screen (with required or non-required questions), but for which the auto-added CPT II codes have since been deleted. This could happen if the user entered their original charges for service, answered the clinical metrics questions and submitted their responses, and then edited the transaction and deleted one or more of the auto-added CPT II codes. (CPT II codes that were added as a result of a provider completing the Commure Pro Clinical Metrics screen are displayed with (P) appended to the code number.) See Managing Charge Transactions with PQRS/MIPS Data for more information.
• Technical Mismatch: Charge transactions in which a user has deleted a master charge or an auto-added charge or diagnosis code, causing this error status to be assigned to the transaction. Charge codes that were added as a result Automated Code Entry are displayed with an (A) appended to the code number. This filter is available only if you have permission to view auto-added charges. See Managing Charge Transactions with Auto-Added Codes for more information.
• Missing Measure: Charge transactions that triggered the Commure Pro Clinical Metrics screen with required primary questions, but for which the expected responses are missing. The only way this could happen is if a connectivity issue occurred while saving or submitting the responses (a web user closed the browser window before submitting their responses, or a handheld user lost connectivity before or during submission of their responses). See Managing Charge Transactions with PQRS/MIPS Data for more information.
• Missing Professional CDM: For organizations that use a Charge Data Master (CDM), this error identifies charge transactions in which the system cannot find a mapped Professional CDM code when the rules dictate that it should. See Managing Charge Transactions with CDM Codes for more information.
• Missing Technical CDM: For organizations that use a Charge Data Master (CDM), this error identifies charge transactions in which the system cannot find a mapped Technical CDM code when the rules dictate that it should. See Managing Charge Transactions with CDM Codes for more information.
• NDC Errors: Charge transactions that are missing either the NDC code or quantity, or that have an invalid NDC code, for charge codes that are mapped to NDC codes (typically these are charges for drug administrations, such as vaccines). You can use the Invalid NDC option under the Error Types criteria field (Classic Reports) or Charge Errors run-time filter (Revenue Reports) to find transactions with this error. See Entering NDC Codes for a Specific Charge Code. How can an invalid NDC code occur? If a user enters a valid NDC code initially, but then changes the service date or the visit associated with the transaction, it could possibly make the selected code invalid. Or, if an administrator changed the NDC mapping after some codes had already been entered by users (such as a change to the Effective or Expiration dates), those previously entered codes might become invalid.
  A Level 0/1/2 user can override the NDC Errors error status and send the transaction to the Outbox.
• Unverified Patient: Charge transactions for patients who were manually registered, but who are not yet verified.
• Returned from Batch: Charge transaction that were returned from final billing by a billing administrator. See Returning Charges to the Holding Bin from a Report for more information.
• Validity Error: Charge transactions that your organization has designated as not valid. Depending on your system configuration, certain types of errors can be classed as a Validity Error, such as charges for patient/visits that are missing an account number or MRN, charges with free text errors, charges missing header information such as an admitting or referring provider, or charges with an invalid Service Date.
  • Validity Error with a Date Warning: The Date Warning error means that the Service Date of the charge falls outside one of the following settings:
  Admin - System Management - Visit Types - (Charge Capture, NoteWriter): Activate Date and (Charge Capture, NoteWriter): Activate Days Admin - System Management - Visit Types - (Charge Capture, NoteWriter): Deactivate Date and (Charge Capture, NoteWriter): Deactivate Days Admin - User - Charge Capture - Allow Editing a Charge “n” Days after Visit End Admin - User - Charge Capture - Allow Setting Service Date “n” Days before Today Admin - Institution - Charge Capture - Check Validity of Service Date
• Verified Man Reg Patients: Charge transactions for patients who were manually registered and are verified.

​

Using Third Party Reporting Tools

Although there are a variety of standard billing reports within the Commure Pro application, some organizations prefer to create their own queries and report formats using third party reporting tools. To facilitate this process, de-normalized tables containing charge data can be generated by Commure Pro staff and made available for use with the third party reporting tools. In addition, ad-hoc reports can be created for clients from the reporting tables on an as needed basis. These reporting tables should not be used for generating patient bills, but rather for general reporting purposes. And finally, these same reporting tables can be used to generate charge data that is sent to Commure Pro’s Charge Analytics application. The charge report tables can be generated on an as needed basis by your Commure Pro representative. When generating the report, the representative can specify a beginning and ending date range for the charges you wish to include. The system retrieves a snapshot of all the charges within that date range, including those with a variety of charge statuses (Draft (HH),Draft (web) , Holding Bin, Outbox, and Sent to Billing). It is important to note that the details of a charge included in report generated today, may not be the same as those for the same charge when it is included in a report at a later date, as the charge could be edited in the interim.

​

Generating the Charge Report Tables

Depending on your system’s configuration, the charge report tables may reside in the same schema as the Commure Pro databases, or they may reside in a separate schema. Your Commure Pro representative can send the command to populate a report table by accessing the specified URL within the client system. In prior Commure Pro versions, there was one servlet that created or updated a single table called PK_CHARGEREPORT. There were limitations to using this servlet, as various consumers had conflicting reporting needs, and often overwrote each other’s report data. Although the PK_CHARGEREPORT table can still be generated in the same manner as in the past, starting in version 8.1.7.89 there are two new servlets: one for creating a report table, and another for updating a report table (commonly referred to as the Create servlet and the Update servlet, respectively). If specified by the user, the Update servlet can also automatically purge older data after it populates the new data during a run. The user must specify whether to purge the data based on the modified date, the service date, or the billing batch date, as well as the number of days of data to retain based on that date (any record that is not within the specified number of days to retain is purged). In addition, the user can specify that the report results be saved with any of four different table names, each of which represents a different consumer of the report. This allows the different consumers to create and update the report data according to their own needs, without overriding the needs of others. Each table name should be used as follows:

• DI: This table name stands for Dimensional Insight, and is reserved solely for use by the Charge Analytics application. Charge Analytics scripts determine whether to use the Create or Update servlet based on whether the initial data set is being populated. There is a Charge Analytics configuration (IS_FIRST_RUN) that specifies whether this is true that is used for this purpose. When populating the initial data set, the Create servlet is called and data is populated based on the desired amount of data. There is an existing Charge Analytics configuration where this is specified (INIT_BEGIN_DATE). Once the initial data set is populated, the Update servlet is called and only data that has been modified within a specified timeframe is populated. The Update servlet populates data based on the existing MONTHS2PULL parameter (for example, any changes made during the last 3 months). The purge function is configured to purge any data older than the same time period, but based on billing batch date. Once data is populated by the servlet, the full dataset is downloaded and the Charge Analytics data files are updated.
  If Charge Analytics is currently using the original charge servlet, there is no immediate need to switch to the Create and Update servlets. This change can be made at the client’s convenience.
• INTEGRATIONS: Integrations creates extracts for clients who want a charge data dump for their own reporting systems. Below are several use cases typically covered by the Integrations charge report extract, and how they would be handled with the Create and Update servlets.
  • All charges batched within the last day: Initially, the Create servlet is used to create the table and populate an initial data set. Following this, the Update servlet is used to populate charges based on billing batch date for the previous day, and to purge any data that is older based on billing batch date.
  • Charges created in the last week: Initially, the Create servlet is used to create the table and populate an initial data set. Following this, the Update servlet is used to populate charges based on modified date for the last week, and to purge any data that is older based on modified date.
  • Charges updated in the last day: Initially, the Create servlet is used to create the table and populate an initial data set. Following this, the Update servlet is used to populate charges based on modified date for the previous day, and to purge any data that is older based on modified date.
• SUPPORT: Clients often request ad-hoc queries from support that have no relation to a previous request. Support uses the Create servlet to truncate any existing table and populate it with parameters specific to the current query.
• CLIENT: An additional table available for client data or reporting requests.

As mentioned above, there are three possible servlets that can be run: Definitions for the report parameters are as follows: The parameters below were available for use with the original servlet, but are either no longer used at all, or now use a hard-coded value. Threads, Queue Size, and Batch Size are all hard-coded for the Update and Create servlets.

​

Scheduling the Update Servlet

The Update servlet can be configured to run according to a defined schedule, based on two settings in the Configuration.properties file. The servlet jobs are run every day, at specific hours of the day that are defined in the schedule (for example, every day at 5:00 AM and 11:00 PM). The servlet jobs will continue to run at the specified hours, regardless of the success or failure of a previous scheduled run. If maintenance is being performed on the server at the same time as a scheduled run, the servlet will simply run again at the next hour specified in the schedule. Contact your Commure Pro representative to set up a schedule for the Update servlet.

​

Checking the Status of the Charge Servlets

Please note that the charge report table is only populated when a Commure Pro staff member accesses the URL using the above commands. Once a command to run a report is executed, the user must wait two hours before attempting to run another report (if the user tries to execute the command a second time within the two hour window, the report will not run). The data is retrieved at a rate of 30 to 60 charges per second, depending on your system’s hardware configuration. Therefore, if your database contained 100,000 charges, it would take several hours for the table to be populated. For the original servlet, the PK_CHARGEREPORTSTATUS table is used to record each job initiated by the servlet, as well as the status of the job. For the Update and Create servlets, the same status table is used to record similar information. The columns of the table include:

• SYNCREPOSITORYID: The primary ID for the row in the PK_CHARGEREPORTSTATUS table, used as an identification number for a specific servlet job.
• SYNCCREATEDTIME: The date/time the row was created in the PK_CHARGEREPORTSTATUS table.
• SYNCMODIFIEDTIME: The date/time the row was modified in the PK_CHARGEREPORTSTATUS table.
• SYNCVERSION: The sync version of the row in the PK_CHARGEREPORTSTATUS table.
• SYNCDELETED: A deleted flag for the row in the PK_CHARGEREPORTSTATUS table.
• PARAMS: The URL parameters used to run the servlet job.
• HOST: The host where the servlet job was run.
• REPORT_COUNT: The number of records written to the report table.
• TABLE_NAME: The name of the report table that was populated (PK_CHARGEREPORT_SUPPORT, PK_CHARGEREPORT_DI, PK_CHARGEREPORT_INTEGRATIONS, or PK_CHARGEREPORT_CLIENT). For the PK_CHARGEREPORT table, this column will be null.
• JOB_TYPE: The type of job (CREATE or UPDATE). For the PK_CHARGEREPORT table, this column will be null.
• REPORT_STATUS: The status of each servlet job (PROCESSING, SUCCESS, FAILURE).
• STATUS: The status of each servlet job, with an additional possible value of EXPIRED (PROCESSING, SUCCESS, FAILURE, EXPIRED). When a new job is started, the STATUS of all previous processing or successful jobs is set to EXPIRED.
• REPORT_END_DATE: The date/time when the servlet job completed. For the PK_CHARGEREPORT table, this column will be null.
• PURGE_STATUS: The purge status (NO_PURGE, SUCCESS, or FAILURE) of the servlet job. For the PK_CHARGEREPORT table, this column will be null.
• PURGE_COUNT: The number of records purged. By default, the value will be null if a purge is not executed. For the PK_CHARGEREPORT table, this column will be null.

When you execute the command to start a new report, the ID number of the report is displayed, as in the example below where nnnn is the report ID number: JOB STARTED:nnnn Using that report ID number, you can check the status of the report by entering the command below (replace nnnn with the report ID number): http://Host:port/ChargeReportStatusServlet?refNum=nnnn This command returns the status of the report that has the specified report ID. For example:

• PROCESSING:nnnn (the report is still being executed)
• SUCCESS:nnnn (the report completed successfully)
• FAILURE:nnnn (the report did not complete successfully)
• EXPIRED:nnnn (when the next report starts, all previous reports are marked as EXPIRED)

​

Data Elements Included in the Report Tables

The report table includes all of the data elements that represent the charge transaction. These elements include patient information, provider information, detailed charge transaction information, and administrative information. Each row or record in the report table corresponds to one charge. Keep in mind that a charge transaction for given patient visit might contain several charges, resulting in several rows in the report table. Deleted charges are included in the table, and are flagged as such. The table below lists all of the columns in the report table, and the corresponding definition for each item. If your organization had defined any custom charge transaction headers, these are also included for each charge (see headerValue and headerName in the table below). Each time you generate the report table, the custom headers are listed in the order in which they were originally created. If you create new headers, or if you upgrade from version 4.0.4 or less to a newer version of Commure Pro software, the next time you run the report you should run it with the newtable parameter set to true (newtable=TRUE). This ensures that the header columns are re-organized appropriately.

​

Report Column Names and Descriptions

​

Monitoring Billing Activity

Authorized administrators can view all billing thread activity directly from the System Management screen. To access the billing monitor logs, click Admin > System Management > Billing Monitor Thread. The administrative interface displays the following information about each billing area:

• Billing Area ID
• Last Batch Created Time (Dept)
• Last Dept Batch Name
• Next Scheduled Time
• Time Until Next Run
• Billing Area name
• Department name