5. Use srs to Find Charges By Other Criteria
Have you ever needed to resubmit all claims with a certain procedure, place of service, or for accounts with a specific status flag? Use maketags's Smart Report Suite (srs) features to create custom restrictions specifying which charges you would like to rebatch.
 | When you choose to restrict maketags with srs, all of the criteria you specify on the main screen of maketags will be ignored. You will instead assign your restrictions manually within srs. |
Follow the steps below to use srs to search for and process claims needing to be resubmitted:
Custom Claim Rebatching Using srs
Press [F5 -- Restrict with SRS] on the main screen of maketags.
Enter a transaction date range within which srs should search for charges to resubmit. Press [F1 -- Generate Report] to continue.
The next screen will ask you to specify a "Charge Amount Due" range. The default shown above will include only due charges (those with at least a penny due). Enter any amount range and press [F1 -- Process].
Next, specify the insurance plans for which maketags will rebatch claims.
Press [F2 -- Select] to select individual plans, press [F5 -- List By Group] to quickly select an entire insurance company, or select by the pattern of your choice using [F6 -- List By Pattern]. Press [F3 -- Select All] to include all insurances and all personal charges.
Do not select the "Personal" insurance on this screen unless you want all personal charges to be rebatched for submission!
Finally, review your chosen criteria and specify whether or not you would like to add any other restriction criteria.
If you wish to add more restrictions, such as a procedure or a place of service, press [F8 -- Add/Edit Criteria]. Otherwise, skip to step 8 below.
If you chose to add criteria, srs will ask you for the restriction criteria you would like to use. Add as many criteria as you wish. You can use the asterisk (*) symbol to view a list of available criteria.
In the above example, Provider, Procedure, and Place of Service (in addition to the default "Amount Due Per Charge" and "Current Insurance") have been added. Press [F1 -- Accept Criteria] to continue.
For every criteria you added to the list, srs will ask you for specific details. Select your criteria from each screen and press [F1 -- Accept Criteria] to continue. The "CHARGE Amount Due" and "CHARGE Current Insurance" criteria were already selected and processed. You do not have to fill them out again.
In the example above, the user has selected a follow-up hospital procedure group for the "CHARGE Procedure" criteria. Only claims with one of the three codes listed in that group will be collected for rebatching.
Once you have added all of your restrictions, press [F1 -- Accept Criteria] to accept your criteria. maketags will gather the charges to rebatch based on the criteria you specified.
 | Save Frequently Used Criteria |
|---|---|
As with other srs reports, maketags criteria can be saved and reused. If you commonly rebatch claims for one particular insurance or procedure, for example, you may want to save the detailed report criteria you entered and restore it the next time you need to resubmit claims. After entering your criteria the first time, press [F5 -- Save Rpt Criteria] on the summary screen. When you next need that same criteria, press [F8 -- Restore Criteria] from the first srs criteria screen. |
To learn more about srs, read The Smart Report Suite (srs).