Change Status

If you would like to change the status or follow up date for a group of ticklers, click the Change Status button. The following window will appear.

You can utilize this window to change the status for all ticklers in the list, or you can change the status for ticklers that have been previously selected using the Windows multi-select function.

Status From: The Status From field will specify the status that ticklers must have in order to be affected by this change.

Status To: This field is used to designate the new status you wish to assign to the affected ticklers.

Change Follow Up Date To: Use this field to change the follow up date. This is very useful if you do not finish your collection work for a particular date.

Once you have made your selections, click OK.



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Outside Lab Work: By selecting the check box for Outside Lab Work, you indicate that the patient has received outside lab work and the Lab Charges field should be completed.

Lab Charges: If Outside Lab Work has been done, enter the amount of the charges for the lab work that had been done.

Local Use A: This field is available for instances when insurance carriers need additional information. On paper claims, it will print in box 10d. If the insurance carrier is Medicare, use this field ONLY to enter Medicaid information. If the patient is entitled to Medicaid, enter the patient’s Medicaid number preceded by the MCD.

Local Use B: Similar to Local Use B, this field is for use when an insurance carrier requires additional information. When printing paper claims, this field will populate box 19. If you are dealing with Chiropractic claims, enter the last X-Ray date into this field.

Indicator: The Indicator field is similar to the indicator field available within the Patient setup screen. This field will allow you to enter 5 characters that can be used to filter transactions in the claim creation process. If you are going to utilize this feature, you will want to track all the entries you have utilized, and what the definition of each entry is.

Referral Date: Referral Dates are required when dealing with referring providers and managed care. If you have a referral, enter the date of that referral into this field.

Prescription Date: This field is required for hearing and vision claims. Enter the prescription date. This field is used for electronic claims sent in the ANSI format.

Prior Authorization Number: The Prior Authorization Number field is closely linked to insurance claims and insurance authorizations. This number will print in box 23 of your paper claims, and will also transmit on electronic claims.

Outside Primary Care Provider: This field is necessary because the Primary Care Provider is NOT always the referring provider. If a managed care patient is seen in an emergency situation, they may be assigned to a provider who needs to refer the patient to another provider for a specific type of care, such as imaging. This field pulls from the Referring Provider list, so any providers needed for this field must be entered there. This field is transmitted on electronic claims, and is required in some instances.

Date Last Seen: Date Last Seen is referring to the date the patient was last seen by the Primary Care Provider. This field is also often a required field on electronic claims.

Chiropractic Fields: There are certain fields on this tab that are only visible if the Practice Type (Within Practice Information) is set to Chiropractic.

Nature of Condition: In Nature of Condition, enter a one-character code. Select from the following:

A = Acute

C = Chronic

M = Acute manifestation of chronic condition

Condition Desc 1 and 2:  These fields allow entry of descriptions of the condition – up to 80 characters.

Treatment Months/Years: In Treatment Months/Years, enter the letter M (for Month) or Y (for Year) and then up to two digits to indicate the number of months or years treatment has been rendered to the patient for this particular ailment.

No. Treatments-Month: In No. Treatments-Month, enter up to two digits indicating the number of treatments the patient has received during the current month.

Date of Manifestation: The Date of Manifestation field is used only if M is entered in the Nature of Condition field. When applicable, enter or select the correct date.

Complication Ind.: The Complication Ind field requires one character: C if the condition is complicated or U if the condition is uncomplicated.

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