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Task Manager

Facts about Task Manager:

  • Assists in AR management for claims submitted via PI
  • Allows user to create tasks for Claim Manager and Eligibility Manager if used
  • Requires PI user permission setup – must request from MSM software support
  • Tasks are real time
  • Tasks can be created by status, aging date, dollar amount, provider and other such criteria
  • Task Manager is fully integrated with Claim Manager and provides the same full functionality

Task Search Columns

Task ID: This is the ID number assigned to the task

Customer: This is the customer who the task belongs to

Staff: This is the staff member that the task is assigned to

Task Type: This is the type of task. This will determine which application window displays when this task is selected.

Total Items: This is the total number of EDI Transactions that meet the criteria for that task.

Total Amount: This is the total dollar amount that belong to the task. The amount will be blank for Eligibility and Issue Task.

Refresh Time: Refresh time displays the last time that this task was refreshed.

Note: The note column will display any notes that were entered in the Note field, when the task was created.


Task Search Buttons

Add Task: Allows user classes with add level permissions to create new tasks. Staff records with Task Manager Permissions will be able to create Tasks for only themselves. User Classes with Task Manager Admin Permissions will be able to create Tasks and assign them to other Staff Members.

Edit Task:Allows User Classes with at least Edit Level Permission to edit tasks. Staff Records with task Manager Permissions will only be able to edit the task that they themselves created. User Classes with Task Manager Admin Permissions will be able to edit tasks that were created by anyone.

Select Tasks: When the Select Task Button is pressed, the time in the Refresh Time will update to the time the task was selected, and for the Total Items and Total Amount column will recalculate. The application window for the task will also display. This application that displays will be based upon the task type.

Filter Tasks: The Filter Task option allows Staff Members to filter the tasks that are displayed on the screen.

Examples of tasks that can be created:

  • Unpaid claims over a certain number of days
  • Invalid and / or rejected claims
  • Claims by specific carrier where the ERA is not received via PI
  • Invalid eligibility requests

Add Task

Staff ID: Enter the Staff Member that the task should be assigned to.

Description: Enter a short summary of the action this task is performing.

Status: This is the status of claims in Claims Manager. If you woul like all cliam status to show in the task, leave this blank. Status list under Task and Claims Manager are the same.

Claim Format: Select the format of claims. Professional Format will show those claims that would print on a CMS-1500 form. Institutional Format will show claims that would normally print on a UB-04 form. Leave both boxes checked to see all format types.

Resp Payer: Primary will allow you to see Primary claims and Secondary will allow you to see Secondary Claims.

Claim Type: Select if you want Production or Test Claims or both.

Patient Range: Enter the range of patient’s last name. If there is not patient on the claim because the insured is the policy holder then the policy holder’s last name will be used. Format for enter Last name is as follows A-A.

Payer Type: The Payor Type will allow you to view claims based upon the type of cliam that is transmitted in the Loop 2000B SBR09 or what would print in Box 1 of a CMS-1500 form.

Payor(s): Payors will allow you to select from the list of payors for a specific payor.

Age of Claims in Days: The Age of Claims in days will allow you to view claims based upon a number of aging days that you can select. Aging days can be based upon Date of Service, Date Upload into Practice Insight’s System, or the date the Claim was filed to the insurance payer.

Minimum Claim Amount: This is the minimum total claim amount.

Maximum Claim Amount: This is the maximum claim amount.

Place of Service: This is the place of service of where transactions were performed.

UB PLace of Service: This is the UB Place of Service.

Scrubbing Errors: Use this option to select whether or not you want to include, Exclude or Only view scrubbing errors, Include option is how our claim selections currently work today; by default this option will be selected. Exclude option will not be included Clinical Claim scrubbing errors in tasks. Only will only include claims that have Clinical Claim Scrubbing Error.

Rendering MD(s): Slect the Rendering Provider(s). If no rendering provider is selected then all rendering providers will be included.

Billing MD(s): Select the Billing Provider(s) that you want to include in the task, if no billing provider is selected then all billing providers will be included in the task.

Notes: Enter more detailed notes regarding the purpose of the task.

TIP: if using facility field, go to a claim, double click to edit the claim, Facility button and COPY the facility name and paste it into the task field. If the facility name is not exact, it will not pull claims.

Edit Task
Working Tasks – end user

  • Once end user is given permission to the Task Manager, it then becomes the first menu button on the left side
  • Highlight task from the task list and double click, or use Select Items button
  • The window will then expand and present all claims associated with that task

If you have good standard tasks, use copy task and can copy from client to client
Use the rule manager to pull a list of claims with a specific procedure code, put an informational message on it only and then use task manager to pull them to a working list.
Can have as many tasks as you want, they are unlimited

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