CUG Request from 2010 and 2011 User Group Meetings

Cortex User Group Meeting

Portland, OR – 2012

Emily Warren and Jennifer Randall

CAS-9063 CUG 2010 Ability to associate Action and Resolution with more than one QC Type (the way you can have multiple QC types per Case)

Benefit: Detail fields (action, resolution, comment, etc...) will be specific to each QC Type/Record per Case.

CAS-9063 CUG 2010 Ability to associate Action and Resolution with more than one QC Type (the way you can have multiple QC types per Case)

Benefit: Detail fields (action, resolution, comment, etc...) will be specific to each QC Type/Record per Case.

CAS-9065 CUG 2010 Ability to show cases in Pathologist Signout when the pathologist is indicated as Consultant 1 or Consultant 2 in the DX column

Benefit: Cases where a Pathologists initials are in the Consultant 1 or 2 rows and the Diagnosis column can be included in the list of cases to sign out.

CAS-9065 CUG 2010 Ability to show cases in Pathologist Signout when the pathologist is indicated as Consultant 1 or Consultant 2 in the DX column

Benefit: Cases where a Pathologists initials are in the Consultant 1 or 2 rows and the Diagnosis column can be included in the list of cases to sign out.

CAS-9064 CUG 2010 When accessing a completed case, add patient name to the message and change the text on the options presented.

Benefit: Patient name and case information is displayed on the same screen where the user is prompted to decide how they wish to open the completed case. Also, the options for dealing with the completed case are more clear to the user.

CAS-9064 CUG 2010 When accessing a completed case, add patient name to the message and change the text on the options presented.

Benefit: Patient name and case information is displayed on the same screen where the user is prompted to decide how they wish to open the completed case. Also, the options for dealing with the completed case are more clear to the user.

CAS-1863 CUG 2010 Add check boxes at the designator level for what should be copied by default during a manually created and reflex test created SuperCase™

Benefit: Users have more control over what fields are copied when a SuperCase is created

CAS-1863 CUG 2010 Add check boxes at the designator level for what should be copied by default during a manually created and reflex test created SuperCase™

Benefit: Users have more control over what fields are copied when a SuperCase is created

CAS-9061 CUG 2010 Security role or Lab Preference to control (allow or dis-allow) pathologist "undo" button

Benefit: A laboratory can elect to allow/disallow Pathologists the use of the 'Undo' button on the Select Case for Sign Off screen.

CAS-9061 CUG 2010 Security role or Lab Preference to control (allow or dis-allow) pathologist "undo" button

Benefit: A laboratory can elect to allow/disallow Pathologists the use of the 'Undo' button on the Select Case for Sign Off screen.

CAS-7240 CUG 2010 Would like the printing of linked cases be handled at the clinician level

Benefit: CUG request fulfilled; they can control final report printing at the Clinician level. Added fields to Page 3 of Maintain Clinicians screen that will allow users to select specific designators they would like to withhold from printing final reports for specific clinicians.

CAS-7240 CUG 2010 Would like the printing of linked cases be handled at the clinician level

Benefit: CUG request fulfilled; they can control final report printing at the Clinician level. Added fields to Page 3 of Maintain Clinicians screen that will allow users to select specific designators they would like to withhold from printing final reports for specific clinicians.

CAS-4193 CUG 2010: Add a check box option on SpecialStains/Procedure Maintenance screen “Only add one procedure per Specimen”.

Benefit: Users working in Trim Sheet and Pathologists ordering special stains will be alerted if their laboratory has setup a special stain such that it should only be charged/used once per specimen.

CAS-4193 CUG 2010: Add a check box option on SpecialStains/Procedure Maintenance screen “Only add one procedure per Specimen”.

Benefit: Users working in Trim Sheet and Pathologists ordering special stains will be alerted if their laboratory has setup a special stain such that it should only be charged/used once per specimen.

CAS-8920 CUG 2010: would like to add the capability to add more than one charge (a quantity field for the CPT code).

Benefit: Multiple charges can be associated with one Special Stain.

CAS-8920 CUG 2010: would like to add the capability to add more than one charge (a quantity field for the CPT code).

Benefit: Multiple charges can be associated with one Special Stain.

CAS-10924 CUG 2011: #1 Consultation Features: Add new fields and increase the size of existing Consultation fields

Benefit: Requested enhancements to the Consultation screen are completed.

CAS-10924 CUG 2011: #1 Consultation Features: Add new fields and increase the size of existing Consultation fields

Benefit: Requested enhancements to the Consultation screen are completed.

Enhancements:* Expanded Notes field from 255 to 500 characters

* Enlarged the size of the Slide Identifier text box to enable more information to be viewed

* Added new prompt for Tracking Number field; it accepts up to 50 characters

* Added Report Received and Report Sent dates

* Added 'Report Required' check box

* Added Blocks Received and Blocks Sent dates

* Expanded Slide Number and Block Number fields to 30 characters

Report Updates:COVER LETTER - fixed blank second page and added new Tracking Number field to bottom of report after "date sent"CHECKED OUT NOT CHECKED IN - moved all the field labels to the page headerCHECKED IN NOT CHECKED OUT - moved date away from the right margin

CAS-4083 CUG 2007 Give users the ability to change the order of information on their electronic statements

Benefit: Users can create a customized electronic statement format

CAS-4083 CUG 2007 Give users the ability to change the order of information on their electronic statements

Benefit: Users can create a customized electronic statement format

This process has been tested and approved with Zirmed. If you do not use Zirmed you will need to contact your clearinghouse to see if they are able to work with the file the system produces.Refer to the MB User Guide for setup instructions. Go to the Search tab and search on the word "ELECTRONIC3".USE INSTRUCTIONS

When printing ELECTRONIC3 statements you will be presented with a print preview of the report. To create the file to upload to Zirmed click on the export button in the tool bar, choose "Text" under the Format drop down, enter "0" in the Lines Per Page prompt and press OK, leave the Export To Text value at "16" and press OK. You will then be prompted to choose where the file should be saved. Note that the name defaults to ELECTRONIC3.txt each time an export is done so the name will need to be changed if you don't want to overwrite previously created files. Press [Save] and the file will be saved to the location of your choosing. Upload the file to Zirmed. The first time you upload the new file expect it to error. Zirmed has instructed us that you should email printservices@zirmed.com, put your customer ID in the subject and indicate in the email you have uploaded the new Cortex (43361) format and they will know what to do from there.

The new "ELECTRONIC3 Statements Not Printed" report is the equivalent of the cover page produced when paper statements are printed that shows you the statement run information and lists all statements that were not printed. It can be found in the Reports section of the Patient Statement Billing module. Run this report after generating ELECTRONIC3 statements (you do not need to enter any parameter values, just press Print or Print Preview when the ROI appears).

CAS-8941 CUG 2010 Add ability to access Cortex Patient notes from the Cash Receipt Screen

Benefit: Patient Notes can be accessed from the Cash Receipt Screen.

CAS-8941 CUG 2010 Add ability to access Cortex Patient notes from the Cash Receipt Screen

Benefit: Patient Notes can be accessed from the Cash Receipt Screen.

CAS-10757 CUG 2011 Remove ADJ0500 from the program files and from the menu

Benefit: Screen and program is only accessible by the intended users. Write Off Unpaid Services screen will not be removed as there are customers that use this feature. Instead the users should utilize access rights and restrict access to this screen/program.

CAS-10757 CUG 2011 Remove ADJ0500 from the program files and from the menu

Benefit: Screen and program is only accessible by the intended users. Write Off Unpaid Services screen will not be removed as there are customers that use this feature. Instead the users should utilize access rights and restrict access to this screen/program.

CAS-9020 CUG 2011 Add a column for the address line 1 of the clinician location and Active flag to the F3 lookup for use for clinicians that have similar names or multiple locations

Benefit: Users can see the location ID associated with each clinician and whether or not the clinician record is active. Due to a Dynamics restriction, the address line 1 could not be added to the F3 popup

CAS-9020 CUG 2011 Add a column for the address line 1 of the clinician location and Active flag to the F3 lookup for use for clinicians that have similar names or multiple locations

Benefit: Users can see the location ID associated with each clinician and whether or not the clinician record is active. Due to a Dynamics restriction, the address line 1 could not be added to the F3 popup

CAS-10816 CUG 2011 Need an A/R Aging Report that shows the total patient amount due on the account not the service line amount

Benefit: Users can quickly customize their report so they can easily find patients with a specific balance.

CAS-10816 CUG 2011 Need an A/R Aging Report that shows the total patient amount due on the account not the service line amount

Benefit: Users can quickly customize their report so they can easily find patients with a specific balance.

CAS-6556 CUG 2011 New report MB133 "Collection Total by Patient" shows the total account balance that has been written off to collections by service date or date range

Benefit: The amount written off to collections, the date and the service for a specific patient can be seen.

CAS-6556 CUG 2011 New report MB133 "Collection Total by Patient" shows the total account balance that has been written off to collections by service date or date range

Benefit: The amount written off to collections, the date and the service for a specific patient can be seen.

Cortex Gold CUG 2010/20111 Requests in future versions

Cortex Gold CUG 2010/20111 Requests in future versions

• CAS-10513 CUG 2010: Ventana Interface - set quantity or list to add codes for special stain billing

• CAS-10922 CUG 2011: Consultation Features: Add ability to edit multiple consultations at once

• CAS-10923 CUG 2011: Copy MRNO prompt to Miscellaneous tab in Case Management so you can see/edit it in either place

Cortex RCM CUG 2010/2011 Requests in future versions

Cortex RCM CUG 2010/2011 Requests in future versions

• CAS-1777 CUG 2011: Billing staff is able to delete their notes in the patient note screen even though their access rights are set to not delete.

• CAS-10795 CUG 2011: Add the ability to change the batch number and an adjustment code on the day they were entered

• CAS-10820 CUG 2011: Add patient's email address to the patient demographic screen and pass this address to the electronic statement file

• CAS-8960 CUG 2011: Have ability to force an account into collections such as those that have bad addresses

• CAS-8958 CUG 2011: Small Balance Write Off - Allow customer to determine how many days have passed before these can be written off

• CAS-8961 CUG 2011: Add date of service to the F12 look up screen. Expand the information on this screen to perhaps show Address line 1

• CAS-10814 CUG 2011: Have the ability to completely lock down the prior posted period so changes cannot be made to services, adjustments, and payment adjustments

• CAS-8959 CUG 2011: Request: Have the ability to post an adjustment when posting a patient payment on the cash receipt screen

• CAS-10796 CUG 2011: Suspend patients statements when an account is in the collections process

• CAS-10817 CUG 2011: Show a Flag on an account on the cash receipt screen for an account that needs attention

• CAS-10819 CUG 2011: When a service is transferred, the adjustment amount should equal the difference in the service amounts

Questions??