Advanced Filters

You can choose from all the column headings in your CDM file, and define specific values and operators as criteria.

For example, if you wanted to see all charge items that had a volume value greater than 0 then you would define:

Volume > “0”

If you wanted to see all charge items with zero usage then you would define:

Volume = “0”

Column names are specific to your facility. There may not be a column of this name in your facility.

This allows you to view all charge items that have changes that are either are still pending, or that have been accepted. For more information about change tracking.

When an action is performed on a charge item, an element is added to the audit trail. Use this filter to display charge items that have undergone particular actions (deactivated, included, modified etc.).

For some actions, you can define additional criteria (for example, if you choose “included”, then you can specify which tab it was included from). You can also specify which user performed the action, and when it was performed.

Memos can be attached to charge items. Use this filter when you want to show only charge items that either have or don’t have memos attached to them. You can also specify more specific criteria such as memo author, date range, or words that the memo must contain.

For example, you could specify that only charge items with a GL Type of “Chemo” are to be displayed.

Show only charge items that are in a particular category (see Category Manager for details of how to define and apply categories to charge items). A charge item can only ever have one “current” category, but filtering on a category will match all charge items that have ever been assigned that category.

Identify charges with an Intent of service issue. You may want to export or print these charge items at the beginning of a review.

The Dental Status is specified when 4 digit overlapping codes are used. These can be displayed with this filter.

Use this filter to show all charge items that have been added to the file, through any of the following:

• Best Practice
• Links
• Duplicates
• Module Added Items

(To filter on a specific additional item, use the Audit Element filter.)

Identify charge items with a specific Status Indicator (a charge’s HCPCS/CPT information is displayed on the Active Info window).

Identify Charge Descriptions with more characters than a specified size. This is of particular use where the live billing system restricts the number of allowable characters in a description.

Identify charges which have associated unresolved Implementation Errors. See Implementation Errors  for further details.

Identify charges which have not been modified in the live Chargemaster but not through the Chargemaster Toolkit.

Identify charges which do or don’t contain links to the Corporate Chargemaster.

Option available with Corporate Module only.

Identify charges which contain links to a specific hospital file within the corporate system

Option available with Corporate Module only.

Identify all of the changes that must be made to the CDM file in order to implement all the recommendations made during the review.

Identify charge items according to their associated Fee Schedules

Option available with Fee Schedule Module only.