Options

Use the Options feature to set a number of preferences for how you want to work with the software.  

• To set options
  1. Choose View > Options. The Options dialog box displays. [Picture]

  2. Select a tab (explained below) and make changes.
  3. Choose OK.

   

• Columns Settings tab

  Use this to specify which columns are displayed. The Memo, Verbiage, and GL Type columns cannot be hidden.

• Misc tab
  • AMA descriptions as upper case —This lets you change the case that is used when you select Use AMA Descriptions.A check mark here means that the replaced text is all UPPER CASE (like this). Most facilities use this setting. Otherwise, the replaced text is a mixture of upper and lower case.
  • Active Tabs —If there is a check mark here, a tab is only shown on the main screen when it contains charge items.
  • Secondary backup folder— Every time an HPT file is opened and reviewed, a copy of it is created in the \Backup folder. If required, you can use this option to create an additional copy in a different location (for example, to a network folder that is regularly backed up).
  • Auto Save— This is useful to prevent your work being lost, for example because of a system failure. By default this automatically saves your HPT file every 60 minutes. The file is saved to a folder called \Autosave within the main Chargemaster Toolkit folder. Optionally, change the default time period between saves (the suggested minimum is 5 minutes)
• Format tab

  These options change the way that dollar amounts are displayed on screen, print and export.

  • Prefix currency values with — Select this option if you want monetary values to be shown with a dollar sign.
  • Show currency thousand separators— Select this option if you want the software to insert a comma in monetary values, to separate thousands of dollars. For example: $3,400.04
  • Implementation Error Color— The color that implementation errors are displayed in the Resolve tool.

   

• Fee Schedule

  This tab allows the supervisor to set the APC wage index and the DME state. If you choose a state for the APC wage index then the DME state will automatically populate.

• Active Update

  This tab allows you to configure active update.

  • Perform Check at Startup — When you start Chargemaster Toolkit a check is made to the web site to see if you need to update your software. This check can be disabled here if you are controlling your updates from a single client. In some situations you may only want the supervisor downloading the latest release.
  • Use Proxy Server— If you are using a proxy server to access the internet you can set the parameters here. You should consult your system administrator for these values.
• Workflow

  Workflow allows you to pass information from Chargemaster Toolkit to a web based workflow system.

  The Workflow parameters are setup in the Options window:

  1. Insert the URL of your workflow Document in the Document URL field. This is the address for the system you use to access your database.
  2. Set the parameters for the key fields you wish to transfer to the workflow system. These parameters describe the relationship between selected key columns in Active Chargemaster and their equivalent columns in your workflow database.

Set the Workflow Parameters

• Standard Mappings
  1. Select the Add Term button. The Add Workflow Term window appears. There are two workflow term types:
  • CDM Column — the names of each of your CDM Column headings.
  • System Info — details specific to the action performed such as the user or hospital name.
  2. Select the required Workflow Term Type.
  3. In the workflow field type the name your database uses to identify the chosen data type.
  4. In the CDM Column field select the appropriate column name from the drop down list. user guide
  5. Click OK. The data from the chosen column will be mapped against the field name selected in Step 3 above.
  6. Repeat this process for each required column or info type used in your workflow database.

   

• Memo Mapping

  The Memo Mapping option is a special case of the Standard Mapping system but works in exactly the same manner by selecting the Setup Memo button.

• Request Type

  It is possible to set up your workflow system to provide options on the type of request which is being sent to the workflow system. The options would normally describe the type of action to be applied to the data e.g. Add, Delete, Insert.

  1. Select the Setup Request button. The Setup Request Term window opens.
  2. In the workflow field insert the name your database uses to identify Request Types.
  3. In the Options field, type the option you wish to add as a request type.
  4. Select Add.
  5. Repeat steps 1 to 4 for each required type option. Click OK.

   

• To send a Charge Item to a Workflow Document

  The Workflow system is controlled through the memo function.

  1. Right click the chosen charge and select Add Memo from the menu. The Memo window opens.
  2. Place a check mark in the Send to Workflow check box.
  3. Type your memo. Click OK. The User Workflow Info window opens.
  4. Select the appropriate request type from the drop down menu. Click OK.

  Your mapped details for the charge will be transferred to the specified address. Your default web browser will open at the appropriate page.

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