Category Manager

Use categories to mark related groups of charge items for later filtering. For example, you could put all charge items that have been modified in a particular way into one category. You can then use categories as filter criteria, so that you can produce reports of different groupings or types of charge items (for example, a report of all charge items whose CPT code has been changed). The Chargemaster Toolkit provides a number of pre-defined categories, but you can also define your own.

When using categories to mark charge items that have been modified in particular ways, you can apply the category after the changes have been made, or you can nominate a category before beginning to make modifications. The latter method ensures that you don’t forget to categorize any charge items after they have been modified.

A charge item can only have one “current” category, but all the categorizations that have been applied to the item are recorded in its audit trail. If you filter on a particular category, the filter will match any charge items that have ever been assigned that category.

Categories you create are not saved along with the HPT file, but are only valid on the computer you are working on.

The following sections describe how to select and create categories, and how to apply them to charge items. See Advanced Filters for a description of how to use categories as criteria in an Advanced Filter.

• Use the Category Manager to define categories and apply them to charge item(s).
• Use the right-click pop-up menu to view a charge item’s current category
• Use the Category Toolbar to nominate a category to be applied to subsequent

• To open the Category Manager

  Do one of the following:

  • Select Tools > Category Manager.
  • Right click on a charge item, and choose Categories > Category Manager from the popup menu
  • Click on the Category Manager icon on the Category toolbar
• To apply a category to a charge item
  1. Select the charge item(s) you want to categorize.
  2. Right click, and select Categories > Category Manager from the popup menu. The Category Manager screen opens. [Picture]

  3. Select a category by clicking on its name.
  4. Click on the Assign Category button.

  A charge item can only be in one category at any one time.

• To view a charge item’s current category
  1. Select the charge item(s) you want to categorize.
  2. Right click, and select Categories from the popup menu. (If the charge item is already in a category, it is shown in the popup menu.)
• To define a new category
  1. Open the Category Manager dialog box.
  2. Click on the Add button. The Add category window displays.
  3. Type in the category name and any comments, then click on the OK button.
• To delete a category
  1. Open the Category Manager dialog box.
  2. Select the category you want to delete.
  3. Click on the Delete button.
• To apply a category to a number of subsequent modifications

  You can use the Category toolbar to nominate a category that will be applied to all subsequent changes to one or more charge items (until you remove the nominated category). The Category toolbar is normally shown at the bottom of the Chargemaster Toolkit window:

  

  Choose a category from the drop-down menu in the Category toolbar.

  1. Any charge items you change from now will be assigned this category.
  2. When you have finished, you can stop categorizing changes by selecting No category selected from the drop-down menu, or you can select a new category.

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