Organizing your HPT file by department using the GL Type Manager

The GL Type Manager allows you to organize the CDM file by clinical or other departments, in order to manage the review more effectively. It also allows you to identify any potential missed charges for each area, using the Best Practice Tool.

When the software initially opens a CDM file, it is able to assign a GL Type by analyzing the Revenue Code values assigned to the individual charges within each department area. However, if there is such a great variation of Revenue codes within a department that the basic thresholds are not met, the GL manager is unable to determine the correct department type. This confusion in determining a department is flagged within the GL Manager by the appearance of a red "x" next to that department's GL number. In this case you must manually assign the correct GL type using the GL Type Manager Tool.  

Since some Revenue codes are very general in definition, such as 510 - General Clinic, you can also use the GL Type Manager tool to map general departments to more specific departments, for example, from General Clinic to Pain Clinic.

Use the GL Type Manager to assign a GL Type or department type identifier to each GL code number in the CDM file.

Because you will not get the maximum effectiveness out of the Best Practice Tool until an accurate GL Type is assigned to each department area, we recommend that one of the first tasks you perform is to correctly identify each department type within the CDM file.

• To assign a department manually
  1. Open the GL Type Manager by clicking the GL Type Manager Icon or by selecting Tools.GL Type Manager > [Picture]

  Any GL codes that could not be automatically identified by the software are marked with a red "x" next to the GL number in the left hand window of the dialogue box.

  A highlighted bar on the right hand side of the window indicates the GL type that is currently selected for the GL code. No highlight indicates that there is no mapping.

  The % column shows the percentage of charge items (of a particular GL type) that are represented by the GL code.

  Threshold specifies the value above which the software will automatically map a GL type. The GL type that is automatically mapped is the one that has the highest percentage value. The default threshold value is 25%. All default mappings for all GL Codes are re-calculated every time you change this value.

  2. Click the GL code or department you would like to modify.

  On the right side you will see all of the GL Types that have been identified by the software for that department, with the blue bar identifying the one that meets the threshold criteria.

  2. If you wish to select one of the other listed GL types, select it then click on the OK button.

  If a suitable GL type is not in the list, then you may add a new department by clicking Add Type. Another window will open that then lists all of the department areas that exist in the software. Most departments are grouped by type such as Lab_Hematology, Lab_Blood Bank, or Clinic_Pain, Clinic_OB. Select a GL type from the list and click on the OK button. The new department type is added to the list in the GL Type Manager, where you can select it. If your facility groups all subspecialty areas together under one GL number, then there you can select general departments in each area, such as Lab_General. There are also paired groupings such as Respiratory_Pulmonary for areas typically seen grouped in hospital settings.

  3. Choose Apply All to apply all the mappings (or lack of mappings).

   

  Tutorial Mapping your general ledgers

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