You are here: Unit 5 Basic Navigation > Navigating tabs and customizing the view
Navigating tabs and customizing the view of the CDM file
Each time you open any part of the charge master file the Toolkit audits the revenue code, HCPCS code and description against the latest regulatory guidance. Based upon its findings each charge item is placed on a single tab according to the priority issue that needs to be addressed by you. As you research and make edits to the charge item the audit process adjusts to the new information and moves the charge item to the next relevant tab. Your goal is for all active records to reach either the valid or the supplies tab before applying the edits to your patient financial system.
Chargemaster Toolkit, by default, displays all of the data fields from your charge master file in columns according to the structure of the file your IS department sent to Craneware. Some Toolkit users may only be interested in a subset of the data fields. Each user may customize the view on their personal computer by hiding or moving columns. Hiding columns is done by selecting View, Options, and Column Settings on the toolbar. You can move columns around by simply “left clicking” on the column heading and dragging the column to the left or right. Hiding columns not frequently used reduces the risk of making unintended edits to these data fields and makes data easier to view and navigate.
Options checklist:
- Hide columns now but view them again later.
- Move the location of the data columns.
- Track the number of charge items located in each Tab.
- Prioritize work based on the highest risk issues and largest revenue opportunity.
- View the charge items in one window regardless of the Tab they are on.
- Sort records within the active window or popup window by any field displayed.
Key Information from the field
- Hiding columns and re-arranging the order can make viewing easier, especially if your file contains many columns of data or data not relevant to certain users.
- The CDM quality improvement goal of Chargemaster Toolkit is to work all charge items until they reside on the Valid, Supplies or Deactivated Tabs. Once located on one of these Tabs you can be sure they are correct and compliant.
- Each charge item appears on one Tab at a time. Understanding what is found on each Tab helps you prioritize work and perform relevant research. We recommend beginning your review process with the deleted, invalid and replaced tabs as these are highly correlated to claims denials.
- Each time Active Update changes the software rule set, charge items opened in the Toolkit may move to a different Tab. The Toolkit should be a routine part of your daily maintenance so that new issues are dealt with in a timely manner and claims denials are prevented.
- You can view the values in your CDM as of a prior date using the View Original CDM Tool. This is available by selecting View, Hospital File on the toolbar or by clicking on the red “+” icon. This data as well as any filtered set of data displayed among the Tabs can be copy/pasted into an excel file or exported as a data file. The All Records view displays the active data set in a single window rather than among the individual tabs. Edits cannot be performed within the all records view.
- In addition to moving and hiding columns users can also change the format of the data displayed through the View, Options, Format menu.
- Records in the active window and most popup windows can typically be sorted by any field displayed by clicking on the relevant column heading.
Further Reading:
Further details regarding basic Chargemaster Toolkit processing are available from the following document:
Training Toolkit Users
See Also
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