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match_deductions

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match_deductions [2018/01/18 10:54] – lisa.maloneymatch_deductions [2024/12/20 20:23] (current) – tina.robles
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 The Deduction Matching screen is used to match claims to deductions.  Select Match Deductions from the Deduction menu to access this screen. The Deduction Matching screen is used to match claims to deductions.  Select Match Deductions from the Deduction menu to access this screen.
  
-{{:pasted:20160516-115210.png}}+{{:pasted:20240823-184918.png}} 
 + 
 +The File Load and File Received Date information can be viewed by clicking the Show Dates button at the bottom of the screen. 
 + 
 +{{:pasted:20240823-184953.png}} 
 + 
 +A popup with the date information will display.  Click anywhere on that popup to close it. 
 + 
 +{{:pasted:20240823-185020.png}} 
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 In each grid, all columns can be filtered by entering data into the text box at the top of the column.  Enter the text and click Enter to filter the data – this will also update the corresponding count on the tab as well as any totals at the bottom of that grid.  To clear a filter, delete the text in the filter and click Enter. In each grid, all columns can be filtered by entering data into the text box at the top of the column.  Enter the text and click Enter to filter the data – this will also update the corresponding count on the tab as well as any totals at the bottom of that grid.  To clear a filter, delete the text in the filter and click Enter.
  
-{{:pasted:20160516-115259.png}}+{{:pasted:20240823-185117.png}}
  
 Slide the vertical grid bar to expand/collapse the Claims and Deduction grids. Slide the vertical grid bar to expand/collapse the Claims and Deduction grids.
  
-{{:pasted:20160516-115317.png}}+__Multiple Users__: Multiple users can access the Deduction Matching screen at once, and each deduction row becomes locked by the user who has the row selected/highlighted.  Only one user at a time can edit a deduction. 
 + 
 +__Mass Update__: The Mass Update feature is available to all users who have access to the deduction matching screen, and the items which are editable are controlled by the user's access roles (defined below).  If the grid is filtered when Mass Update is clicked, those rows will automatically be filtered in the mass update grid.   
 + 
 +To perform the mass update, first select the deductions by highlighting the rows.  Multiple rows can be selected by using the shift or ctrl keys.  If one of the rows selected in the mass update feature is locked by another user, a message will display the information on the deduction which will not be updated.   
 + 
 +{{:pasted:20240823-190547.png}} 
 + 
 +Click the checkbox at the left of the Label, Comment, or CDF that needs to be updated.  This will enable the field for edit.  Select/enter the data to update and click Apply.   
 + 
 +To navigate back to matching claims and deductions, click the Match Deductions button. 
 + 
 +{{:pasted:20240823-190635.png}} 
 + 
 +----- 
 + 
 +**Deduction Access Roles** 
 + 
 +The User Actions allowed on the Deduction Matching screen depend on the User Access Roles. 
 + 
 +  * Add Note: Allows user to add a note 
 +  * Edit CDF: Allows user to edit any of the deduction cdfs 
 +  * Edit Label: Allows user to edit label or select the maintenance button 
 +  * Match Claims: Controls set hint, auto match, and matching  
 +  * Unmatched Closed: Allows user to remove a claim from a closed deduction 
 + 
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 When a deduction row is selected, the Claims grid is populated with Probable Matches. When a deduction row is selected, the Claims grid is populated with Probable Matches.
  
-{{:pasted:20170823-120021.png}}+{{:pasted:20240823-190818.png}}
  
  
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 The above rules are summed into a final 'score' for a claim.  The first 1000 (or less) claims from highest score to lowest score will be returned. The above rules are summed into a final 'score' for a claim.  The first 1000 (or less) claims from highest score to lowest score will be returned.
  
-{{:pasted:20160516-115409.png}} 
  
-To search for claims, click the Fetch Claims button. 
  
-{{:pasted:20160516-115427.png}}+To search for claims, click the Match Action and then the Fetch Claims button. 
 + 
 +{{:pasted:20240823-191016.png}}
  
 Enter search criteria and click Fetch. Enter search criteria and click Fetch.
  
-{{:pasted:20160615-110716.png}}+{{:pasted:20240823-191035.png}}
  
 The claims meeting the search criteria will be returned in the Claims grid. The claims meeting the search criteria will be returned in the Claims grid.
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 Auto clear will remove all search criteria when the window is closed.  If the box is not checked, the next time the window is opened it will show the same criteria previously searched. Auto clear will remove all search criteria when the window is closed.  If the box is not checked, the next time the window is opened it will show the same criteria previously searched.
 +
 +__Set Deduction Number Hint__
 +
 +If the claim has been found but can't be matched to a deduction since the claim status is Draft or Hold, auto-assign the Deduction Number as the Deduction Number Hint.  Click the Set Hint button that appears on the claim row.  This will set that deduction number as the deduction number hint for all claims on that invoice.
 +
 +{{:pasted:20240823-191139.png}}
 +
 +The Claim State Reasons column shows the header-level reject, on hold, or pending reason in the Matched Deduction
 +Screen.
 +
 +{{:pasted:20240823-191317.png}}
 +
 +
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 This grid displays all deductions with an Active State of Open by default.  For additional information on the deduction states please see the Deduction State Definitions section in the Help Documentation. This grid displays all deductions with an Active State of Open by default.  For additional information on the deduction states please see the Deduction State Definitions section in the Help Documentation.
  
-{{:pasted:20160516-115645.png}}+{{:pasted:20240823-191412.png}} 
 + 
 +There is a Deduction Label column in the Deductions grid.  This column can be manually updated to indicate additional information about the deduction/claims.   The label of None is the default label.  Other options are: Backup Received, Backup Missing, Not Paid at GoSimple, Not Paid at GoSimple - Working, Claim(s) on HOLD, Rebillable, Backup Requested, and Rebill Sent. 
 + 
 +{{:pasted:20240823-191506.png}} 
 + 
 +__Deduction Comment/Notes__: To see the comments for a deduction, select the deduction row and click the Show Notes button.  This will display any existing comments for the selected deduction.  Users with permissions can add Deduction Comments to the Deductions grid by clicking the Add button.  This will open up the Note Editor.  Type in a comment and click Save.  Attachments can also be added by clicking Add Attachment then Upload File. 
 + 
 +__Client Defined Fields__ 
 + 
 +If the manufacturer has active Client Defined Fields set up for Deductions, those fields will display at the end of the grid.  These fields can be modified for a deduction in any state.  For users who have Edit CDF permissions, the CDFs selected/highlighted will be editable.  Enter in the values then navigate to another deduction row to save the updates.
  
-There is a Deduction Label column in the Deductions grid.  This column can be manually updated to indicate additional information about the deduction/claims.   The label of None is the default label.  Other options are: Backup Received, Backup Missing, Not Paid at GoSimple, Claim(s) on HOLD, Rebillable, Backup Requested, and Rebill Sent.+The type of data that can be entered into the field is dependent on what the CDF (client defined field) is set up as.  For example, if the CDF is set up with a numeric data type, then only numbers can be entered into that field. If the type entered does not match what is set up, the field will turn red to indicate the error.  Below, “test” is not a numeric data type so an error is returned.  The data is saved when clicking a different deduction row.  If the error is not corrected prior to leaving the page, the value entered will NOT save.
  
-{{:pasted:20180118-104241.png}} 
  
-There is also an option to add Deduction Comments to the Deductions grid. 
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 **Deducted Claims** **Deducted Claims**
  
-When a deduction row is selected (highlighted) in the Deductions grid, the matched Deducted Claims display in this grid.+When a deduction row is selected (highlighted) in the Deductions grid, the matched Deducted Claims display in this grid as well as the claim amount allowed.
  
-{{:pasted:20160516-115753.png}}+{{:pasted:20241009-111409.png}}
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 1.  Select a deduction row. 1.  Select a deduction row.
  
-{{:pasted:20160516-115854.png}}+{{:pasted:20240823-191831.png}}
  
 2.  Search for claims then click Match on the Claim row to assign it to the selected deduction.  If matching multiple claims to a deduction and one of the claims is for a negative amount, match the negative claim first. 2.  Search for claims then click Match on the Claim row to assign it to the selected deduction.  If matching multiple claims to a deduction and one of the claims is for a negative amount, match the negative claim first.
  
-{{:pasted:20160516-115921.png}}+{{:pasted:20240823-191852.png}}
  
 3.  View the matched claim in the Deducted Claims grid. 3.  View the matched claim in the Deducted Claims grid.
  
-{{:pasted:20160516-115941.png}}+{{:pasted:20240823-191912.png}}
  
 4.  To Un-Match a claim from a deduction, click the Remove button on the claim row in the Deducted Claims grid. 4.  To Un-Match a claim from a deduction, click the Remove button on the claim row in the Deducted Claims grid.
 +
 +The Auto Match process does not run when a user is in the Match Deductions screen.  To run the Auto Match process while in the deduction screen, click the Auto Match button.
 +
 +{{:pasted:20240823-192032.png}}
 +
 +The Deduction Matching screen can auto-set Deduction Labels based on Deduction State Changes. Users with Edit Labels access will be able to perform this action. 
 +
 +{{:pasted:20240823-192048.png}}
 +
 +Clicking the Deduction Maintenance in the Match Actions dropdown will perform the following updates:
 +
 +Deduction state changes to cleared - deduction label updates to None
 +
 +Deduction state changes to balanced - deduction label updates to None
 +
 +Deduction state changes to complete – deduction label updates to Rebillable if the claim was short paid.  The claim has to be voided and paid in full to use a different label.
 +
 +Deduction state changes to complete – deduction label updates to Not Paid at GoSimple if all claims tied to the deduction are rejected for the reason of Not paid at GoSimple.  If all claims attached are un-rejected or rejected with a different reason, then a different label can be used.  
 +
 +Deduction state changes to complete - deduction label updates to Rebillable if the claims are rejected for reasons other than "Not paid at GoSimple".  These labels can be updated to Rebill Sent.  If the claims are un-rejected then then a different label can be used.
 +
 +NOTE: If the Deduction Label is Rebill Sent or Not Paid at GoSimple - Working, clicking the Deduction Maintenance button will NOT update the label on those deductions.
 +
 +**Enhanced Deduction Processing: Implementation of Bulk Matching Capability**
 +
 +A new multi-claim matching functionality has been implemented within the deduction interface.
 +  * Feature Activation:  A dedicated bulk matching button becomes active when multiple claims are selected in the left panel
 +  * Efficiency Enhancement:  Enables simultaneous matching of multiple claims to a single deduction through a streamlined, one-click process
 +
 +This enhancement significantly improves processing efficiency for complex deduction scenarios requiring multiple claim associations.
 +
 +{{:pasted:20241220-202235.png}}
 +
 ----- -----
  
 **Exports** **Exports**
  
-Each grid can be exported by clicking the corresponding Export button.+Each grid can be exported by clicking the gear icon in the right top corner of each section of the screen. You can export the data as CSV or Excel   
  
-{{:pasted:20160516-120104.png}}+{{:pasted:20240823-192225.png}}
 ----- -----
  
 **Deduction Report** **Deduction Report**
  
-In the Reporting Menu, select Deduction then Deduction Report.+In the Reporting Menu, select Deduction Report in the Deduction sub-menu.
  
-{{:pasted:20160516-120153.png}}+{{:pasted:20240823-192313.png}}
  
 To begin, click Generate or press Enter. To begin, click Generate or press Enter.
  
-{{:pasted:20160516-120214.png}}+{{:pasted:20240823-192334.png}}
  
 The grid will be populated with report data. The grid will be populated with report data.
  
-To export the report, click the Export button.+To export the report, click the gear icon to choose your export format.
  
-{{:pasted:20160516-120240.png}}+{{:pasted:20240823-192412.png}}
 ----- -----
-**Note:  Only one user can be in the Match Deductions screen.  Please remember to close the window after working the deductions.**+
  
  
  
match_deductions.1516272840.txt.gz · Last modified: 2018/01/18 10:54 by lisa.maloney

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