A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

Ticketing allows you to scrub Charges prior to processing them to the EHR/EPM. This process is most appropriate for Practices with an EHR integration. For information about ticketing Charges, please see HOW TO GUIDE – Billing – Ticketing Charges from the Queue. 


Work Tickets

1. Navigate to Tickets by clicking Tickets.


2. The Tickets will automatically display Tickets from all Census listings and Providers who are in the Ticket Queue. 


3. There are several ways to sort/filter the list:

 

· Use the pop-up menu at the bottom of the Patient List to filter the list by assignment.

ALL: This selection is the default and displays all Patients in the Queue.

ASSIGNED TO ME: This selection will only display Charges that are assigned to you.

UNASSIGNED: This selection will only display unassigned Charges. 


· Click SHOW FILTER at the top of the Patient List and use the CENSUS and PROVIDER drop-down menus to filter the list by a specific Census and/or Provider. Use the SORT BY drop-down menu to sort the list by Patient, Ticket, or Census. Click APPLY CRITERIA once you’ve made your selections. These selections will be retained as long as you are logged into the same session. 


4. The Ticket List will display. NOTE: Each listing corresponds to a specific Ticket, so you may see multiple listings for the same Patient. The Ticket number displays on the right side of the listing. Patients with a WHITE background are currently active on the Census; Patients with a MINT GREEN background have been Discharged. 

5. Select the appropriate Patient from the Patient list by clicking on them and click the CHARGES tab.


6. Each Ticket is made up of one or more Ticket Items. Each Ticket Item (TI) contains one CPT code from a unique Date of Service. All Ticket and TIs are assigned a unique ID that may be searched later.

7. The Ticket Items displayed are in RECEIVED or ASSIGNED status. If you also wish to view TIs that have been Processed, you may do so by clicking RECEIVE + ASSIGNED and selecting ALL STATUSES. 

8. Select the Ticket Item you want to work on by assigning it to yourself. To assign one TI to yourself, click status checkbox. You may click this even if the TI is assigned to someone else and it will be assigned to you. You may also assign all TIs to yourself by clicking SELECT ALL. 

9. Select the Ticket Item you want to scrub by clicking EDIT. You will have the option to make edits for multiple Ticket Items in the editor pop-up.

10. The Ticket Item editor will open in a pop-up window. The editor allows you to update the following information:

 

· BILLDATE: The BILLDATE is the Date of Service. To adjust, type in the correct Date of Service or use the calendar picker to enter the date.

· CHARGE: The CHARGE is the CPT code attached to this Ticket Item. To adjust the CPT code, type the correct code in the box.

· 1BILLER: The 1BILLER is the Primary Biller. Use the drop-down menu to adjust.

· 2BILLER: The 2BILLER is the Secondary Biller. Use the drop-down menu to adjust.

· SWAP: Click the SWAP button to swap the Primary and Secondary Billers.


· DIAGNOSES: Use DIAGNOSES to add, adjust, or delete the diagnoses.

o  To add a Diagnosis by name, type the ICD-10 code or keyword into the ADD DX box. Click SEARCH and + to add the diagnosis.

o To add Diagnoses by code, type the ICD-10 code(s) into the Code Loader. You may type in multiple codes; separate them with a space. Click +LOAD to add the code(s).

o  To adjust the order of a Diagnosis, use the up or down arrow to adjust.

o  To delete a Diagnosis, click the X. 

· MODIFIERS: Add or delete Modifiers. To add a Modifier, type the Modifier into the ADD MODIFIER box and click +ADD. To delete a Modifier, click the X.

· LOCATION: The LOCATION is the Place of Service. Use the drop-down menu to adjust.

· REFERRING: The REFERRING allows you to add a Referring Provider. 

 

11. To adjust the order of Ticket Items, use the up or down arrows.

12. 1. OPTIONAL: Lock the Ticket Item. Locking the Ticket Item can help you keep track of which Ticket Items are edited and ready for processing. To lock the Ticket Item, click the open LOCK icon.

13. Select the Ticket Items you want to Process/Push.

 

· To select an individual Ticket Item, click the status checkbox. This will un-assign the Charge if it is currently assigned to someone else.

 

· To select multiple Ticket Items, click SELECT ALL.


     · To unselect an individual Ticket Item, click the Status bar at the bottom of the Ticket Item.

     · To unselect all Charges, click UNSELECT ALL, located at the bottom of the page. 

14. To Process/Push the Ticket click TICKET ACTIONS, then click the appropriate selection.

 

· PRINT SELECTED: Prints all selected Ticket Items for the selected Patient.

· PRINT ALL TIs: Prints all Ticket Items for the selected Patient.

· PROCESS ONLY: Sets the Ticket to Processed status but does not push the Ticket to the EHR/EPM via the interface.

· PROCESS + PUSH: Sets the Ticket to Processed status and pushed the Ticket to the EHR/EPM via the interface.

· RE-PUSH TICKET: Pushes a Ticket that has already been processed/pushed through the interface again.

· RETIRE: Does not process or push the Ticket but removes it from the Ticket list. 


14. To Process/Push the Ticket click TICKET ACTIONS, then click the appropriate selection.

· PRINT SELECTED: Prints all selected Ticket Items for the selected Patient.

· PRINT ALL TIs: Prints all Ticket Items for the selected Patient.

· PROCESS ONLY: Sets the Ticket to Processed status but does not push the Ticket to the EHR/EPM via the interface.

· PROCESS + PUSH: Sets the Ticket to Processed status and pushed the Ticket to the EHR/EPM via the interface.

· RE-PUSH TICKET: Pushes a Ticket that has already been processed/pushed through the interface again.

· RETIRE: Does not process or push the Ticket but removes it from the Ticket list.