NextGen Knowledge Center

Consolidate Claims by Time Span

The CSC process is initiated on the Claims Request Lookup window. You can search for claims on a time-span of daily, weekly, monthly, or case. This process provides a clear visual of all of the HOLD claims that can be processed when the CSC process is initiated. You can sort the encounters by selecting on the TS (time-span) column.
  1. From the menu, select Tasks > Lookup > Claims or select the Claims icon.
    The Claim Request Lookup window opens.
    Claim Request Lookup

  2. In the Request Status field, select Hold H.
    The Consolidated Services Claim Time Span field becomes active.
  3. In the Consolidated Services Claim Time Span field select one of the following options:
    • <none> - to display all Hold claims.
    • Consolidate Same Day Claims - to display all encounters that occurred on the same date.
    • Consolidate Weekly Claims - to display all encounters during the same week. The week as defined in the CSC library, either Sunday through Saturday or Monday through Sunday.
    • Consolidate Monthly Claims - to display all encounters for the month.
    • Consolidate Case Claims - to display all encounters related to the same case.
    The claims that meet the search criteria display in the Claim Requests section of the window.
  4. The TS (Consolidated Services Claim Time Span) column only displays when a CSC library is attached in Practice Preferences > Libraries. The codes that display in the TS column are:
    • D = timespan is daily
    • W = timespan is weekly
    • M = timespan is monthly
    • C = timespan is case
  5. Select the claims for consolidation, right-click and then select Consolidate Claims by Timespan.
    The selected claims will be consolidated.