Job Scheduler

Job Scheduler


Job Scheduler

Following is a brief overview of the Job Scheduler setup; however, we recommend talking to your trainer or Support to start using this feature. 

1. Go to ‘Admin’ > Job Scheduler 
2. Click [ADD]


 
3. Choose the Function desired for a Scheduled Job



4. Choose a Recurrence Pattern

  • This can be:
  • Daily, every X days
  • Weekly, choose which days of the week
  • Monthly
  • Yearly


5. Choose Range

  • Set the time of day this Job will run, and for how long.  Most often Jobs are intended to be perpetual, and 'No End Date' is chosen. 

6. [Save]

Users have the option to [Delete] any Job or view Inactive Jobs. Inactive Jobs have an end date that has passed, or have reached the set # of Occurrences.


Batch Eligibility

  1. Select ‘Batch Eligibility’
  2. Choose the ‘Resources’ or ‘Event Types’ to Include or Exclude
  3. ‘Appointment Days in Future’ determines how far in advance you would like to verify eligibility
  4. ‘Daily’ would be a typical Pattern for Batch Eligibility
  5. Set the Start date and Time of day you want Batch Eligibility to run
  6. Go to Admin > System Default Settings > Scheduling > ELIGTIMEFRAME -ELIGIBILITY TIME FRAME (L)
  1. choose the number of days you feel THAT AN ELIGIBILITY RESPONSE WILL REMAIN VALID
  2. This controls the Calendar display of the eligibility on an appointment.  If a valid response has been received within the time frame set in the ELIGTIMEFRAME setting, the appointment will display a green check mark


The Batch Eligibility Results Report [Batch Eligibility Results] link is on the Scheduling screen, providing access to the results.  Individual response results can also be found on the Calendar and Patient Dashboard.

Batch Claims 

This 'Job' is recommended, after groups have manually uploaded several claims batches and have successfully printed paper claims. 
Go to Admin > [Job Scheduler] 

  1. Click [ADD]
  2. Select ‘Batch Claims’
  3. Check 'Upload after Batching'


  • If this is not selected, the claim batch will be created but it will not uploaded to the clearinghouse
  1. Pattern -Choose a Recurrence Pattern -We suggest twice a day.  One to run  run after the workday, for instance 6PM, and one mid-morning, to auto-upload any additional and/or corrected claims  
  2. Range: choose 'No End Date' as this is reoccurring 
  3. Save



HCFA claims must still be printed.  Even if the clearinghouse is processing primary paper claims, secondary paper claims must be locally printed and mailed. 

Pin the 'Claim Batches to be Sent/Printed' section from the 'Claims Management Dashboard' to your Home Dashboard so as to be alerted Batches are gathered to be printed using the 'push pin'. When clicked it turns Green. 



Batch Statements 

1. Add a Job

2. Select ‘Batch Statements’

3. We recommend un-checking 'Upload after Batching' for groups who wish to review the statements before they are uploaded to the Statements dept to be processed and mailed

4. Pattern - choose at least once a week before 12, noon Eastern time

   We do not recommend batching on Fridays as statements are not processed over weekends

5. Range: choose 'No End Date'

6. Save

If statements are going to be reviewed before mailing, Pin the 'Statement Batches to be Sent/Processed' section to your Home Dashboard.