Data Maintenance Utilities

Data Maintenance Utilities

Important: Changes made in these utilities may not be reflected until users refresh their page and log back in.

Add Open Bill

This utility creates a bill from an external source in order to balance bill the claim in AIM.

Change Account Prefix

This utility changes the prefix of an account number (ie: PAT -> FAM).

Change Bill Number

This utility changes a bill number (ie: 000123 -> 000124).

Clear Locked Process(es)

This utility removes the locks on failed batch operations.

Clear Locked Record(s)

This utility clears the active editors on all bills and accounts.

Create Trizetto Export File

This utility creates a downloadable list of all configured commercial payers.

Fix Ledger Balances

This utility is for the A/R Module and should be used if there are changes or concerns with the ledgers in the A/R Module. This functionality is part of the Archive/Purge feature, and it reviews/recalculates/updates all transactions.

Fix Transaction Balance

This utility rebalances the Add Transactions screen to match the Charges screen for a bill.

Import Setup from Customer/Agency

This utility copies payer, location, and common ICD code setup from another customer/agency to the current agency, allowing for selective copying of all items, recently used items, or specific types with options to update provider numbers.

Remove Duplicate Accounts

This utility removes temporary accounts duplicated by multiple imports of the same file.

Remove Rejection From Bill

This utility removes the Rejection transaction from one bill number at a time.

Reset Payer Audit Files

This utility resets selected payer audit files.

Reset Payer Confirmation Files

This utility resets selected payer confirmation files.

Reset Payer Reconciliation Files

This utility resets selected payer reconciliation files.

Sort Dues

This utility sorts the Subscription Dues History by the Payment Date field instead of the date entered.

Split/Merge Account

This utility moves bills from one account to another.

Subscriber Status Update by Date Range

This utility allows changes to the Subscriber Status of any Account not paid within specified date range.

Subscriber Status Update by Year

This utility allows changes to the Subscriber Status of any Account not paid by the year entered.

Update Open Bill Address(es)

This utility updates the primary patient address on selected open bills.