Working with Chart Item Flags
Updating Document Flags
On various documents and reports there is an option to set chart item flags using the "Update" button. Many of these flags can be both set, and unset, with this button. When setting a flag a comment must be entered in the field in between the drop down and the "Update" button.
Option | Description |
Set Comment | Adds a comment to the Chart Item. |
Set Hold | Applies a Hold, which prevents the Chart Item from being Finalized. |
Set Forced | Sets the Forced flag, which allows certain errors to be ignored. (Admins Only) |
Set NoBill | Prevents item from generating a claim or billing. Allows most errors to be ignored. |
Set Deleted | Deletes the item. Can still be found later by searching in the Chart Items report. |
Unset Comment | Clears the Chart Item comment, although it is retained in the Chart Item history. |
Unset Hold | Unsets the Hold flag. |
Unset Rejected | Tries to unset the rejection. If the issue has not been resolved the flag will remain. |
Unset Forced | Unsets the forced flag. |
Unset NoBill | Tries to unset the NoBill flag. Certain Chart Items always have the Nobill flag set. |
Unset Deleted | Unsets the Deleted flag, making the Chart Item visible again. |
Send Reminder | Emails the client about upcoming appointments related to this Chart Item. |
Update Payer | Tries to update the Chart Item payer based on changes to the Payers, Client, etc... |
Understanding the Flag List on the Chart Item Search Page
On the Chart Item Search page, you'll see a section called Flag List with a series of check boxes as in the image below:
The nine different letters designate different flags you can add to your search pattern. And, the plus and minus signs respectively mean to search for items with the flag, or without the flag. The table below has more details for you:
| Letter | Meaning with a Plus Sign (+) | Meaning with a Minus Sign (-) |
B | Search for items that have been billed | Search for unbilled items |
D | Search for deleted items | Search for undeleted items |
F | Search for items that have been forced | Search for unforced items |
H | Search for items on hold | Search for items not on hold |
N | Search for items set to not billable | Search for billable items |
O | Search for items overlapping with another | Search for non-overlapping items |
R | Search for rejected items | Search for unrejected items |
S | Search for items already signed | Search for unsigned items |
V | Search for signed items set back to draft | Search for unversioned items |
So, the letter chooses the flag, and the plus and minus signs determine whether you're searching for the presence of the flag, or its absence. Let's take a look at a few examples.
Example #1: Versioned Items
Whenever you have a signed item that is later taken back to draft, a special designation is applied. It is called versioning. So, if you want to search for signed items taken back to draft like this, you could check the +V box as part of your search pattern.
Example #2: Deleted Items
When an item is "deleted" from the chart, it is no longer visible to your everyday work flow. However, the information is still stored in the system. If you need to search for items that have been "deleted", check the +D to your search pattern.
Example #3: Billed Items
Let's say you're interested in finding out which items you have yet to bill. Then, check the -B box to search for the items that have not had the billed flag set for them yet.
Understanding the FlagList on the Chart Items Page
On the Chart Information page, you'll see a section called Chart Items that is similar to this zoomed in partial table below. Notice the FlagList in the third column from the left:
Certain single letters may appear alone or in groups in this FlagList. The letters correspond to the same letters you saw in the previous section of this tutorial page. See the table below for a quick run-down on what the flag means if it appears here.
Flag | Meaning If It Appears in the Chart Item Table |
B | This item has been billed. |
D | This item has been deleted from visible work flows. |
F | This item has been forced. |
H | This item is on hold. |
N | This item is not billable. |
O | This item overlaps in time with at least one other item. |
R | This item has been automatically rejected. |
S | This item has been signed. |
V | This item has been versioned (was signed, then brought back to draft. |