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Data Export Process - XML Format
Data Export Process - XML Format The Save toFile Open option saves the file in the old Excel format, XLS. This format haslimitations and restrictions, such as the length of columns, number of rows,etc. The Save to XMLoption saves the file in the new Excel XML format and will alleviate thelimitations and restrictions seen with the XLS form...
1 min reading timeDay End Lock _ Client Payments
Objectives This guide shows you how to Day End Lock all your client payments received in one day. Day End Lock Process This process is completed for each Site where Client Payments are recorded, either via Scheduler check-in or using the Account Payments button. The site you are logged into via Message Center will determine which Site is involved in...
1 min reading timeProcedure Code Maintenance
Procedure Code Maintenance is used to add, edit, and expire agency/provider procedure codes. Procedure codes connect the type of service to a specific guarantor or payor. For use in processing claims, CT|One links Procedure Code, Modifiers and Place of Service into one procedure record. Modifiers are specific to the Centers for Medicare and Medicaid...
9 min reading timeRepeat Packets
Explanation Repeat Packets allow users to set up packets that repeat on a specified schedule for clients meeting specific criteria. Access: Configuration>Clinical Configuration>Repeat Packets Can also search for Repeat Packet by using F1 and typing Repeat Packets in the window. Repeat Packet Maintenance Window Effective Date: Enter the ...
2 min reading timeDynamic Signatures
Objectives This guide will show you how to configure your Dynamic Signatures based on your required clinical documentation. Pre-Requisites At your Service Type Maintenance window (Billing/Maintenance/Service Type/Prog Note tab/Options 2/Note Page/ you must have selected a Progress Note type that has Smart Sig at the end. Otherwise the Dynamic Signat...
4 min reading timeCT|One iPad Setup Instructions
1. Open the App Store on your iPad 2. Search for “Remote Desktop Mobile” the Icon looks like below (if you already have this App installed, please make sure it is fully up to date) 3. Download the Remote Desktop Mobile app to your iPad 4. Launch Safari web browser 5. Go to https://web.ctone.io and login using claimtrak\”username” and your...
0 min reading timeHow to Create a Shortcut to CT|One
How to create a shortcut to CTO Live, QA or Full Desktop Log into CT|One from: https://web.ctone.io Click on one of the 3 icons (whichever one you want to create a shortcut for). This will download the link to your downloads folder. Open Download folder Drag the file in your download folder to your desktop. ...
0 min reading timeAR Aged AR Report
DESCRIPTION This report ages unpaid claims for insurance, patient balances, or both combined. It will examine each claim and Claim History record based on the dates entered for service and history to calculate the balances in real time. If your system has a large number of claims and associated history, the report can take considerable time to ru...
5 min reading timeBilling Matrix Maintenance
The Billing Matrix Maintenance window sets the relationship between the Service Type, Guarantor, Procedure Code, and if applicable, Staff Level or Facility Level. The Billing Matrix sets the parameters for combining the service type entered on the billing line (or transferred from the scheduler or progress note) with the client guarantor in order to...
2 min reading timeCT|One Application and/or Font Appear Larger
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0 min reading timeStaff Workflow Dock
Staff Role Workflow Configuration>Agency Configuration>Staff Role Create and expire Staff Roles To Add a Role: Click Add Enter a Code i.e., 4 Enter a description of the Staff Role you are creating. Enter an Effective Date of the Staff Role You may also add staff to this role by clicking on Edit List > Finding the Staff in the left column ...
0 min reading timeClaim Create Rule Engine - Bundled Billing
EXLANATION The Bundled Billing rule in the Claim Create Rule Engine is built to meet the specific KS OneCare billing requirements for the OCK Services. This is designed to create claims that meet the criteria with or without a fee based on the configurations. There are two (2) types of services as part of this process: The HAP service This is a sta...
1 min reading time