You use the Activity function to record an action that has either occurred or needs to be taken on a third party, guarantor or patient tracking record. Activities are events that indicate a collection, billing or missing element task was performed, or a letter is to be printed. They are user-defined to represent your facility’s policies and procedures. Activities can generate notes that are available for viewing. They can also generate statistics that can be used for monitoring collection productivity.

Adjustments to the follow-up days can also be made through the Activity function. Access to the Activity function must be made through the following functions: Claims Worklist, View Claim Tracking By Account, Guarantor Worklist, View Guarantor Tracking, View Patient Tracking - Account and View Tracking by Supervisor.

To record an activity on a worklist entry:

1. Select the appropriate function:

   Claims activity: Claims Worklist, View Claim Tracking By Account (Claims menu)

   Guarantor activity: Guarantor Worklist, View Guarantor Tracking (Guarantor menu)

   Patient activity: View Patient Tracking - Account (Account/Patient Tracking menu)

   The next screen list the entries on the appropriate worklists.

2. Select the worklist entry for which you want to enter an activity code. The Activity screen displays.

3. Enter the activity code which best describes the action that has occurred or that should take place. Each activity has a default and a maximum number of days to wait for the next follow-up activity. Press Enter or click OK for display of the default days to follow-up that are associated with the activity code. The numeric value in the Days to Follow-Up field can be overridden with a value not to exceed the maximum number of days.

4. Enter any additional notes regarding the activity in the Second Line of Notes field. These notes are posted for viewing in the View Account Notes function.

5. Entering an activity will remove the claim from the worklist until the next follow-up date. PiMS will then re-assign the entry to the appropriate worklist if the expected action has not taken place.

6. Check that the information is correct and press Enter or click OK.