VIII: Creating Custom Rules Using the Rule Editor Flashcards
What do rules do?
Rules define what scenarios we want the system to find. It doesn’t define when we want the system to look or the functions to perform when those scenarios are found.
What is a criterion?
Property, Operator and Value (Item = Value).
What is recommended when creating a rule for procedures? Procedure property or CPT?
CPT
What buttons do you click in order to find the item number and INI of a field in PB Charge Entry?
Ctrl + Click
In Text, how sould you find the “address” of the field you are looking for (INI and Item #)
Home + F8
Service date vs Day Properties
Service Date T-7, Days use greater than
What does “context” define
Context defines where rules can be used and determines the properties that will be available.
What is a “property”
An item in the system to search for
What is an “operator”
relationship between properties and values (=, <>, >, <)
What is a “value”
A response to a property
In the rule editor, how can you search with INI and Item Number?
Click on the arrows next to the search button for more search options.
If the rule you are building needs to catch procedures with any modifier what operator can you use?
Use the “does not equal” operator and leave the value blank.
How would you look up items in Text that you might want to use in rules?
Navigate to the field and type HOME+F8
If the Raw data field shows and ID number, what does this mean?
Then the system is actually storing a pointer to a different masterfile.
If the Raw data field shows the exact same thing that displays in the field, what does this mean?
Then the system is storing the free text typed as a string of text.
To catch part of a string of free text in a rule, what can you use?
The operator “String-Contain”
What issue/s can arise when using the “string-contain” operator?
It will identify the value even if it’s part of a longer value. For example if you are looking for modifier 26, it will also find 260, 126 or anything with 26 in it.
To avoid “string-contain” issues, what property can you use to find the exact match?
Select the more specific “item” under that property.
If you would like to see a definition of each operator, how would you access this?
F1
What is the system functionality of a PB Visit Context?
Visit Filing Order Review/Retroadjudication
What is the system functionality of a Universal Charge Line
Charge Router Charge Entry Validation Messages
True or False: A rule can contain more than one criterion
True
What are the three types of evaluation logic to determine the relationship between criterion?
And (must meet all criteria), or (must meet any one criterion) and custom (define and and or relationships between multiple criteria)
True or False: You are unable to accept a rule without entering a message.
True.
How do you create a dynamic error message such as CHARGE SESSION»Account»Acct Type?
Click insert and use the property tree. Any additional comments to describe the error a charge qualifies for should appear inside the quotation marks
What is the configuration of the “Day” Property when creating a rule?
This property references a specific date in the past and count forward. e.g. You can enter the number of days in the value field
What is the configuration of the “Date” property when creating a rule?
This is when you use T-1 or T. Day 1 in the system is 1/1/1841.
For the Date Property, which Operator(s) are used? and what is the Value?
< or <= Value is T-x
For the Day Property, which Operator(s) are used? and what is the value?
> or >= Value is number of days.
