Correspondence Dashboard

1. Display the Correspondence Dashboard: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under Correspondence, click Correspondence Dashboard.
2. Click a linked number in the Practice Review Required column to generate a worklist of correspondence records of that type. The worklist appears in the Task Bar.
3. In the Task Bar worklist, select a sort option from the Sort by menu.
4. Click the group name to expand the list of correspondence records in that group.
5. Click the linked correspondence ID number at the right of the item. The Correspondence Record page appears in the Workspace with the details of the correspondence item.
6. On the Correspondence Record page, you can review the record and view the image located below the Details section. You can click the links marked smaller, larger, and rotate to adjust the image, and you can update the data fields. Record details are located at the top of the page, followed by data input fields.

1. Display the Correspondence Dashboard page: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under Correspondence, click Correspondence Dashboard.

2. 1099 Tax Form — Click the linked number in the Practice Review Required column to view your 1099 tax forms scanned by athenahealth.

Note: athenaOne automatically closes 1099 Tax Form correspondence records after 1 year of creation. You can still find them using the Find Correspondence page and reopen them if needed to take other actions.

The Correspondence Dashboard lists all correspondence records in OPEN status by correspondence reason. You can click the linked totals in each category to generate a Correspondence Worklist to help you manage the administrative tasks associated with your practice correspondence.

Correspondence records in CLOSED status are not displayed on the Correspondence Dashboard.

Note: You can use the Find Correspondence page to generate customized Correspondence Worklists.

The Correspondence Dashboard should be worked daily. The correspondence dashboard contains any correspondence that has come to your pay-to address. Examples of correspondence include patient letters, insurance company letters, and W-9 requests.

Correspondence is paper "non-check" mail that arrives in a practice lockbox. Eastern Bank, Bank of America, other lockbox providers, as well as our own athenaMailbox service all receive correspondence from payers, patients, and other entities that the practice administrators should review. Correspondence items can include the following (for a description of all correspondence types, see Correspondence Types Summary).

• Information-only mail and junk mail
• Legal correspondence
• Medical record requests and other patient correspondence
• Authorizations from payers for future services
• Notices that may affect the patient account and require updates to the patient's information (for example, change-of-address and bankruptcy notices)
• W-9 requests
• Payer forms requiring provider signatures
• Bills

These correspondence items are scanned by athenahealth so that the practice can quickly access them through athenaOne. These scanned "correspondence records" become part of the practice administrative workflow. Many correspondence records require some action by the practice, such as: provider signatures, approvals, patient information updates, and notifications that should be filed for future reference or auditing purposes. Practice staff members perform the necessary actions and then close the correspondence record.

You can use Correspondence Worklists to review each correspondence record, view the image of the correspondence (embedded in the page), and update the data fields as needed.

Note: The number of records returned is limited to 500 records; the limit is 1000 records when you select a specific payment batch and a single correspondence type. When the output option is set to Download CSV, the record limit is always 1000.

The Audit Review correspondence unpostable holds all Medicare RAC audit letters.

Outstanding Medicare RAC audit letters that have not been worked are assigned this unpostable type. You should review these letters in a timely fashion: you have only a limited amount of time to respond to Medicare to avoid penalties.

Note: The Correspondence Dashboard page displays a count of these letters in the Audit Review row of the Type column.