Missing Slips

1. Display the Missing Slips worklist: On the Workflow Dashboard, click any linked number in the Missing Slips column.
   By default, the list is sorted by provider name.
2. To sort the Missing Slips worklist by department, click the Department link.
3. To filter the worklist, click Edit.
   Additional fields appear.
4. Appointment Status — Select Checked In or Checked Out.
5. Encounter Status — Select Open, Closed, Deleted, or No Encounter.
   Note: A blue bar on a missing slip means the encounter is closed, which can appear both by itself and alongside the green bar (for Provider Review Complete) on the Claim Billing tab.
6. Provider Review — Select Complete or Incomplete.
   Note: This field is available only for practices that use athenaClinicals. With athenaClinicals, a green bar on a missing slip means that it was marked as "Reviewed by provider" on the Claim Billing tab.
7. Charge Entry Status — Select Unsaved or Saved.
8. Department — Click Selected and then select one or more departments.
9. Provider — Click Selected and then select one or more providers.
10. Dates of Service — Set from and to dates. You can enter dates manually or use the date picker.
11. Click Filter.

1. Display the Missing Slips worklist: On the Workflow Dashboard, click any linked number in the Missing Slips column.
2. Click Edit.
   Additional fields appear.
3. Click Advanced filter.
   The Missing Slips page opens in the Workspace.
4. Appointment Status — Select Checked In or Checked Out.
5. Encounter Status — Select Open, Closed, Deleted, or No Encounter.
   Note: A blue bar on a missing slip means the encounter is closed, which can appear both by itself and alongside the green bar (for Provider Review Complete) on the Claim Billing tab.
6. Provider Review — Select Complete or Incomplete.
   Note: This field is available only for practices that use athenaClinicals. With athenaClinicals, a green bar on a missing slip means that it was marked as "Reviewed by provider" on the Claim Billing tab.
7. Charge Entry Status — Select Unsaved or Saved.
8. Department — Click Selected and then select one or more departments.
9. Provider — Click Selected and then select one or more providers.
10. Date of service — Enter or select a date range for the missing slips.
11. Appointment type — Click Selected and then select one or more appointment types.
12. Day of week — Click Selected and then select one or more days of the week.
13. Click Filter.

1. Display the Missing Slips worklist: In the Workflow Dashboard, click any linked number in the Missing Slips column.
2. Click a patient appointment in the worklist.
   The Checkout page for the appointment appears in the Workspace.
3. Display the patient chart: On the Patient Actions Bar, click Clinicals, and then click Chart.
   Note: You can also click a document link in the Checkout page.
4. To return to the Missing Slips worklist, click the Return to Missing Slips Worklist button at the top right of the page.
   athenaOne displays the worklist in the left panel, focused on the patient you're reviewing. The Checkout page you were working on appears in the center panel.

You can display a saved draft of a claim, make edits, save your progress, and return later to finalize your updates without losing your place.

• Access saved drafts of claims from the:
  • Missing Slips worklist or
  • Today's Appointments worklist (or section of the homepage)
• The Missing Slips worklist updates to show you when an draft claim was saved with pending changes.
• When you return to enter charges via the Missing Slips or Today's Appointments worklists, you'll skip the Billing Tab and see all your saved information on the Charge Entry page so you can pick up where you left off.

To save your progress while updating an appointment

You can save your progress when entering charges from the Missing Slips or Today's Appointments worklists and return later to finish your update.

 

Enter information and save progress

After you enter, or remove, information in the fields of the Charge Entry page via your usual workflow, you can click the Save Changes button located at the bottom of the page that allows you to save entered or edited information as a draft.

 

Important: Any information you enter into the Claim Note field is not saved.

 

When you click the Save Changes button, the page refreshes, which saves the information.

 

Note: The Create Claim button becomes inaccessible, and a spinning circle icon appears in the Save Changes button.

 

Then, a message appears near the top of the page. As well as next to the Save Changes button, with the time of the last save and who saved it.

 

After saving your progress, you can navigate away from the page and return to enter charges on that appointment via the Missing Slips workflow or Today's Appointment worklist (because a claim wasn’t created yet).

Return to work in progress

 

On the Missing Slips worklist

On the Missing Slips, saved progress is indicated with a purple color on left side of the box in the respective worklists.

 

Note: If progress is saved the color turns purple even if the color had been green (which indicates that the linked tab was reviewed).

 

You can hover over the purple bar to see a message stating the time of the last save and who saved it.

 

When clicking into an item on the worklist with a saved draft, you will go directly to Charge Entry, skipping the Billing Tab, and your saved information displays automatically. You can then continue to enter data before creating the claim, or save your progress again if needed.

 

On the Today's Appointment worklist

On the Today's Appointment worklist you can only return to Charge Entry for appointments at the checkout stage.

 

From the Today's Appointment worklist, you can click the name of any patient that has an appointment at the checkout stage to display Charge Entry.

 

This is a useful entry point to your saved draft of a claim if you are making claims with current encounters.