Plexus Outbound Task - Billing – Plexus Technology Group

The Plexus Outbound Billing Task is an Outbound Interface Engine Task that is used to export documents for billing purposes.

For more details on the Outbound Interface Engine and Tasks please refer to this wiki article.

The Billing Task will query the database searching for anesthesia records and documents that haven't been exported yet. The Billing Task will then export the un-exported documents.

Configuration

The export behavior can be controlled by the configuration settings listed below.

Settings

Here are all the settings that can be set:

Setting Name	Table	Description	Notes
plexusbillingoutbound-targetsystem	SvrSettings	Destination to which files will be sent. Value should be a name of an Outbound Destination from the EMR.OutboundDestinations table.	This value is case sensitive and should match the name of the destination exactly
plexusbillingoutbound-customfilename	SvrSettings	File name template for billing export.	Example file name template: “Billing_[DOS]_[LNAME]_[FNAME]_[MRN]_[DATE]_[TIMES]”
SnapshotTextReport	AppSettings	Create text report	Value should be “true” or “false”
plexusbillingoutbound-sendtextreport	SvrSettings	Send text report	Value should be “true” or “false”
plexusbillingoutbound-dropandhl7	SvrSettings	Send file and HL7	Value should be “true” or “false”
plexusbillingoutbound-hl7embedded	SvrSettings	Send as Text version inside HL7	Value should be “true” or “false”. I don’t think this actually does anything.
plexusbillingoutbound-demoscustomfilename	SvrSettings	File name template for demo file	Example file name template: “Demo_[DOS]_[LNAME]_[FNAME]_[MRN]_[DATE]_[TIMES]”
plexusbillingoutbound-sendonlydemo	SvrSettings	Send demo file only	Value should be “true” or “false”
plexusbillingoutbound-locationfacilitylookup	SvrSettings	Location facility lookup. This is needed when we include “[FACCODE]” in file name templates	Example: “*\|CBH;SH\|SVH”
plexusbillingoutbound-activitysummaryfilename	SvrSettings	Activity summary filename	Activity Summary File will be sent to a desintaion with the name of the TargetSytem with “AS” appended to it. So if the TargetSystem name was “mednax”, the activity summary destination would be “mednaxAS” Example file name template: "BH_ACTIVITY_[U:yyyyddMM].csv"
plexusbillingoutbound-sendcombined	SvrSettings	Send combined documents	Value should be “true” or “false”
plexusbillingoutbound-donefolderfilename	SvrSettings	Done folder file name template
plexusbillingoutbound-mednaxquality	SvrSettings	Generate Mednax quality file	Value should be “true” or “false”
plexusbillingoutbound-mednaxquality-practiceId	SvrSettings	Practice ID
plexusbillingoutbound-mednaxquality-facilitycode	SvrSettings	Facility Code
plexusbillingoutbound-mednaxquality-filename	SvrSettings	Mednax quality file name template	Supports [PRACTICEID] and [BATCHID] values in addition to the standard template values. Example: "[PRACTICEID][BATCHID]_[DATE][TIMES].txt"
plexusbillingoutbound-mednaxquality-targetsystem	SvrSettings	Destination to which files will be sent. Value should be a name of an Outbound Destination from the EMR.OutboundDestinations table.
plexusbillingoutbound-longactivitysummary	SvrSettings	Generate long activity summary	Value should be “true” or “false”
plexusbillingoutbound-reportdateformat	SvrSettings	Report date format	Example: “MM/dd/yyyy"
plexusbillingoutbound-reportdatetimeformat	SvrSettings	Report date time format	Example: “MM/dd/yyyy hh:mm”
plexusbillingoutbound-billingwindowdelay	SvrSettings	Billing window delay in days	Value is number of days
plexusbillingoutbound-activitysummaryexcel	SvrSettings	Create activity summary as Excel spreadsheet	Value should be “true” or “false”
FormIDs	SvrSettings	Mapping of document types and document name	The document ids specified will be processed by task. The document names specified will be used by the task whenever it needs to output document names.
<TargetSystemName>-FormIDs	SvrSettings	Mapping of document types and document names for specific target system. If this is specified it will be used instead of FormIDs

Setting up the Billing Task

Create the Billing Task. Add a new row to the EMR DB Tasks table. Set the Name column value to "plexusoutbound-billing". Setup the desired schedule by setting the Interval and Settings column values. Ensure that the Task is enabled by setting the StatusID column value to "1".
Create outbound destination. Add a new row to the EMR DB OutboundDestinations table. Set all the values and remember the outbound destination name. This destination name will be used as the value for the Target System and as the prefix for the Form IDs setting name.
Add the configurations listed above to the EMR DB SvrSettings or AppSettings table as specified above.

Minimal settings

At least the following settings need to set:

plexusbillingoutbound-targetsystem
plexusbillingoutbound-customfilename
<targetsystem name>-FormIDs

Here is an example of the minimal settings and values you could set:

Setting Name	Table	Description
plexusbillingoutbound-targetsystem	SvrSettings	ABC
plexusbillingoutbound-customfilename	SvrSettings	Billing_[DOS]_[LNAME]_[FNAME]_[MRN]_[DATE]_[TIMES]
ABC-FormIDs	SvrSettings	1\|IntraOp;2\|Preop;34\|Nerve Block;52\|Consent;

With this minimal configuration the Billing Task will export IntraOp, Preop, Nerve Block, and Consent documents as PDF files. The file names will be set based on the above template and sent to the "ABC" outbound destination.

File Name Template

The following keys can be set in a file name template string. The Billing Task will process the template string and replace the keys with the proper values.

Template Key	Description
[DOS]	Date of Service - format: yyyyMMdd
[DOSTIME]	Date of Service Time - format: HHmm
[GUID]	GUID
[GUID36]	Base36 GUID
[MRN]	MRN
[FNAME]	First Name
[LNAME]	Last Name
[MNAME]	Middle Name
[DATE]	Export Date - format: yyyyMMdd
[TIME]	Export Time - format: HHmm
[TIMES]	Export Time - format: HHmmss
[FORMID]	Form Name
[DOCTITLE]	Document Title
[ISADDENDUM]	if addendum the "_AD" will be added here
[VERSIONGUID]	Version GUID
[VERSIONGUID36]	Base36 Version GUID
[ACCT]	Account Number
[SURG]	Surgoeon Name
[FACCODE]	Facility Code
[PRACTICEID]	Practice ID - Mednax Quality only
[BATCHID]	Batch ID - Mednax Quality only

Export Status

The Billing Task will update the export status of an an anesthesia record and its documents after they have been successfully exported.

Successful Billing Export Status ID: 512

The ExportStatusID column value of every Touch DB AnesRecords table row that was exported successfully will be incremented by 512.

The ExportStatusID column value of every EMR DB Documents table row that was exported successfully will be incremented by 512.

TODO

add more details about the queries being performed to retrieve the records and documents

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Plexus Outbound Task - Billing