Define Thresholds

Defining thresholds help users identify claims that are within a certain number of calendar days from a Payer's timely filing deadline. This screen is accessed from the Timely Filing option in the Admin menu (Admin > XClaim > Timely Filing > Define Thresholds).

This is the second step in configuring the Timely Filing feature. Users can configure up to six color-coded thresholds to help identify and track claims that have not been exported. This screen displays current thresholds and their Active status:

Threshold Days: Number of calendar days from the Payer's Timely Filing deadline that the claim will be identified with the Threshold Color.
Threshold Color: Color that will appear in the claim's Days to TFD column in the claims grid.
Active: Indicates whether the threshold is enabled or disabled.

Users may add or edit thresholds using the buttons at the bottom of the screen, or from the context (right-click) menu in the grid. Note that there can only be six total thresholds defined, regardless of their Active status.

Selecting New or Edit will open the Add/Edit Threshold screen in a new window. Complete the required fields and click Save to commit changes and return to the Define Thresholds screen. Once the thresholds have been defined, click the Define Rules button to define the rules to associate with the thresholds.