Manually Reconciling the Unassigned Account Number for a Patient

This guide provides step-by-step instructions on how to manually reconcile unassigned account number transactions for a patient. It outlines the process of indexing, and reconciling to the account numbers (CSN, FIN, Encounter Number) as well as exporting and viewing the transaction history.

Chris Pentland
12 steps
25 seconds

Navigate to Tracker.

Index the fax with all the correct required information Last Name , First Name, DOB.

Use "Search" to find the patient via the HL7 Integration to your EMR.

Select the correct patient with the account number which is unassigned.

Continue the indexing process with the required fields including Document Type. Example: entering "Consent Form" Document Type.

Select "Patients" Save Patient" and once the document has scheduled and a CSN in Epic was created. You will return back to Tracker to Reconcile the document to Export.

Reconciling the Document to Export

From the Inbound Item Worklist, select the transaction that needs to export. Then above the indexing area, select the Cog icon to Reconcile the transaction.

Select the appropriate "Account Number" for this transaction.

Select "Assign" and the pop up will go away.

Choose the "Export Arrow" icon which will show you the status. You are looking for "Completed" which will take about a minute to process and then maybe another minute to show in Epic.

Successfully exported status view.

Select "Clear from List" Quick Button or go under Actions drop down and choose "Clear from List" to remove the transaction from the Inbound Items Worklist and store it.