The ‘Apply Bundle’ screen has been updated to add new functionality.
Bundle Charge Categories
For bundles with a lot of charges & options, for example complex surgeries, categories can be applied to each bundle charge and the charges grouped on to separate tabs when applying the bundle. To configure this, navigate to edit the Bundle configuration and enter the name of the grouping into the Category field. Any charges that don’t contain a Category, will be grouped together into an ‘Other’ tab
The result of the above bundle configuration is shown below, with 4 tabs across the top. The order of the tabs is determined by the smallest ‘Order’ of procedure bundle charge within each category.
Clicking ‘Next’ will move to the next tab. On the final tab, is the option to ‘Apply’ the bundle to the visit.
If no categories are configured for a bundle, the tabs are hidden and all charges are displayed in a single page in the same style as earlier versions.
Validation Warning Against Each Bundle Charge
A warning symbol will show against any charge that does not meet the criteria that will allow it to be charged. Hovering the mouse over the symbol will display some information about the issue.
The following will cause a validation error:
List with nothing selected (Super Bundles module and Performance Pack only)
Units being charged lower than minimum units
Non-optional charges that have 0 units
The validation symbol will also appear on the tab name of any pages that have a validation error for a charge
Selecting More than 1 Entry for Lists
For ‘List in Service’ and ‘List in PP Type’ charges multiple options can now be selected. This removes the need to duplicate the same bundle charge to allow more than 1 selection.
To add a second or subsequent entry, click the button, then search for the additional line item.
Different units can then be entered for each.
Searching/Typeahead for small lists
Small lists didn’t allow typeahead/searching in earlier versions. This has now been updated to match the functionality in the lists with more than 20 entries.
Viewing Full List of Entries
Clicking the … button next to each bundle charge list (List in service or List in PP Type) will display a full list on the right. Smaller lists with less than 20 items can still be viewed as a drop down without searching. To hide the list, click anywhere in the main screen on the left to hide the list.