Manage Lists and Client Lists Overview

The Manage Lists (AM Professional) or Client Lists (AM Consulting) page, allows your organization to create lists of Auditees (Providers and Coders), Payers, Practices/Organizations, as well as Regions. These lists will be the basis for building, organizing, and reporting on your audits. Auditees, can be linked to Practices/Organizations, and those can be linked to any Regions you have created.
Note: It is best to start by creating Practices/Organizations. You can then create Auditees, and link them accordingly. Once you create Regions, you can then link Practices/Organizations to them.

This article will be broken up into the following sections. Click a section to jump there.

• Navigate to the Manage Lists or Client Lists page
• Auditees
• Payers
• Practices/Organizations
• Regions

Navigate to the Manage Lists or Client Lists Page

Navigation to this page will depend on which Audit Manager account type you have. Please see the navigation options below.

• For AM Professional, click Admin>Manage Lists
  
   
• For AM Consulting, these lists are specific to each client in your Client list. Click on Client, then select a client from your list. Now click on Client Lists in the secondary navigation menu.
  

Auditees

This section allows you to create and manage Auditee (Provider or Coder) profiles. You will select auditees from this list when creating your audits.

Section Options and Icons:

• : Select/Deselect All in the list.
• : Show filter options.
• : Show additional Actions you can take with this list. More detail below.
• : Resets any selections and reloads the page.
• : Show search field.

Actions menu options:

• Show/Hide: Allows you to show or hide columns of data in the list.
• Add Auditee: Allows you to add Providers and/or Coders as Auditees. See this article for more information.
• Bulk Upload Auditee: Allows you to create Providers and Coders using a bulk import sheet. Further instructions are provided when clicking this option.
• Edit Auditee: Allows you to edit the Auditee profile you have selected, using the checkbox. 
  Note: You can also edit a profile by clicking on the Provider or Coder name in blue.
• Delete Auditees: Allows you to delete one or more Auditees, by selecting the checkbox next to each listing, then select Actions>Delete Auditees.
• Run Report: Allows you to export a list of your Auditees to an Excel sheet.
  

Payers

This section allows you to add and manage Payers. These payers can be selected when working through your audits. You can also link Fee Schedules to your payers, to have financial and RVU information included in your audit reports. 

Section Options and Icons:

• : Select/Deselect All in the list.
• : Hide/Show filter options.
• : Show additional Actions you can take with this list. More detail below.
• : Resets any selections and reloads the page.

Actions menu options:

• Show/Hide: Allows you to show or hide columns of data in the Payer list.
• Add Fee Schedule: Allows you to add a Fee Schedule to the selected Payer. Only one payer can be selected at a time for this option.
• Add Payer: Allows you to add new payers to your database. A pop-up box will open to enter the payer details (name and ID).
  Pro Tip: Click the +Add more button, to add additional Payers in the same pop-up box.
• Bulk Upload Payers: Allows you to bulk import payer details. Additional instructions are provided on the Bulk Import Payer screen.
  Edit Payer: Allows you to edit the payer information (name and ID). Only one payer can be selected at a time for this option.
• Delete Payer: Allows you to delete the selected payer/s.
• Link CMS Fee Schedule: Allows you to link the CMS fee schedule, to the selected payer/s. Multiple payers can be selected for this option. Follow the instructions in the pop-up box.
  Note: Only Regional CMS Physician Fee Schedules are included. This fee schedule does not include financial data for labs, drugs, or DME (Durable Medical Equipment).
• Link Custom Fee Schedule: Allows you to link a custom fee schedule, to the selected payer/s. Multiple payers can be selected for this option. Additional instructions are provided on the Bulk Upload Fee Schedules screen. Custom Fee Schedules can also include financial data for labs, drugs, or DME (Durable Medical Equipment, etc.).
• Run Report: Allows you to export the list of payers, into a CSV file.
  

Practices/Organizations

This section will allow you to create and manage Practices/Organizations, that you can link to your Auditees. Practices/Organizations can also be linked to Regions.

Pro-Tip: When setting up Practices/Organizations, think of them as a way to aggregate and trend audit results based on a group of auditees. Mostly commonly, auditees are assigned one primary practice/organization – this allows clear groupings for audit results. 

Section Options and Icons:

• : Allows you to add new Practices/Organizations. Click this icon to open the Practice Add pop-up box. Fill in all required and/or optional data, to create a new Practice/Organization profile. 
  Pro Tip: Click the +Add more button, to add additional Practices/Organizations in the same pop-up box.
• : Show filter options.

Practice/Organization List Actions

• Edit Practice/Organization: Access the Practice/Organization detail page to update the profile.
• Delete Practice/Organization: Delete the associated payer.
  Note: Practices/Organizations that have been linked to any audits, will not have a Delete icon. These Practices/Organizations cannot be deleted.

Regions

This section allows you to create and manage Regions. These can be linked to your Practices/Organizations. Regions can be used to organize your audits and associated reports.

Section Options and Icons:

• : Allows you to add new Regions, and associate them to your Practices/Organizations. Click this icon to open the Region Add pop-up box. Fill in all required and/or optional data, to create a new Region profile. 
  Pro Tip: Click the +Add more button, to add additional Regions in the same pop-up box.
• : Show filter options.

Region List Actions

• Edit Region: Edit the region name, state, and practice/s.
• Delete Region: Delete the associated region.
  Note: Regions that have been linked to any audits, will not have a Delete icon. These regions cannot be deleted.