About OP AWARE
Path: Billing tab > More button (Customize group) > Advanced Workflow Rules
The OP AWARE (Advanced Workflow Rules Engine) window is used to build billing rules based on specific criteria. The functionality is similar to that of the former Block and Substitute feature, but OP AWARE provides an expanded list of superbill details and actions to build rules around. The window contains a list of rules that have already been created on the far left as well as two rule-building sections: the Triggers and the Actions. Once a rule is saved, these two section displays the rule details when the rule is selected from the list.
The Rule List displays all of the rules that were previously created in the Block and Substitiure feature as well as new rules created in OP AWARE. The list can be widened by dragging the splitter that is visible when hovering over the right side of the vertical scroll bar. Selecting a rule in the list displays the rule details.
|Rule Name and Date|
|3||Triggers Section||The Triggers section of the window, or the "when", tells the story of when to trigger the rule. The criteria set here tells OP what to look for on a superbill when applying the rule at the time of superbill conversion.|
|4||Action Section||The Action section of the window tells OP what to do with superbills for which the triggers have been met. There are seven Action options to choose from, and each option presents a different set of fields that may be completed.|
|6||Show Inactive||The Show Inactive checkbox is used to display rules that have reached their End date.|