About the Instant Ledger Beta
We are very excited to launch the new instant ledger, and we want to hear from you about your experience using it! Please provide your feedback to your customer service representative and they will make sure it gets back to our product team.
Important Note: While in beta, usage of the Instant Ledger is optional and will not impact your existing case ledger and case economics in any way.
The new beta tab will appear on both new and existing cases. You will be notified upon entry into the Supio portal case view about the new feature, and offered a quick overview on the feature functionality.
Using the ledger is optional, it will live alongside your existing bill ledger and case economics functionality, but not interfere with either. Feel free to play around and generate bills and modify the data without worrying about impacting existing workflows or in process deliverables.
Simply navigate to the new tab, where you will be introduced to the feature and functionality.
With the addition of adjustments and payments, it is possible to re-run processing on all of your bills to extract adjustments and payments information to further enrich the data on your ledger. To do so, select that option on the beta info screen.
Adding Bills to the Instant Ledger
When the ledger is completely empty you will be greeted with a starting screen and prompted to add files to the ledger for processing.
When adding bills to the ledger, you will need to choose which files you would like included.
When choosing the files, for the ledger, select any files which contain medical bills
You can use the Type filter to narrow down your search to files which are labeled as Financial to make selection easier
You can always use the preview option to check the file as you’re making your selections.
It is always possible to return to add more files later, and the selection page will show you which files have already been added to avoid duplicates
Line item extraction typically takes under 10 minutes, but this can vary according to the number of files, size of the files, number of pages of bills, and other system constraints.
Progress can be observed in the file footer which will show which files are complete and which are still in progress. You can refer to this footer any time to understand which files have been added to the ledger and if there have been any processing errors along the way. If a file fails to be added, you can clear it and try again, or add the bill items manually.
While extraction is in progress, you can leave the case and tab, we’ll call you back when it’s done via an optional notification. Simply visit your notification preferences to opt into the alert.
Duplicate Line Item Handling
The instant ledger will automatically deduplicate line items, ensuring that there are no double charges for your client. You will be able to show or hide duplicates in the UI, to review and understand what has been excluded from the total charges on the ledger.
If our automatic deduping has gotten a duplicate wrong, or missed some, you always have options to merge or unmerge duplicates manually to ensure that your totals are looking correct.
This is done by:
Select the items you would like to have merged as duplicates
Click “Merge duplicates” button at the top of the ledger and confirm your choice
This will update the line item set to be duplicates of one another, and the system will pick a single line item to represent the set in the amount calculations
It is also possible to reverse duplicate decisions, in the event the AI is incorrect or you have accidentally merged items together:
Click “Show Duplicates” to reveal the duplicates within the ledger
Select the line items you want unmerged (use the boundary box to assist in knowing which duplicate sets travel together)
Click “Unmerge Duplicates” button at the top of the ledger and confirm your choice
This will make each selected line item count towards the overall amount calculation and remove its status as a duplicate
Ledger Management
The new instant ledger interface provides even more key information about your case’s medical economic damages. At the top of the ledger you will see summaries of all the charges, adjustments, payments, and overall outstanding balance for all facilities.
The data will assist you in understanding how much has been paid, by whom, and where additional outstanding balances need to be considered.
The instant ledger has several features designed to give you complete control over the data extracted from bills, including the ability to inline edit all fields, manage facilities, and add or remove line items from the ledger.
You also have the option to export the ledger as a csv, so you can continue to work with the data in a spreadsheet of your choice.
All data columns are sortable, and we have included some filters at the top of the table to make it easy to get to the line items you are looking for.
In order to understand which files have been added to the ledger, you can use the Source dropdown, which will show you a list of files which have line items associated with them in the ledger. You can also use this dropdown filter to fully remove files from the ledger.
When adjustments or payments are associated with a particular line item charge, they will be displayed in line with that charge so you can see what balance is being affected. Adjustments and payments may also stand alone as their own line item if they are a general reduction to balance and not associated with any particular line item.
Note that line items extracted from low quality document scans will indicate that additional review may be needed due to the document quality.
Editing Line Items
All line items on the ledger are editable, simply click on the Edit button on each row to open up the cells and begin managing the values, and then save when complete.
You have full control of all values in the line item, and can change the grouping facility, or any of the other details such as description or amount. Any time the line items are updated, the totals and duplicates will recalculate, ensuring that everything updates immediately and stays up to date.
You are also able to add line items manually, in the event that extraction was not able to process a document, or simply if you want to include one. You can optionally connect the line item to a pdf that has been uploaded to the case.
When adding a line item, you will be prompted to choose whether you are adding a new charge, adjustment, or payment. Your selection will impact how the ledger treats the line item in relation to the overall balance, and how the item is displayed within the ledger.
Removing Bills & Deleting Line Items
If you wish to remove any line items you can do this manually by selecting the line items and clicking “Delete.” This action is permanent, however you will need to confirm the action to ensure the decision.
In order to fully remove a file from the ledger, you can use the Source filter and select the unwanted files. This will select all line items associated with the file and you will be able to remove them from the ledger.
Managing Facilities
The Instant Ledger hands over full control of how you want your line items grouped together in the ledger. The facility group represents the issuing medical facility for the bill, and will calculate the total charges for each facility so you can easily understand the economic damages.
In order to change the facility of any group of line items, follow these steps
Select the desired line items
Click “Rename Facilities"
Here you will be able to either move the line items to an existing facility, or create a new one to house them under.
Click apply and the ledger will adjust groupings and scan for new duplicates.
Unrelated Line Items
Not all line items extracted by the Instant Ledger will be relevant to your case. Users can select and then choose to mark items as unrelated as part of the ledger review process. Items which are marked as unrelated are not counted to the overall ledger totals for total charges, so that the amounts can be properly excluded from the demand.
The instant ledger has an option to automatically scan all of your line items on demand, and determine whether there are any potentially unrelated items. We flag these according to the type of treatment and details such as the incident date to determine whether it may be unrelated to the incident. Suggestions are available to review via specialized workflow.
In order to mark line items as unrelated, follow these steps:
Select the desired line items
Click “Mark Unrelated”
Those line items will be moved to the Unrelated View
You can view those any time, and reverse the decision by marking them as unrelated by selecting and clicking “Mark Related”
