---
# System prepended metadata

title: Billing call 09/15/2021
tags: [Meeting]

---

# Billing call 09/15/2021
###### tags: `Meeting`

Discussion points:

1. HRSA worflow


Set priorities:
 1. HRSA export validations (fix)
 - Attach doc to a case (fix)
 2. Age filter - 65 and over (when loading hrsa file to hrsa filter out Medicare aged patients)
 3. HRSA_result check if we add tag to every case - HRSA_result (override HRSAtempIdsend file if present)) if multiple coverage- take the first. 2nd option- filter cases on export - select one case per 120 days period
 4. Debit note (one payment received for multiple clients invoices) - estimated number of cases - more than 10
 - Group by set of tags 
 - Note icon - should be coloured
 5. HRSA and FR result - add additional 'Results' filter in timeline (markers FR, HRSA)
 6. Delete duplicate tag, leave only Timely.filing tag, check if this tag is connected to an invoice note
 7. FR workflow: add different demo_descr tags for fr_result and fr_no_cov cases 


## Tasks
- [x] HRSA export validations (add validation for pt name and address line)
![](https://i.imgur.com/7XrpJPt.png)


- [x] Attach doc to a case (fix) - not reproduced on a patient or case level. Please notify if occurs again.
- [x] Age filter - 65 and over (when loading hrsa file to hrsa filter out Medicare aged patients)
![](https://i.imgur.com/yqUviLk.png)
- [x] Find solution: one payment received for multiple clients invoices) - estimated number of cases - more than 10
- Elva to get the examples of reports we would need from Billogica/ examples from Xifin
- [ ] Implement cross-client payment allocation
- [ ] Group by set of tags
- [x] Note icon - should be coloured

![](https://i.imgur.com/Aj7LZJf.png)

- [x] HRSA and FR result - add additional ‘Results’ filter in timeline (markers FR, HRSA)
![](https://i.imgur.com/PyuXOXQ.png)

- [x] Delete duplicate tag, leave only Timely.filing tag. Check if this tag is connected to an invoice note (not attached to any invoice note)
- [ ] Bind Timely.filing tag to a note 'Timely Filing Guidelines Exceeded'
- [x] FR workflow: find discrepancies in patient demos in a case and in FR result. add different demo_descr tags for fr_result and fr_no_cov cases? To all active pt cases or just to a single one with result? - right now we implemented the first version of the feature, it will add demo_discrepancy tag to a case with actual FR result if pt demos was updated by FR

    Jamie will create the tag, tag all pt cases
### Extra tasks:
- [x] Send new FR file - sent
- [x] Use new FR tag to estimate cases to be sent to FR. Replace it with frontrunner_sent tag on export
- [x] Fix HRSA-31 load: add periods