Maintain Case Manager/Adjuster Codes

With the Maintain Case Manager/Adjuster Codes function you can review information for a specific code, add new codes to the table, change the information for existing codes, print the table, and inactivate or reactivate a code.

Upon accessing this function, the Maintain Case Manager/Adjuster Codes screen displays containing blank data fields.



Data Field Information
Prompt Response Req Len
Case Manager/Adjuster Code Type the code you want or click the magnifying glass to search the table. This code cannot begin with a zero. 6
Printing Name Type the name in the format you want to print on reports. 30
Name (L, S, F, M) Type the Case Manager/Adjuster's name in the four boxes provided, in the order Last name, Suffix, First name, and Middle name. The Last name and First name are required. 60 / 10 / 35 / 25
Title/Degree Type the title/degree for the Case Manager/Adjuster.   30
Address Line One Type the address for the Case Manager/Adjuster.   40
Address Line Two Type any additional address information for the Case Manager/Adjuster.   40
Zip Code Type the five digit zip code or the zip+four. If you type the zip+four, the dash is automatically inserted before the last four digits.   10
City The city automatically populates based on the Zip Code entered, or you can type the name of the city.   20
State The state automatically populates based on the Zip Code entered, or you can type the state code or select from the drop-down list.

Click Validate Address to convert the address entered into the standard United States Postal Service format. The Address Line One will be converted; the information in Address Line Two (if standard) moves up to the end of Address Line One; the Zip Code is converted to Zip+4 and the City and State are converted based on the Zip Code. If a standard match cannot be found, messages display to explain. You can still choose to override what is converted by Validate Address by typing in any address information you choose.		   40
Phone Number Type the telephone number for this Case Manager/Adjuster.   20
Cell Phone Number Type the cell phone number for this Case Manager/Adjuster.   20
Fax Number Type the fax number for this Case Manager/Adjuster.   20
E-Mail Address Type the e-mail address for this Case Manager/Adjuster.   40
Company Type the company name for this Case Manager/Adjuster.   35

After you Save the code, the information refreshes on the screen.

Inactive Codes - If you select a code that has been inactivated, CGM webPRACTICE displays the existing information for the code but the data fields will be unavailable and you cannot make any changes. Reactivate will be the only active function in the Action Column. You must reactivate the code before you can change any of the data stored for the code.

If you are the System Manager for CGM webPRACTICE, you should limit access to the Maintain function to select staff members. You should also provide guidelines (customized to your practice) to these staff members for entering table data in a consistent manner. This should protect the integrity of your table information.

Use the Action Column functions to edit or create codes. To create new codes or edit existing codes in the table, a user must have the Allow Table Update check box selected in Maintain Users and be given the appropriate security level. For additional information about security levels, see the Function Security Menu. For setting up user codes, see Maintain Users. If the Maintain function is accessed and the user is not authorized to 'Allow Table Update', the New, Inactivate, Reactivate, and Save functions in the Action Column will be unavailable. These functions will appear dimmed on the screen and the user will only be allowed to Review codes. If the user does not have the appropriate security level to access the Maintain function, codes can also be reviewed using the Review a Case Manager/Adjuster Code function.

Action Column Functions
The Action Column functions are provided so you can perform multiple functions quickly and efficiently from within the Maintain function.

Select - Displays a new screen with blank data fields so you can select another code.

New - Displays a new screen with blank data fields so you can enter the information for a new code.

Next - Displays the next code in the table. If you are viewing the last code in the table and click Next, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Next, the changes will not be saved. You must click Save to save the changes before proceeding to the next table item.

Previous - Displays the previous code in the table. If you are viewing the first code in the table and click Previous, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Previous, the changes will not be saved. You must click Save to save the changes before proceeding to the previous table item.

Print - You can print all or part of the contents of the table. For additional information on printing, see Print the Case Manager/Adjuster Code Table.

Inactivate - Immediately inactivates any active code currently displayed on the screen. When you inactivate a code in the table, it is not actually removed from the table but is assigned an inactive status. CGM webPRACTICE needs to retain information about the inactivated code for any data that was previously entered with that code. After a code has been inactivated you cannot use it for any data entry operation. An entry will be logged in the Changes to Table category in the System Log.

Reactivate - Immediately reactivates any inactive code currently displayed on the screen and allows it to be used in data entry again.

History - Displays the change history for the code currently displayed on the screen.