Using the PracticeWorks Utilities
Use the Mass Update UCR utility to update UCR fees when an insurance company sends out new UCR information, usually on an annual basis. It is not intended to be used for the initial data entry, or for normal maintenance of insurance information. Each insurance company can have several plans that need to be updated. Using the Mass Update UCR utility, you can update all the Employer/Plans connected to a particular insurance company at one time.
Using this utility assumes that all Employer/Plans are connected to the appropriate insurance company. The utility only updates UCRs that are already set up in the plan's code-specific estimating.
To use this utility:
Click Mass Update UCR. The Authorization required window is displayed.
Enter your user name and password. A backup reminder message is displayed.
If you have a good backup, click OK. The UCR Update Utility window is displayed.
Click Select. The Select an Insurance Company Pick List is displayed.
Inactive Insurance companies are not displayed unless you select the Inactive checkbox.
Select the insurance company whose plans you want to update from this list, and then click OK. If you select an insurance company that has no Employer/Plans, a message is displayed. Select another insurance company.
All Employer/Plans that are connected to the selected insurance company display in the Employer/Plan section of the window.
Select your preference:
Use Check all plans to select all the plans in the list to update.
OR
Click Uncheck all plans to de-select all plans.
By default, all plans are marked to update. You can select which plans to update by clicking on any individual plan to toggle the option to select it. Deselect each plan that you do not want to update.
Type the UCR fee for each transaction code you want to update.
By default, the Update UCR column is set to Yes. To update the UCR for most of the procedure codes, change only the codes that you do not want to update to No. To update a few codes, select Mark all UCR, No to change them all, and then change to Yes only the individual codes you wish to change.
Click OK to update the fees.
When the update is complete, open PracticeWorks. Verify the new UCR code-specific estimating for the Employer/Plans you updated.