Exception Log

The Exception Log for accounting is where any errors attempting to process order items will appear.  For example, charges that are sent back from your radiology equipment or lab services, but are unable to be posted to a bill, can be viewed and corrected on this page.

It is available under the Accounting screens in Navigation, if you have the appropriate privilege. 

Search Exception Log

Search options at the top of the screen will allow you to search for failed transactions by episode, by case number, by request number, or by type.  You can also filter out for a specific date range.

Exception Log Results

In the results, each failed charge will appear as its own line.  You can see the date that the charge failed to post, the case number, the episode, the request (if there is one), and the Order Status.  The most common reason for a failure for a charge to go through is because the order was closed before the Request Charge was submitted.  

CDM Charges and Credits that are successfully processed on the CDM log will be entered on this screen if the Bill is Closed, Finalized or not Opened at all.

Resolve Exceptions

The resolution options are:

• Update the product info (if the reason for the failure was that the wrong product was requested by the external charge due to mismatched setup data)
• Open Order (if the order was closed before the charge was assessed). followed by
• Post Charges (once an order has been reopened)
• Mark as processed (once either of the above paths have been taken
• Add Comment (to explain what steps were taken to resolve the issue.)

As actions are taken on the charge, they will appear in the log below.

Once Processed, the line will disappear from the Exception Log, unless you include Processed in the search criteria.