On Demand: Working Smarter: How We Automated MedAxcess Data Submission-Webinar Handouts

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Pdf Summary

This SQL document defines three related Reporting Workbench reports for the WVUH Quality Department’s “MedAxiom Patient Panel” process. All three reports share a common foundation: they pull E&M CPT charges from both Professional Billing (PB) and Hospital Billing (HB), filtered by a date range and by a provider list loaded from an external CSV file. A second CSV file provides location-to-location-group mappings used in the reports.

Key steps in the process:
- Load provider NPIs from `MedAxiom_Patient_Panel_Provider.csv` and match them to Epic provider records.
- Load location definitions from `MedAxiom_Patient_Panel_Location.csv`.
- Build PB and HB temporary tables for charges and voids within the specified service-date range.
- Filter to E&M CPT codes (`99202`–`99499`, 5 digits) and retain only records tied to the specified providers.
- Exclude charge/void pairs by summarizing quantities and keeping only net positive or negative results as needed.
- Assign each record a location group, defaulting to “No Group Provided” when no mapping exists.

The three outputs are:
1. <strong>MedAxiom Patient Panel 1-Location</strong>  
   Returns a distinct list of locations with summed quantity and procedure counts. This report is used by the Quality Team to update location-group values for later reports.

2. <strong>MedAxiom Patient Panel 2-CPT by Encounter Detail</strong>  
   Produces encounter-level CPT detail, including MRN, provider names, location, location group, CPT code, quantity, and procedure count. This is an intermediate report.

3. <strong>MedAxiom Patient Panel 3-Distinct Patient Count by Location Group</strong>  
   Final submission report that counts distinct patients by location group.

The script also notes that all three reports must be kept in sync whenever the SQL is updated, and that a process PDF documents the overall workflow.

Keywords

MedAxiom Patient Panel

WVUH Quality Department

Reporting Workbench

Professional Billing

Hospital Billing

E&M CPT charges

provider NPIs

location group mapping

distinct patient count

encounter-level detail