05 skipping clipping bypassing flagging reports
Skipping and Clipping (Bypassing and Flagging Reports)
When all of the data fields have been corrected or verified, and any extraordinary conditions have been noted with comment codes, there will often still be edit exception codes present. This is the point where all that can be done for an establishment has been completed. Once you’ve resolved the edits as much as possible, you don’t want to have this record pop up again on the next micro edit job submission. How do you block this account from appearing on the next edit report?
To bypass this establishment from the next edit report, press the F2 key. This flags the record as having been processed and certified. To verify the new status, the ES2E screen will display the F2 description (at the bottom of the screen) in pink for all bypassed records. This classification can be used to bypass the account both in subsequent on-line reviews and printed micro edit reports. A special bypass switch in the Micro Edit record notes the setting so the record can be ignored in later ES2E reviews.
The bypass setting is not a “free good,” in the sense that you can’t press the F2 key to skip past most of the edit exceptions. In general, you must first apply one or more appropriate comment codes to explain the exceptions that are present. On the other hand, there are a sizeable number of edit-failure records that have minimal importance and result in very low score values; these can be skipped even without a comment code entry. In order to qualify for this no-comment skip allowance, the score value cannot exceed 5 points. This accounts for about 20% to 30% of all flagged establishments. Whenever a bypass is attempted on an uncommented record with a higher score, an error message will be displayed noting the need for a comment code in order to perform the bypass operation.
In earlier versions of ES2E, bypassing a record would automatically advance to the next micro edit record. As a result, this bypass setting was nicknamed the “skip” feature, since the program would skip to the next record. Now, however, the F2 key acts as a toggle, so that a bypass condition can be set or reset. If the key is pressed again, the bypass is removed, and the pink shading of the F2 description vanishes.
One condition can automatically bypass records. When there are only prior-quarter edit exceptions present (no problems in either administrative or current-quarter data), and there has been at least one comment code assigned to the prior quarter, then the bypass flag will be set automatically, removing the record from all edit listings and standard on-line display. There is, however, one caveat to this bypass: there cannot be any crucial-level error condition present (such as an invalid code). This removal of previously examined records can speed up the edit review process. This type of auto-bypass is present in both the on-line and the batch micro edits.
Sometimes an edit exception may require additional attention, but you may not be able to deal with it at that moment (e.g., the contact person at that company is on vacation). In such cases, you can flag the account for further review. This is essentially the same as placing a paper clip on the edit report as a placeholder for an account you need to come back to when you have the time. To set the flag, press the F4 key. This will be acknowledged by changing the F4 key description (in the bottom area of the screen) to pink color. This setting is reversible. If you press the F4 key a second time, the flagging of this establishment will be removed.8
A single field is used to identify both the bypassed and the flagged records. This “three-way switch” can either show the record as bypassed (“B”), flagged (“F”), or neither (called a “standard edit”, represented by a blank). Since it has this dual nature, an account cannot be both bypassed and flagged simultaneously. If the record is in “bypass” status, but you press the F4 key to flag it, then the bypass status will be removed in order to set the “flag” status. Once the bypass or flag status has been established, though, this account will normally become invisible on the ES2E screen. In order to examine the bypassed/flagged records again, the “filter” needs to be adjusted. That adjustment is described next.
8 Note: The F4 key was used in previous versions of EXPO as a toggle for a bookmark, so your place in editing could be saved (such as at lunch break). However, bookmarks are maintained automatically and continuously now, so there is no need to set a bookmark. If there is ever a need to remove the bookmark, it can be accomplished by pressing the F5 (reset) key. In addition, if all of the edit exceptions are reconciled (described earlier), the bookmark will be erased.
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