The "Services management" functionality in the "Settlement" menu is used to manage services noncommercial reported during the visits realized in clinics where logged user has an access. After selecting this functionality, there is displayed the search engine of services. The search of services can be provided by any combination of the following criteria:

• Place of service - clinic where visits were realized during which there were reported services
• Service date - range of visits dates under which there were reported services
• Service staff - staff who realized the service; general search field where you can enter a PESEL number, PWZ number, first name, surname of staff
• Patient – patient for whom the service has been realized; general search field where you can enter a PESEL number, first name, second name, surname of patient
• Patient birth date – the date of birth of the patient for whom the service has been realized
• Patient sex – sex of patient for whom the service has been realized
• Surgery type - surgery type reported by the service
• Advice type - to determine whether the service was realized in an outpatient or home
• ICD-9 - medical procedure code reported at the service
• ICD-10 - diagnosis code (main or one of the additional) reported at the service
• Agreement - a contract with the NFZ under which the service is settled
• Contract product - code of range of benefits according to a contract with the NFZ to which the service belongs
• Unitary product - service code according to the contract with the NFZ
• Set Identifier - internal unique identifier of set of services to which service is assigned
• Service Id - internal unique identifier of service used to identify the service in the jHIS system and the NFZ systems
• Session Id - group session number under which the service was realized
• Cycle Id - rehabilitation cycle number under which the service was realized
• Service status - current status of service in the process of settlement with the NFZ:
  • entered - service entered to system
  • sent - service sent to the NFZ for which a response from the NFZ was not yet received
  • accepted - service accepted by the NFZ (based on the response received from the NFZ)
  • rejected - service rejected by the NFZ (based on the response received from the NFZ)
  • to remove - service waiting to send information to the NFZ that this service should be removed from the NFZ systems (after receiving a response from the NFZ, service is automatically deleted from the jHIS system)
  • to send - annotation by the service status indicating the necessity to send it to NFZ
• Kind of error - the kind of error reported by the NFZ for the rejected service

After entering the criteria in the search engine and pressing "Search" button. the search engine displays a list of all services that meet the search criteria. At each service there may be three buttons:

• Edit - button displays the form of service’s data and enables for their modification; button becomes unavailable at the time of service’s data transmission to the NFZ, and again becomes available after receipting feedback about the service from the NFZ; after modifying data of service and approving them, service gets again the "to send" annotation, to transfer the changes in data of service to the NFZ
• Delete - enables the removal of the service; if the data of service has not yet been transferred to the NFZ, service is removed from the system; if the data of service was already at least once transferred to the NFZ, the service is not removed only receives the "to remove" status (as marked services are transferred to the NFZ to be able to remove from the NFZ systems, and only after receiving the NFZ confirmation of the removal of a service, it is also removed from the jHIS system - automatically); button becomes unavailable at the time of transmission data of service to the NFZ, and again becomes available after the receipting feedback about the service from the NFZ
• View - displays a preview of the form of service’s data without possibility of editing data of service

At each service there is also a field allows for the selection of a service (by default all found services are selected) and then perform operations on all selected services. Operations that can be performed on multiple services at the same time are:

• Removal of services - after pressing the "Selected services to delete" button visible under the list of services, all selected services which were not transferred to the NFZ are removed from the system, and all selected services, which have already been transferred to the NFZ are marked with the status "to remove" (that marked services are transferred to the NFZ that they can be removed from the NFZ systems, and only after receiving confirmation from the NFZ of removal of a services, they are also deleted from the jHIS system - automatically)
• Selecting services to re-settle - after pressing the "Select services to re-settle" button, all selected services are marked with the annotation "to send" and waiting for (re) sending them to the NFZ
• Exporting services to XLS - after pressing the "Export to XLS" button, a list of all services that are the search result (from all subpages) can be downloaded as an XLS file

Above the list of services and under the list of services that meet the search criteria there is displayed a summary containing the following information about found services:

• number of services - the total number of services meeting the search criteria
• number of visits - the total number of visits during which the services meeting the search criteria were realized
• number of patients - the total number of patients for whom services meeting the search criteria were realized
• number of points - the total number of points resulting from the contract with the NFZ for realized services meeting the search criteria
• amount of services - the total amount resulting from the contract with the NFZ for realized services meeting the search criteria

WARNING!

A table with a list of found services meeting the search criteria can be paged and the above summary applies to all found services - not currently visible on the page, but visible on every page together.

Pressing the "Edit" next to the selected service displays the data form of this service, which allows to make changes in data of service. After modifying data of service and approving it (by pressing the "Save" button) service gets again the "to send" annotation for transferring changes to the NFZ.

How to fill form of service’s data described in the "Visits coding" section. If the service’s data was already transferred to the NFZ and received feedback from the NFZ for the service, then under the form of service’s data is displayed a list of feedback from the NFZ (if any were returned). There are three categories of feedback:

• errors – displays in red (typically transmitted in case of service rejection by the NFZ as a cause of rejection and tip what needs to be improved in data od service
• cautions – displays in yellow
• information – displays in green