Grant Charge Correction Request Training Guide
Overview
2

Accessing the Online Forms

Submitting a Charge Correction Request

Checking Status of a Charge Correction Request

Confirmation of a Completed Charge Correction Request

Charge Correction Request Process Flow

Grant Maintenance via the Online Form

Contact Information
Accessing the Online Forms
3

Navigate to the Patient Revenue Management
homepage (http://prmo.dukehealth.org/prmo/)

Click on the Clinical Trials button in the upper
right corner of the page

Click on the Grant Correction Request Form
button to access the Charge Correction
Request Form

If you are using the Charge Correction
Database for the first time you will need to
click on the I would like access to the above
form button to become a registered user (you
will also need to click on the need notes
authentication link to sync your passwords)
• Enter the following information into the
form
– Duke email address
– Phone number
– Enter the name of clinic you will need
access to in the free text box
– Select the Fund Code(s) that you
would like to receive weekly reporting
on and submit corrections for
– Click the submit button at the bottom
of the page
Submitting a Charge Correction Request
4

Navigate to the PRMO Clinical Trials
Intranet and click on the Grant Correction
Request Form button

Enter all relevant information into the Charge
Correction Request Form
• Any field with a red asterisk is a required
field
• To complete the request, click on the
submit button at the bottom of the page

Upon submission, each Charge Correction
Request will be assigned to a Billing Analyst

The Billing Analyst will work and complete
the Charge Correction Request
• If a Charge Move is required to complete
the Charge Correction, the Billing Analyst
will send a Charge Move Request to the
Charge Move team via the Charge Move
Database

All Charge Correction Requests must be
entered via the Charge Correction Database
• Phone and email requests will no longer
be accepted. This tool should now be
used to submit requests for both
hospital (technical) and physician
(professional) charges.
Checking Status of a Charge Correction Request

5
To check the status of a Charge Correction
Request
• Open the current Charge Correction
Request
• Scroll down to the bottom of the Charge
Correction Request form and click on the
updated information link at the bottom of
the page to view the most current notes
from the Billing Analysts
Confirmation of a Completed Charge Correction
Request

6
Upon completion of the Charge Correction
and / or a Charge Move an email will be sent
to the Requestor letting them know that the
request is complete
Charge Correction Process Flow
Data from the Charge Correction Database will
automatically transfer into the Charge Move Database
Notification sent to
Charge Move
Database
Charge Move team
will complete the
Charge Move
Charge Correction Request Process Flow
Email notification sent to Requestor and Billing
Analyst letting them know that the Charge
Correction and Charge Move have been completed
Charge Move Needed
Charge Correction
Identified
Requestor will enter
the Charge
Correction Request
into the Charge
Correction Database
The Charge
Correction Request
is assigned to a
Billing Analyst
Billing Analyst will
research and
complete the Charge
Correction Request
Email notification sent to the
Requestor and Billing Analyst
No Charge
Move Needed
End
End
Email notification sent to
Requestor
If a grid is missing or there is a discrepancy between the
grid and the request the Billing Analyst will email the
CRSO directly
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Grant Information Maintenance in IDX Dictionary
703 via the Online Form
8

To Modify/Add/De-activate Grant Information
follow the steps outlined below

Navigate to the PRMO Clinical Trials Intranet
(Print screen on previous page)

Click on the Add Grant to IDX Dictionary button
at the bottom of the page

Enter the following information into the online
form
• Select Type of Request
– Add
– Change
– De-activate
• Select the appropriate division from the drop
down menu
• Enter all other relevant information
• To complete the update click on the Submit
Dictionary Form button at the bottom of the
form
Charge Correction Contact Information
Listed below is the contact information for the CTBO (Clinical Trial Business Office) Staff. Please remember to
use the on-line database to submit your correction requests to allow us to track and ensure that your requests
are completed accurately and in a timely manner. Please contact us with questions about the process or noncorrection related requests.
9

Director of Operations Improvement and Billing
• Karen Perera - perer001@mc.duke.edu
• 919-620-5189

Manager of Operations Improvement
• Julie McCauley - julie.mccauley@duke.edu
• 919-620-4901

Billing Analysts
• Karen Turner - karen.b.turner@duke.edu
• Ketha Brooks - ketha.brooks@duke.edu
• Jill Cheek - jill.cheek@duke.edu