| Step | Name | Description |
| 1 | 835 Process Uploaded File | Processes uploaded 835 files and applies payments, adjustments and transfers |
| 2 | Create Bed Services | Creates bed services when the Census functionality is being used |
| 3 | Generate Bundled Services | Bundles services based on specifications in the system |
| 4 | Update Aid Code In Custom Charges | Links the current Medi-Cal Aid Code to the Charge |
| 5 | Attach Diagnosis to Show Services | Refreshes the diagnosis on the Billing Diagnosis tab in the Service Note for services that are in a show status |
| 6 | csp_CalMHSA_job_ApplyDiagnosisToCompletedServices | Custom step for CalMHSA which will insert Service Diagnosis records into completed services created by the upload process that do not already have Service Diagnosis records |
| 7 | Service Completion | Completes services with no errors and creates the charge for billing |
| 8 | Set Charge Ready To Bill | Charges will be set to Ready to Bill if there are no errors or warnings |
| 9 | Reallocation | The reallocation process looks for various changes in the system and reallocates charges accordingly (Ex. Coverage Plan changes) |
| 10 | Ready To Bill – 2 | Once the reallocation job runs, the Ready to Bill job runs for a second time. Charges with no errors or warnings will be set to Ready to Bill |
| 11 | Allowed Amount Adjustments | Processes any allowed amount adjustments that have been set up in the Plan details |
| 12 | Client Fee Adjustments | Processes any Client Fee adjustments based on Client Fee records |
| 13 | Auto Post Client Payments | Posts client payments that were set to Auto Post when the payments were entered |
| 14 | Create Custom Timely Filing Warnings | Generates charge errors based on Plan Rules to allow for Delay Reason Code submission |
| 15 | Create Custom EPSDT Indicator | Generates the EPSDT Indicator in the claim file when applicable |
| 16 | Fix Open Charges, Unposted Payments and Client Balances | General data validation check process, checks the calculations for these fields |
| 17 | Create RWQM Work Queue Items | Based on RWQM rules set up, moves items into the RWQM Work Queues |
| 18 | csp_CalMHSASetCaliforniaBatchServiceListRecordsOverrideError | Custom step CalMHSA created |
| 19 | Create Batch Services | Creates services that have been imported through the service import process |
20 | Process claims queued in CustomQueuedClaimprocesses | Processes claim batches that have been queued up to process during off peak hours |
21 | Fix Open Charges, Unposted Payments, and Client Balances | Reviews and corrects any discrepancies among open charges, unposted payments, and client balances. |
22 | Create RWQM Work Queue Items | Generates work queue items within the RWQM (Revenue Workflow Queue Management) module for claims and billing-related tasks |
23 | csp_CalMHSASetCaliforniaBatchServiceListRecordsOverride | To ensure that records in CaliforniaBatchServiceListRecords have OverrideError set to ‘N’ (and to prevent issues caused when it is set to ‘Y’), this stored procedure forces the column value to ‘N’. This procedure should be executed by a job step immediately before the step that runs CreateBatchServices |
24 | Create Batch Services | Creates services from Batch Service Upload for records that do not contain validation errors |
25 | Process Claims Queued in CustomQueuedClaimProcesses | Processes queued claim batches and removes any charges from the batch that contains charge errors. |