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Clinical Chase Assignment

Here you can view all Chases and Member Chases that are ready for Assignment.

 

TABLE OF CONTENTS

Chase Assignment Page Overview

  1. Chases Tab: These are all the chases that are New, Data Entry, Overread, Client Overread, Data Entry in Progress, or Pended
  2. Member Tab: This is an aggregate view of all Unassigned Members with multiple Chases
  3. Table: These are Chases that are ready for Data Entry. The table contains the following information: Chase ID, Chase Key, Measure, Client, Project, Product, Member Key, First Name, Last Name, DOB, Address ID AID Group, Providers, Chase Status, Total Pages, Pend Code, Pend Status, Last Coded By, and Sample Compliance. Fields can be filtered. Information can be exported.
  4. Queue Priorities: Prioritize Chase Assignment by Project

 

Project Prioritization

  1. To prioritize Assignment by Project, click Queue Priorities
  2. Select Project
  3. To finalize, click Update Queue
  4. To Cancel, click Cancel



Assign - Single Chase – From Chases tab

  1. Locate Chase ID on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Assign Chase(s) 
  4. Select User
  5. To finalize, click Continue
  6. To cancel, click Cancel



Assign - Multiple Chases – From Chases tab

  1. Using the checkbox, select 1 or more Chases
    • Chases must be in the same status
  2. Click Assign Chase(s)
  3. Select User
  4. To finalize, click Continue
  5. To cancel, click Cancel


Create Pend - Single Chase

  1. Locate Chase ID on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Pend Chase(s)
  4. Select Pend Code
  5. Select Pend Code Owner (who is responsible to resolve)
  6. Select Severity
  7. Optionally, enter Additional Notes 
  8. To finalize, click Save
  9. To cancel, click Cancel



Create Pend - Multiple Chases

  1. Using the checkbox, select 1 or more Chases
  2. Click Pend Chase(s)
  3. Select Pend Code
  4. Select Pend Code Owner (who is responsible to resolve)
  5. Select Severity
  6. Optionally, enter Additional Notes 
  7. To finalize, click Save
  8. To cancel, click Cancel



Download Chart

  1. Locate Chase ID on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Download Chart
  4. You download request will process under Jobs, located at the top of the screen
  5. Click the Chase ID to finalize download


 

Copy Chart

  1. Locate Chase ID on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Copy Chart
  4. Using the checkboxes, select 1 or many Chases to copy
  5. To finalize, click Copy Chart
  6. To cancel, click Cancel


 

Assign Single Member Chases – From Members tab

  1. Locate Chase ID on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Assign Member Chase(s) 
  4. Select User
  5. To finalize, click Continue
  6. To cancel, click Cancel



Assign Multiple Member Chases – From Members tab

  1. Using the checkbox, select 1 or more Chases
  2. Click Assign Member Chase(s)
  3. Select User
  4. To finalize, click Continue
  5. To cancel, click Cancel


 

User Permissions
 
Administrator

Lead: Client Lead, Clinical Lead

Manager: Medical Record Review Manager, Overread Manager, Client Overread Manager, Reporting Manager

 

 

 

 


 

 

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