Client Overread Page Overview

Jessica Brouillette

Modified on: Fri, 17 Dec, 2021 at 4:40 PM

Here you can view all Chases that are ready for Client Overread.

TABLE OF CONTENTS

Client Overread Page Overview
Assign - Single Chase
Assign - Multiple Chases
Unassign - Single Chase
Unassign - Multiple Chases
Create Pend - Single Chase
Create Pend - Multiple Chases
Download Chart
Copy Chart

Client Overread Page Overview

Stat Filters: These stats represent the Total Chases that are Assigned and Unassigned for Client Overread.
Table: These are the Chases that are ready for Client Overread. The Client Overread table contains the following information: Chase ID, Chase Key, Measure, Client, Project, Product, Member Key, First Name, Last Name, DOB, Address ID, AID Group, Provider, Assigned to, Status, Pages, Pend Code, Pend Status, Last Coded by Date Assigned, and Sample Compliance. All fields can be filtered. Information can be exported.
Access a Chase: To access a Chase, click the Chase ID located in the first column of the table
Custom View: Create a custom table view. Enable/disabled the fields that matter most to you.

Assign - Single Chase

Locate Chase ID on the table Click the 3-dot action button to the right of the table Select Assign Chases Select User To finalize, click Continue To cancel, click Cancel

Assign - Multiple Chases

Using the checkbox, select 1 or more Addresses
Click Assign Chase(s)
Select User
To finalize, click Continue
To cancel, click Cancel

Unassign - Single Chase

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Unassign Chase(s)

Unassign - Multiple Chases

Using the checkbox, select 1 or more Addresses
Click Unassign Chase(s)

Create Pend - Single Chase

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

Create Pend - Multiple Chases

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

Download Chart

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

Copy Chart

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

User Permissions
Administrator

Lead: Clinical Lead

Manager: Client Overread Manager