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Document QA Overview

Here you can view all Chase Documents that are ready to be reviewed from Document Intake, clinical move back, or based on a projects Doc QA percentage. 

TABLE OF CONTENTS

   

Document QA Page Overview

  1. Stat Filters: These stats represent the Total Chases that are assigned and unassigned. 
  2. Table: These are chases that are ready for QA. The Document QA table contains the following information: Chase ID, Chase Key, Measure, Client, Project, Product, Member Key, First Name, Last Name, DOB, AID, AID Group, Providers, assigned to, status, pages, Chart Acquired Date (new), pend code, pend status, last coded by, date assigned, sample compliance. All fields can be filtered. Information can be exported.
  3. Access a Chart: To access a chart, click the Chase ID located in the first column of the table
  4. Custom View: Create a custom table view. Enable/disabled the fields that matter most to you.

 

Assign Single Chase

  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 Assign
  6. To cancel, click Cancel


Assign Multiple Chases

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


 

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 Owner
  6. Severity (if applicable)
  7. Write notes about Pend
  8. To finalize, click Save
  9. To cancel, click Cancel


Pend Multiple Chases

  1. Using the checkbox, select 1 or Files
  2. Select Pend Chase(s)
  3. Select Pend Code
  4. Select Pend Owner
  5. Severity (if applicable)
  6. Write notes about Pend
  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

Note: Chase list is comprised of chases in Retrieval status belonging to the same Member.


 

Note: 

For Copy Chart, the chase list is comprised of chases in Retrieval status belonging to the same Member.

 

User Permissions
 
Administrator

Lead: Retrieval Lead

Manager: Document QA Manager

 

 

 


 

 

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