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HEDIS Data Entry Overview

Here you can perform data entry, see chase information, read comments, view documents, pend, and view a historical timeline.

 

TABLE OF CONTENTS

HEDIS Data Entry Page Overview

  1. Chart tab: This is where you perform Data Entry
  2. Chase Info: This is where you can find all details about this chase including Address, Provider and Member information, document requests, pend information, comments, and documents. 
  3. Member Chases tab: This is a list of all chases associated to this Member
  4. Comments Tab: This is where you can read and add comments about this Chase. Comments will show Username, date, time, and message. 
  5. Timeline tab: This is a complete history of the Chase. It is organized by date, newest to oldest. All timeline entries include the Action taken, User, Date, Time
  6. Audit Log: This is a historical view of what a user has data entered during MRR, OR and OR2
  7. Member Details: These are your Member Details. Here you will see Chase Status, Measure ID, Provider Specialty, Member Name, DOB, Age, Sex, Project, Client Member ID, Client Chase Key

  8. Chase Tools: Assign Chase, Create/Update Pend, or Add/Remove Chase Tags

  9. Document Management: Expand for document tools such as Add New, Request Additional, Sort Pages, Manage Individual Pages, See large thumbnails with quick access back to the chart. 

  10. Document Viewer: This is where the members Medical Records can be viewed.

  11. Data Entry: This is where you perform Data Entry

 

Multi Measure Abstraction

  1. Located above Data Entry are Measure Tabs. Click each tab to circulate between all member measures
    • Blue: The one you are currently selected on
    • Grey: Additional measures for abstraction
    • ‘Greyed out’: Measures that are part of a member but not assigned to you. They will not be accessible.
    • Green with a checkmark: After submission, the tab will display a checkmark to indicate completion
  2. Validating the Member will validate all chases within the same status for that member
  3. Once Data Entry is complete for a measure, click Submit
    • The next measure tab will automatically load

 

Chase Info tab Overview

  1. Chase Tools: Assign Chase, Create/Update Pend, or Add/Remove Chase Tags
  2. Chase info: This is key information about this chase. Here you can locate: Measure, Client, Address ID, Chase Status Product, Pend Code (if applicable), Last Coded By, Assigned To, Gender, Project, Member ID, Project ID, and Client Chase Key
  3. Document Requests: This displays all document requests for this chase, when the request was made, and by whom.  The Document Request ID links to the Address
  4. Latest Pend:  This displays the latest pend associated to this Chase, pend owner, and pend description. The pend ID is links to the Pend Info Page
  5. Pursuits: This displays all Pursuits, if any, the chase ID links to the pursuit Chase
  6. Latest Comment: This displays the latest comment regarding this chase, who left the comment, when and what time
  7. Chase Timeline: This is a brief history of this Chase. It is organized by date, newest to oldest. All timeline entries include the Action taken, User, Date, Time. Click See All for full history, or click Timeline tab 

 


Audit Log Tab Overview

  1. Legend: The color legend identifies what workflow status the user was on when that change occurred (MRR, OR, OR2)
  2. Data Entry ‘events’: These are all the variances between abstraction/coding, overread and client overread
  3. Expand/Collapse: Expand or collapse the information at the event level
  4. Document Viewer: This is where the members Medical Records can be viewed.

 

Document Viewer Overview

  1. Document Thumbnails: Quickly scan through multiple documents
  2. Medical Record: Here is where the medical records will display. You can click and drag it within the document viewer.
  3. Search chart: Use this to search all text on a medical record. Your results will be highlighted on the medical record. 
  4. Highlight: Use this to show and hide highlights, add new highlights, and remove highlights.
  5. Optimize: One-time option to generate a higher resolution document
  6. Document tools: Expand the size of the medical record, Zoom in/out, Rotate pages
  7. Jump to page: Use this to jump to a specific page on the medical record
  8.  Navigate forward/back: Use these arrows to navigate forward and back through the medical records
  9. Document Management: Expand for document tools such as Add New, Request Additional, Sort Pages, Manage Individual Pages, See large thumbnails with quick access back to the chart. 

 

Data Entry Overview

  1. Member Validation: All chases require member validation in order to perform data entry
  2. Provider: If enabled, users can change the provider associated to the chase
  3. Data Source Legend: Identify Data Sources such as Admin or NLP adds
  4. Source: The data source for that row
  5. NRC: If enabled, they are required for chase submission for all NC events
  6. Add: Click here to add additional rows
  7. Delete: Click here to delete rows that you have added
  8. Clear: Click here to clear out the data entry for those fields
  9. Compliance Table: An overview of compliance for all measure events
  10. Research: If configured by your Administer, this is your checklist prior to submission. 
  11. Submit: When data entry is complete, click submit

 


Research Checklist – Option to Select All

  1. Users can Select All when reviewing their Research Completed Checklist

 

Note:
 
Research checklists can be created under Projects > Data Entry Checklist

 

Assign Chase

  1. From Chart tab, click Assign
  2. Select User
  3. To finalize, click Continue
  4. To cancel, click Cancel

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User Permissions
 Administrator, Lead, Manager 

  

Create Pend

  1. Click Create Pend.
  2. Select Pend Code
  3. Select Pend Owner
  4. Select Severity
  5. Leave a note about Pend
  6. To finalize, click Save
  7. To cancel, click Cancel

 

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Request Additional Documentation

  1. Click the Document thumbnail icon
  2. Click Request Additional Documentation
  3. Select which document(s) are missing
  4. Enter a note about why you are requesting additional documentation
  5. To finalize, click Request
  6. To cancel, click Cancel

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Upload Medical Record

  1. Click the Document thumbnail icon 
  2. Click Add Document
  3. Select file from local computer
  4. Your upload will process under Jobs and notify you when complete

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User Permissions
 
Administrator

Lead: Client Lead, Clinical Lead

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

Employee: Abstractor Employee, Client Overread Employee, Overread Employee

 

 

 

 


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