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Project Milestones

From here you can set milestones for Retrieval and Abstraction of medical records.  Milestones are based on the Project’s Start and End Date and are represented as a # of weeks into a project by which a given percentage of work should take place.

TABLE OF CONTENTS


Retrieval Milestones

Retrieval Milestones – Add Contact Milestone
  1. From Project > Milestones
  2. Click Add Milestone
  3. Enter Percent
  4. Choose Weeks
  5. Click Save
    •  You can add additional Milestones


 

 

Retrieval Milestones – Add Scheduled Milestone
  1. From Project > Milestones
  2. Click Add Milestone
  3. Enter Percent
  4. Choose Weeks
  5. Click Save
    • You can add additional Milestones

 

Retrieval Milestones – Add Retrieved Milestone
  1. From Project > Milestones
  2. Click Add Milestone
  3. Enter Percent
  4. Choose Weeks
  5. Click Save
    • You can add additional Milestones

 

Retrieval Milestones – Remove 
  1. Click “X” to the right of milestone
  2. Click Save

 

Retrieval Milestones – Edit 
  1. Edit desired field(s)
  2. Click Save

 

Clinical Milestones

Clinical Milestones – Add Abstracted Milestone
  1. From Project > Milestones
  2. Click Add Milestone
  3. Enter Percent
  4. Choose Weeks
  5. Click Save

 

 

Clinical Milestones – Remove 
  1. Click “X” to the right of milestone
  2. Click Save

 

Clinical Milestones – Edit 
  1. Edit desired field(s)
  2. Click Save

 

Note: 

Project Milestone Tab is the same for all project types: HEDIS, Risk, IVA, Address Verification

 


 

 

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