Chase Tab

Julie Glass

Modified on: Fri, 17 Dec, 2021 at 1:22 PM

TABLE OF CONTENTS

Chase Tab Overview
Chase Actions - Outreach
Chase Actions – Pend
Chase Actions - Move
Chase Actions – Set Commit Date
Chase Actions – Clear Commit Date
Chase Actions – Print
Chase Actions – Upload Medical Record
Chase Actions – See All Chases at Address
Chase Actions – Hide Pended Chases at Address
3rd Party Chase Actions – Add Request Date
3rd Party Chase Actions – Add Due Date
3rd Party Chase Actions – Edit Due Date
3rd Party Chase Actions – Remove Due Date

Chase Tab

Chase Tab Overview

From the chases tab you can perform outreach, create and update pends, move a chase, set a commitment date, print a provider packet, export, and upload a medical record.

Chase Actions - Outreach

Using the checkbox, select 1 or more chases
Click Outreach
Select Communication Type
Select Cover Letter
To finalize, click Confirm
To cancel, click Cancel

Chase Actions – Pend

Using the checkbox, select 1 or more chases
Click Pend Chase(s)
Select Pend Code
If applicable, select Status
Select Owner
If applicable, select Pend Code Reason
Write additional notes
To finalize, click Save
To cancel, click Cancel

Chase Actions - Move

Using the checkbox, select 1 or more chases
Click Move Chase(s)
Enter search criteria to locate address
Click Find Address
From the results table, click radio button of desired address
Optionally select option to inherit assignment from the destination Address
To Finalize, click Use This Address
To Cancel, click Cancel

Chase Actions – Set Commit Date

Using the checkbox, select 1 or more chases
Click Commitment Date
Select Date
To finalize, click Submit
To Cancel, Click Cancel

Chase Actions – Clear Commit Date

Using the checkbox, select 1 or more chases
Click Commitment Date
Click Clear Date
To finalize, click Submit
To Cancel, Click Cancel

Chase Actions – Print

Using the checkbox, select 1 or more chases
Click Print
Select cover letter template
To finalize, click Submit
To cancel, click Submit
A PDF will automatically download. Do not refresh the page.

Chase Actions – Upload Medical Record

Click Upload
Select a Chase
Optionally, select Yes to indicate which documents to include with the record being uploaded
Click Upload
Select local file
To finalize, click Submit
To cancel, click Cancel

Chase Actions – See All Chases at Address

Using the checkbox, click Show All Chases
The table will show you all chases associated to that address regardless of status. All non-open chases will appear “greyed out”. Information can be exported

Chase Actions – Hide Pended Chases at Address

Using the checkbox, click Hide Open Pends
The table will hide all open pended chases associated to that address

3^rd Party Chase Actions – Add Request Date

Using the checkbox, select 1 or more chases
Click Request Date
Select Request Date from calendar
To finalize, click Submit
To cancel, click Cancel

3^rd Party Chase Actions – Add Due Date

Using the checkbox, select 1 or more chases
Click Due Date
Select Due Date from calendar
To finalize, click Submit
To cancel, click Cancel

3^rd Party Chase Actions – Edit Due Date

Using the checkbox, select 1 or more chases
Click Due Date
Select new Due Date from calendar
To finalize, click Submit
To cancel, click Cancel

3^rd Party Chase Actions – Remove Due Date

Using the checkbox, select 1 or more chases
Click Due Date
Click Clear Date
To finalize, click Submit
To cancel, click Cancel

Note:

If no Due Date has been set, chases will automatically become Past Due after 30 days from the Request Date.