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Member File

Here is where you can view all active and inactive chases at the Member level. You can Pend, Assign or Unassign those Chases. 


TABLE OF CONTENTS

 

Access Member File

  1. To access Member File, click Member Index number

 



 

  

Member File Overview

  1. Member Details: This shows you the member details such as Name, DOB, Gender, Member ID and Member Key
  2. Table: The table displays all chases associated to that member. You can see Chase ID, Client Chase Key, Project, Measure, Created, Chase Status, Provider, Location, Chase Compliance and Sample Compliance
  3. Next Action: Use the select next action dropdown to export, pend, assign/unassign, or download chart. 
  4. Create New View: Create a custom view of your table. Select which columns you want to show or hide.

 

 

 

 

Assign - 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 Continue
  6. To cancel, click Cancel



Assign - Multiple Chases

  1. Using the checkbox, select 1 or more Chases
  2. Click Select Next Action
  3. Select Assign Chase(s)
  4. Click Go
  5. Select User
  6. To finalize, click Continue
  7. To cancel, click Cancel






 

 

Unassign – Chase

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

 

Unassign - Multiple Chases

  1. Using the checkbox, select 1 or more Chases
  2. Click Select Next Action 
  3. Select Unassign Chase(s)
  4. Click Go



 

Pend - 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 Code Owner (who is responsible to resolve)
  6. If applicable, select Pend Reason
  7. Enter Additional Notes 
  8. To finalize, click Save
  9. To cancel, click Cancel



Pend - Multiple Chases

  1. Using the checkbox, select 1 or more Chases
  2. Click Select Next Action 
  3. Select Pend Chase(s)
  4. Click Go
  5. Select Pend Code
  6. Select Pend Code Owner (who is responsible to resolve)
  7. If applicable, select Pend Reason
  8. Enter Additional Notes 
  9. To finalize, click Save
  10. 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



 

Download Chart – Multiple Charts

  1. Using the checkbox, select 1 or more Chases
  2. Click Select Next Action
  3. Select Download Chart
  4. Click Go
  5. You download request will process under Jobs, located at the top of the screen
  6. Click each Chase ID to finalize download
  7. Click See All to see all Jobs





 

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



 

User Permissions
 
Administrator, Client Lead, Clinical Lead, Retrieval Lead, Call Center Rep Manager, Data Management, Doc Intake manager, EMR Manager, MMR Manager, Overread Manager, Client Overread Manager, Project Manager

 

 

 


 

 

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