TABLE OF CONTENTS
- Collecting Records Through Outreach
- Suggested Workflow for Outreach
- Assignment
- Preparation
- Outreach
- Document and Schedule
- Sending
Collecting Records Through Outreach
My Work is a platform feature used to optimize outreach for the collection of medical records with address assignments. Making outreach from the Reveleer Platform ensures all notable activity when contacting a site is recorded. All historical outreach data lives within the Timeline and Contact History of an Address ID (AID). Additionally, call features in platform enable Users to document methods of retrieval, set a schedule as to when the charts are expected to be turned over, set dates and times to follow through with reminder calls and escalate any obstacle that is preventing chart collection.
Suggested Workflow for Outreach
(Right click to open in new browser window)
Assignment
1. AID Assigned (GetNext or Manually): A User begins with an AID to be worked
Preparation
2. Reviewing the AID: User will review Retrieval type, AID status, Address/Contact Information, Members/Providers in the AID screen
3. DECISION: Can a call be made? User determines if the data is sufficient within the AID to make a successful outbound call from platform
4. DECISION: Information Missing? User determines whether there is an accurate phone number provided in platform to make a call
5. Research Externally: User will research Address Information (in Google) - ex. Group Name, Provider + NPI, etc. to find alternate phone numbers
6. Escalated for Further Research: User has determined that outreach cannot be made, escalates AID (e.g. Blank AID)
Outreach
7. Call: User will make a call from platform using the dial pad or select the call button for pre-filled phone numbers
8. DECISION: Can a call be made? If research was needed, User will determine if alternate phone number can be found for outreach
9. DECISION: Able to validate all? During the call, User was able to validate the address information, and Members/and or Providers
10. DECISION: Unable to Validate? User determines if information within the Address ID could be validated on a call
11. Pend: User has encountered a roadblock that prevents Chart collection, escalates using the appropriate Pend code
Document and Schedule
12. Updating Notes: User will summarize the outbound call with a note in Platform that will live in the AIDs Contact History
13. Chase Moves: If the Address on file is incorrect for a specific Chase(s), User will move the Chase(s) to a new AID with the correct address
14. DECISION: Retrieval Method? User will determine how the Provider’s office will return the charts
15. Change Retrieval Method: User determines retrieval method to be though EMR, Field Tech or 3rd Party (requiring payment) and changes the retrieval type in platform accordingly
16. Set Commitment Date, Next Call date: After a call is complete, User will set the commitment date in platform. This action will update the Chases status to “Scheduled.” Setting a next call date in platform provides Get Next prioritization for AID call outreach by date and time
Sending
17. Sending Provider Packet: User will send the requests via the platform via Fax and Email
18. “Next Address”: Once call has been completed, had been documented and the packet sent, User will select “Next Address” in an AID to get the next call assignment
For more information My Work and Address Overview: