Retrieval Pends

Here is where you can manage all Retrieval Pends. See Pend Dictionary for definitions.

TABLE OF CONTENTS

• Retrieval Pends Page Overview
• Pend Details Page Overview
• Pend Info Tab Overview
• Leave Comment
• Pend Resolution
  • Pend Resolution Via Retrieval Pend Table –Chase
  • Pend Resolution Via Retrieval Pend Table – Multiple Chases
  • Pend Resolution Via Pend Info Tab
• Change Owner & Assign
  • Change Owner & Assign
  • Change Pend Owner & Assign Via Retrieval Pend Table – Multiple Chases
  • Change Pend Owner & Assign Via Pend Info Tab

Retrieval Pends Page Overview

Stats: These are general stats around Retrieval Pends. Total New, in progress, total owned by Reveleer, and total owned by the client.  These are the Chases that have been Pended. It is a historical view containing pends in statuses: New, In Progress, Resolved or Closed. The Retrieval Pends table contains the following information: Pend ID, Pend Code, Pend Description, Measure, Owner, Assigned To, Pend Status, Chase ID, AID, AID Group, Invoice Company, Invoice Amount, Product, Address Group, City, State, Project, Creation Date, Last Updated, and Sample Compliance. Exported tables will reflect the current state of any filters in use. Access Pend Info: Click the Pend ID located in the first table column Create New View: Create a custom view of your table. Select which columns you want to show or hide.

Pend Details Page Overview

Pend Info Tab: Here is where you can view details about the Pend, Member, Provider, and Address Comments tab: Here you can see all comments related to the Pend. Attempt History tab: Here you can see all contact attempts made against the AID where the chase resides.  Documents: Here you can see all documents that have been uploaded to the Pend. You can also upload documents.  Timeline: Here you can see a summary of the history of the Pend. Update Pend: Here is where you can update the Pend: Owner, Assigned to, Status, Reason, and add notes

Pend Info Tab Overview

Chase Pend info: This is key information about this chase. Here you can locate: Address ID, Assigned To, Chase ID, DOB, Measure ID, Member ID, Member First Name, Member Last Name, Pend Owner, Pend ID, Pend Code, Severity, Project, Status, Chase Key, Provider, Provider Phone Number, Provider Fax Number, Group Name, Address Grouping, Address, City, and State Document Requests: Here you can see all documents that have been uploaded to the pend. You can also upload documents. Latest Comment: This displays the latest comment regarding this pend, who left the comment, when and what time.  Pend Timeline: This is a brief history of this Pend. 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 Update Pend: Here is where you can update the pends: Owner, Assigned to, Status, Reason, or add notes Print Provider Packet: Here is where you can download a printable provider packet Upload Medical Record: Here is where you can add a new medical record to a chase

Leave Comment

From Comments tab Enter comment Click Send Message

Pend Resolution

Pend Resolution Via Retrieval Pend Table –Chase

Locate Chase ID on the table Click the 3-dot action button to the right of the table Select Change Status Select New Status: Resolved Write notes about Pend  To finalize, click Update Status To cancel, click Cancel

Pend Resolution Via Retrieval Pend Table – Multiple Chases

Using the checkbox, select 1 or many Chases Select Change Status Select New Status: Resolved Write notes about Pend  To finalize, click Update Status To cancel, click Cancel

Pend Resolution Via Pend Info Tab

Click the Pend ID located in the first table column Click Update Pend Select Status: Resolved To finalize, click Update Pend To cancel, click Cancel

Change Owner & Assign

Change Owner & Assign

Locate Chase ID on the table Click the 3-dot action button to the right of the table Select Change Owner & Assign When prompted, select New Owner Select User (Not Required) Enter Notes To finalize, click Finish To cancel, click Cancel

Change Pend Owner & Assign Via Retrieval Pend Table – Multiple Chases

Using the checkbox, select 1 or many Chases Select Change Owner & Assign When prompted, select New Owner Select User (Not Required) Enter Notes To finalize, click Finish To cancel, click Cancel

Change Pend Owner & Assign Via Pend Info Tab

Click the Pend ID located in the first table column Click Update Pend Select Owner Select User (Not Required) Select Status Enter Notes To finalize, click Update Pend To cancel, click Cancel