Change Address

Elissa Toder

Modified on: Wed, 22 Jun, 2022 at 5:40 PM

Here is where you can perform bulk changes for Chases, Pends, Addresses, and Documents.

TABLE OF CONTENTS

Address - Mark as contacted
Assign Address
Address - Change Retrieval Type
Address Tag - Add New Tag
Address Tag - Remove Tag
Address Tag - Replace Tag
Enable Special Handling
Disable Special Handling
Enable Provider Statements
Disable Provider Statements

Address - Mark as contacted

From Bulk update, select Address
Select Bulk Action: Mark as Contacted
Select Project
Enter or upload Address ID list, comma separated
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update
To edit, click Edit

Assign Address

From Bulk update, select Address
Select Bulk Action: Assign Addresses
Enter or upload Address ID list
Click Continue
Select User
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Address - Change Retrieval Type

From Bulk update, select Address
Select Bulk Action: Change Retrieval Type
Select new retrieval type
Enter or upload Address ID list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update
To edit, click Edit

User Permissions
Administrator

Lead: Clinical Lead, Retrieval Lead

Manager: 3rd Party Manager, Call Center Rep Manager, Document Intake Manager, Document QA Manager, EMR Manager, Field Technician Manager, Medical Record Review Manager, Overread Manager, Client Overread Manager, Project Manager

Note:
The Note will be applied to the Address Timeline.

Enable Special Handling

Select Type of Bulk Update: Address
Select Bulk Action: Enable Special Handling
Select Special Handling Reason
Upload or enter a list of Address IDs
Click Continue (Step removed)
Enter Note for Bulk Change
Click Continue to Validation
To finalize, click Finish Bulk Update

Note:
The Note will be applied to the Address Timeline.

Disable Special Handling

Select Type of Bulk Update: Address Select Bulk Action: Disable Special Handling Upload or enter a list of Address IDs Click Continue (Step removed) Enter Note for Bulk Change Click Continue to Validation To finalize, click Finish Bulk Update