Clinical Chase Assignment

Jessica Brouillette

Modified on: Fri, 17 Dec, 2021 at 4:21 PM

Here you can view all Chases and Member Chases that are ready for Assignment.

TABLE OF CONTENTS

Chase Assignment Page Overview
Project Prioritization
Assign - Single Chase – From Chases tab
Assign - Multiple Chases – From Chases tab
Create Pend - Single Chase
Create Pend - Multiple Chases
Download Chart
Copy Chart
Assign Single Member Chases – From Members tab
Assign Multiple Member Chases – From Members tab

Chase Assignment Page Overview

Chases Tab: These are all the chases that are New, Data Entry, Overread, Client Overread, Data Entry in Progress, or Pended
Member Tab: This is an aggregate view of all Unassigned Members with multiple Chases
Table: These are Chases that are ready for Data Entry. The table contains the following information: Chase ID, Chase Key, Measure, Client, Project, Product, Member Key, First Name, Last Name, DOB, Address ID AID Group, Providers, Chase Status, Total Pages, Pend Code, Pend Status, Last Coded By, and Sample Compliance. Fields can be filtered. Information can be exported.
Queue Priorities: Prioritize Chase Assignment by Project

Project Prioritization

To prioritize Assignment by Project, click Queue Priorities
Select Project
To finalize, click Update Queue
To Cancel, click Cancel

Assign - Single Chase – From Chases tab

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Assign Chase(s)
Select User
To finalize, click Continue
To cancel, click Cancel

Assign - Multiple Chases – From Chases tab

Using the checkbox, select 1 or more Chases
- Chases must be in the same status
Click Assign Chase(s)
Select User
To finalize, click Continue
To cancel, click Cancel

Create Pend - Single Chase

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Pend Chase(s)
Select Pend Code
Select Pend Code Owner (who is responsible to resolve)
Select Severity
Optionally, enter Additional Notes
To finalize, click Save
To cancel, click Cancel

Create Pend - Multiple Chases

Using the checkbox, select 1 or more Chases
Click Pend Chase(s)
Select Pend Code
Select Pend Code Owner (who is responsible to resolve)
Select Severity
Optionally, enter Additional Notes
To finalize, click Save
To cancel, click Cancel

Download Chart

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Download Chart
You download request will process under Jobs, located at the top of the screen
Click the Chase ID to finalize download

Copy Chart

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Copy Chart
Using the checkboxes, select 1 or many Chases to copy
To finalize, click Copy Chart
To cancel, click Cancel

Assign Single Member Chases – From Members tab

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Assign Member Chase(s)
Select User
To finalize, click Continue
To cancel, click Cancel

Assign Multiple Member Chases – From Members tab

Using the checkbox, select 1 or more Chases
Click Assign Member Chase(s)
Select User
To finalize, click Continue
To cancel, click Cancel

User Permissions
Administrator

Lead: Client Lead, Clinical Lead

Manager: Medical Record Review Manager, Overread Manager, Client Overread Manager, Reporting Manager