Chase Query Overview

Sam Zakrzewski

Modified on: Thu, 4 May, 2023 at 10:29 AM

Here is where you can view and filter all Chases across any Project in your Service Organization and Pend, Assign or Unassign those Chases. You can also create a Chase from here.

TABLE OF CONTENTS

Here is where you can view and filter all Chases across any Project in your Service Organization and Pend, Assign or Unassign those Chases. You can also create a Chase from here.

Chase Query Page Overview

Query: These are your query results. Click modify to update or run a new query
Table: These are all the Chases across your Service Organization. The Chase Query table contains the following information by default: Chase ID, Measure, Project, First Name, Last Name, Address ID, Assigned to, Status, Pend Code, Pend Code Status. All fields can be filtered. Information can be exported.
Access a Chase: To access a Chase, click the Chase ID number located in the first column of the table
Next Action Tool: Export Chases, Pend, Assign/Unassign, and download a chart
Create a new Chase: This is used if you need to manually create a new chase. Currently supports HEDIS and Risk.
RISK/IVA quick view: Click here to see only columns related to Risk/IVA projects
HEDIS quick view: Click here to see only columns related to HEDIS projects
Create New View: Create a custom view of your table. Select which columns you want to show or hide.

Chase Query Chase Actions

Assign - Chase

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

Unassign – Chase

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

Pend - 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)
If applicable, select Severity
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

Change Retriever

Locate Chase ID on the table
Click the 3-dot action button to the right of the table
Select Change Retriever
Using the dropdown, select Client or Reveleer
To finalize, click Confirm
To cancel, click Cancel

Chase Query Bulk Actions

Assign - Multiple Chases

Using the checkbox, select 1 or more Addresses
Click Select Next Action
Select Assign Chase(s)
Click Go
Select User
To finalize, click Continue
To cancel, click Cancel

Unassign - Multiple Chases

Using the checkbox, select 1 or more Addresses
Click Select Next Action
Select Unassign Chase(s)
Click Go

Pend - Multiple Chases

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

Download - Multiple Chases

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

Note: Each chase will be a separate download.

Change Retriever - Multiple Chases

Using the checkbox, select 1 or more Chases
Click Select Next Action
Select Change Retriever
Click Go
Using the dropdown, select Client of Reveleer
To finalize, click Confirm
To cancel, click cancel