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Address Assignment Page Overview

Elissa Toder
Modified on: Fri, 17 Dec, 2021 at 2:00 PM

Here you can view all Addresses that are ready to be assigned for Medical Record Retrieval. You can prioritize by project and/or filter variables.

TABLE OF CONTENTS

 

Address Assignment Page Overview

  1. Queue Priorities: Prioritize Address Assignment by Project
  2. Table: These are Unscheduled and Past Due Addresses. The Address table contains the following information: Address ID (AID), Group Name, Provider Name, Address 1, Address 2, City, State, Zip Code, Phone Number, Fax, Project(s), Address Group(s), Next Appointment Date, Next Call Date, Total Chases, Pends, Retrieval Type, Assigned To, Address Contact Status. All fields can be filtered. Information can be exported.
  3. Custom View: Create a custom table view. Enable/disabled the fields that matter most to you.

 

Prioritize Assignment by Project

  1. Click Queue Priorities
  2. Select Project
  3. To finalize, click Update Queue
  4. To Cancel, click Cancel


Assign Single Address

  1. Locate Address ID (AID) on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Assign Address
  4. Select User
  5. To finalize, click Assign
  6. To cancel, click Cancel



Assign Multiple Address

  1. Using the checkbox, select 1 or more Addresses 
  2. Click Assign Address
  3. Select User
  4. To finalize, click Assign
  5. To cancel, click Cancel


 

User Permissions
 Administrator

Lead: Retrieval Lead

Manager: 3rd Party Manager, Call Center Rep Manager, EMR Manager, Field Technician Manager

 


 

 

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