Document QA Overview

Steven Dozal

Modified on: Fri, 17 Dec, 2021 at 3:17 PM

Here you can view all Chase Documents that are ready to be reviewed from Document Intake, clinical move back, or based on a projects Doc QA percentage.

TABLE OF CONTENTS

Document QA Page Overview
Assign Single Chase
Assign Multiple Chases
Unassign Single Chase
Unassign Multiple Chases
Pend Single Chase
Pend Multiple Chases
Download Chart
Copy chart

Document QA Page Overview

Stat Filters: These stats represent the Total Chases that are assigned and unassigned.
Table: These are chases that are ready for QA. The Document QA table contains the following information: Chase ID, Chase Key, Measure, Client, Project, Product, Member Key, First Name, Last Name, DOB, AID, AID Group, Providers, assigned to, status, pages, Chart Acquired Date (new), pend code, pend status, last coded by, date assigned, sample compliance. All fields can be filtered. Information can be exported.
Access a Chart: To access a chart, click the Chase ID located in the first column of the table
Custom View: Create a custom table view. Enable/disabled the fields that matter most to you.

Assign Single 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 Assign
To cancel, click Cancel

Assign Multiple Chases

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

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 Owner
Severity (if applicable)
Write notes about Pend
To finalize, click Save
To cancel, click Cancel

Pend Multiple Chases

Using the checkbox, select 1 or Files
Select Pend Chase(s)
Select Pend Code
Select Pend Owner
Severity (if applicable)
Write notes about Pend
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

Note: Chase list is comprised of chases in Retrieval status belonging to the same Member.

Note:

For Copy Chart, the chase list is comprised of chases in Retrieval status belonging to the same Member.

User Permissions
Administrator

Lead: Retrieval Lead

Manager: Document QA Manager