HEDIS Data Entry Overview

Steven Dozal

Modified on: Tue, 24 May, 2022 at 3:22 PM

Here you can perform data entry, see chase information, read comments, view documents, pend, and view a historical timeline.

TABLE OF CONTENTS

Chart tab: This is where you perform Data Entry
Chase Info: This is where you can find all details about this chase including Address, Provider and Member information, document requests, pend information, comments, and documents.
Member Chases tab: This is a list of all chases associated to this Member
Comments Tab: This is where you can read and add comments about this Chase. Comments will show Username, date, time, and message.
Timeline tab: This is a complete history of the Chase. It is organized by date, newest to oldest. All timeline entries include the Action taken, User, Date, Time
Audit Log: This is a historical view of what a user has data entered during MRR, OR and OR2
Member Details: These are your Member Details. Here you will see Chase Status, Measure ID, Provider Specialty, Member Name, DOB, Age, Sex, Project, Client Member ID, Client Chase Key
Chase Tools: Assign Chase, Create/Update Pend, or Add/Remove Chase Tags
Document Management: Expand for document tools such as Add New, Request Additional, Sort Pages, Manage Individual Pages, See large thumbnails with quick access back to the chart.
Document Viewer: This is where the members Medical Records can be viewed.
Data Entry: This is where you perform Data Entry

Located above Data Entry are Measure Tabs. Click each tab to circulate between all member measures
- Blue: The one you are currently selected on
- Grey: Additional measures for abstraction
- ‘Greyed out’: Measures that are part of a member but not assigned to you. They will not be accessible.
- Green with a checkmark: After submission, the tab will display a checkmark to indicate completion
Validating the Member will validate all chases within the same status for that member
Once Data Entry is complete for a measure, click Submit
- The next measure tab will automatically load

Chase Tools: Assign Chase, Create/Update Pend, or Add/Remove Chase Tags
Chase info: This is key information about this chase. Here you can locate: Measure, Client, Address ID, Chase Status Product, Pend Code (if applicable), Last Coded By, Assigned To, Gender, Project, Member ID, Project ID, and Client Chase Key
Document Requests: This displays all document requests for this chase, when the request was made, and by whom. The Document Request ID links to the Address
Latest Pend: This displays the latest pend associated to this Chase, pend owner, and pend description. The pend ID is links to the Pend Info Page
Pursuits: This displays all Pursuits, if any, the chase ID links to the pursuit Chase
Latest Comment: This displays the latest comment regarding this chase, who left the comment, when and what time
Chase Timeline: This is a brief history of this Chase. It is organized by date, newest to oldest. All timeline entries include the Action taken, User, Date, Time. Click See All for full history, or click Timeline tab

Legend: The color legend identifies what workflow status the user was on when that change occurred (MRR, OR, OR2)
Data Entry ‘events’: These are all the variances between abstraction/coding, overread and client overread
Expand/Collapse: Expand or collapse the information at the event level
Document Viewer: This is where the members Medical Records can be viewed.

Document Thumbnails: Quickly scan through multiple documents
Medical Record: Here is where the medical records will display. You can click and drag it within the document viewer.
Search chart: Use this to search all text on a medical record. Your results will be highlighted on the medical record.
Highlight: Use this to show and hide highlights, add new highlights, and remove highlights.
Optimize: One-time option to generate a higher resolution document
Document tools: Expand the size of the medical record, Zoom in/out, Rotate pages
Jump to page: Use this to jump to a specific page on the medical record
Navigate forward/back: Use these arrows to navigate forward and back through the medical records
Document Management: Expand for document tools such as Add New, Request Additional, Sort Pages, Manage Individual Pages, See large thumbnails with quick access back to the chart.

Member Validation: All chases require member validation in order to perform data entry
Provider: If enabled, users can change the provider associated to the chase
Data Source Legend: Identify Data Sources such as Admin or NLP adds
Source: The data source for that row
NRC: If enabled, they are required for chase submission for all NC events
Add: Click here to add additional rows
Delete: Click here to delete rows that you have added
Clear: Click here to clear out the data entry for those fields
Compliance Table: An overview of compliance for all measure events
Research: If configured by your Administer, this is your checklist prior to submission.
Submit: When data entry is complete, click submit