Document Intake Review and Identification

Julie Glass

Modified on: Thu, 26 May, 2022 at 8:21 PM

Here you can review all Documents retrieved and identify them as a Cover Letter, Chase, Invoice, or Pend.

TABLE OF CONTENTS

Document Intake Page Overview

Chart Tab: The document for you to review and identify.
Comments Tab: This is where you can read and add comments about this Document. Comments will show Username, date, time, and message.
Timeline Tab: This is a complete history of this Document. It is organized by date, newest to oldest. All timeline entries include the Action taken, User, Date, Time
Document Tags: These are tags associated to the Document. Based on permissions, users can add or remove Document Tags
Document Viewer: This is the document for review. You can expand, zoom in, zoom out, rotate, navigate through pages, and freely move the page within the viewer.
Assign: Assign Document directly from the Chart
Submit / Submit & GetNext: Click here when you have completed your Document review
Hold / Hold & GetNext: Click here when you need to put the Document on Hold
Remove / Remove & GetNext: Click here when you need to Remove the Document
Ignore This Page: This is where you associate page(s) to be ignored
Identify as Chase: This is where you associate page(s) as a Chase
Identify as an Invoice: This is where you associate page(s) as an Invoice
Identify as a Pend: This is where you associate page(s) as a part of a Pend
Working Pages Table: Working pages is where you can see all pages identified as chases or to be ignored prior to assignment.
Unassigned: These are pages you have not identified
Commit Chase Assignments: This button will attach these pages to the Chases.
Committed Pages Table: Committed Pages is where you can see all pages attached to Chases, Pends, and Invoices.

Assign Document

From a document, click Assign
Select User
To finalize, click Continue
To cancel, click Cancel

Identification

Ignore Pages

Click Ignore This Pa
Enter Start Page
Enter End Page
Click Accept
Ignored pages will appear in the Working Pages table

Identify as Chase

Click This Page is Part of a Chase
Enter Start Page
Enter End Page
Enter Chase ID
Click Accept
Chase pages will appear in the Working Pages table as a Medical Record
Hover over Chase ID to see the Project Name
Click 3-dot action to Remove or “jump” to pages
Prior to submission, click Commit Chase Assignments

Identify as Chase – Search Chase ID

Click This Page is Part of a Chase
Enter Start Page Number
Enter End Page Number
Click Search
Enter any combination of search criteria, click search
From the results table, click radio button of desired Chase
To Continue, click Use This Chase
To Cancel, click "x” in top left.
To finalize, click Accept
Your Chase association will be placed into your Working Pages table as a Medical Record
To finalize, click Commit Chase Assignment

Identify as Invoice

Click This Page is Part of an Invoice
Enter Start Page
Enter End Page
Enter Chase ID
Click Accept
Invoices will appear in the Committed Pages table

Identify as Invoice – Search Chase ID

Click This Page is Part of an Invoice
Enter Start Page Number
Enter End Page Number
Click Search
Enter any combination of search criteria, click search
From the results table, click radio button of desired Chase
To continue, click Use This Chase
To cancel, click "x” in top left.
To finalize, click Accept
Invoice will appear in the Committed Pages table

Identify as Pend

Click This Page is Part of a Pend
Enter Start Page
Enter End Page
Select Pend Code
Enter Chase ID
Click Accept
Pends will appear in the Committed Pages table

Identify as Pend– Search Chase ID

Click This Page is Part of a Pend
Enter Start Page Number
Enter End Page Number
Select Pend Code
Click Search
Enter any combination of search criteria, click search
From the results table, click radio button of desired Chase
To continue, click Use This Chase
To cancel, click "x” in top left.
To finalize, click Accept
Pends will appear in the Committed Pages table

Submit Document

At the top of the page, click the arrow to select Submit
Once submitted, you will default back to your homepage

Submit & Get Next Document

At the top of the page, click Submit & Get Next
Once submitted, a new Document will automatically load

Hold Document

At the top of the page, click the arrow to select Hold
When Prompted, select a Document Hold Reason
Enter a note (minimum 15 characters)
To finalize, click Submit
To cancel, click Cancel
Once submitted, you will default back to your homepage

Hold & Get Next Document

At the top of the page, click Hold & Get Next
When Prompted, select a Document Hold Reason
Enter a note (minimum 15 characters)
To finalize, click Submit
To cancel, click Cancel
Once submitted, a new Document will automatically load

Remove Document

At the top of the page, click the arrow to select Remove
When Prompted, select continue to finalize removal
To cancel, click Cancel
Once submitted, you will default back to your homepage

Remove & Get Next Document

At the top of the page, click Remove & Get Next
When Prompted, select continue to finalize removal
To cancel, click Cancel
Once submitted, a new Document will automatically load

View Invoice from Doc Intake

From the Committed Pages table, click the 3-dot action
Select ‘View Invoice’
You will automatically be redirected to Invoice Data Entry

Note:

If pages have not been associated, you will be prompted to Cancel or click Yes to Submit Document.

Based on Service Organization settings, if pages have not been viewed you will be prompted that you cannot submit until all pages have been viewed.

User Permissions
Administrator

Lead: Retrieval Lead

Manager: Document Intake Manager

Employee: Document Intake Employee