Member File

Here is where you can view all active and inactive chases at the Member level. You can Pend, Assign or Unassign those Chases. 

TABLE OF CONTENTS

• Access Member File
• Member File Overview
• Assign - Chase
• Assign - Multiple Chases
• Unassign – Chase
• Unassign - Multiple Chases
• Pend - Chase
• Pend - Multiple Chases
• Download Chart
• Download Chart – Multiple Charts
• Copy chart

Access Member File

Member File Overview

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

Assign - Multiple Chases

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

Unassign - Multiple Chases

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

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 Pend Reason Enter Additional Notes  To finalize, click Save To cancel, click Cancel

Pend - Multiple Chases

Using the checkbox, select 1 or more Chases 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 Pend Reason 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

Download Chart – Multiple Charts

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

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