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Chart Lake Matches

TABLE OF CONTENTS

Matches Overview

  1. These are all your active projects that can be used to match member charts
  2. Results display all chases in your project where Reveleer was able to locate other chases with documents for that member 
  3. Expand to see the chases that match your member
  4. Click the Chase ID to view chase document

 

Attach Chart and Move to Data Entry

  1. From Chart Lake > Matches > Select a Project that you would like you locate existing charts for
  2. Click Continue
  3. Results display all chases in your project where Reveleer was able to locate other chases with documents for that member 
  4. Click the arrow to expand the row to view chase matches
  5. Optionally, click the Chase ID to view chase document
  6. Select the Chase you would like to copy from
  7. Select Next Action: Attach Charts and Move to Data Entry
  8. To finalize, click Go
    1. The Destination chase will be removed from the list once action is completed and moved to data entry


 




 

Attach Multiple Charts and Move to Data Entry

  1. From Chart Lake > Matches > Select a Project that you would like you locate existing charts for
  2. Click Continue
  3. Results display all chases in your project where Reveleer was able to locate other chases with documents for that member 
  4. Click the checkbox to select all chase matches
  5. Select Next Action: Attach Charts and Move to Data Entry
  6. To finalize, click Go
  7. The Destination chases will be removed from the list once action is completed

 



 

 

User Permissions
 
Administrator, Client Lead, Clinical Lead, Retrieval Lead, Call Center Rep Manager, Data Management, Doc Intake manager, EMR Manager, MMR Manager, Overread Manager, Client Overread Manager, Project Manager

 

 

 


 

 


 

 

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