Force Assign

You use the Force Assign Tracking function to change the tracking assignment of a specific worklist entry from one  worklist to a different worklist. Reassignment of worklists can be monitored through PIMS productivity reports such as the Third Party Follow-Up Supervisor Worklist Report, the Guarantor Follow-Up Supervisor Worklist Report  and the Patient Tracking Supervisor Worklist Report . Force Assignment can also cause a claim, guarantor balance or patient tracking record to be worklisted immediately as opposed to at a later date.

Access to the Force Assign Tracking function must be made through the following functions: Claims Worklist, View Claim Tracking By Account, Guarantor Worklist, View Guarantor Worklist, View Guarantor Tracking, View Patient Tracking Worklist, View Patient Tracking-Account, and View Tracking by Supervisor.

To force assign the tracking of a worklist entry:

1. Select the appropriate function:

   Claims Tracking:           Claims Worklist, View Claim Tracking By Account from the Claim menu
   

   Guarantor Tracking:      Guarantor Worklist, View Guarantor Tracking from the Guarantor menu
   

   Patient Activity:             View Patient Tracking-Worklist, View Patient Tracking Account from the Patient Tracking menu

2. The next screen lists the entries on the appropriate worklists.

3. Select the worklist entry which you want force assign.

4. Select Force Assign from either the Claims, Guarantor or Account/Patient Tracking menu.

5. The Force Assign Tracking screen displays.

6. Enter the sign-on ID of the new person responsible for the worklist tracking entry.

7. Enter a reason for the force assignment.

8. Click the Priority Status box for the worklist entry to be placed first in order on the new employee’s worklist.

9. Check that the information is correct and press Enter or click OK.