View Tracking By Supervisor
You use the View Tracking By Supervisor function to view other
worklists. It is a function for supervisors, but can be used to
'supervise' other worklists. The function is also used to reassign
worklist caseloads in situations such as employee vacations and
departmental backlogs. The supervisor can also add an activity to a
worklist entry through View Tracking by Supervisor. You can use this
function to view worklist entries, force assign or assign an activity
to a tracking record.
To view worklist tracking at a supervisory level:
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Select View Tracking by Supervisor from the appropriate menu:
Claims Tracking:
Claims menu
Guarantor Tracking:
Guarantor menu
Patient Tracking:
Account/Patient Tracking menu
The View Tracking By Supervisor Screen with the list of worklists that the sign-ID is authorized to view -
Select the department and the worklist that you want to view.
The worklist detail screen displays.
To force assign a worklist entry:
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Select the appropriate worklist entry.
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Select Force Assign from either the Claims, Guarantor or Account/Patient Tracking menu.
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The Force Assign Tracking screen displays.
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Enter the sign-on ID of the new person responsible for the worklist tracking entry.
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Enter a reason for the force assignment.
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Click the Priority Status box for the worklist entry to be placed first in order on the new employee’s worklist. Press Enter or click OK.
To record an activity:
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Select the appropriate worklist entry.
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Select Activity from either the Claims, Guarantor or Account/Patient Tracking menu.
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The Activity menu displays.
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Enter the activity code which best describes the action that has occurred or that should take place.
Press Enter or click OK for display of the default days to follow-up that are associated with the activity code. The numeric value in the Days to Follow-Up field can be overridden.
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Enter any additional notes regarding the activity in the Second Line of Notes field. These notes are posted for viewing in the View Account Notes function.
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Check that the information is correct and press Enter or click OK.
