Therapy/Clinical Role

This guide will navigate through the therapy/clinical workflow.

Calendar Screen Navigation can be found here: Home (Calendar Screen)

Therapy/Clinical Workflow

• Review the Calendar for updates that are due

• Select the Magnifying Glass (shortcut to the patient’s admission record)

Patient Update (Concurrent Review)

• Navigate to the Patient Update/Managed Care Meeting tile

• Select New and choose the correct payer form

  • Note: If your team has already started the form, click the ellipsis next to the form name and edit to add your information

• Complete the applicable portion of patient update on the Patient Update/Managed Care Meeting tile.

  • Note: When working on the next update, the data from the previous update will automatically populate; you only need to modify the areas that have changed.

• Complete the information and Save

Update Log

• If you are responsible for marking a form as sent, navigate to the Update Log

• Next to the correct date, click the ellipsis

• Select Mark item as sent from the dropdown

Review Contract Summary

• Select Contract Summary to confirm level of care (allowable services and limitations, such as therapy, exclusions, and comments)

• Apply the desired filters

Alert Resolution

• Please refer to this guide to resolve applicable alerts: Reviewing & Resolving Alerts

Contract Requirements for Therapy

• Please refer to the link: Contract Requirements for Therapy