This guide will navigate through the therapy/clinical workflow.
Calendar Screen Navigation can be found here: Home (Calendar Screen)
Therapy/Clinical Workflow
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Review the Calendar for updates that are due
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Select the Magnifying Glass (shortcut to the patient’s admission record)
Patient Update (Concurrent Review)
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Navigate to the Patient Update/Managed Care Meeting tile
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Select New and choose the correct payer form
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Note: If your team has already started the form, click the ellipsis next to the form name and edit to add your information
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Complete the applicable portion of patient update on the Patient Update/Managed Care Meeting tile.
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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.
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Complete the information and Save
Update Log
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If you are responsible for marking a form as sent, navigate to the Update Log
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Next to the correct date, click the ellipsis
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Select Mark item as sent from the dropdown
Review Contract Summary
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Select Contract Summary to confirm level of care (allowable services and limitations, such as therapy, exclusions, and comments)
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Apply the desired filters
Alert Resolution
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Please refer to this guide to resolve applicable alerts: Reviewing & Resolving Alerts
Contract Requirements for Therapy
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Please refer to the link: Contract Requirements for Therapy