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Visit Review Dashboard Attributes: Checkbox for Paper Documentation

Instead of requiring sites to upload timesheets and other required documents to the Visit Review Dashboard to satisfy attribute requirements, allow them to check a box to indicate the document has been received or sent.

  • Danielle Beebe
  • Oct 20 2023
  • Needs Review
Idea Background

For the "Does payor provide a timesheet that is required?" attribute, the Visit Review Dashboard requires Ops to upload a document and mark it as a timesheet to satisfy the requirement.

This means the site would have to upload the timesheet to each individual visit so the attribute will be marked as complete. This means sites cannot use this attribute because it would hinder the system from checking the CD checkbox for visits with this attribute.

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Idea Benefit

This change would allow sites to use the attribute to ensure the requirement has been met, instead of having to upload documents multiple times or find a workaround.

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