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Visit Review: Option to Flag or Exclude Ineligible Clients/Caregivers

We need a way to identify and exclude clients or caregivers who aren't paperless. Right now, these people show up as non-compliant on the dashboard, even though they have the correct paper documents.

  • Danielle Beebe
  • Dec 13 2024
  • Needs Review
Idea Background

Currently, all clients and caregivers show up on the Visit Review dashboard and in reports (like the Billing Report, PS Task, or PS Task Signature reports). Visit Review filters are single select which don't offer the ability to exclude or include when reviewing for missing documentation, and there's not a way to clearly differentiate between eligible and non-eligible clients and caregivers when running reports.

For QA processes and audits, offices have to keep track of non-eligible cases by creating internal spreadsheets, accessing call center notes, or searching for comments.

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Idea Benefit

By adding a feature to flag and/or exclude these cases, we can make sure regular processes only include clients/caregivers who are eligible for paperless documentation. It also allows offices to easily determine who is ineligible when running QA processes or producing documentation for audits.

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  • Barbie Youngblood commented
    06 Jan 15:00

    An idea Benefit for Visit Review Filters with multi select options would allow the OPS to review visits for only those payers and/or service codes that have attributes set up. As an example, if a payer plan has attributes set up, we are not able to exclude service codes added to that payer that the attributes do not apply to. Another example is the non client accounts, we would like to be able to filter by multiple payer plans vs. one at a time. In offices that have a large number of payer plans, they either have to review all or look at one payer at a time to avoid payers that do not have attributes set up.

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