Clinic/Claim Details: Depending on whether the task is clinic-level or claim-level, appropriate details are displayed in the header section of the Assign To popup. When the task is a clinic-level task, the Clinic Task ID and Date are displayed, whereas when the task is a claim-level task, the Claim ID, Claim Date, and Patient name along with the DOB of the patient are displayed.
Clinic Task ID: This label displays the clinic's task ID number.
Date: This label displays today's date in MM-DD-YYYY format.
Claim ID: This label displays the claim ID number of the patient.
Claim Date: This label displays the date of service on which the encounter was created.
Patient: This label displays the name of the patient. The date of birth of the patient is displayed in brackets in MM-DD-YYYY format beside the patient's name.
Attach: Clicking the Attach button invokes the Task Attachments popup. Users have the option to attach documents on the Task Attachments popup. This popup has five columns: Del, File Name, Attach, View, and Attachment Date. The file extensions supported for attachment on this popup are .txt, .pdf, .tif/tiff, .rmt, .jpeg/jpg, .gif, .bmp, .xls/xlsx, .csv, .html, and .png, and the property supporting these file extensions is prognocis.attach.filetypes. If attachments have been saved on the Task Attachments popup, then the Attach button present on the Assign To popup displays a checkmark.
Assignment Section
Assigned To: Users can assign a task to a specific user or role by selecting the appropriate radio button. The Users option enables users to send messages to other selected users. The Roles option enables users to send messages to other selected roles. The property assigned.to.roles.enable is present to enable assignments to roles. If this property is turned ON, the Assigned To button and the Role radio button are enabled, and the user will be able to assign tasks to roles. If this property is turned OFF, assignments can only be made to users. The Users option enables users to send messages to other selected users. The Roles option enables users to send messages to other selected roles.
When the property is turned ON:
- The User and Role radio buttons are present and available for selection.
- The Send Message To checkbox is available for selection. According to the radio button selected, once checked, the labels change to: Assigned User when the User radio button is selected, and Assigned Role when the Role radio button is selected.
Action Required: The assigner also needs to specify the action that is expected for a particular task. Examples of expected actions are: Send Fax, Contact Patient, Send Appeal, Consult Medical Coder, etc. Users can customize the list of sources applicable for their practice from Settings → Configuration → Group Types → Non System → the Assignment Action Required (AA) section.
Comments: It is a text field where the assigner can add specific requirements in reference to a task that is being assigned.
Expected Date: Users can set an expected date of completion of an assignment. The expected date cannot be earlier than today's date, i.e., when the task is being assigned.
Send Message and CC: Users can also opt to send internal message notifications in reference to tasks that are being assigned by selecting the Send Message option. The Send Message To checkbox will be enabled when assignments are made for a specific role.
Action Section
The assignee can document actions taken for a specific assignment on the right-hand side of the Assigned Tasks screen.
Action Taken: The user can select and document the action taken from the dropdown menu. Examples of actions taken are: Appeal Faxed, Follow-Up Scheduled, Medical Records Released, etc. Users can customize the list of sources applicable for their practice from Settings → Configuration → Group Types → Non System → Assignment Action Taken.
Comments: It is a text field where the assignee can add their notes in reference to actions that need to be taken against a particular assignment. When the assignment is completed (when the Done checkbox on an attachment is checked), comments entered in this section are auto-copied to the Claim Notes, timestamped with the name of the assignee.
Status: The assignee can select the action status from the available dropdown menu. Examples of action statuses are: Claim Paid, Check Mailed to Incorrect Address, etc. Users can customize the list of sources applicable for their practice from Settings → Configuration → Group Types → Non System → Assignment Done Status.
Done Checkbox: An assignee can indicate the completion of an assignment by checking the Done checkbox. When a particular assignment is completed, a row is added to the assignment tracking section.
Date: The date is auto-populated upon the completion of the assigned task. The Done Date cannot be earlier than the assigned Expected Date.
Follow-Up Date: The assignee can set a Follow-Up Date for an assignment, which will act as a reminder. For RCM clients, the Follow-Up Date is set to the Done Date if the number of days is zero.
Forward Button: An assignment can be forwarded to another user by clicking the Forward button. When an assignment is forwarded, the right-hand side of the Assign To screen is disabled, and the Assignment screen is available for selection.
UDF Button: If the property udf.supported.types has the value 17 – Assign Task selected and saved, then the UDF button is displayed on the Assign To popup. Click the UDF button to invoke the Assign Task popup. The field names and sequence numbers configured on the UDF Master screen for Claim Assign Task are displayed on this popup. A checkmark is displayed on the UDF button to indicate that data is present in the popup. The label and tooltip of the UDF button can be defined in the property udf.type.label. If the property does not have an entry for Assign Task, then the UDF label is displayed on the button by default without a tooltip.
udfCopy Button: Click the udfCopy button to copy saved data from the UDF button to the Comments field under the Action section. If data is already present in the Comments field, then that data is overwritten by the data saved on the Assign Task popup of the UDF button.
Action Buttons
CLOSE Button: Click the CLOSE button to close the popup.
ADD Button: This button is enabled for any task that is marked as Done. Click the ADD button to add an assignment.
SAVE Button: Click the SAVE button to save the particular assignment and actions taken.