Ei Deep Dive User Training: Task Management Module
In depth user training video highlighting the different ways to create and manage tasks with Effective Intelligence.
VIDEO SUMMARY
This video explains how to navigate and work on tasks in a workflow system.When logging in, users can see if they have tasks assigned to them. Unread tasks are denoted by a number with a circle, and users can click on the task tab to view and work on these tasks. They can access information, comments, and uploaded documents related to the task. It also explains how to review patient accounts and determine if certain actions, such as adding a modifier, are necessary. It demonstrates how to complete a task by selecting the assignee, adding a comment, and pressing the complete button. It also mentions the ability to monitor tasks assigned to oneself or one's department.
As you log into workflow, you'll be able to see if you have tasks that are assigned to you that someone within the organization needs assistance to get a claim paid in working their work. If you see a number here with a circle that's going to denote that you have tasks that are unread that you need to work on, and so if you click on the task tab here, it will then display the images that you're seeing below. It does put in bold font. The tasks are unread, and so if I see these, I need to work a task, I can come in and click on that task name. What it's going to do is going to give me information here about the task and so I can scroll down to the bottom, see any comments to know what the person who sent me this task is either trying to ask or get approval upon or just needs additional clarification so that they can work the account to get it paid.
If any documents have been uploaded, I can come here to the documents tab. I would be able to open those documents and review them as part of the task. I can come here to the history to see where the task has been sent and who has been on here as well of what's going on. If I need to go to the patient account to review this to see if the modifier 52 can be applied to this account here, I would simply click on this hyperlink and it will take me directly to that insurance claim to start to see what may need to be done. From here, it will look very similar to what and not very similar. It'll look exactly what you see like on the insurance AR workflow training guide there. I would click here on the claim info tab and I can come down to start to review the transactions.
I can also come back and review any notes that have been placed on that account. If I determine that yes, the modifier 52 can be added to this account, I can either click here back on the tab or my task was opened, or if I wanted to, I can also click here on the subject line and it would take me directly back to that task as well. So now I've reviewed this task. It is acceptable to add the modifier 52 to this account. So what I would do then in responding to this task is I would look to see who created the account and I'm going to select them in this dropdown for the assignee. At that point in time, I then will press the complete button and when I press complete, I now can add my comment to this and I can say, approved to add modifier 52 claim and rebuild. Then I will simply press Okay, and now that task will be completed again. I will want to make sure that I'm monitoring any task
That out here that are assigned to me or to the department that I'm a part of. If I needed to look at anyone else, let's just say that I'm looking at other tasks that are a part of, these are tasks that are a part of the department that I'm assigned to. I can come in here. I can always narrow down on any of these columns in the funnel and choose what subject or subcategory I may want to look at, and when I do so, then that would be the singular task that would be displayed, and I then can work that task. If I then needed to clear the columns, I can clear column filters and it would go back to the normal settings.