Person Profile / Patient Account - Merge & Deficiencies Work Queue

Clients need a more efficient way work through pre-admit, temp reg, duplicate profiles/accounts, mismatch data, incomplete orders and documentation and deficient data/information. Clinic and Hospital staff duties and responsibilities are not siloed to a specific "Thrive Application." User are having to navigate in and out of multiple screens and modules just to update, edit data and information. There is a need to create an interactive deficiency work queue that allows users to stay on one screen drill down or have popup boxes. Users should be able to open additional window to view documents/images. Users from any area can access and work down their components of what make the profiles or account incomplete.

There needs to be tables in which manages can setup Requirements & Exceptions

• Types of queues

• Assignment of Staff

• Mismatch data

• Merge criteria for profiles and accounts

• Departmental Requirements. Example Pre-Authorization, Scheduling, Admission, Legal Patient Forms, Scanned Documents, CPT/DX billing requirements, Duplicate Profiles, Same Day OP and OP Recurring, ins billing requirements, Payments vs Patient Responsibility, Network/Non-Network physician ins billing requirements, Statements, Collections, AR account balance,, etc...