Epic
Exchange Manager
Actions
Issues
UltiPro
100
This Epic module is used to access patient charts and documentation for release purposes.

What is Chart Review?

100

The Action List should be checked this many times per day.

What is twice?

100

This type of action is red.

What is an open action?

100

This client-specific issue may be raised when the authorization is signed with a type-face font. 

What is Electronic Signatures Not Accepted?
100

This activity code is utilized when releasing requests that are NOT payer reviews.

RELROI

200

To ensure records are released to the correct person, this key piece of patient information must be verified. 

What is the patient's date of birth?

200

If a patient is confirmed by identifiers other than name and DOB, it should be clearly stated in this area of Exchange Manager.

What are the internal notes?

200

This type of action is black.

What is a closed action?

200

This issue is raised when a subpoena is issued outside of the state of the healthcare system.

What is Out of State Subpoena?

200

This very important field on your timesheet indicates the client account you spent time working in. 

What is Class Code?

300

If a patient's chart is marked as highly sensitive, this feature may be triggered. 

What is Break the Glass?

300

This request type is the overall highest priority to be completed within 3 days. 

What is Patient?

300

This action has new request pages.

What is updated documentation received?

300

This issue is raised when an authorization is signed on a date in the future. 

What is Pre-Dated Authorization?

300

When submitting PTO, this button allows you to adjust the total hours needed for the date requested.

What is "Show Advanced Options"?

400

This function allows staff to securely generate, package, and deliver records for release, often in PDF format.

What is Print/Export?

400
This report can be used to track your hour-by-hour production output to ensure you are on track for hitting your client goal.

What is Daily Staff Productivity?

400

This action means the request has missing records.

What is Post-Shipped Docs?

400

This issue is raised when a request follow-up or update is received without an authorization and there is no outstanding duplicate request in the system.

What is Second Request - Initial Request Missing?

400

Your timesheet should be reviewed and status set to this every Friday (or weekend) before payroll Monday. 

What is SUBMIT?

500

When releasing records, this type of information - such as mental health, substance abuse, or HIV status - often requires special patient authorization.

What is sensitive PHI?

500

This report is used to find requests with upcoming due-dates (such as Subpoenas and Payer requests).

What is the Required-By Report?

500

This button is used for answering the action message.

What is the reply button?

500

A request for billing records requires explicit wording on the authorization to release such records. If this is not provided, this issue is raised.

What is Inadequate Description for Billing Request?

500

Utilizing accurate class codes on your timesheet is important for this reason.

What is billing the client based on the work completed for a specific location(s)?

M
e
n
u