Alerts
Communications
Order Tracker
Documents Tab
100

In ICON, the right rail consists of these three tabs.

What is Alerts, Tasks and Recent.

100

These three sections fall under Communications in ICON.

What is History, Preferences and Complaints?

100

This section of ICON is where you can view the Order Tracker.

What is Order History?

100

This tab displays information regarding physician interaction, prescriptions, clinical notes, medical policy review and logbooks.

What is Medical Documentation?

200

Alerts can refer to these two items in ICON.

What is account and order?

200

This tab displays a list of all communications that have been sent to the customer as well as a history of changes to the customer's communication preferences.

What is History?

200

This section of the Order Tracker identifies the date the order was placed/submitted.

What is Order Received?

200

These two customer documents can be resent to the customer.

What is Patient Consent and Marketing Consent?

300

This type of alert requires a resolution or action to make the alert disappear. For example, there is an issue with the order.

What is actionable?

300

This link displays a history of changes to the customer's communication preferences.

What is Preferences?

300

The Processing section of the Order Tracker houses these three sub-steps.

What is Insurance Verification, Medical Documentation and Prior Authorization?

300

The Prior Authorizations tab displays this information. Name at least two.

What is:
  Prior Authorization tasks
  HCPC associated with the Prior Authorization tasks
  Prior Authorization start and end date
  Approving entity of the Prior Authorization

400

This type of alert does not require action by an agent to disappear. For example, the patient consent form is needed.

What is informational?

400

This tab displays objections or grievances for this customer account.

What is Complaints?

400

Sub-steps that are being worked by Order Processing display this status.

What is In Progress?

400

The Physician Interaction tab displays this information. Name at least two.

What is:
  Date authorization was completed
  Status of the physician interaction task
  HCPC code associated with the authorization
  Qty & supply period associated with the auth.

500

This action takes you to the location in the system where the alert can be resolved.

What is clicking the alert?

500

These are the four possible communication methods a customer may choose.

What is phone, email, text and mail?

500

Sub-steps that have not started yet, but are still required, display this status.

What is Future?

500

This link navigates you to OnBase to view the documents entered into ICON for this customer account.

What is View All Documents?

Click to zoom
M
e
n
u