Workflow Basics
This is the PB Workqueue sort order
What is WQ Entry Date column- oldest to newest?
For PB, the guarantor address is found in this tab
What is the Summary Tab?
In UD Scenario 1 for PB, this action is taken when the address is different and the patient has a balance.
What is demand statement; document account note?
In TA mail, the address type is changed from Permanent to this.
What is Temporary?
This PB write-off code is used for Homeless/Undomiciled.
What is 5035?
This is the HB Workqueue sort order
Days in WQ column – Oldest?
For HB, the address is found in this account area
What is the Hospital Account?
In UD Scenario 1 for HB, this action is taken
What is demand detail bill; document account note?
If no temporary address is provided on TA mail, staff proceed to this next step.
What is Step 2 (Patient Outreach)?
After the second failed contact attempt, PB accounts are transferred to this workqueue.
What is SYSTEM ACCOUNTS SENT TO COLLECTIONS DAILY [45904]?
This is the first action staff take before working the account.
What is review account to verify if updated address has been received or locate valid guarantor address?
When the account address matches the statement, staff first review this repository for a newer address.
What is Media Manager?
In FF Scenario 2 for PB, this activity is used when the patient has a balance.
What is Send Statement [870]?
These are the approved first-attempt outreach methods.
What are phone call or MyChart/Email as applicable?
This activity is used to complete the item once the address is confirmed or updated.
What is Account Completed [851]?
PB staff search using this identifier
What is Guarantor ID?
This tool is used to verify whether an address only needs missing details corrected.
What is OneSource Verification?
In FF Scenario 2 for HB, this activity is used.
What is Send Detail Bill [777]?
This MyChart letter number is used for returned mail outreach.
What is 42606?
These two identifiers are required for PHI verification during outbound calls.
What are full name and DOB?
HB staff search using this identifier
What is HAR #?
If OneSource shows a completely different address, staff should not do this.
What is update the guarantor address?
In FF Scenario 3, this is the first step before documenting the note.
What is update guarantor address only?
After outreach, the account is deferred for this many days.
What is 10 days?
If permission is not given to update the address, the patient may update it this way.
What is via MyChart using the “Returned Mail – Outbound Campaign” message template?