Inactive Facility
We need a way to make a facility "inactive" meaning they would still show up in Facility Manager, and their providers would still show up in the Provider Manager but they would not appear in Dashboard Workflow, and would not appear in Updates
Just add a checkbox that says "Inactive" next to it on the bottom next to Delete. That would be another change that would require Save (and a warning if you checked it and didn't save).
Provider / Facility Workflow - Remove "Type" and add "Update"
we no longer need "Type" ... Replace that with "Update" which would either be yes or no but defaulted to Yes. This would determined whether we want that "Payer" included in the updates sent out. There are certain Payers that we don't want to show up for various reasons and need to be able to manually exclude them. This option should also be available on the Update screen so if we catch it while reviewing we can change it to "No" before sending it out.
Updates
We need to be able to see who will be getting the Update so depending on what is selected, to the right of the selector show the email addresses that are going to receive an update
Be able to click on a line, just as if you were on the Dashboard Workflow, and go into that workflow and make changes and come back to Updates through breadcrumb navigation ... when you come back it would refresh the update to reflect changes and take you back to that facility in the Update list.
Change "Save" to "Send"
For some reason we lost the signature so we need the logo and signature back on the bottom
Facility Detail - Workflow
Normal process would be to Add the Facility information, then the Provider Information, then the Payer List, and then start work on enrollments. Next to the new Payer tab, add a Workflow tab. This would take you to the new Facility Workflow.
When in Facility Detail and selecting Workflow, it will default to the facility in the Facility Workflow
Enroll Payer (Add payer to Provider workflow)
This function is very tedious and time consuming. The multi-select checkboxes don't really work that well because you usually have to search, then you find it you can really only add the one and then have to come back in again and start over. It's even more time consuming if Adding a New Payer because you add the new payer, it disappears in the list, then you have to search for it.
Can we make this just so you click the Payer name and it adds it to the Provider ... so you type a couple letters, its searching as you add letters, when you see the one you want you click it to add it to Provider but you can just keep searching and adding. If you Add a New Payer it should show up on the top of the list so you can click and add it right away.
Add Facility - Payer List
In our normal workflow, if we add a new facility with 3 Providers, they all will enroll with relatively the same payers (not always). Curretnly for each Payer we have to go find those same 5-10 payers for each Provider which is time consuming. Instead we will add a Payer list at the Facility and make those the defaulted first options when adding at the Provider level.
Next to Documents in the Navigation at the top, add "Payers" which will be a list similar to Providers. Initially there won't be any so there would be Add Payer button. This will be the same Enroll Payer that currently exists under Provider and Facility Workflow. Once they are added there, then when in Facility or Provider workflow, Payers, Add Payer .... the list should show the Facility payers at the top of the list, slightly shaded background, so it would easy to click and add the ones that you want to enroll the Facility or Provider with.
If a Payer is later added to Provider or Facility Workflow that is NOT in the Facility Payer list, it should be added automatically to the Facility Payer list.
[Below is Related to Information Request / Client Portal]
Add Provider - Medicare / Medicaid Section
Add "Medicare / Medicaid Section" before CAQH that looks like the image below. One box for "Medicare" with the Par box checked ... and one box for "Medicaid" (no need for a Par box)
That information should show on Provider tab in Provider Workflow Details right next to CAQH (as shown below)
Facility - Add Owner Information
Under Other Portal Credentials, add a section called Owner Information that looks like below
That information will just remain stored under the facility tab ... need an Add Owner button in case there is more than one to answer all of these questions for any owner of record.
Add License and Malpractice Sections
Add sections on Edit / Add Provider under the above mentioned Medicare / Medicaid. One for "State License" and one for "Malpractice Insurance Information" with the following fields
This information would be showing below the CAQH line where its not usually visible ... then have a small "+" in the bottom right of the Provider tab to expand down for the additional information. This information is not used as frequently but needs to be accessible when it is required.