1. Medical Record Retrieval Process
2. Medical Record Request Process
2.1. Initial Request Process
2.1.1. 1.1 Case Manager performs the following actions
2.1.1.1. Downloads clients HIPAA from Dropbox within Salesforce
2.1.1.2. Confirms HIPAA is correctly filled in (Name, DOB, Maiden/Alias)
2.1.1.2.1. If HIPAA is accurate, National Record Retrieval (NRR) window is opened in new window
2.1.1.2.2. If HIPAA is inaccurate chatter Heidi to advise ASAP and wait to do medical request
2.1.2. 1.2 Entering Data into National Record Retrieval Screen
2.1.2.1. In the NRR screen select the 'MEDICAL' button and 'PROCEED'
2.1.2.1.1. Within clients Salesforce file and HIPAA open - enter into NRR Screen:
2.1.2.2. Enter clients pertinent data into the 'PATIENT DETAILS' on left side of NRR screen
2.1.2.2.1. Name, DOB, Salesforce claim ID in 'CASE' field
2.1.2.3. Upload or drag/drop client HIPAA into NRR 'ATTACHMENT' area
2.1.2.4. Enter into the 'PATIENTS NOTES' area the following:
2.1.2.4.1. .
2.1.2.5. Enter Doctor or Facility information in the 'PROVIDER NAME'
2.1.2.6. Choose 'MEDICAL'
2.1.2.7. Choose 'ON' in 'REQUIRE RECORDS FOR ALL DATES'
2.1.2.8. Select 'ADD PROVIDER TO THIS ORDER'
2.1.2.9. Review data and select 'CONFIRM'
2.1.3. 1.3 salesforce data capture in 'MEDICAL RECORDS INFORMATION' section
2.1.3.1. Update 'IMPLANT RECORDS REQUESTER' to state NRR
2.1.3.2. Update 'DATE OF IMPLANTS MEDICAL REQUEST' with todays date
2.1.3.3. Update 'MEDICAL RECORDS STATUS' to 'SUBMITTED'
2.1.3.4. Update 'MEDICAL RECORDS QUALIFIER' to 'RECORDS REQUESTED'
2.1.3.5. Create f/u TASK in 3 weeks to check on medical record status