Podcast
Questions and Answers
What is the first step in assembling and sending a Provider Packet?
What is the first step in assembling and sending a Provider Packet?
- Sort the tasks by due date
- Click on My Tasks tab
- Log in to ClinicalPoint (correct)
- Access the Client Matrix
You can view tasks assigned to your team by clicking on the My Tasks tab.
You can view tasks assigned to your team by clicking on the My Tasks tab.
False (B)
What action should you take after selecting a PROVIDER_PACKET task?
What action should you take after selecting a PROVIDER_PACKET task?
Click the reassign task icon
To sort the tasks by due date, click on the ______ column.
To sort the tasks by due date, click on the ______ column.
What option allows you to see tasks that are assigned to other people/entities?
What option allows you to see tasks that are assigned to other people/entities?
What should you type in the User First Name Last Name field to find the correct task?
What should you type in the User First Name Last Name field to find the correct task?
The effective date of the instructions for assembling and sending a Provider Packet is 4/3/2023.
The effective date of the instructions for assembling and sending a Provider Packet is 4/3/2023.
Match the steps to assemble and send a Provider Packet with their corresponding actions:
Match the steps to assemble and send a Provider Packet with their corresponding actions:
What should you do if the Forensic Review Report (Provider) is not found in the ClinicalPoint Documents tab?
What should you do if the Forensic Review Report (Provider) is not found in the ClinicalPoint Documents tab?
If the Client Matrix indicates a Provider Packet is required, you should always find the Forensic Review Report (Provider) in the ClinicalPoint Documents tab.
If the Client Matrix indicates a Provider Packet is required, you should always find the Forensic Review Report (Provider) in the ClinicalPoint Documents tab.
What format should the file be saved as when creating a Provider Packet?
What format should the file be saved as when creating a Provider Packet?
In ClinicalPoint, the documents should be saved as “Patient Last Name, Patient First Name – ______ Name.”
In ClinicalPoint, the documents should be saved as “Patient Last Name, Patient First Name – ______ Name.”
What is the first action to take when you cannot find the Uniform Bill in OnBase?
What is the first action to take when you cannot find the Uniform Bill in OnBase?
Match the following actions with their corresponding conditions:
Match the following actions with their corresponding conditions:
What should be done if the provider information on reports does not match with the UB and Provider Matrix?
What should be done if the provider information on reports does not match with the UB and Provider Matrix?
You can access the Uniform Bill (UB) directly from the Claim Review tab in ClinicalPoint.
You can access the Uniform Bill (UB) directly from the Claim Review tab in ClinicalPoint.
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Study Notes
IBR MCA – Provider Packets Overview
- Document outlines procedures for assembling and sending Provider Packets (ProPacs) within ClinicalPoint.
- Effective date: 4/3/2023; scheduled annual review: 10/15/2023.
Accessing and Navigating ClinicalPoint
- Log in using username or email and password.
- Access the Tasks screen via the "Tasks" button.
- Use "My Tasks" for individual tasks and "POD Tasks" for team tasks.
Steps for Assembling a Provider Packet
- Filters available for tasks: Assigned Tasks, Task Type (select PROVIDER_PACKET), and search by Facility Packet Queue.
- Sort tasks by due date to prioritize older tasks.
- Reassign tasks if necessary by selecting the contact from the dropdown.
Claim and Document Review Process
- Open the claim using the 6-digit Claim ID in ClinicalPoint.
- Use the Client Matrix to check for the need to send a Provider Packet or Provider Report.
- Action steps vary based on whether a Forensic Review Report is available.
- Retrieve documentation from ClinicalPoint; if unavailable, check OnBase.
Saving and Checking Documentation
- Save documents in the MCA Work Folder using a specific naming convention: “Patient Last Name, Patient First Name – Exhibit Name.”
- Always check for the Uniform Bill (UB) in OnBase; if not found, look in ClinicalPoint’s Documents and Communications tab.
Provider Information Verification
- Ensure provider information on all reports matches with the UB and Provider Matrix.
- Contact Lead for corrections if discrepancies are found in provider information.
Finalizing and Sending the Provider Packet
- Check Claim Summary under the Review tab to see if the packet has been sent.
- Use the Communications tab to understand why the packet was sent.
- Follow specific steps based on the reason for packet transmission, including resending procedures as needed.
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