How do I resolve visits that show in needs review?
Visits may show up in the needs review section if they do not match the time for when they were scheduled.
How do I resolve visits that show in missed check-in?
If a visit was not checked into, it will populate under the missed check-in section.
How do I resolve visits that show in missed check-out?
If a visits was not checked out of, it will populate under the missed check-out section.
How do I resolve visits that show in missed?
If a visit was missed, it will populate under the missed visit section. You will want to verify whether the visit was actually missed or not, approve with a reasoning, or add times to the visit.
How do I resolve visits that show in invalid data?
Visits that show in the invalid data section can be there for missing information reasons such as missing authorization, missing Medicaid ID, missing date of birth, or other important required information.
How do I add authorizations from the invalid data section?
If your visit is showing that it's missing an authorization in invalid data, you'll want to make sure that you create an authorization for the client.
Adding Authorizations from the Operations Worklist Guide
How do I resolve visits that show in needs supervisor signature?
If your agency requires that supervisors sign off on visits, the visits will appear here until a supervisor has signed off on them.
Needs Supervisor Signature Guide
How do I label visits in the operations worklist?
There are a few different labels you can tag visits with in the operations worklist to assist with working on them such as attention and investigate.