RFA Tasks are your guide to getting your RFAs submitted so you can get paid. They represent RFAs that require attention.
Let’s take a closer look at how to manage RFA Tasks.
A. On the navigation bar, click ‘Tasks’
B. Select between User Tasks and Account Tasks
C. Accessing the Task Menu Screen
D. Manage RFA Task Assignments (Administrators only)
H. Task Actions and Management
J. Change Task User (Administrators only)
K. Change Task Due Date (Administrators only)
A. On the navigation bar, click ‘Tasks’
B. Select between User Tasks and Account Tasks
User Tasks are assigned to you specifically, and are displayed at the top of the list.
Account Tasks represent tasks for all users in your account. Click a Task type under Account Tasks to view all tasks for your Organization, regardless of the assigned user.
C. Accessing the Task Menu Screen
Select a task type to load the task menu screen.
D. Manage RFA Task Assignments (Administrators only)
RFA Task Assignments can be managed from the Account Tasks page. For more information, refer to the Help Article: RFA Task Assignments
E. Task Filters
To filter tasks, apply one or more filters. Tasks can be filtered by Claims Administrator, Billing Provider Name (if more than one BIlling Provider in account), Due Date, and Task User (when viewing Account Tasks). Use more than one Filter to maximize efficiency.
F. Applying a Filter
To apply a Filter, toggle the checkbox. Click outside the area to apply the changes.
G. Clear Filters
To clear all filters, click the ‘Clear Filters’ button.
H. Task Actions and Management
To view task options, click the number under the column heading. The Task Sidebar populates with Tasks assigned to you in the order they are sorted and/or filtered. For more information, see the Help Article: Task Side Bar Explained.
I. View Task List
To view the RFAs with the assigned task, click the number under the corresponding bucket and click ‘View Task List’. This will open a list containing all the RFA in your account that currently have the provided task assigned. In this example, we are viewing all RFA assigned to Billy Goat that have a Send RFA task with a DOS from 91-180 days ago.
J. Change Task User (Administrators only)
To change the User assigned to the task, click ‘Change Task User’. For more information, see the Help Article: Batch Update Tasks.
K. Change Task Due Date (Administrators only)
To change the task’s Due Date ‘Change Task Due Date’. For more information, see the Help Article: Batch Update Tasks.
L. RFAs with No Tasks
RFAs with no tasks currently assigned can be found in the RFA - No Tasks section
For more information on completing each task, see these Help Articles:
- RFA Task: Document Required
- RFA Task: Send RFA
- RFA Task: Fax Failed
- RFA Task: No Response
- RFA Task: Post UR Decision
- RFA Task: Match UR Decision
- RFA Task: Schedule Approved Treatment
- RFA Task: Scheduling Information Received
- RFA Task: Treatment Report Received
Now go forth and complete some Tasks!