Schedule Reconciliation

If a patient is missing, check the facility EMR to verify that a case exists for the patient on the DOS being reconciled. The batch indicator circled below can be used to verify that the correct batch is selected. Then, ensure that the appropriate values have been entered for DOS, Full Name (including LAST, FIRST formatting if desired), and Date of Birth have been entered and click "Create Case". Finally, follow the final two steps outlined in the Document Remediation section below to complete the creation of the case.

When all patients for a given DOS and facility are present and accounted for in the cases for the associated batch, use the batch control located in the Batch Selection Pane to set the status of the batch to "Reconciled" to notify the coding group that the batch is ready to be assigned to a coder.