Completing the Event Details Section

The EventClosedA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event. Details section is used to document the incident that led to the creation of the claim. If your organization uses RL6:Risk or RL6:Feedback, for example, these details can be imported from an existing file (as shown below). If you use another system to track incidents, complete the various fields as described on Completing Fields.

To complete the event details section:

  1. Open a file.
  2. Hover over the More Actions button and click Import File. The Import a File dialog opens.
  3. In the Search for file in list, choose the RL6 module that contains the file you would like to import.
  4. In the Use mapping in list, select the appropriate transformation.
  5. Note: Contact your administrator for details on which mapping file you should choose.
  6. Enter search criteria.
  7. Click Search Now.
  8. Select a file from the list.
  9. Tip: Click the View Summary button to view more details about the file.
  10. Click Import. The Add File to Folder dialog appears, allowing you to link the two files in a new or existing folder.

    Note: In addition to the Event Details fields being completed, the patient’s name is also added to the Parties Involved list. Before saving the claim, you must modify the new party record because the Party RoleClosedAn attribute assigned to your user profile that determines the pages and functionality to which you have access in RL6. and Person Type fields are required (Completing the Parties Involved Section).

Import a file to Claims file and save to folder