Management Form Requirements

Management FormsA number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes. are available to users with the access level to provide follow-up on a file. They contain additional sections, clusters and fields used to provide follow-up details. A different set of widgets appears to provide important information and functionality to the manager. There are two sections that must appear in all Management forms: Follow-ups and Resolution and Outcomes sections. RL6:Claims management forms must also have the Parties Involved, Transactions and Insurance sections.

The following graphic describes the management form:

1. Follow-ups Section – lists all the follow-ups that were created and entered to the file by all managers with access to the file.
   1. Check the adjacent box and click Modify or Delete to edit or remove the row.
   2. This section is very similar to a pop-up entry grid; to add a follow-up, however, you must click the type of follow-up from the Follow-up button.
2. Paperclip Icon – indicates the follow-up has an attachment.
3. Flag Icon – indicates a task is assigned with the follow-up.
4. Resolution and Outcomes Section – provides input of resolution information and should be entered before closing the case.