Case disposition

Step by step

1. Link the case Operations Analyst

   Operations Analyst creates a case for the correct organization and parent instruction.

   • Establishes the case's operating scope
   • Updates Screening cases, Bank instructions, Organizations

2. Record context Operations Analyst

   The analyst adds a subject reference, screening date and provider application identifier when available, preserving the current revision.

   • Keeps the subject and provider references
   • Updates Screening cases

3. Submit Operations Analyst

   The draft becomes a submitted case for reviewer attention. The related instruction remains separately identifiable.

   • Places the case in the decision queue
   • Updates Screening cases

4. Decide Operations Analyst

   Independent Finance Reviewer examines the case and parent instruction. Operations Analyst records the resulting approved or rejected case status and decision date after that review.

   • Records the case status and decision date
   • Updates Screening cases, Bank instructions

5. Follow through Operations Analyst

   Operations Analyst keeps the case state and instruction state visible together and records completion when the team's case work is finished.

   • Keeps outcome and parent context together
   • Updates Screening cases, Bank instructions

Operations Analyst

Prepares and updates the case; Independent Finance Reviewer examines it and the parent instruction; Auditor reads; App Administrator maintains organization membership.