Where it usually breaks
And how to keep it from happening.
- A receipt is closed without checking the record it names.
- An external action is repeated to find out whether it worked.
- Needs review receipts sit unassigned.
- Telemedicine Platform
- Process
- Receipt reconciliation
Receipt reconciliation
Work through pending, failed and needs-review receipts and close each one against the records it names.
Step by step
-
Open the exceptions Operations Analyst
Operations Analyst opens receipts that are Pending, Failed or needs review.
- Exceptions listed
- Updates Operation receipts
-
Read the effects Operations Analyst
For each receipt, the analyst reads the request, expected revision, units and the records the action claims to have changed.
- Expected revision and effects read
- Updates Operation receipts, Care requests
-
Compare Operations Analyst
The analyst compares scope, identity, quantity and revision with the stored records, without repeating any external action.
- Records compared
- Updates Operation receipts, Consultation sessions, Clinical evidence
-
Close or flag Operations Analyst
A match is marked Completed. Anything else moves to needs review with the exact discrepancy.
- Pending → Completed, or needs review
- Updates Operation receipts
Who does what
Roles and permissions- Operations Analyst
- , Admin.
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