O-9-215 Create Case in Mosai and Attach to HCHB

👤 RESPONSIBLE POSITION  |  ROLE

All Mosai Back Office Users

🎯 PURPOSE

This process provides the steps required to create a case in Mosai to attach a document to HCHB.

🔄 PROCESS

1. In Mosai, view the document which needs to be attached to HCHB.

   1. In Inbox, you do this by selecting the eye icon to view the inbound document.

      

2. If any document edits are needed, refer to O-9-214 Editing Documents in Mosai.
3. When case is ready to be created, update the following information:

   1. Case Name: In this field, enter the client name, document type, and date (if applicable)

      

      • The Case Name will also fill in the File Name in HCHB Attachment Console.

      • Do not leave as Forcura IQ.

        

   2. Type: Select the applicable Attachment Type.

      

      • Refer to O-11-912 Attachment Types Tipsheet for available options.

   3. Status: Select Attached to HCHB.

      

   4. Security Group: Select the applicable branch location for the specific client.

      

   5. Patient: Select Patient Name (if the client has already been entered into HCHB).

      • Start typing client’s last name (even if Forcura IQ may have picked it up).

        

      • Ensure you are selecting the correct client and date of birth (DOB).
        • If you see duplicate entries for the same client, email clinicalsupport@adarahomehealth.com so the duplicate can be removed.

      • Do not select any client with External ID: HCHB-0-XXXXX (this means the referral has not finished processing).

        

4. Select Create. The case will move to the status of Attached to HCHB until it successfully attaches; then it will automatically archive in Mosai.

   

   
   

📅 Effective: 05.05.2025  | 🛠️ Revised: 08.26.2026 |  ✅ Approved: JFJ