O-14-123 Review Unsigned Orders

👤 Responsible Person

Medical Records Specialist

🎯 Purpose

This process gives step-by-step instructions for review and completion of the patient-related tasks in HCHB workflow REVIEW UNSIGNED ORDERS and REVIEW UNSIGNED ORDERS – PDGM.

These tasks generate to identify orders that have are holding claims from processing for billing.

• The REVIEW UNSIGNED ORDERS task generates related to billing for non-episodic/non-PDGM payers.
• The REVIEW UNSIGNED ORDERS – PDGM task generates related to billing for clients with episodic/PDGM payers.

🔄 Process

1. In HCHB, navigate to the Workflow Console

   

2. Open the task (double-click) and click Review Unsigned Orders

   

3. Depending on whether the task contains orders or not, complete either A or B below

   1. If there are one or more orders listed under “Orders”, complete the following steps. If not, proceed to step B

      

      1. Click Close

      2. Click Cancel. (DO NOT STAGE COMPLETE.)

         

      3. This completes the process of reviewing this task for the time being – do not proceed any further. The task will remain in workflow to be reviewed again the next time the task is opened

         If there are NO orders listed under “Orders”, complete the following steps

         

      4. Click Close

         

      5. Click Stage Completed, completing the task and removing it from workflow

         

📅 Effective: 11/04/2024  |  🛠️ Revised: 07/18/2025  |  ✅ Approved by: JFJ