Request Milestone |
Request Status |
Meaning |
Logging |
Ready to Log |
Request needs to be logged. |
Returned to Logging |
Sent back to Logging from Fulfillment. |
|
Split |
Request Letter covers multiple requests and needs to be manually split. |
|
Logging Exception |
Flagged as an exception during Logging. |
|
Logging User Hold |
Placed on hold during Logging. |
|
Logging Quality Control |
Routed to optional Quality Control queue. |
|
Fulfillment |
Ready to Fulfill |
Request has been opened by a CSR but not yet submitted for Fulfillment. |
Pending |
Moved to the Pending queue, either manually or because a Fulfillment User Hold expired. |
|
Fulfillment Exception |
Flagged as an exception during Logging. |
|
Fulfillment User Hold |
Placed on hold during Logging. |
|
Fulfillment Quality Control |
The request is ready for the manual review step of the optional Fulfillment Quality Control process, in which a user checks the Patient Name, Patient DOB, and Dates of Service values to the actual Medical Record pages. |
|
QC in Progress |
The request has been routed to the automated review step of the optional Fulfillment Quality Control process. |
|
Digital Fulfillment |
Request is being evaluated by or handled by the Digital Fulfillment workflow. |
|
Awaiting Approval |
Awaiting Fulfillment Approval |
Must be approved before the request moves to the Ready to Fulfill status. |
Awaiting Delivery Approval |
Must be approved before the Medical Records will be sent to the requester. |
|
Awaiting Certification |
The Medical Records must be certified before they can be delivered. |
|
Packaging |
Packaging in Process |
Documents (Request Letter, Medical Records, and / or Correspondence) and request data are being prepared for transmission to the ROI Processing Center. |
Back Office |
o Ready for Indexing o Pricing o Invoicing o Indexing o Transmitted o Ready for Delivery |
|
Post Fulfillment Exception |
Error during packaging / transmission. |
|
Payment Pending |
We require either fee approval or pre-payment from the requester before delivering the records, and the approval or payment has not yet been received. |
|
Hold |
Delivery is purposely being held due to: o Motion to Quash period not yet expired (subpoena); o Request must be moved to a different site; o Demonstration delivery o RK_HOLD |
|
Review |
Request moved to a “prepare to WIPE” state (DRD_HOLD). Request files have been WIPED (DRD_WIPED). |
|
Delivery |
Correspondence |
Correspondence sent to requester. |
Delivered |
Medical Records sent to requester. Does NOT indicate confirmation of delivery. |
|
Closed |
Cancelled |
Request cancelled during Logging or Fulfillment. |
Not Approved by Client |
Not approved for Fulfillment. |
|
Pull / Batch List Complete |
Parent request closed because all child requests have been submitted. |
|
Requester Setup |
New Requester Setup |
Sent to the New Requester team. |
Support & Dev Review |
Undetermined Site |
Site could not be identified. |
Transmission Errors |
Documents and data failed to be transmitted from site to ROI Processing. |