The Indirect Chase tool lets you create a batch of requests by uploading a properly formatted Excel XLSX file.
o Every request created through Indirect Chase appears with a Request Status of Ready to Fulfill.
o No manual Logging is needed.
o The single PDF file uploaded along with the XLSX file acts as the Request Letter for each request.
# of requests per file |
There is no technical limit on how many requests can be contained in a single XLSX file. The process has been successfully tested with 30K requests per file. |
Common Request Letter for all requests |
You upload a single PDF file to act as a Request Letter for all the requests in the XLSX. The Indirect Chase tool validates that you’ve selected a PDF file, but does not check its formatting or information. Typically, this Request Letter is a generic document. It may refer to the XLSX file name and the site(s) at which the records are located, but it should NOT list patient information. |
User roles |
You must be assigned to the Account Manager role to access the Indirect Chase tool. |
The XLSX file must include these column headers. The columns can be in any sequence, but no columns can be missing:
PULL_LIST_ID
REQUESTOR
SCHEDULED_DUE_DATE
PROCESSING_CUST_ID
DESTINATION_CUST_ID
OBO_REQUESTOR
INVOICE_TYPE
CIOX_SITE_ID
CIOX_SITE_NAME
REQ_FACILITY_NAME
REQ_FACILITY_ADDR1
REQ_FACILITY_ADDR2
REQ_FACILITY_CITY
REQUESTOR_PROJ_NAME
REQ_FACILITY_STATE
REQ_FACILITY_ZIP
UNIQUE_CHASE_ID1
UNIQUE_CHASE_ID2
MEMBER_FIRST_NAME
MEMBER_MI
MEMBER_LAST_NAME
MEMBER_DOB
DOS_START
DOS_END
CHASE_NOTES
CHART_ELEMENTS
MEASURE1
MEASURE1_CHART_ELEMENTS
MEASURE2
MEASURE2_CHART_ELEMENTS
MEASURE3
MEASURE3_CHART_ELEMENTS
MEASURE4_CHART_ELEMENTS
MEASURE4_CHART_ELEMENT
MEASURE5
MEASURE5_CHART_ELEMENT
1. From the Menu, select Upload.
2. On the Upload page, select Indirect Chase. If this tab isn’t available, make sure you have the Account Manager user role.
3. Use the “top” Select Files button to upload the Request Letter PDF. You’ll be warned if you try to upload a different file format.
4. Use the “bottom” Select Files button to upload the batch information XLSX file.
5. Click Submit.
6. The Indirect Chase tool validates the XLSX file:
a. Cannot have the same name as a file that has been uploaded before.
b. Must have the correct headers.
c. Must include at least one row of data.
7. You'll receive an email message, based on the outcome of the validation process, including a link to a modified version of the XLSX file:
a. Success — The modified XLSX “ends” with a new eRequest ID column. Every request created by Indirect Chase will have a unique eRequest ID.
b. Failure — The email and XLSX provide troubleshooting guidance.
8. The requests created by Indirect Chase will have a Request Status of Ready to Fulfill.
Each request created through the Indirect Chase tool has a Unique_Chase_ID1 value.
You can search for a specific request using this value. Only Account Managers can upload requests through the Indirect Chase tool, but anyone can search for them.
o Identifier: External ROI ID
o Value: Unique_Chase_ID1 from XLSX file. Must be an EXACT match. If you enter only part of the value, NO results will be returned.
To locate ALL the requests in a Chase File, search by the Group ID and enter the Pull List ID value from the XLSX file.
