Wrong Item Added in Patient Record or Item Does Not Exist in EHR

If a Bill Item has a blank or null EHR Quantity, this indicates that Casechek could not find a match in the patient record for this item. Casechek uses the ERP Item Number and the Model Number to tie vendor Bill Items to the EHR patient record. If a Bill Item is missing in the EHR patient record, this can be resolved by reaching out to the vendor and clinical to determine which one is correct.

To verify why this happened, start by reviewing the ‘Supplies and Inventory’ tab in Bill Review. This view contains a list of all the items on the patient inventory record from the EHR, based on the last message Casechek has received.Casechek recommends using the search box in the upper right corner to look for a similar model number or item description. Searching for similar model names or descriptions will help you indicate where a wrong item was selected or manually added by a Clinical team member*.*This commonly happens with “One-Time Use” items, which are items that have to be manually entered in the EHR Patient Record by Clinical since they are not built out in the ERP Item Master. However, it can also occur if the wrong item was selected when documenting the patient record.

Solution

1. If you have determined that a wrong item was entered or an item was missed in the EHR patient record and the Bill Item is documented correctly, follow these steps to correct the issue:
2. 1. If a One-Time Use Item is on the EHR patient record but contains the incorrect model number, Clinical will need to:😀
   2. 1. Delete that item from the EHR patient inventory record
      2. Re-add a One-Time Use item with the correct model number and quantity
      3. Re-Verify the log or post an addendum to the EHR patient record (this will push the change to Casechek Bill Review)
      4. Note: Changing the model number on an existing item in the inventory record will not trigger a change in Casechek Bill Review
   2. If an item does not exist in the EHR patient record, Clinical will need to:
   3. 1. Add the item to the EHR patient record
      2. Re-Verify the log or Post an addendum to the EHR patient record (this will push the change to Casechek Bill Review)
   3. If you have determined that the vendor selected the incorrect item to add to the Bill, and the correct item is documented in the EHR then:
   4. 1. Reject the Bill with a clear reason for rejection – including all necessary item details and correct quantity
      2. The vendor rep will then correct the item and quantity
      3. The vendor rep will re-submit the bill to trigger an update in Casechek Bill Review