Change the Status of a Task

 

Use this guide to change the status of a task.

 

 

 

 

From the Home Page access the Admin Dashboard screen and click the Tasks tab.

 

Tasks can only by updated by an administrative user with system privileges to work on that specific task type.

 

 

 

 

 

Process Steps

 

1.      Click on the Tasks tab in the Admin Dashboard screen.

 

·        The Tasks tab is displayed.

 

For each task the following information is provided: number of the account associated with the task, task type, primary applicant’s name, task priority, task creation date task status and whether the task is overdue.

 

2.      To locate the task to be modified, browse the task list or search for the task by using the search procedure by entering search criteria for the task:

 

a.      Enter the first name of the primary applicant associated with the task in the First Name textbox.

 

b.      Enter the middle name of the primary applicant associated with the task in the Middle Name textbox.

 

c.      Enter last name of the primary applicant associated with the task in the Last Name textbox.

 

d.      Enter the account holder’s zip code in the Zip Code textbox.

 

e.      Enter the account ID of the account associated with the task in the Account ID textbox.

 

f.       Select the type of task from the Type drop-down menu. Options are:

 

                                                    i.     Appeals

 

                                                   ii.     Expedited Appeals

 

                                                  iii.     MCI

 

                                                 iv.     Exemption

 

                                                   v.     Complaints

 

                                                 vi.     Unverified Information (QHP)

 

                                                vii.     Unverified Information (Medicaid)

 

                                               viii.     Special Enrollment

 

g.     Select the task status from the Status drop-down menu.  The status is specific to the type of task.

 

Each task type has unique task statuses.

Appeal statuses are: New, Review in Progress, Documentation Requested, Closed – Dismissed, In-Progress – Hearing Scheduled,

Re-Open, Appeal Denied and Appeal Granted.

. 

Expedited Appeal statuses are: New, Review in Progress, Documentation Requested, Closed – Dismissed, In-Progress – Hearing Scheduled, Re-Open, Appeal Denied and Appeal Granted.

 

Unverified Information (Medicaid or QHP) statuses are: New, Review in Progress, Documentation Requested, Closed – Period Expired and

Closed – Verified.

Exemption statuses are: New, Review in Progress, Documentation Requested, Closed – Denied and Closed – Granted.

 

Complaints can have the following statuses:  New, Review - In Progress, or Closed. .

MCI statuses are: New, Review in Progress, Closed – Resolved and Closed – Unresolved.

 

Special Enrollment statuses are: New, Review in Progress, Re-Open

Closed – Eligible and Closed – Ineligible.

 

 

h.      Select the task’s priority from the Priority drop-down menu. Options are:

 

                                                    i.     High

 

                                                   ii.     Medium

 

                                                  iii.     Low

 

i.       Enter the name of the worker who last acted on the task in the Name of Worker textbox.

 

j.       Enter the ID of the worker who last acted on the task in the Worker ID textbox.

 

MC910220951[1]

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click the Search button.

 

·        The search results are displayed.

 

MC910220951[1]

After the results are displayed, the search criteria can be modified by manually entering the new information. To clear the criteria, click the Reset button.

 

 

4.      To change the status of the task or priority of the task, click the Status column of the task.

 

·        The Update Task status screen is displayed.

 

5.      Select the new status for the task from the Change Status To dropdown menu.

 

6.      Enter a reason for changing the status/priority in the Reason textbox.

 

7.      Click Update.

 

·        The status or priority of the task is changed.

 

·        The Tasks tab is displayed.

 

MC910220951[1]

When the status of the task is changed an email is sent to the applicant informing him/her of the new status and actions he/she need to take, if applicable (e.g., “Documentation Requested”). 

 

 

Results of the Procedure

 

The status or priority of the task is changed.