MA Assign / View Sampled Cases - Specialist

Use this procedure to assign the sampled case(s) to a region, drop a case(s) and view a case(s) summary.

Process Steps:

1. From the Left Navigation menu, select the Quality Control module.
2. From the Left Navigation menu click the MA Assign / View Sampled Cases - Specialist link.
3. Enter the Sample Month / Year (cannot be a future date).
4. Select a Sample Type from the dropdown menu.
5. Enter the Review Number (must be 5 digits long beginning with either a 7 or 2 for MA).
6. Enter the Criteria ID.
7. Select a Region from the dropdown menu.
8. Click the Medicaid or CHIP checkbox.
9. Click Search.

   • The saved sampled case results are displayed in the summary table.

10. To assign a case(s) to a region:

    • Next to the case(s) to be assigned to a region, click the checkbox in the Assignment Selection column.

1. • Select a Region from the dropdown menu.

   • Click Assign.

   • • All of the cases that have been selected and have had a change in the field value of the Region will be assigned to the respective selected Region. Next, the case will be viewed by the Supervisor so that he / she may assign the case to a QA analyst.

11. To drop a case(s):

1. • Next to the case(s) to be assigned to a region, click the checkbox in the Assignment Selection column.

   • Click Drop Case

   • Click OK in the “Are you sure you want to DROP the case from the QA process?” pop-up window.

   • • All of the cases that have been selected are dropped from the QA process and unavailable for the Supervisor to assign to a QA Analyst (QAA).

12. To assign a case(s) to a QAA, refer to the MA Assign / View Sampled Cases - Supervisor section of this Procedure Help.

Results of the Procedure:

The sampled cases have been viewed and assigned to a region or dropped from the QA process.

Updated: 04/25/2016