Case Management documentation is completed in Epic by a variety of roles responsible for insurance authorization/certification, case management, quality review, and discharge planning.
Documenting Auth/Cert and Bed Days Information for Utilization Management - (Handout) Utilization Management nurses create Auth/Cert records in Epic to document information related to obtaining precertification for inpatient admissions. The Bed Days form is used to document Approved Days, Denied Days, and the Next Review Date.
Entering a Note for Utilization Management - (Handout) Utilization Management nurses and clerks use Notes to document activity related to a particular encounter. Each Note Type has its own associated SmartText, which auto-populates the Note once the Type is selected.
Using the UIHC PFS Requested LOC Review Workqueue - (Handout) When a patient class requires review by Level of Care nurses, pre-authorization staff will flag the patient’s Auth/Cert for review by LOC. This flag will send the Auth/Cert to the UIHC PFS Requested LOC Review Workqueue [683582].