This article outlines tasks that are auto-generated based on specific actions.
Within the task manager built into Billiyo, there are several tasks that are automatically generated based on specific actions.
Below is a list of tasks that are auto-generated, click on each to learn more:
New Referral For Review
Assign Admission Visit
Missing Face to Face
New Incident Report For Review
You have a new Medicare patient requiring a NOA submission
New Care Taker Evaluation For Review
{Document Type} Document For Review
New Referral For Review
| Generated when |
A new patient is added from the onboarding page. CRM > Patient Onboarding |
| Task due date | 3 days after task was generated |
| Assigned to specific user | No |
|
Default assigned to roles HH = Home Health (Skilled)
|
Super User (HH) |
| Supervisor (HH) | |
| Director of Nursing (HH) | |
| Client and Emp Rel (HH) | |
| Super User (P) | |
| Supervisor (P) | |
| Client and Emp. Relations |
Assign Admission Visit
| Generated when | A client/patient's status is updated from Pre-Admission to Pending Admission. |
| Task due date | 3 days after task was generated |
| Assigned to specific user | No |
|
Default assigned to roles HH = Home Health (Skilled)
|
Super User (HH) |
| Client and Emp Rel (HH) | |
| Super User (P) | |
| Client and Emp. Relations |
Missing Face to Face
| Generated when |
When Medicare Traditional Fee For Service is chosen as the Payer in the patient onboarding page, and a face to face was not uploaded during step 2 (contact type physician). CRM > Patient Onboarding |
| Task due date | 5 days after task was generated |
| Assigned to specific user | No |
|
Default assigned to roles HH = Home Health (Skilled) |
Super User (HH) |
| Supervisor (HH) | |
| Super User (P) | |
| Supervisor (P) |
New Incident Report For Review
| Generated when | When an incident report is created via a mobile app. |
| Task due date | 3 days after task was generated |
| Assigned to specific user | No |
|
Default assigned to roles H = Home Care (Non Skilled)
|
Super User |
| Super User (H) | |
| Supervisor (H) | |
| Qualified Prof. (H) | |
| Super User (A) | |
| Supervisor (A) | |
| Qualified Prof. (A) | |
| Super User (HME) | |
| Super User (HH) | |
| Supervisor (HH) | |
| QP (Nurses, CM, SW) (HH) | |
| Qualified Prof. (H) Enhanced | |
| Super User (P) | |
| Supervisor (P) | |
| Qualified Prof. (P) | |
| QP Enhanced (HH) |
You have a new Medicare patient requiring a NOA submission
| Generated when | A new Medicare patient requires an NOA submission. |
| Task due date | 5 days after task was generated |
| Assigned to specific user | No |
|
Default assigned to roles HH = Home Health (Skilled) |
Super User (HH) |
| Account Receivable (HH) | |
| Super User (P) | |
| Account Receivable (P) |
New Care Taker Evaluation For Review
| Generated when | A caregiver evaluation has been completed in the clinical app. |
| Task due date | 3 days after the task was generated |
| Assigned to a specific user | No |
|
Default assigned to roles HH = Home Health (Skilled) |
Super User (HH) |
| Supervisor (HH) | |
| Client and Emp Rel (HH) | |
| Super User (P) | |
| Supervisor (P) | |
| Client and Emp. Relations |
{Document Type} Document For Review
{Document Type} will be replaced with the name of the document.
| Generated when | A document is added from a mobile app. |
| Task due date | 3 days after the task was generated |
| Assigned to a specific user | No |
|
Default assigned to roles HH = Home Health (Skilled) |
Super User (HH) |
| Supervisor (HH) | |
| Super User (P) | |
| Supervisor (P) |