3WON - Operations

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CHATS

Schedule meeting for next week
Project review

Feb 11 2018

Creating component page

build a js based app

Feb 7 2018

Meeting with Alisa

Call Sarah Graves

Friends

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Thomas Douglas

Available

19 min
Catherine

Away

4
23 min
Daniel Russell

Available

14 min
James Richardson

Away

2 min
Madeline Kennedy

Available

5 min
Sarah Graves

Available

47 min

Home

Clients

New Client {{ client.currentClient.clientName }}

{{ h }}

{{ f }}

Record ID
{{ client.currentClient.clientId}}

Name

Code

Parent (if applicable)

Type

Software Only (Saas)?

Yes

Status

Indicator

Track Enrollment By

Practitioner Only

Practitioner & Facility

Comments

Primary Specialist

Sales Rep (if any)

Validation

Enabled

Disabled

Description

Update Date
{{ client.currentClient.updatedDate | date:'medium'}}

Invoice #	Practitioners	Amount	Sales Tax	Credit Card Fee	Amount After Tax	Paid	Product	Status	Month	Generated

Logo
Recommended height is approximately 100px

Select Files

Committee Type

Committee Start Date

Approval Letter By Entity?

Yes

Affiliation Site Enabled?

Enabled

Disabled

URL Suffix

https://portal.3won.com/service/client/affiliation/{{ client.currentClient.affiliationsUrl }}

Max Results

100

Name	Entity	Type	Template

Add New Privilege Set

Privilege Set	Code	Status

Filter by Group

Entity ID	Name	Group	NPI	NPDB ID	Address	Has Approval Letter	Actions

Facility ID	Name	NPI	Status	Delete

View/Edit Entity Groups

Create New Entity Group

Associated Entities Group Label

Filter by {{ client.clientAssociatedEntityGroupLabel.name }}

Entity ID	Name	{{ client.clientAssociatedEntityGroupLabel.name }}	NPI	Address	Actions
{{ entity.entityId }}	{{ entity.entityName }}		{{ entity.npi }}	{{ entity.location.address1 }}

TIN

Group NPI

Group Medicare Number

BCBS PIN

TPI

PTAN

Health Plans

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Plans

Add New Health Plan

ID	Carrier	Plan	Status	Contact Name	Contact Email	Contact Phone	Contact Fax	Updated	Action
{{ h.clientHealthPlanId }}	{{ h.carrierName }}	{{ h.planName }} ({{ h.planNumber }})	{{ h.status }}	{{ h.contactName }}	{{ h.contactEmail }}	{{ h.contactPhone }}	{{ h.contactFax }}	{{ h.updatedDate \| date:'medium'}}

ID	Facility	Type	Address	NPI
{{ f.clientEntityId }}	{{ f.entityName }}	{{ f.type }}	{{ f.location.address1 }}, {{ f.location.city.cityName }} {{ f.location.stateProvince.stateProvinceCode }}	{{ f.npi }}

Health Plans / {{ client.currentHealthPlan.planName }}

General
Facility Information

Insurance Carrier

Plan Name

Plan Number

Effective Date

Termination Date

Status

Delegated Plan?

Yes

Payer Networks

Contact Name

Contact Email

Contact Phone

Contact Fax

Contact URL

Files

No files exist

{{ file.originalFileName }} (Unsaved)

Facility	Has Plan?	Status	Effective Date	Termination Date	Last Updated
{{ cehp.entityName }}					{{ cehp.updatedDateLong \| date:'medium' }}

Facility ID	Name	Has Approval Letter	Is Credentialing?	Actions

Workflow ID	Name	Type	Current Practitioner Type	New Practitioner Type	Product	Status	Action
{{ w.credentialProcessGroupId }}	{{ w.credentialProcessGroupName }}	{{ w.credentialProcessGroupType.value }}	{{ w.currentClientPractitionerType.value }}	{{ w.newClientPractitionerType.value }}	{{ w.product.value }}		Edit Workflow Copy Workflow Mark as Inactive Mark as Active Delete Workflow

Please select a Work Flow to edit

Workflow: {{ client.currentWorkflow.credentialProcessGroupName }} (ID: {{ client.currentWorkflow.credentialProcessGroupId }})

show details hide details

Name

Workflow Type

Current Practitioner Type

New Practitioner Type

Product

Status

Active

Inactive

Entity Specific?

Yes

There are no Entities configured

{{ ee.entityName }}

Custom Due Date (Days)

This setting will be used to set a custom amount of days for the workflow due date

Create Event Days Prior

This setting will be used to auto-create a Credentialing Event based on the Next Reappointment Date

Packet Generation

Include Cover Page

Yes

Include Alerts

Yes

Ignore Work Queues?

Yes

Auto-Send Initial Email?

Yes

Send To

Practitioner Only

Credentialing Contact Only

Practitioner and Credentialing Contact

Initial Email

Auto-Send Follow-Up Email?

Yes

Send To

Practitioner Only

Credentialing Contact Only

Practitioner and Credentialing Contact

Follow-Up Frequency (in days)

Follow-Up Email

Auto-Send Follow-Up Text Message?

Yes

Text Message Follow-Up Frequency (in days)

Follow-Up Text Message (response instructions will be automatically appended)

Credentialing Guidelines File

Withdraw Inactive Workflows

Yes

Days of Inactivity to Withdraw

Workflow Steps

No Steps Have Been Configured

ID	Process	Forms	Client Guidelines	Data Helper	Due Date Calc	Sequence	Weight (Total: {{ client.currentProcessesTotalWeight }}%)	Action
{{ cat.name }}
{{ p.credentialProcessId }}		{{ ft.formTemplate.fileName }} {{ p.newFormTemplate}}	Manage Guidelines		N/A {{ p.credentialProcessType.dueDateCalc }} Day(s)

Data Mappings

Type	Client Code	3WON Code	Description

Contracts

Name	Type	Region	State	Zip	Providers?	Groups?

Credentialing

First Name

Last Name

Phone

Fax

Accounting

First Name

Last Name

Phone

Fax

Address (Physical Location)

Address

Address 2

City

State

Zip

Billing Address (Payment Remittance)

Same as Physical Location

Address

Address 2

City

State

Zip

Invoice Message (if required)

Show Client Type on Invoice?

Yes

Payment Method

ACH

Credit Card (3.5% fee added to Balance Due)

Check

Additional Fees

Accounts Payable

Invoice Address
Same as Physical Location

Product	Has Product?	Is Active?	Billing Info	Implementation Fees	Sales Tax	Commission
{{ cp.productName }} Product is not active	Yes No	Yes No	Flat-Fee One-Time Recurring Invoice By: Practitioner Payer Amount	Charge Implementation Fee Amount	Apply Sales Tax Percentage	Has Commission? Percentage

Feature	Description	Client Enabled?	Updated Date	Action
{{ cf.name }}	{{ cf.description }}	Feature is Disabled Enabled for All Clients Enabled Disabled	{{cf.updatedDate \| date:'medium'}}

Process	Status	Comments	File Upload	Updated Date
{{cip.implementationProcessName}}			{{file.name}}	{{cip.updatedDate \| date:'medium'}}

Process	Comments	File Upload	Updated Date	Action
{{enrollment.enrollmentProcessName}}		{{file.name}}	{{enrollment.updatedDate}}

Name	Type	Total Items	New Items	Oldest Item Age	Avg Item Age

Filter by Practitioner Status:

Filter by File Status:

ID	Name	Status	File Status	NPI

Name	Email	Actions

ID	Name	Status	Type	Action
{{ client.clientId }}	{{ client.name }}	{{ client.status }}	{{ client.type }}

ID	Name	NPI	Address	Action
{{ entity.entityId}}	{{ entity.name}}	{{ entity.npi}}	{{ entity.location.address1}}

ID	Name	NPI	Address	Action
{{ entity.entityId}}	{{ entity.name}}	{{ entity.npi}}	{{ entity.location.address1}}

ID	Name	NPI	Address	Action
{{ entity.entityId}}	{{ entity.name}}	{{ entity.npi}}	{{ entity.location.address1}}

Client

Begin typing to search for a client

ID	Name	Status	Type	Action
{{ x.clientId }}	{{ x.name }}	{{ x.status }}	{{ x.type }}

ID	Name	NPI	Address	Action
{{ entity.entityId}}	{{ entity.name}}	{{ entity.npi}}	{{ entity.location.address1}}

Current Guidelines

Guidelines

Added By:
{{ client.currentStep.currentClientGuidelines.createdUser }}

Added On:
{{ client.currentStep.currentClientGuidelines.createdDate | date:'medium' }}

Previous Guidelines

Guidelines	Added By	Added On

Home Clients New Client {{ client.currentClient.clientName }}

Overview

Invoice Details View PDF

Privilege Management Settings

View/Edit Entity Groups

Create New Entity Group

Health Plans

Health Plans / {{ client.currentHealthPlan.planName }}

Please select a Work Flow to edit

Workflow: {{ client.currentWorkflow.credentialProcessGroupName }} (ID: {{ client.currentWorkflow.credentialProcessGroupId }})

Workflow Steps

No Steps Have Been Configured

Data Mappings

Contracts

Credentialing

Accounting

Address (Physical Location)

Billing Address (Payment Remittance)

Associate {{ client.currentClient.clientName }} with a Parent Client

Associate {{ client.currentClient.clientName }} with an Entity

Associate {{ client.currentClient.clientName }} with an Entity

Associate {{ client.currentClient.clientName }} with an Entity

Copy Workflow {{ client.copyWorkflowObj.credentialProcessGroupName }}

{{ client.dataMapping.type }}: {{ client.dataMapping.clientCode }}

New Data Mapping

{{ client.contract.name }}

New Contract

{{ client.formTemplate.name }}

New Form

Associate {{ client.currentClient.clientName }} with an IPA Entity

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Clients

New Client {{ client.currentClient.clientName }}