Last Updated v11.3.0

This screen is used to track questions and forms which have been submitted to the TPA. Every time a new question or form is filled out, a new transaction entry is created on this screen. Newer transactions are at the top of the list.

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• Search/filter transactions in the list by entering criteria in any of the filter boxes above each column.
• Click any transaction to view more detail.

  
  

  1. ID - The transaction number is assigned when the transaction was first created. This number is unique to the transaction, and can be used as a reference number when communicating with the

• 1. HealthSmart.
     1. Unread transactions are

• 1. 1. shown in bold text.
  2. Name - The name of the transaction/question/form.
  3. Create Date - Date the transaction was created.

• 1. Close Date - Date the transaction was completed/closed.
  2. Status - Current status of the transaction.
  3. Disposition - This provides a description of how the transaction was handled.

• 1. Actions - If the transaction was a Form,

• 1. use the Copy to New Form option to create a new form with the original forms values pre-filled.

• 1. 1. Use this option to quickly fill forms that have similar information and only need minor updates before submitting the new form as a new transaction.

Transaction Detail

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Actions (Depending on the STATUS of the transaction opened, you will see different Action options at the bottom of the transaction).

• Mark as Resolved - If a transaction is in TPA or Employer Review status, a Mark as Resolved button will close the transaction without any further action. Use this if you resolved the question on your own.
• Reopen - This option will appear on a transaction that has been Closed. If the issue is unresolved, or more information is gathered, you may reopen the old transaction, and submit the new information for review.
• Reply - If a transaction is in the Requester Review status,the Reply option will be present. Click the Reply button to send the requested information back to the TPA or Employer.
• Close - This option will close the transaction detail screen. This will NOT close out an open transaction.

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• The detail screen will show all information regarding the transaction. 
• If the transaction was a Form submitted, click the VIEW FORM DATA button to review the original Form submitted.
• If more information needs to be sent on this transaction, click the REOPEN button, and fill out the form.
• If the transaction is not in a closed status, but it is no longer required (the issue has already been resolved), the Mark As Resolved button will be available to close the transaction.