Searching Enrollment Forms

Use this task to perform a search on forms.

Select the Enrollment tab.
Select Enrollment Forms.
The Search Forms screen appears, with forms for the past ten days.
Search for forms using available filters. The Search Enrollment Forms screen displays forms matching the filter selections.

Perform the action you want from this list:

To...	Do this...
Review the form	Select in the Form Status and Last Update column.
Modify the form status	Select a status in the Form Status and Last Update column from the dropdown list: Form populated: Okay to print Form manually submitted to Payer Payer Confirmation: Denied Payer confirmation: Approved Clearinghouse Approved: Payer Pending Clearinghouse Approved: Payer Approved Clearinghouse Approved: Payer Denied Clearinghouse Approved Clearinghouse Denied Payer Confirmation: Not ready GR Route Request Submitted GR Route Request Completed note: There is no Restriction on the order in which the status can be assigned to the form. Even if the status is auto approved for the form, status can still be changed. Status can be changed from submitted to completed & vice-versa if there is a manual update. This change in status is applicable for the respective record only. This change in status is also reflected in Linked Payers. If there is an auto update of status to completed, then you can not change the status and a message displays.
Perform an action on the form	Select the action in the Actions column from the list: Add Note Email Download View History Edit Print Actions are not available when a form is in Draft status.

To...

Do this...

Review the form

Select

in the Form Status and Last Update column.

Modify the form status

Select a status in the Form Status and Last Update column from the dropdown list:

Form populated: Okay to print
Form manually submitted to Payer
Payer Confirmation: Denied
Payer confirmation: Approved
Clearinghouse Approved: Payer Pending
Clearinghouse Approved: Payer Approved
Clearinghouse Approved: Payer Denied
Clearinghouse Approved
Clearinghouse Denied
Payer Confirmation: Not ready
GR Route Request Submitted
GR Route Request Completed

note: There is no Restriction on the order in which the status can be assigned to the form. Even if the status is auto approved for the form, status can still be changed.

Status can be changed from submitted to completed & vice-versa if there is a manual update. This change in status is applicable for the respective record only. This change in status is also reflected in Linked Payers.
If there is an auto update of status to completed, then you can not change the status and a message displays.

Perform an action on the form

Select the action in the Actions column from the list:

Add Note
Email
Download
View History
Edit
Print

Actions are not available when a form is in Draft status.