RevNet User Guide - Workload Management
     
   

Workload Management
   

The purpose of the Workload Management pages is to automatically assign Bill Records and/or Invoices to specific users.
   

Navigate to: Setup -> RevNet -> Workload Management ->

Workload Management

Workload Management pages allow for the automatic assignment of Bill Records and Invoices for RevNet. All three pages (A/R Management, Billing Verification and Payer Verification) work the same way.

Based on filter options applied on this page, users logging into RevNet will see only their assigned records that require processing. The Workload Management pages show the currently setup filters by priority. The grid will display the Priority, Rule, Filter (Name), Description (of filter), User(s) (assigned).

Add New Assignment

To Add New Assignment, click [Add New Assignment].

In the Add New Assignment Page:

Select the Rule.

Default Assignment: This assignment will be the default assignment. If there are no Custom Assignments exist that match the type of Bill Record, they will be assigned to the Default.

Custom Assignment: A Custom assignment takes filter criteria into consideration for the assignment.

Select the Filter for the assignment

If the filter wanted does not exist, click on [Manage Filters].

Use the Manage Filters page to setup the new filter. Filter Options depend on the Workload Management Page. Above is the Filter for the Billing Verification Page.

Enter Saved Filter Name.

Click Save Filter.

Select the User to assign the filter to and the Weight. The Weight is how much of that assignment that should be assigned to that user. For Example, any Bill Record that is an ALS1 could be assigned to different users. Each user could get 50 weight value which would assign them 50/50 or it could be separated at 75/25.

Click .

Edit Assignment

If the users associated with an assignment needs to be chanced, click .

Make changes as needed to User and/or Weight. Press Enter within the line to save changes.

Re-Order Assignments

To Re-Order Assignment Priority Level, click within the line and drag to the location desired.

Inactivate Assignment

To Inactivate an existing Assignment, click - on the assignment to inactivate.

Confirm the inactivation by clicking OK.