Create an Audit Work Item - Process Steps:

The following steps are completed by BCCD or a CCR&R/Site:

  1. Navigate to the Work Item tab. In the Work Item Search page conduct a search and confirm the desired Work Item does not exist in CCMS.
  2. Click [Create New] at the bottom of the Work Item Search page.
  3. The Work Item Details page displays
  4. Scroll to the Work Item Details section of the page.
  5. Select Audit from the Work Item Type drop-down list.
  6. Select the correct Source from the drop-down list.
    • Fax
    • Scan
    • Email
    • Mail
    • Phone
    • Other
    • No Contact
  7. Select BCCD from the Assigned Org drop-down list.
  8. Do not complete the Assigned Team or Assigned Worker fields. CCMS will automatically route this Work Item to the correct team for processing according to routing rules.
  9. Select Respond to Audit from the Work Flow Status drop-down list.
  10. The Work Item Status will default to new when creating a new Work Item.
  11. Select a select a case or provider to associate to the audit.
    Next to the Provider # and Case # field there is a icon. Click on the icon to access a search page to search for the correct provider or case to associate to the Work Item.
  12. Type information regarding the audit in the Description field. This field has a 500 character limit.
  13. Click [Save].
    Clicking [Save] triggers a task to BCCD alerting them an audit request has been created.
    Best Practice! Create a Work Item Note to capture the information regarding the audit.

The following steps are completed by BCCD:

  1. Receive the task and complete the requested action.
  2. Navigate to the Work Item Details page.
  3. Select Complete in the Work Item Status field to close the Work Item.
  4. Click [Save].

Audit: Work Flow Status Key

The agency in the Assigned Org field is the organization that owns the Work Item and receives the task. CCMS will send the task to the correct team according to that agency's routing rules.

Work Flow Status When do I select? Related Task
Respond to Audit When requesting BCCD to conduct an audit of a particular provider or case. Respond to Audit

Results of the Procedure:

The audit request is created, assigned to the appropriate organization, and processed.