Patient Audit - Event Editor

Modified on Tue, Jul 15 at 10:47 AM

Event Editor

The Event Editor feature allows users to easily find events that match within a larger event summary and regroup those events together to close them. This feature provides users the ability to break down a single event summary in any status to multiple event summaries and/or create new summaries.

Please Note: Access to the Event Editor feature is controlled via ControlCheck Security Role permissions and may not be available to all users.

To access the Event Editor feature, select 'Event Editor' on the left-side panel within an expanded event summary card.

The Event Editor Dashboard displays the corresponding transactions involved in this event. Here, you can select and regroup events that may reconcile. These events will be moved to a new event summary and marked as closed with the 'Closed-Bluesight' status.

To begin, click the checkbox on the left to select each event.

Then, select 'Move 2 Events to a new event summary' from the panel at the bottom of the screen. The pink 'Move 2 Events' button in the upper right corner will become actionable, allowing you to move the two events to a new event summary.

The 'Review Event Changes' window will display, where you can review the selected events and enter a note to provide further context for the event reconciliation. Once you have reviewed your changes, click 'Regroup Events' to finalize your selections.

The select events will now display within a new event summary in the 'Closed-Bluesight' status.