OVERVIEW
All Reporting Services are designed with a unique workflow that is most commonly used to provide and complete the service. Checkpoints in the form of Case Statuses are utilised to identify tasks that have been completed as part of the service.
This article covers the Case Statuses of an IME Assessment workflow.
Whilst not mandatory to follow the designed workflow, Case Statuses and tasks from the workflow are intended to be completed from left to right.
DIRECTORY
The IME Assessment Case Statuses are broken down into 5 categories (columns).
Booking & Paperwork
The following Case Statuses are tasks that are performed prior to the scheduled appointment.
| Case Status | Definition |
| Case Created | A Kawaconn case has been generated. (no appointment has been added yet) |
| Appointment Requested | An appointment has been attached to the case (visible in the Clinic Calendar), but requires final confirmations with the specialist. |
| Appointment Confirmed | An appointment has been attached to the case (visible in the Clinic Calendar), and the specialist has provided confirmation that the appointment will go ahead at the specified time and location. |
| Paperwork Sent to Specialist | Documentation (Letter of Instruction/Brief) has been sent to the specialist to read and understand report requirements prior to the appointment. |
Attendance
The Attendance status determines if the appointment proceeded as intended, Only one status can be selected:
- Appointment Attended
- Appointment Not Attended
Reporting
The following Case Statuses are tasks that are performed relating to writing and submitting the report.
| Case Status | Definition |
| Dictation Received from Specialist | Audio files are submitted to the provider for typists to transcribe into a draft report. |
| Report Draft Sent to Specialist | The draft report is sent to the specialist to review and correct. |
| Report Returned from Specialist | The specialist has completed their review of the draft report and returned the edited report to the provider for final quality assurance. |
| Report Sent to CMs | The final report has been sent to the assigned receiving Case Manager(s). |
Cancellation
The Cancellation status determines if the service is no longer proceeding. Only one status can be selected.
| Case Status | Definition |
| Cancelled (No Fee) | No fee is charged to the Booking Company due to the cancellation |
| Cancelled (Chargeable) | A fee is to be charged to the Booking Company due to the cancellation, typically for a late cancellation or the client did not attend the scheduled appointment |
| Cancelled (No Fee - Pay Specialist) | No fee is charged to the Booking Company due to the cancellation and the provider is required to pay the specialist |
Invoice/Billing
The following Case Statuses identify payments made to the appropriate parties relating to the service.
| Case Status | Definition |
| Customer Invoice Processed | An invoice has been generated for the service, that is to be paid by the Paying Company (typically the Booking Company) |
| Provider Payment Processed | Payment has been organised for the specialist, based on the invoice amount and contributions to the service |
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