- Explanation and Purpose of Revision Tracking
- Creating a Trackable Revision
- View Revisions for a Case
- View Revisions for All Cases
This article is meant to assist you with the extendedReach Revision Tracking.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at email@example.com.
Explanation and Purpose of Revision Tracking
Revision Tracking within extendedReach is used to keep track of changes made to certain fields within Cases. Previous values and the effective date of the change are recorded so you can see changes over time.
Creating a Trackable Revision
From a Case, if you edit the following items (among others), eR will track the revision.
- Case Primary Diagnosis
- Case Address
- Case Rate Level
- Assigned Worker
Some of these changes may prompt an effective date (when it is important) while others will just stamp the change as effective the day of your change without prompting.
Revision tracking occurs as part of the regular edit/update process. For example, from “Edit Mode” on the Case Screen, change the assigned worker of an existing case to a different value and click on “Save”.
Image: “Change Assigned Worker”
This dialogue box will automatically open.
- Select an “Effective Date”. Click on the calendar icon to select if you wish.
- Click on “Continue”.
The revision has now been recorded.
Image: “Effective Date”
View Revisions for a Case
Recorded revisions can be viewed from the Case File tab:
From a Case, open the “Case File” and select “Revisions” from the drop-down menu next to “Show”. Click on the blue hyper-linked revision to view.
Image: “Show Revision Tracking”
Click on Delete to remove, or Edit to make changes to the revision. When in edit mode, you can change the effective date or add comments in the comments tab. Be sure to SAVE any changes you make.
Image: “Revision Tracking Edit a Revision”
View Revisions for All Cases
This can be useful when trying to answer questions such as “what were are all the changes in rates that occurred last month?”
From your Workspace on the left side of your screen under “Summaries”, hover over “Casework” and click on “Revisions”.
Image: “Revision Tracking Access for Agency by Type”
This view shows all revisions categorized by revision type.
Image: “Revision Tracking Access By Type Expansion”