You use the EDMS Defaults page to edit or set default values for creating a correspondence record (CR) or case record from an imaged document.
| Field | Description |
|---|---|
|
To edit EDMS default values, in the table, click the appropriate row. |
|
| Document Type | A specific kind of document stored in the document repository such as a prior-authorization letter, HCBS waiver, or provider enrollment form. |
| EDMS Type |
The kind of contact management record (case or correspondence) for this document type for which you want to edit EDMS defaults. Leave blank if you do not want a record automatically created when a document of this document type is imaged. |
|
Case Fields These fields are displayed if EDMS Type indicates a case. |
|
| Case Type |
Indicates what a case is about. Examples: Provider Appeal, Level of Care Determination |
| Status |
Status of the case. |
| Route To | Name of the user to whom a case record is routed. A case record can also be routed to a work unit. |
| Work Unit |
The work unit to which the user belongs. A user can belong to one or more work units. This field cannot be edited if the user belongs to only one work unit. Examples: Enrollment Team, Maintenance Team |
|
Correspondence Fields These fields are displayed if EDMS Type indicates a correspondence record (CR). |
|
| Category | The call reason associated with a CR. |
| Subject | The secondary call reason that is based on the category selected. |
| Status |
Status of the CR. |
| Route To | Name of the user to whom a CR record is routed. A CR or case record can also be routed to a work unit. |
| Work Unit |
The work unit to which the user belongs. A user can belong to one or more work units. This field cannot be edited if the user belongs to only one work unit. Examples: Enrollment Team, Maintenance Team |
Version as of 5/16/14.
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