Ad-hoc Estimate Review

Ad-hoc Estimate Review provides the ability to select the Estimate / Supplement version to conduct an Estimate Review of. This provides the flexibility for a manger or auditor to create a review on the same version as the original reviewer. The user can select to review the: E01, S01, S02, S03, or S04.

Note: Ad-hoc Estimate Review is NOT intended for requesting changes or a supplement. Ad-hoc Estimate Review functionality is only available to users with the correct permissions.

Conduct Ad-Hoc Estimate Review

  1. Locate the Claim and open its Claim Folder. Note: This can be done via the Quick Search for Claim Folders or via a Worklist for Estimate Review Claims.
  2. Click the Ad-hoc Review button.
  3. The Estimate Review “Pick List” displays, which provides a view of the available Estimates and Supplements that can be reviewed. Select the radio button of the desired Estimate or Supplement from the list to review.
  4. Click the Ad-hoc Review button.
  5. The Ad-hoc Estimate Review screen displays with the following tabs: Combined View, Estimate, Audit, Assignment, and Review. Review the content of these tabs as needed.
  6. From the Combined View tab, select the checkbox(es) of the desired Estimate line(s) to review.
  7. Ensure Perform Ad-Hoc Estimate Review is selected in the Actions droplist and then click Go.
  8. The Ad-hoc Estimate Review details display. Select/enter the appropriate information in all applicable fields.
  9. Comments can be added within the Estimate Review Comments field. These comments are displayed on the Ad-hoc Estimate Review Report.

When finished, the following options are available:

  • Select Additional Lines: Saves the current Estimate review and returns to the Combined View to select additional Estimate lines to include in this review.
  • Document Only: Generates the Ad-hoc Estimate Review Report
  • Cancel: Cancels the Ad-hoc Estimate Review