Updating an Unknown DCW/Employee Exception

When a visit is recorded without an DCW/Employee name or ID, the visit will be flagged with an Unknown DCW/Employee exception. Visits with Unknown DCW/Employee exceptions will need to have the DCW/Employee added to the visit to resolve the exception and make the visit billable. 
 

To resolve an Unknown DCW/Employee exception: 

1. Select a visit from the Manage Visits screen.
2. Navigate to the DCW/Employee tab. 

Note: If you select the exception indicator in the DCW/Employee Name column, you will be taken directly to the DCW/Employee tab. 

3. 3. Use the Filters button to open the DCW/Employee filters. 

        4. Enter the DCW/Employee’s first or last name, DCW/Employee ID, and/or Santrax ID, then               select Apply Filters. 

Note: Turn on the Include Active DCW/Employees toggle to include DCW/Employees with a status of ‘Inactive’ in the search results. 

5. Select the matching DCW/Employee under the Actions column. Then select the Reason Code and provide a Reason Note if required. Use the Save button to complete the update.