Skip to main content

ComplianceCoach User Guide

Filter patients by Last reviewed

  1. Select one of the following options:

    • All: Select this option to show all patients in your organization within the 90-day CMS compliance rule.

    • Never reviewed: Select this option to show all patients who haven't been contacted within ComplianceCoach (for example, patients who were not marked as Called, Left voicemail, Emailed or Reviewed).

    • Last reviewed: Select this option, and enter the number of days to select a patient group within that range.

      Note: When you filter by Last reviewed, your results include Never reviewed patients. For example, if you select Last reviewed, enter 7+ days ago and click Apply, ComplianceCoach will return patients reviewed 7+ days ago and patients who were never reviewed.

  2. Click Apply.

    CC Last_reviewed.PNG