GFEs & Charting
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      How do I use the GFE Status filter on my upcoming appointments?

      A guide to filtering appointments by their GFE Status on your Schedule.

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      Locating the GFE filter

      How to use the GFE filters

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      Locating the GFE filter

      1. Log in to your Moxie Suite account.


      2. Within the Global Nav click Settings. The GFE Status filter is to the right of the Appointment Status filter. 

      Screenshot 2024-06-17 at 2.47.03 PM


      3. Click on the GFE Status button to reveal the GFE Status filters:

      Screenshot 2024-06-17 at 2.48.23 PM

      4. You can select from new GFE statues and Old GFE statues (those that were completed prior to the updated GFE process in July 2024). After making your selection click Show results. 

      Screenshot 2024-06-17 at 2.51.01 PM

      Check out the list below for a detailed guide on what each filter is returning and how to use them:

       

      Filter value Definition Action
      Client forms incomplete

      Know which services within an appt still have incomplete forms

      Resend unsigned forms on the Appointment page, or follow up with the client personally
      Pending Reviewer

      Know which appointments have services that have been sent to the GFE reviewer but haven't been reviewed yet.

      RNs: No action

      NPs/PAs: you can self complete GFE's. Refer to this article for a walkthrough. 
      Contraindicated

      The client has at least one service type or service product they were contraindicated for that is related to their booked appointment.

      Never treat the client using the service or service product that is contraindicated. 
      Not Indicated

      Your MD/GFE reviewer was not comfortable marking the client as indicated because they didn’t have enough information. 

      You can not treat a client who is not indicated. Learn more on how to submit additional information which could help your MD/GFE reviewer indicate the client here. 
      Indicated with exceptions
      • The client is indicated for the service but has one or more service product contraindications on their GFE.   
      • The service menu item is connected to multiple service types, but one of them is contraindicated
      		 You will need to review the GFE results because something isn’t approved.

      Indicated

      		 The client has one or more indicated services that is related to their booked appointment. No action
      Approved Know which appointments are good to go! No action
      Declined Know which appointments have had at least 1 form declined by GFE Reviewer.
      • Follow up with GFE Reviewer, if they were requesting more info or
      • Reach out to client and let them know they aren't approved, then cancel appt if necessary

      ❗Important - Approved and Declined are status used for the old GFE process, they are available to filter appointments with GFE completed prior to the new GFE process. 


      Watch the video below to learn more about GFE filters