AtlantiCare Leader Handbook

Team Members: Utilized to provide access to (an) additional leader(s) to a case. Documents: allows for PDF and Word Document files to be attached to the case, can be utilized for supporting documents, external communications, or badge/internet audit history. Add Action Plan: can be utilized for additional Action fields. Additional Fields Additional fields can be accessed by scrolling directly to the bottom of the page or by utilizing the ‘Smart Action Bar:’ Conversations: can be utilized to directly communicate between Leaders and their supporting Workforce/Labor/Provider Relations Consultant. Allows for both email communications and web communications within the case. Notes: allows for direct notes to be added into a corrective action for future reference. Relationships: allows for connections to be made between Help Desk Tickets, other corrective actions, and formal investigations. Can be utilized to attach previous corrective actions. Tasks: allows for action items to be assigned, can be utilized to communicate need for a signature from a Senior Leader. Workforce/Labor/Provider Relations Consultant. Ensure to make note of the assigned Case Number. Once a corrective action is prepared for issuing, navigate to ‘Case Report’ (Oracle Fusion Home→ Help Desk→ Case Report). To generate the document, select the ‘Case Number’ drop down menu, utilize the ‘Search’ function or press the ‘F12’ key on your keyboard to search for the desired case. Click ‘Apply’ to generate the document. Review the generated corrective action for accuracy, any spelling errors, and all signature fields. Utilize the ‘Print’ function to print the document in paper form for issuing. Once the document is signed, please scan and email a copy to the supporting Workforce/Labor/Provider Relations Consultant. Please note: A team member’s wet ink signature on the document only serves as an acknowledgement that the contents of the document have been discussed, if a team member refuses to sign, please write in ‘Refused to Sign.’ Upon completion of issuing, please update the Status field at the top of the case to “Issued.” Generating & Issuing a Corrective Action Document: Workflow: Corrective Action Document is printed, issued to the Primary Contact, and provided to the supporting