Routing and Processing DMRs
Overview
DMRs can be configured to route through an agency review workflow, similar to schedules.
Enabling and Configuring DMR Review Routing
DMR review routing is controlled by a system configuration flag. This flag must be enabled by Windsor as part of the system’s configured deployment settings.
When routing is enabled:
An administrator can configure a workgroup or user as the designated DMR reviewer under Admin > Forms > Discharge Monitoring Report (DMR).
The Discharge Monitoring Reports page displays a Decision column, allowing users to filter DMRs based on the agency’s review decision.
Routing a Submitted DMR
To understand DMR routing, it is important to understand the relationship between DMRs and submissions in nVIRO.
A DMR is a type of submission, and each DMR has a corresponding submission record. While related, DMR statuses and submission statuses are distinct. DMR statuses are displayed on the Discharge Monitoring Reports page. Submission statuses are displayed on the Submissions page and the DMR Details page.
Certain actions taken on a DMR record automatically update the associated submission status. The diagram below illustrates how DMR and submission statuses relate to one another during the review process.
When a DMR is submitted and review routing is enabled:
A corresponding submission record is created and set to In Process status.
The DMR is assigned to the configured user or workgroup.
The assigned reviewer sees the DMR in their My Tasks dashboard.
When a DMR is submitted and review routing is not enabled:
A corresponding submission record is created and set to Complete status.
No tasks or workflows are created, and no agency review is required.
In all cases, the DMR status remains Submitted.
Performing a DMR Review
Specific review steps may vary by agency, but the basic steps for performing a DMR review are as follows:
Open the My Tasks dashboard.
Click the Open button next to any assigned DMRs to open the DMR Review page.
To view the DMR Data Entry page, click the View DMR button in the right-hand sidebar on the Details tab.
To view the DMR copy of record or view or add other documents related to the DMR, open the Documents tab.
To view or add events related to the DMR (for example, a phone call or email to the submitter), open the Events tab.
To view any violations automatically created when the DMR was received or add additional ones, open the Violations tab.
Compliance actions, such as a violation notice, can also be added by selecting one or more violations and clicking the Add Compliance Action button.
Reassigning a DMR Review
If another staff member should take over the review, update the Assigned Workgroup and Assigned Processor fields on the Details tab. The DMR is removed from the original reviewer’s My Tasks dashboard and appears on the new user’s dashboard.
Gathering Input from Other Staff
To solicit input from another staff member but maintain responsibility for the review, add a new task to the Workflow and Tasks tab and assign it to the other user. The task will appear on the other user’s My Tasks dashboard, but the DMR review will remain assigned to the original user. When the task is completed, the reviewer receives a notification and can see any comments entered by the other user.
Requesting Corrections from the Submitter
If corrections are needed, the submitter must be contacted outside the system (for example, by phone or email). A copy of the email can be added to the Documents tab, or the correspondence can be recorded as an event on the Events tab.
Completing a DMR Review
To complete a DMR review:
Navigate to the DMR Submission Versions table at the bottom of the Details tab.
Click the Decision button and select either Approved, Not Approved, or Not Approved - Closed.
As with schedules, a DMR set to Not Approved remains In Process until a decision of Approved or Not Approved - Closed is entered for the most recent submission version.
Click the Save button.
After the decision is saved, the submission record and all associated workflows and tasks are set to Complete, and the DMR is removed from the reviewer’s My Tasks dashboard.
Processing DMR Revisions
If a submitter revises and resubmits a previously submitted DMR, the corresponding submission record is set back to In Process, and the DMR reappears on the assigned reviewer’s My Tasks dashboard. The revision is added to the DMR Submission Versions table at the bottom of the Details tab, and a new version of the copy of record is added to the Documents tab.
Reviewing a revised DMR follows the same process as an initial review. Entering a decision on the latest version sets the submission back to Complete status.
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