Investigations Quick Guide for Central Office Legal Users

This document is meant for use by the following roles: Central Office Legal.

Viewing Documents from the Switchboard
The following documents can be opened in read only mode from the switchboard unless noted:

•	Action Plan/Resolution
•	Administrative Review  
•	Appeal Information  (Update Mode)
•	Facility Complaint Review Form
•	Initial Response
•	Investigation Report 
•	Investigator Title 19 Form

Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry

To search for a particular case:

4.	Click Search

Viewing the Process Management Screen
The process management screen allows the user to view the current status for all open cases or intakes.  This screen can be used to manage the workload of a user, view all cases in a particular status, or view the latest status of a particular case (or set of cases).

Screen Name: Process Management
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Process Management

Note, closed cases do not appear on the process management screen.  To view a closed case, you must search for the case from the switchboard.

Printing Information from HCSIS – Where to go

Printable Summary Screen (QM>Investigations>Printable Summary)	
DPPC Intake	
Investigations Notices List Screen (QM > Investigations > Notices)
	
Decision Letter  	
Disposition Letter 	
Public Log Report  	
Investigation Report	
Initial Response Report	
Action Plan Resolution Report  	
Facility Complaint Review and Action Report	
Investigations Reports List Screen (QM > Reports > Reports Request)
	
Action Plan/Resolution Report  	
Investigations Case Listing Report	
Investigations Counts Report  	
Investigations Outstanding Summary Report  	
QE Provider Investigation Report