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Overview

The Conditions tab provides a focused Client-level view of condition information and supporting context. Conditions is Beta and appears only when AI is enabled for the organization. The Conditions tab with a condition list, condition detail, history, and supporting context. Use the condition list to select a condition, then review the available detail and history.

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Work with conditions

1

Open Conditions

Open the correct Client record and select Conditions.
2

Select a condition

Use the condition navigation to find the condition you need to review.
3

Review detail and context

Review the available condition detail, rating or history context, and supporting source context.
4

Manage the list

Use New Condition, edit, or delete options when they are available to your role.
5

Verify before use

Confirm relevant information against the Client’s source records and your organization’s review process.
Conditions can appear from processed rating-decision and medical records, and staff can also add or update condition information. Always review the source material and do not treat a suggested condition or rating context as a final conclusion.

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Best practices

  • Keep conditions scoped to the correct Client record.
  • Use the available history and supporting context to guide source review.
  • Correct or remove duplicate or inaccurate entries when your role allows it.

Documents

Review the source records behind condition work.

Claims

Continue claim-specific work when relevant.