Chart Assignments

Charts are the core of your work. When you claim a chart, you're assigned a medical record to review and code with the appropriate diagnosis and procedure codes.

This is where you'll spend most of your time — reviewing patient documentation and translating clinical information into standardized medical codes.

Getting Started with a Chart

Claiming Your Next Chart

To start working, go to your Dashboard, scroll to Active Teams, find a team showing Work is: Available, and click Start Work on that team's card. You'll be taken directly to the chart interface for the next chart in that team's queue.

Important: You can only have one chart in progress at a time. If you already have a chart open, the dashboard shows a warning banner with Resume Chart / Abandon Chart links at the very top — resolve that chart before claiming another.

Understanding the Chart Interface

The page is split into a few areas:

Top Action Bar — A white bar across the top with the Abandon Chart button on the left and the Time Spent counter on the right.

Chart Details — Just below the action bar, showing:

• Chart: id, team name (or id, pricing scheme name for external charts)
• Start Time — when you claimed the chart
• Time Due — only shown for some teams; the deadline by which the chart should be completed

Chart Documents — The main content area lists the documents and notes attached to the chart. Click any attachment to open it in a separate viewer.

Guidelines — Team-specific instructions, chart-kind notes, and links to reference PDFs. The content here changes based on the chart kind (Facility Radiology, ED, Hospitalist, etc.).

Selected Codes — A card titled "Selected Codes" where the codes you add show up. Empty state reads "No Codes Selected. Use Quick Add to start adding codes."

Assignment Log — The form you fill out to submit the chart. Contains the Status dropdown, optional fields like chart kind / service date / notes, and the Submit Chart button at the bottom.

Time Spent

The counter at the top of the page is a count-up timer showing how long you've had the chart open — for example, Time Spent: 0h 17m. It ticks upward from when you started; there's no deadline countdown and no color changes.

Idle timeout: If you stop interacting with the page for a while, a "Still Working?" modal appears with a Resume button. If you don't click Resume within a follow-up window, the chart automatically times out and you'll need to claim it again (or another coder will). This is an inactivity check, not a chart-completion deadline.

Adding Medical Codes

Quick Add

Use Quick Add at the top of the Selected Codes card to add codes to the chart. You'll add codes from the codesets your team uses — typically:

• ICD-10 codes — diagnosis codes (e.g., E11.9 Type 2 diabetes, I10 Essential hypertension)
• CPT codes — procedure/service codes (e.g., 99213 Office visit, 99284 ED visit)

Each code you add appears as an entry in the Selected Codes list with a pill showing its codeset kind. You can edit a code's modifiers from the inline edit modal, or remove it from the list. You can add and remove codes freely until you submit the chart.

Completing Your Work

Submitting a Chart

When you're ready to finish, fill out the Assignment Log form on the right side and click Submit Chart at the bottom. The form's key fields:

• Encounter ID — pre-filled for most charts; you only edit this on hollow-shell charts where the system doesn't know the encounter
• Chart Kind — pre-filled or selectable if the team supports multiple kinds (and Chart Kind Components if enabled)
• Service Date — the date of service for this encounter
• Status — see the table below
• Notes — only required when Status is Unable To Complete

Status options

The Status dropdown drives what happens to the chart after submission. Pick the one that matches the situation:

Status	When to pick it
Completed	You coded the chart fully and it's ready to move on (audit / closeout).
Completing Deferred Account	You're finishing a chart someone previously deferred for additional documentation or queries.
Deferred/Missing Documentation	Documentation is missing or incomplete — the facility needs to provide more before you can code.
Deferred/Query	You need provider clarification (ambiguous documentation, conflicting info, questions).
Unable To Complete	You can't code the chart at all. Notes are required explaining why. Not available on hollow-shell charts.

You'll see "Mark for Query" / "Mark as Missing Information" phrasing in some teams's guidelines — those refer to picking the Deferred/Query and Deferred/Missing Documentation statuses respectively.

Abandoning a Chart

If you need to stop working on a chart for any reason, click Abandon Chart in the top action bar. The chart returns to the queue immediately and is available for you or another coder to claim again.

When to abandon:

• You need to step away unexpectedly
• The chart is outside your expertise
• Technical issues prevent completion

There's no penalty for abandoning a chart.

Viewing Completed Charts

After submitting a chart, you can view it in read-only mode:
1. Go to Work History
2. Find the chart assignment
3. Click to view the details

The read-only view shows:

• The original chart documentation
• The codes you submitted
• Submission timestamp

Released audit results are available separately from the coding view. Open Quality to review scores, encounter details, and notes.

Tips for Efficience

Before You Start

• Skim the Guidelines in the sidebar — they're chart-kind-specific and often link to a detailed PDF guide
• Check the chart kind — different specialties have different patterns

While filling out charts

• Work systematically through the chart documents
• Add codes as you find them — don't wait until the end
• Stay interactive — long pauses trigger the "Still Working?" idle prompt
• Review your Selected Codes before submitting

Common Situations

• Multiple diagnoses — Add all relevant ICD-10 codes. List the primary diagnosis first.
• Procedures with modifiers — Edit a code from the Selected Codes list to add modifiers.
• Unclear documentation — Set Status to Deferred/Query (or Deferred/Missing Documentation if results are missing) rather than guessing.

Common Questions

Q: What does the timer mean — am I racing a deadline?

No. The counter at the top shows time elapsed since you started the chart, not time remaining. There's no per-chart deadline countdown. The only time-based interruption is the inactivity check: if you stop interacting with the page, a "Still Working?" modal asks you to confirm you're still working.

Q: What happens if I'm idle too long?

The "Still Working?" modal appears. If you don't click Resume, the chart automatically times out and you'll need to claim a new chart. Your unsaved progress on the assignment log isn't preserved.

Q: Can I save my progress and come back later?

There's no draft-save. The chart stays in progress until you either Submit it or Abandon it. If you need to stop for an extended period, abandon the chart — it goes back to the queue and you (or another coder) can claim it later.

Q: What's the difference between "Deferred/Missing Documentation" and "Deferred/Query"?

Use Deferred/Missing Documentation when the chart is incomplete — missing pages, results not attached, illegible content. Use Deferred/Query when the chart is complete but you need clinical clarification from the provider (ambiguous wording, conflicting notes).

Q: When should I use "Unable To Complete" vs the Deferred options?

Use Unable To Complete only when you can't code the chart at all — the deferred options return the chart to the workflow for follow-up, whereas Unable To Complete signals a hard stop. Notes are required so the team understands why.

Q: Why can't I claim a new chart?

You likely have a chart in progress. Check your dashboard for the warning banner about an active chart — Resume or Abandon it first.

Q: How is my pay calculated for chart assignments?

Pay is based on your team's pricing structure and the status you submitted (some statuses, like Deferred/Query, may have different payment treatment depending on the client). You can see the breakdown in Payment History after the chart is processed.