Manually Reconciling the Unassigned Account Number for a Patient

Navigate to Tracker.

Select the correct patient with the account number which is unassigned.

Select "Patients" Save Patient" and once the document has scheduled and a CSN in Epic was created. You will return back to Tracker to Reconcile the document to Export.

From the Inbound Item Worklist, select the transaction that needs to export. Then above the indexing area, select the Cog icon to Reconcile the transaction.

Select the appropriate "Account Number" for this transaction.

Select "Assign" and the pop up will go away.

Choose the "Export Arrow" icon which will show you the status. You are looking for "Completed" which will take about a minute to process and then maybe another minute to show in Epic.

Successfully exported status view.

Select "Clear from List" Quick Button or go under Actions drop down and choose "Clear from List" to remove the transaction from the Inbound Items Worklist and store it.