InteractiveEducation_13_5_1.ppsx
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Transcript InteractiveEducation_13_5_1.ppsx
13.5.1 Interactive Education BETA
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Please select a tab at the top
Welcome to the McKesson Interactive Education.
Version 13.5.1 BETA
New Feature Content Includes:
- Diagnosis Code Status adds new functionality to better control the diagnosis code status.
- Doc Center has been added to the main menu and a new filter tool has been added to the main screen.
- NY State Report has updates, enhancements, and decreased processing times.
- Medicaid Face to Face has been updated to allow states to indicate patients that need a Require
Homebound status or Require Skilled Services.
- Massachusetts Medicaid has been updated to be in compliance with requirements for Service Intensity
Add-on.
Click HERE for the
Interactive Education Tutorial
Select the appropriate tab for your agency. The Document History tab will be grayed out in Beta 1, but will become active
for Beta 2 and beyond. If you are new to this education, please click the Interactive Education Tutorial icon for an
overview on using the education.
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Billing & A/R
Work List Summaries
Features
Clinical
Advanced Directives
Face-to-Face – Medicaid
Diagnosis Code Status
NY State Report
Doc Center
Windows 10 Tab Control
Assessment – Goals created on two laptops
causing errors when transferred.
Grouper - Implement OASIS C1 Fall Beta
Grouper v5216.
CAHPS - Update logic for ESRD diagnosis
codes in CAHPS extract
Guidelines – Goals not selected are flowing
to the Certification.
Overpayment Message – Verification
message 855 will show despite setting.
Care Plan - Care Plan status question
appears to not stay selected in CM
Homepages – the NOMNC badge is not
showing.
Process Payment – Error when a check is
entered on Enter Checks screen.
Clinical Management Windows – Prevent
CM from queuing clicks
ICD-10 – Allow more of the ICD-10 code
description to show in the Certification
Pre-Claim Review - worklists released in
separate release
Doc Center – Screen size needs to be
dynamic.
Interventions - Prevent the end-of-life care
additional text from appearing
Pre-Claim Review – Create a Script to set
the SysCfg to Enable or Disabled
Evacuation Severity Codes – Referral
Management will include new ESC field.
Medication Profile – Two Medication Profile
WorkLists are found here.
Goals Excluded – Allow excluded
problems/goals to be viewed on Print view.
Telephony Password Expiration –should
use Expire in Days system setting.
Clinical Explorer and Clinical Management
Clinical Explorer
Time and Travel – Pull the current ORG level
for services sent to Enter Services
Clinical Management
Bill Processing – System Message #551
not displaying.
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DOCUMENT VERSION HISTORY
Billing & A/R
Clinical
Work List Summaries
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Diagnosis & Bill Processing
Advanced Directives
NY State Report
Diagnosis Code Status
Pharmacy Reconciliation
Doc Center
Windows 10 Tab Control
Care Plan - Care Plan status question
appears to not stay selected in CM
ICD-10 – Allow more of the ICD-10 code
description to show in the Certification
Bill Processing – System Message #551
not displaying.
Clinical Management Windows – Prevent
CM from queuing clicks
Medication Profile – Two Medication Profile
WorkLists are found here.
Overpayment Message – Verification
message 855 will show despite setting.
Doc Center – Screen size needs to be
dynamic.
Telephony Password Expiration –should
use Expire in Days system setting.
Process Payment – Error when a check is
entered on Enter Checks screen.
Evacuation Severity Codes – Referral
Management will include new ESC field.
Time and Travel – Pull the current ORG level
for services sent to Enter Services
Simione Financial Monitor – Incorrect
Services and Routine Visit counts
Massachusetts Medicaid
Guidelines & Goals – Several WorkList
Summaries are listed here.
Homepages – the NOMNC badge is not
showing.
Hospice Pharmacy Import – Error with
entering Compund drugs’ name
Clinical Explorer and Clinical Management
Clinical Explorer
Clinical Management
<Misc Tab Title>
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<Additional Title or leave blank>
<Misc Tab Title>
<Topic Title>
<Topic Title>
<Topic Title>
<Misc Tab Title> Overview:
<Topic Title>
Overview goes here.
<Topic Title>
<Topic Title>
<Misc Tab>
Document Version History
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Topic
Item Changed
Advanced Directives
Added this content for B2
08/15/201
6
NY State Report
Added this content for B2
08/15/201
6
Grouper
Added this WL Summary for B2
08/15/201
6
Interventions
Added this WL Summary for B2
08/15/201
6
Pre-Claim Review
Added this WL Summary for B2
08/15/201
6
Doc Center – Doc Filters
Added a note about the behavior of the date field
08/15/201
6
After accessing and viewing the topic use the Document Version
History tab to return to this list.
Date
Interactive Education Tutorial
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Interactive Education Overview:
Thank you for using the Interactive Release Education. This tutorial will show
the basics of navigating the education and help users understand the interactive
elements in the education.
Please click on an orange bar to the right or click the HOME tab in the upper left.
Navigation
Interactivity
Navigation
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HOME
There is an Exit link on every page that can
be used to exit the education.
Tabs at the top of the page provide quick
access to main areas of the education.
Clicking the HOME tab in the upper left
corner will take you out of this tutorial and
return you to the Home screen.
The Esc button can also be pressed to exit
the education.
Click Next to advance to the next section of this tutorial.
Next
Navigation
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This is a sample screen of the Topic
Overview page.
Clicking on the orange bars will take you to
the appropriate sections within the topic.
Click Next to advance to the next section of this tutorial.
Back
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Navigation
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HOME
This is a sample screen of an
Education Section.
NOTE: This area contains the education for
the corresponding topic.
You can navigate forward and backwards
within a section using Next and Back.
Clicking on the Topic Home bar will return the
user to the Topic Overview page.
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Navigation
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This is a sample screen of an
Education Section.
When the End of Topic message displays, select
a tab at the top to return to the Table of Contents
or another area in the education.
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Interactivity
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HOME
This is a sample screen of an
Education Section.
Orange bars give directions and
indicate interactivity.
Back
Pointing hands or arrows show where to
click.
Next
Interactivity
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HOME
This is a sample screen of an
Education Section.
This is another example of an interactive
screen.
Pointing hands or arrows show where to
click.
Orange bars give directions and
indicate interactivity.
Back
Next
Interactive Education Tutorial
HOME
Thank you for taking the time to learn
more about the Interactive Education.
If there are any questions, please feel
free to contact us.
Click the HOME tab at the top to
return to the education
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13.4 Interactive Education
Worklist Items Summary –
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<Topic> Overview:
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APPENDIX
<Task>
<Task>
<Task>
<Task>
<Task>
<Task>
<Task>
<Task>
End of Section.
Continue to the <Next Section>.
<Information Callout>
<Next Section>
Advanced
Directives
Advanced Directives
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Advanced Directives Overview:
With this release, changes have been made to Advance Directives to ensure that
users are entering a note when editing or end dating an active advance directive
for admissions in Clinical Management and Clinical Explorer.
System Setup
Advanced Directives
System Setup
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A new system configuration, AdvDir –
ForceNotesInput has been added to the
system.
This will default to a value of Y (On) with
this release.
Entering N (Off) in the value field will allow
users to end a directive without receiving a
prompt to enter a note.
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System Setup
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Security settings for CLINICALEXPLORER-ADVANCEDDIR
should be reviewed and updated as appropriate.
Note: the above system configuration and security setting applies to
both Clinical Management and Clinical Explorer.
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Advanced Directives
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Within the Update Advance Directive
window (in both Clinical Management and
Clinical Explorer), once a user has selected
to Edit or End the directive, a window will
display with a box for a Note/Memo.
Clinical Management
Clinical Explorer
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Diagnosis Code
Status
Diagnosis Code Status
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Diagnosis Code Status Overview:
McKesson has provided new functionality to allow agencies to better control the
diagnosis code status.
A new tab, Move to Historical with options, allows the user to end date a
diagnosis while retaining the historical data.
Customer Maintenance
Clinical Explorer &
IPU Explorer
Clinical Management
Additionally, there is a Mark In Error option if a diagnosis had been entered in
error.
Customer Maintenance Diagnosis Code Status
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The new button, Move to historical with
options is located under the Active
Diagnosis (Activ Diag) tab within Customer
Maintenance, IPU Explorer, and Clinical
Explorer.
Users may select the dropdown, to
utilize the calendar tool or manually
enter a date in the End Date field.
The Active Diag tab displays the Move to
historical with options button
Select the Specify Diagnosis Surgical
Procedures icon.
Highlight (click on) the Acute Laryngitis
diagnosis.
A new window will display to enter the
End Date.
If an active diagnosis was entered in
error, the user may check the box Mark
In Error to reflect accurate information.
If checking Mark In Error, it can not be
edited after saving (OK).
Select the Move to historical with options
tab.
Click in the date field to see a manually
entered date.
Select OK.
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Customer Maintenance Diagnosis Code Status
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Once the active diagnosis has been end
dated, it will be moved to the Historical
Diagnosis tab.
Users
have
thedate
option
selecting
the
If the
end
wasofentered
incorrectly,
the
dropdown,
to utilize
calendar
tool next to
user can
edit thethe
date,
by clicking
or manually
a date
in the
Endfield.
theenter
date in
the End
Date
Date field.
Select the Historical Diag tab.
Click the right arrow on the scroll bar to
move the display grid to the right.
The End Date and In Error columns are to
the right of the display grid
At the row for the (c) Stress Fracture, click
in the date field box.
Mark In Error: once the box has been
checked, it can not be edited.
Select the dropdown to open the calendar.
Select the 1st of July
Click NEXT to continue.
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Topic Home
Clinical Explorer & IPU Explorer Diagnosis Code Status
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Clinical Explorer & IPU Explorer
The Move to historical with options is
located within the Active Diagnosis window
of the patient record.
Highlight (click on) the Acute Laryngitis
diagnosis
Select the Move to historical with options
button.
If an active diagnosis was entered in error,
check the box Mark In Error.
This can not be edited after being saved.
Select the dropdown to open the calendar.
Users can also enter a date
manually.
Select July 11th
Select OK.
Click NEXT to continue.
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Topic Home
Clinical Explorer & IPU Explorer Diagnosis Code Status
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Once the active diagnosis has been end
dated, it will be moved to the Historical
Diagnosis tab.
Select Historical Diagnosis.
Click the right arrow on the scroll bar to
move the display grid to the right.
The End Date and In Error columns are to
the right of the display grid.
Highlight (click on) the row with (c) Stress
Fracture.
Select Edit.
Users have the
option of editing the
End Date field here
as well.
Place a check in the box Mark In Error.
Select OK.
Click NEXT to continue
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Topic Home
Clinical Management Diagnosis & Procedure Node
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The Historical with Options checkbox is
available once selecting the appropriate
diagnosis.
Select Pathological Fracture...
Place a check next to Historical with
Options box.
An End Date is required.
This date cannot be a future date.
Click the End Date text field to populate an
example end date.
Click Done.
Click NEXT to continue
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Topic Home
Clinical Management Diagnosis & Procedure Node
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Once a diagnosis has been moved to
historical, the Active box cannot be
checked. This diagnosis will remain a part
of the historical information.
Select the Historical Diagnosis.
Click the End Date text field to populate a
corrected date example.
The Mark in Error may be indicated, if
appropriate.
Place a check next to Mark in Error.
Click Done.
Note: Users may re-enter a diagnosis code as active even if it is in the
historical information, which is the current functionality in Customer
Maintenance and Clinical Explorer.
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Diagnosis and Bill
Processing
Diagnosis and Bill Processing
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Diagnosis and Bill Processing Overview:
The change made to Diagnosis Status Codes affects the reporting of active and
historical diagnoses in Bill Processing.
Diagnosis and Bill Processing
Diagnosis and Bill Processing
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Currently, when recreating a past claim, or
billing a late claim, Bill Processing will pull
the active diagnoses that was in place at
the END of the billing period. Depending on
the release version the information will pull
from:
The active diagnosis tab (v13.4 and
previous releases), or
The Admission Diagnosis Header and
Admission Diagnosis Detail tables
(introduced in v13.4).
With this release, the admission and
historical diagnosis codes that were active
during the specified billing range will pull to
the claim. The Diagnosis Code option will
default to O-Admission Diagnosis Onset for
the Medicare Hospice claim format
(5IHSv1).
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Diagnosis and Bill Processing
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Active diagnosis codes for the admission will pull to the claim:
When the onset date is on or before the end date of the billing period,
The exacerbation date is on or before the end date of the billing period
If both are blank, the admission diagnosis will be reported on the claim
Historical diagnosis is reported on the claim, when:
The onset date is on or before the end date of the billing period
The exacerbation date is on or before the end date of the billing period
If both are blank, the diagnosis will be reported on the claim
Historical diagnosis will not appear on the claim if:
Already listed as an active diagnosis code on the claim
Marked in Error or if the end date is prior to the billing period
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Diagnosis and Bill Processing
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Note: If your agency is using a custom claim format, the setting
will need to be changed. Supporting Modules > Billing Options
Editor > select the appropriate claim format.
Once selected choose the Content tab. Just below the Include tab,
select O – Admission Diagnosis Onset from the Diagnosis Code
dropdown list.
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DocCenter
Doc Center
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Doc Center Overview:
With this release, Doc Center will be available from the McKesson main menu.
Additionally, a filter tool has been added to the Doc Center main screen to help
users narrow down when searching for documents.
System Set Up
Menu Access
Document Filters
Doc Center – System Set Up
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The controls for making the Doc Center
option visible in the toolbar menu are the
same for authorizing users to access the
Doc Center icon.
In order to see the menu item make
sure the option:
DocCenter-MakeDocCenterAccessVisible is
set to Y.
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Topic Home
Doc Center – System Set Up
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The controls for making the Doc Center
option visible in the toolbar menu are the
same for authorizing users to access the
Doc Center icon.
In order to see the menu item make
Sure the security object:
DOCCENTER is Authorized.
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Doc Center – Menu Access
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Doc Center can be accessed through:
McKesson main menu > Tools >
Doc Center
Select Tools.
Click Doc Center.
Launching from the menu will not bring any
patient context.
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Topic Home
Doc Center – Menu Access
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On a field device, Doc Center can be
accessed through:
McKesson main menu > Tools >
Doc Center
Select Tools.
Click Doc Center.
Launching from the menu will not bring any
patient context.
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Doc Center – Document Filters
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On the Doc Center main screen, the Refresh
button will be replaced with the
Apply/Refresh button.
Clicking the Apply/Refresh button will
commit any filter choices as well as refresh
the Doc Center main page.
A filter section will contain search criteria
for Document Category and Date Added.
Upon entering the Doc Center main page,
all Document Categories will be selected by
default.
Select History & Physical.
Click Apply/Refresh.
Note: The dates can be cleared by using the Clear Filters button. The date can
be typed in by entering the month, then using the arrow key to move to the day
and to the year. Or the date can be typed in with slashes in between the parts
of the date.
Only the documents with the Category code
of History/Physical will display.
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Doc Center – Document Filters
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The Begin and End Dates can be entered
manually or with the calendar drop down.
They can both be:
set as historical dates, as the current date,
and the dates in both fields can be the
same.
The Begin Date cannot be:
left blank, set in the future, or be a later
date than the End Date.
(the Apply/Refresh button will be disabled).
The End Date cannot be:
set earlier than the Begin Date
(the Apply/Refresh button will be disabled).
A red octagon with an exclamation mark
indicates a date entered in error.
Click HERE to see an example of an
incorrect date entered.
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Doc Center – Document Filters
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The Hide documents not delivered to field
device filter is only available on the field
device. The filter defaults as unchecked.
Put a checkmark in the box next to Hide
documents not delivered to field device.
Click Apply/Refresh.
With the filter selected, only documents
that can be transferred or viewed on the
field device will display.
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Face-to-Face –
Medicaid
Face to Face - Medicaid
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Face-to-Face Overview:
In compliance with regulation CMS-2348-F, McKesson has provided agencies
the ability to document Face-to-Face (F2F) encounters with the Medicaid
beneficiary for the authorization of home care services within certain time
frames.
Agencies will be able to:
-Determine when the Medicaid Face-to-Face has to be completed.
-Indicate which Medicaid plans require patients to be “homebound” and/or
require Skilled services on the Face-to-Face document.
-If not required those statements will not be present on the Face-to-Face
document.
-Indicate if they are entering their own “Override Certification Statement” for
both the Certification and Face-to-Face.
-Identify Community Physicians following the patient on the Face-to-Face
document.
-Identify Occupational Therapy or Other as Skilled Services.
Insurance Payors
(Payor and Plan)
Override Statement
Home Health Medicaid
Face-to-Face - Certification
Home Health F2F Certification –
Printed Document
Home Health Certification Printed Document
Medicaid Face-to-Face - Script
Insurance Payors (Payor and Plan)
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To accommodate the CMS requirements, changes have been made to Insurance Payors Plans
tab. Agencies have the ability to determine a state specific effective date for the F2F, whether
the state requires the patient to be homebound, and whether the state requires skilled services
to be included on the F2F. Other changes made to the Insurance Plan allow agencies to include
an agency specific F2F Statement.
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Insurance Payors (Payor and Plan)
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To define the Face-to-Face requirements for
your State:
From the Menu > Billing & A/R > Insurance
Payors and select the Medicaid payor.
Select Medicaid to highlight it.
Click the Update Plan Information icon.
Select the Reimbursement Rules tab.
Under Face-to-Face Encounter, click Edit.
Make sure F2F Required is checked.
Click Next to continue.
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Insurance Payors (Payor and Plan)
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The Effective Date will default to 1/1/2011.
This date should be changed to the
effective date of the user’s State
requirement.
Must occur within X days prior to SOC
defaults to 90 days.
and no more than X days after SOC defaults
to 30 days.
Leave both of these options at their default
values.
If your State requires, check the Required
Homebound Status box.
Note: If your payor currently has F2F Required checked, both Require
Homebound Status and Require Skilled Services will default as checked.
Click Next to continue.
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Insurance Payors (Payor and Plan)
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If the Required Homebound Status is enabled,
the Homebound Status field is required to be
populated on the
Face-to-Face documents.
If the Required Homebound Status isn’t required,
the Homebound Status field is grayed out on the
Face-to-Face document.
If your state requires skilled services, check
the box.
If the Required Skilled Services is enabled on the
F2F document, all checkboxes will be available
for selection.
If the Required Skilled Services is disabled on the
F2F document, only the Other checkbox will be
available for selection. All other disciplines will
be grayed out.
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Override Statement
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With this release, a new radio button for
Face To Face has been added to the
Override Statements which will allow
agencies to override the generic statement
on the F2F document with an agency
specify statement.
To define the Override Statement:
From the Menu > Billing & A/R > Insurance
Payors, select the Medicaid Payor.
Click the Update Plan Information icon.
Click the Override Statements button.
Select the radio button next to
Face to Face.
Click in the text field to see an example of
an agency specific statement.
Click Ok.
Click Next to continue.
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Override Statement
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Here is the note in the Certification.
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Home Health Medicaid Face-to-Face - Certification
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To further accommodate CMS
requirements, Occupational Therapy and
Other have been added to the list of the
Required Skilled Services and the ability to
Include Community Physician.
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Home Health F2F Certification – Printed Document
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The following items have been added to the
Printed Home Health Face-to-Face
Certification:
Occupational Therapy
Other
Include Community Physician
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Home Health F2F Certification – Printed Document
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The following Statement has been added to the Printed Home Health
Certification:
I attest the Face-to-Face was performed.
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Medicaid Face-to-Face Script
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The changes made for the Home Health Medicaid Face-to-Face are applicable to all
Home Health Insurance plans regardless of the Payor Category. To prevent agencies
from having to manually un-check the new requirements, a script has been created to
uncheck the new options for the Medicaid Face-to-Face if the requirements are
applicable.
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Massachusetts
Medicaid
Massachusetts Medicaid
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Massachusetts Medicaid Overview:
For agencies to comply with the new billing requirements for Service Intensity
Add-on (SIA), beginning January 1, 2016 Massachusetts Medicaid requires two
new modifiers to be included on the claim when the following occurs:
- When reporting Hospice Routine Level of days is 1-60 the Routine Service
will be reported as T2042 (no change)
- When reporting Hospice Routine Level of Care days 61 and greater the
HCPC code will be reported as T2042 and include Modifier UD.
- When reporting Hospice Routine Level of Care for clients outside the
county in which the Provider is located. The modifier TN will be appended
to HCPC T2042 regardless of the Routine Home Care day count.
Organization Structure
Maintenance
Billing Options Editor
Billing Code Maintenance
Services Maintenance
Insurance Payors/Plans
Organization Structure Maintenance
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Agencies should verify that the Provider
State and County information is accurate in
Organization Structure Maintenance
From Organization Structure Maintenance
verify the Agency’s State and County.
The system will compare the county for the
Provider to the county on the patient's
service address, if they are not the same,
the system will append the TN Modifier to
HCPC Code T2042 or T2042UD
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Billing Options Editor
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From the main menu > Supporting Modules
> Billing Options Editor > Select MA MCD
Claim Format (5IMAMCDHv1) >Content Tab
>0023 Setting > Select Append TN
The TN modifier will report to the TN on
claims when the patient is out of the
Provider’s County
Note: No changes were made to the
Massachusetts Medicaid claim format
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Billing Code Maintenance
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HCPC code T2042UD, will need to be added
to Billing Codes Maintenance to meet the
requirements for Massachusetts Medicaid
billing.
From the main menu > Billing & A/R >
Billing Reference >
Billing Codes Maintenance > Billing Codes
> HCPCS (H)> right click > New >
1HCPCSs.
Code: T2042UD
Description: Routine Care Service 61+
Non-Specific: Leave Blank
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Services Maintenance
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To reflect the new mandatory HCPC code
for the HS Routine Service for days over 60,
Billing Plan Override in Services
Maintenance will need to be updated.
From the main menu > Billing & A/R >
Service Maintenance
Navigate:
Hospice Services
Services
HSROUTINE2 – Routine Hospice Care Day
61+
Billing Codes
PLAN OVERRIDE
HCPCS
MA MCD
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Insurance Payors/Plans
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For the system to calculate the SIA
correctly the Hospice Routine Dual Rate will
need to reflect an Effective date 1/1/16.
From the main menu > Billing & A/R
>Insurances Payors > Medicaid Payor
Plans tab > Massachusetts Medicaid >
Reimbursement Rules Tab
Hospice Routine Dual Rate > 1/1/2016
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NY State Report
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Log In Screen
NY State Report Overview:
System Set-up
New York agencies must provide specific patient information on volume,
WellCare, Disease and Disability diagnoses in each county. The New York State
Report helps agencies meet regulatory requirements without manually tracking
this data. The report has been updated and received enhancements for the
13.5.1 release. Additionally, processing time for the report has been improved.
DOH-155 Report
DOH-519 Report
Service Address
NY State Report – Log In Screen
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With this release, customers will no longer
have a separate log in screen when
accessing the NY State Report.
When the NY State Report is selected from
the Supporting Modules menu the users
will be taken to the New York Reports
screen.
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NY State Report – System Set-up
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HOME HEALTH
Security Object: NYSTATERPT gives users
access to the NY State Report menu item.
Security Object: NYSTATERPT-SAVEDIA is
a new security object.
Giving a user Update rights allows the user to change the default DX for the categories. This is a global setting
so if one user changes these defaults all users will receive those changes.
If a user is not authorized the NY State
Report option will be grayed out in the drop
down menu.
Not Authorized
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Topic Home
DOH 155 Report – Diagnosis Groups
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Accessing NY State reports will bring the
user to the Agency Information tab.
Click the DOH-155 tab.
Currently, in the Diagnosis Groups area,
only ICD-9 codes are available.
With this release, the WellCare diagnoses
are defaulted into the section for both ICD-9
and ICD-10. The ICD-10 radio button is
defaulted.
Select the ICD-10 Diagnosis button.
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DOH 155 Report – Diagnosis Groups
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Every other diagnosis code is considered
Disease & Disability.
If a code should not be reported on, the
user can move it to the Diagnosis not
reported area.
Important: Customers should verify the
pre-selected ranges. NY State has not
specified DX codes that are Wellcare or
Disease and Disability.
Click Cancel.
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DOH 155 Report – Service Types
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Currently, Services are pulling based on
defaulted service types for the listed
service categories.
With this release, users can select the
appropriate Service type for each service
category.
Click Services
By selecting the green checkbox, users can
edit the Service type code to match the
agency defaults.
Click the checkmark next to Social Services
Highlight Hospice Services and click Ok.
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DOH 155 Report – Service Types
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Note the MS service has now changed to
HS.
When the user clicks the binoculars, the
services listed in Services Maintenance will
be defaulted. Those services can be
viewed and edited.
Click the Binocular icon next to
HS Social Services.
Note: Services selected in the DOH-155 will
be automatically selected for the DOH-519;
however users can remove services from
the DOH-519 if desired. Doing so will not
impact the services selected for the DOH155.
Note: Services selected for a patient will
only be counted if the service is marked as
a Visit in Services Maintenance.
Click Next to continue.
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DOH 155 Report – County Name
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With this release, a County Name option for
Outside of NY State has been added so
users can begin to report on patients who
fall into this category.
Click the drop down next to County.
Patients serviced in one or more counties
for a reporting period will be counted once
in each county.
Patients serviced in one county but who
lived in two or more different counties will
be counted just once for the county
serviced in.
Click Next to continue.
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DOH 155 Report – Calculate Values
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When the user selects Calculate Values, the
Unduplicated Patient Count number will
display for the selected county and the
selected service.
Click the DOH-519 tab.
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DOH 519 Report – Screen Changes
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Reminder: Services selected in the DOH155 will be automatically selected for the
DOH-519; however, users can remove
services from the DOH-519 if desired.
Doing so will not impact the services
selected for the DOH-155.
The Length of Stay section has moved on
the screen to above the Source of Referral
Discharge.
The Referred From section and the
Discharge To sections have been separated
in order to make it clearer what information
is being pulled for each category.
Click Next to continue.
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DOH 519 Report – Screen Changes
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Important: Referred From pulls data from the
Referral Source Type Codes (RST). Discharge
To pulls data from the Discharge Disposition
Codes (DXD). Therefore, the appropriate RST
code and the appropriate DXD codes need to be
identified BEFORE running the DOH-519
Report.
Click Next to continue.
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NY State Report – Service Address
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With this release, addresses not specified
as a Service Address will not be added to
the Service Address tab.
If a user has not entered a Service Address,
a message will remind them of this before
leaving the Address/Phones tab in
Customer Maintenance.
Note: Users will continue to receive a
message prompt when deleting an address
that is also a service address.
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Pharmacy Recon
Pharmacy Recon
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Pharmacy Recon Overview:
Currently, the Pharmacy Recon Utility and Hospice Pharmacy Import tools allow
users to export to Excel. An additional option to export to a .CSV file is now
available.
Export to CSV Option
System Configuration
Pharmacy Recon – Export to CSV Option
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With this release, an additional option to export to a .CSV file has been provided.
Pharmacy Recon Utility > Report > Export
results to CSV…
Hospice Pharmacy Import > Report >
Export results to CSV…
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Pharmacy Recon – System Configuration
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A new System Configuration Option has
been added, to enter the location where the
files are to be exported:
HSPPHRIMPORTUTLAPP –
ExportFilesLocation
In the Value field, enter the location where
files are to be exported. It is recommended
that these files be placed in the workfile
directory. Example:
C:\pwhc\workfile\CSVExport
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Windows 10
Windows 10
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HOME HEALTH
Windows 10 Overview:
Currently, our third party tab control screens within the McKesson Homecare
and McKesson Hospice application cause certain applications to close
automatically after five minutes.
Phase 1
Phase 2
Windows 10 Tab Control – Phase 1
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Phase One of this work focused on Point of Care applications that are most often used for
longer than five minutes. This work was included in release 13.5.0.1.
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Windows 10 Tab Control – Phase 2
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Phase Two addresses the remainder of the
Point of Care applications:
Print Orders
Intake Summary
Print Case Conferences
Print Clinical Forms
Medication Reports
Generate Service Orders
Medication Administration
Print Guidelines
Print Discharge Summary
Personnel Tracking Report
Print Patient Schedules
Scheduled Medications
Event Manager
Edit Facilities
Edit Physician
Note: The final two phases of this work will complete the replacement of tab control on screens
throughout the McKesson Homecare and McKesson Hospice application.
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WORKLIST
SUMMARIES –
HH and HS
Assessment – Clinical
Management
Assessment – Clinical Management
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WL 112609 - Prevent error “ An item with the same key has already been added” when clicking on a visit that has a
wound that has been marked in error from more than one device.
Currently, vital sign parameters can be duplicated if patients are not removed from one laptop before setting
up a new laptop for a user. This causes an error when attempting to add diagnosis codes, loading the
parameters in the care plan, and disables the ability to make a referral diagnosis active. Some users were
also unable to close their visit due to the error(s).
With this release, users will no longer receive the error message.
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Assessment – Clinical Management
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WL 112609 - Prevent error “ An item with the same key has already been added” when clicking on a visit that has a
wound that has been marked in error from more than one device.
If there is a duplication of information, a Duplicates
indicator flag will display. Hovering over the
indicator will provide the following message, “There
are duplicate data associated with this item. Please
review the item and its contents for accuracy before
continuing”.
Once the user has reviewed and corrected the
answer, the indicator flag will no longer display and
the response will be visible to users viewing the
assessment on the server or laptop.
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Assessment – Clinical Management
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DOCUMENT VERSION HISTORY
WL 112609 - Prevent error “ An item with the same key has already been added” when clicking on a visit that has a
wound that has been marked in error from more than one device.
The Duplicate fix will apply to Assessment Details,
Groups Marked in Errors and Parameter Goals.
For amended assessments, duplicate values will
remain in the amendment specific tables. When
reviewing the amendment details in the summary
listing, the duplicate values/details will be present
but no errors will occur.
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Assessment– Clinical Management
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DOCUMENT VERSION HISTORY
WL 95420 – Vital sign Parameters/goals and Therapy Goals can cause an error if they are created on two laptops and
both transferred to server. Also results in diagnosis codes not being added properly or disables the ability to make a
referral diagnosis active.
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Assessment – Clinical Management
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WL 96481 - Unable to get into OASIS assessment or other section in the Clinical Management visit due to “Error
executing child request for handler” error or “An item with the same key” error from duplicate records in the CttIst
tables
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Bill Processing
Bill Processing
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WL 37691 – System message #551 is not displaying as an error or warning in Bill Processing
Currently, when a certification is required and the date of the certification does not match the episode start
date system message #551 – The certification start date must match the episode start date is not appearing
as a warning or as an error in Bill Processing for final claims. System message 2310A/NM1 – Attending
Physician Last Name does appear, but is not descriptive of the actual issue which needs addressed.
With this release, when a certification is completed and a RAP is created, if the certification date does not
match the PPS episode begin date, system message #551 will appear in Bill Processing when a final claim is
generated.
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CAHPS – Home
Health Only
CAHPS
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DOCUMENT VERSION HISTORY
WL 111770 – Update logic for ESRD diagnosis codes in Home Health CAHPS extracts
Currently, when a patient has end stage renal disease (ESRD) as indicated by their ICD-10 diagnoses codes,
the Home Health CAHPS extract does not indicate that the patient has end stage renal disease (ESRD).
With this release, patients who have any of the following ICD-10 diagnosis codes in any position (primary,
secondary, etc.) associated with ESRD, all formats of the Home Health CAHPS extract will indication that the
patient has end state renal disease:
N18.6 – ESRD
Z91.15 – Patient’s noncompliance with renal dialysis
Z99.2 – Dependence on renal dialysis
I12.0 – Hypertensive chronic kidney disease with stage 5 chronic kidney
disease or end stage renal disease.
I13.11 – Hypertensive heart and chronic kidney disease without heart failure,
with stage 5 chronic kidney disease, or end stage renal disease.
I13.2 – Hypertensive heart and chronic kidney disease with heart failure and
with stage 5 chronic kidney disease, or end stage renal disease.
Care Plan – Clinical
Management
Care Plan – Clinical Management
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WL 112199 – Care Plan status question appears to not stay selected in Clinical Management. The system is making
an actual problem a potential problem and will not let user select Address.
Currently, the impression is given that the user is unable to select a status to the Care Plan question. The
system is making an Actual problem a Potential problem and will not let user select Address.
With this release, this issue has been resolved and users will no longer have an issue with Address
remaining selected, thus an Actual problem will not change to a Potential problem.
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Clinical
Management
Window
Clinical Management Window
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WL161473 – Prevent CM from queuing clicks after launching Financial Information
Currently, after clicking the Financial Information link in Clinical Management, clicking the same link multiple
times will produce multiple Financial Information windows to appear when the previous window is closed.
With this release, Clinical Management will only be able to accept a single click when launching the
Financial Information window .
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Doc Center
Doc Center
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WL 111892 – Doc Center Main and Editor screens need to be dynamic so that when screen is dragged to larger or
smaller size, or maximize selected, all fields maintain their placement and the columns in the grid grow/shrink in size
to fill screen grows/shrinks
Currently, the resizing functionality of the Doc Center main and Document Editor screens was not working
properly. These screens cannot be dragged to larger/smaller size and when maximized the screen
maximizes, but the fields do not fill the area.
With this release, the Doc Center main and Document editor screens will be able to be resized by dragging
to a larger size or by clicking the Maximize button. When maximized, the screen will be able to be resized by
dragging to a smaller size or by clicking the Minimize button. These screens will not be able to be dragged
to a smaller size than the standard display size. When resized, the fields will fill the available area on the
screen.
Evacuation Severity
Codes –
Referral Management
Evacuation Severity Codes – Referral Management
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WL 112174 – Referral Management: Include new ESC code view field.
With this release, an additional field has been added to Referral Management to indicate a patient’s
Evacuation Severity Code (ESC) during intake, if appropriate. This addition compliments the ESC
functionality previously introduced in 13.5.
The additional section is located in
the Name and Admission node:
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Goals Excluded – Clinical
Management
Goals Excluded – Clinical Management
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DOCUMENT VERSION HISTORY
WL 113167 - Allow excluded problems/goals to be viewed on the Print view of Discharge Summary in Clinical
Management.
Currently, some users experienced when viewing the Discharge Summary in Print View, the Goals Excluded
were printing as Goal Not Achieved.
With this release, the on-screen view of the Discharge Summary will reflect the same information when on
Print View.
This applies to Discharge, Non-visit Discharge, Transfer and Non-visit Transfer visit types.
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Grouper – Clinical
Management
Grouper
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WL 114532 – Implement OASIS C1 Fall Beta Grouper v5216
With this release, an interim Grouper is available which will be valid through 01/01/2017
Customers also need the ICD Fall 2016 update to ensure accurate scoring. The ICD update should be loaded
prior to or alongside 13.5.1.
Guidelines – Clinical
Explorer (HH/HS)
Guidelines & Goals
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Guidelines & Goals – Clinical Explorer
The worklist items below are in relation to the Guidelines in Clinical Explorer and applicable to both
homecare and hospice.
WL 103106 – Prevent users from navigating away
from guidelines without saving or canceling changes.
WL 113853 - The system is creating duplicates of
Outcomes (in a Guideline) when they are edited in CE
– causing duplicates to show on the 485/POC.
WL 109023 – Allow for a specific editable type of Goal
to correctly be selected and show in the Plan of Care.
WL 84533 – Pull identical Long Term Goals to locator
22 in Certifications; even though they are contained in
separate Guidelines.
Choose a worklist from the menu above. After reviewing the worklist select Return to
Guidelines WL items button at the bottom of the screen to return to this menu.
Select the Hospice or Home Health tab to return to the main menu.
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WL 103106 – Prevent users from navigating away from guidelines without saving or canceling changes.
Currently, in Clinical Explorer, users are able to navigate away from the editing a Guideline without having to
select Ok or Apply. This is causing orphaned records, not saving the information and users are having
difficulty removing patients from the laptop.
With this release, when the user attempts to select another area other than Ok or Apply, a prompt will
display for the user to choose (Yes or No) to saving changes. If no changes were made to the guideline, the
prompt will not display.
Continue to next Guidelines WL
Return to Guidelines WL menu
Guidelines & Goals– Clinical Explorer
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WL 113853 - The system is creating duplicates of Outcomes (in a Guideline) when they are edited in CE – causing
duplicates to show on the 485/POC.
Currently, if an agency has built their guidelines (for use in Clinical Explorer) and indicated that the
outcomes are to flow to Locator 22, when editing the outcomes the system is creating duplicates, but with
the different edits. Those duplicates are then going to Locator 22 on the 485. Also there are times the
unedited version will flow to the 485 even after the edited ones outcomes have been selected.
With this release, when an Outcome has been edited, only the most recent version of the Outcome will pull
to the Plan of Care.
Any unedited Outcome will flow to the Plan of Care, as it currently does.
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WL 109023 – Allow for a specific editable type of Goal to correctly be selected and show in the Plan of Care.
Currently, some agencies have been unable to select the appropriate intervention that may have had
multiple edits, resulting in an incorrect intervention displaying in Locator 22 of the Certification.
With this release, the goals included in the Select for this Certification will populate to Locator 22 of the
Certification, as appropriate.
This worklist is related to WL 107214 as well.
Click here
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Guidelines & Goals – Clinical Explorer
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WL 84533 – Add a Target date to the goals grids in certifications so users can verify that the item being pulled has
the target date they want.
With this release, a Target Date field has been added to the far right of the selection grid. If a target date is indicated,
the date will also display in Locator 22.
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Guidelines – Home
Health Only
Guidelines – Clinical Explorer Home Health
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WL 107214 – Goals that are the not selected are flowing to the Home Health Certification.
Currently, there have been a few instances when creating a Home Health Certification, all goals that are
displayed in the Plans for this Admission list populate to Locator 22 of the Certification, rather than
populating only those added to the Select for this Certification list.
This issue has been resolved with this release. Only those goals added to the Select for this Certification
list will populate to Locator 22.
This worklist is related to WL 109023 as well.
Click here
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Homepages
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WL 159417 – NOMNC badge not showing
Currently, the NOMNC badge would not display when a form was due.
With this release, the NOMNC badge will show.
Hospice Pharmacy
Import
Hospice Pharmacy Import
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Worklist 114189 - Dual Code for WL 114182: Pharmacy Import will get a RTE and stop processing when Compound
drugs' name is less than 125 characters in length.
This was released as a hotfix and is dual coded into 13.5.1.
For more detail on this hotfix, refer to the PharmImportUtilityUpdate_Jul2016 documents in
InfoCenter > Downloads.
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ICD-10
ICD-10
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WL 110660 – Allow the system to display more of the ICD-10 code description on a certification when viewing the
document in the Certification screen, as well as on the printed copy.
Currently, when viewing or printing the certification, some ICD-10 diagnosis codes do not display
completely.
With this release, the full description of each diagnosis will be present when:
Viewing the certification on the screen, by hovering over Locator 13.
Viewing the screen preview, when the form type is Continuous.
On the printed certification, when printing in Continuous form.
Interventions –
HH Only
Interventions – Clinical Management Home Health
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WL 98716 – Prevent the end-of-life care additional text from appearing on the Teach and instruct
recognition/acceptance intervention under Urinary function -> Abnormal amount of urine -> Teach and Instruct
Recognition/Acceptance in Clinical Management..
Currently, when adding interventions under Urinary Function, the end-of-life references are flowing to the
care plan. In some cases, this has also occurred when adding the intervention under Circulation.
With this release, users will not experience issues with end-of-life references flowing to the care plan for
non-hospice patients.
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Med Profile - CE
Medication Profile – Clinical Explorer
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WL 114079 – Ensure that Locator 10 reflects the proper status (N or C) of a converted medication based on whether it
has been on certification previously or not.
After converting to the new Clinical Explorer medication profile (v13.5), some users found that medications
were showing N (for new) on the certification when they should not have.
With this release, converted medications will display in Locator 10 on the certification as appropriate.
N (for new) will be shown next to the converted medication if the medication was not on a previous certification.
C (for changed) will be shown next to the converted medication if the medication was on a previous certification and
there are changes in dosage.
NO indicator will be shown next to the converted medication if the medication was on a previous certification and there
are no changes.
Continue to next Medication Profile WL
Medication Profile – Clinical Explorer
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WL 114177 – Allow the Additional Instructions text to flow to the Certification from the new Medication Profile.
With the new medication profile release, in 13.5, the Additional Instructions text related to a medication was
not flowing to the Certification.
With this release, text entered in the Additional Instructions field will flow to the Certification as appropriate.
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Overpayment
Message
Overpayment Message
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WL 80821 – Display the overpayment amount when lowering the severity level for payment verification message 855 'No effective org found for overpayment transaction'.
Currently, the severity level for verification message 855 - No effective org found for overpayment
transaction can be lowered from fatal to warning. With the severity lowered, when an organization cannot be
found for overpayment transactions the message to correct the issue does not appear. Because
overpayments not associated to an organization do not show anywhere in the application, without the
warning there is not a way to add an organization for the overpayment.
With this release, no matter the setting (fatal or warning) for the verification message 855 - No effective org
found for overpayment transaction will appear providing an avenue to add an organization to those
overpayments without an organization.
Message will read: Date Range may not be more than 12 Months.
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Pharmacy Import
Utility Update
Pharmacy Import Utility Update
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WL 114189 - Dual Code for WL 114182: Pharmacy Import will get a RTE and stop processing when Compound drugs'
name is less than 125 characters in length.
This was released as a hotfix and is dual coded into 13.5.1.
For more detail on this hotfix, refer to the PharmImportUtilityUpdate_Jul2016 documents in
InfoCenter > Downloads.
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Pre-Claim Review
Pre-Claim Review – Home Health
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DOCUMENT VERSION HISTORY
Pre-Claim Review
These worklists were released separately and are dual coded into 13.5.1
WL 33582- Need the ability to have multiple auth numbers for the same plan show
WL 113873 - Create a SysCfg to Enable Pre-Claim Review Functionality.
WL 113876 - Create a new tab in Prior Authorizations for Pre-Claim Review Tracking Numbers
WL 113877 - Create new system messages in Bill Processing to fail the PPS final claim when the approved tracking number is
missing
WL 113878 - Prevent a PPS final claim from passing without an approved tracking number
WL 113879 - Create a report to list the Pre-Claim Review status
WL 113881 - Allow Pre-Claim Review required status to be set in Insurance Payors
WL 113981 - Create a Security Object for the Pre-Claim Review Report
WL 114383 - Add UTN number to Pre Claim Review Report
WL 114384 - Pre-Claim Review Report is formatting Patient ID with a comma
For more details on this release, refer to the PreClaimReview_Jul2016 documents on
InfoCenter > Downloads.
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Pre-Claim Review – Home Health
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DOCUMENT VERSION HISTORY
WL 114186 - Create a Script to set the SysCfg to Enable or Disabled Pre-Claim Review Functionality.
With this release, a custom script has been created that can turn on and off the Pre-Claim Review system
configuration (WL 113873). When the System Configuration value is set to ‘n’ or ‘N’, the report will not show
on the menu.
PreClaimReviewToggle.sql
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Process Payments
Process Payments
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WL 77452 – Process Payments: Select a check in Enter Checks screen and receive RTE 6 Overflow
Currently, a RTE 6 Overflow error displays on the Enter Checks and Remittances screen in Process
Payments when a check is selected. This occurs when a large date Range Filter is used and a check at the
end of the list is selected.
With this release, the date Range Filter has been changed so that the span of dates cannot exceed any 12
months. If the date range is greater than 12 months a message will appear when Refresh is clicked,
indicating that the date range may not be more than 12 months.
Dates more than one year in the past can be entered. The restriction to not exceed 12 months considers only
the span of the begin and thru dates, not how far in the past the dates are.
When searching for a check by check system number or check number, the date range is used along with
the check number to return checks. In order for a check to be returned, the check number entered must
exist, the check date must be within the date range filter, and fit the additional filter selections.
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Simione Financial
Monitor
Simione Financial Monitor
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DOCUMENT VERSION HISTORY
WL 112952, WL 112952 – Simione Financial Monitor incorrect Services and Patients Summary Routine Visit Counts
Currently, the Simione Financial Monitor report has incorrect Services and Patients Summary Routine Visit
Counts. In version 13.3.2 the Hospice Statistics Report was updated to report the number of days for each
routine homecare rate (routine days and routine days past 60) separately. The Simione report uses these
same values and did not get updated at the same time. As a result routine days pas 60 are not reported on
the Simione report.
With this release, the Simione Financial Monitor report has been updated to include routine days past 60 so
that the report includes all applicable visits.
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Telephony Password
Expiration
Telephony Password Expiration
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DOCUMENT VERSION HISTORY
WL 160018 – Changing Telephony passwords should use the same Expires in Days system settings
Currently, if the Telephony Password expiration was set in System Options > System Security Settings,
setting the password in Security Administration would override the System Security settings changing the
expiration from 30 days in System Security Settings to 90 days.
With this release, Telephony Password expiration will be only be able to be set in System Options > System
Security Settings.
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Time and Travel
Time and Travel
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WL 81195 – Pull the current Organization level in Time and Travel Filter for services sent to Enter Services.
Currently, when a patient has more than one admission level attached to their admission and Time and
Travel is opened to add a new service, both Time and Travel and Enter services would report the oldest end
dated organization level rather than the current organization level for the time on the visit. This resulted in
billing and reporting being inaccurate.
With this release, when a Time and Travel is opened it will pull the current organization level for the patient.
The current organization will flow to Enter Services, billing, and reporting.
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Visit Notes – Clinical
Management
Visit Notes – Clinical Management
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WL 111056 – Clinical Management Visit Notes display the scheduled service instead of the actual service.
Currently, the Visit Notes section in Clinical Management is displaying the scheduled service rather than the
actual service.
The issue is not seen in Interactive Scheduler or Enter Services, these areas reflect the accurate
information.
With this release, the Visit Notes will display the accurate actual service performed.
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<WL Title>
<Title>
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Insurance Payor/Plans
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DOCUMENT VERSION HISTORY
If your State requires, check the Required
Skilled Services box.
If the Required Skilled Services is disabled
on the Face-to-Face document only the
Other check box will be available for
selection. All other disciplines will grayed
out on the Face-to-Face document.
At this time, enabling the Require Skilled Services checkbox does not enable the skilled services.
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