HH Clin Sup Checklist Items

CRT - Write New Order from Back Office (Hospital Hold) - Review and Approve New Order

- Can be plotted on calendar, TIF is non billable. - Nurse can also change from unexpected event screen. If found out they went into the hospital and now back you can do a ROC and office will do a TIF. - Show new order because don't have a visit on the schedule. - Review and Approve New Order

CRT - Review/Edit/Approve Supply Requisition

- Checking for package numbers and amounts. - Also checking formulary, that is what you want to see, others cost more. It is supplies that need to be ordered.

CRT - Recert/Discharge Decision

- Generates 14 days before EOE- system setting

CRT - Follow Up on Pending OASIS Change

- Generates when the nurse has not approved the change. Have to follow up and add a note to indicate that.

CRT - Completing Discharge/Death Visit from Back Office

- If nurse needs to do it themselves can schedule an RN66. By changing an SN11 or right click and add visit. RN66 is non billable. - Write visit note to do DC.

CRT - Review Discharge Assessment Data

- Just like TIF but with a discharge.

CRT - Review ROC Evaluation Documentation

- Looks very similar to SOC visit note. Verbal ROC order for diagnosis. - ****OBTAIN additional auth if commercial- will not see R/E/A until this.

CRT - Write New Order from Back Office (Discharge) - Review Discharge Order

- Patient DC from agency met all goals before EOE - RN18 from agency, RN19 from discipline. - RN66 no visit - Review Discharge Order

CRT - Write New Order from Back Office (PVO) - Review/Edit/Approve New Orders

- Patient needs an enema due to constipation. Going to give patient Colace oral (1 cap full 50mg, take after meal, PRN) and an enema saline fleet (supply) . Nurse to go out to ensure enema is used properly. ***Show what Review and Approve New Order looks like in workflow. Approve order. Edit frequency for PRN!

CRT - Write New Order from Back Office (Schedule ROC Order) RN15 - Review and Approve Order for ROC Visit

- Plot RN15 unless within 5 days EOE then plot RN05 ROC/Recert - Don't send to physician because it will create a new 485 to be signed, which will include ROC visit. - Review and Approve Order for ROC Visit- Double check spelling, frequency, and don't send to dr.

CRT - Review/Edit/Approve F2F Encounter

- Purpose: Validate F2F document if it was done on paper; if it has not yet been done, review and approve the F2F document that will be sent to the doctor.

CRT - Review Discipline-Only Discharge

- Run episode summary report to see amount of goals we met. - Can view visit notes. - Also clinician needs to write an order to delete the rest of the calendar. Will include discharge summary coordination note if didn't have visit with patient.

CRT - Review/Edit/Approve ROC Order

- Update frequency and double check calendar for RN02, sup visits, prns, HH11s and evals. - Put ROC on hold so evals can go out and do their visits.

PEP (Partial Episode Payment):

<30 days

Other Reports: Therapy Reassessment Report

Based on current plotted visits, calculated due date of next reassessment visit Point out legend at the end and the closest visit to the reassessment

Admin Tasks: Review Worker Productivity Report

Can run for the previous month or for the week Ask if they already use productivity points There will be extra columns for NVA between Total Visit points and Total Points

Other Reports: Client Census

Census reflects the current day count only. Set Episode status to everything by "Pending Admit" - only want to see pt's actually on service with us Discharged patients show on day of discharge, fall off census the next day

Other Reports: F2F Encounter Tracking Report

Filter for Incomplete F2F's and completed ones with invalid dates - these need follow up Filter using the due date calendar and then choosing the ones that are coming in the next couple weeks OR use the days due in and choose 1- 7 to see next week, or 8-14 for 2 weeks, etc

Main things to look at in REVIEW EVAL DOCS (also for the bypass tool) ? This gives you the snapshot of who this patient is, what do they need from us, why are they on service.

First thing to do is to view/print 485. - since they are used to looking at this o Look at diagnoses, orders/goals, medications. • Clinical comment intake note - need to double check everything on here is on the 485 (medications, evals, doctors requests) • Calendar • Aide Care Plan • Intervention/goals • Problem statements

RAP: Request for Anticipated Payment

Happens at the beginning of the episode, this is how much we think we are going to take care of this patient. - you will get 60% up front, and the 40% at the end of episode. IF everything happens to according to what you thought would happen ------ recert raps: 50/50 1) Lock Soc/ Oasis 2) Send 485

CRT - Review/Edit/Approve Aide Care Plan

If a nurse made this change in a visit and you will get this task. Won't see this task if we do it. They might call in and have us do it because they forgot to do it in the subsequent visit. The only place you can make that change. Always checking for bathing or it cannot be billable. **If add a new care plan need to click and add frequency. - "Replace care plan and combine to pending" replace any changes made to the pending care plan. If hit approve it will only approve the middle section, pending.

CRT - Edit/Lock Oasis

Make sure to update the M2200 Question before we edit/lock oasis

CRT - Review/Edit/Approve Add-on Order

Make sure you do not send to physician and merge to 485.

Admin Tasks: Review Agent Visit Time Report

Making sure clinicians are getting bulk of doc done in the home and other visit stats Typically run weekly, can filter by team Aim for 80% or visits and 80% of documentation to be completed in the home. Look at average times

CRT - Transfer Event (RN44) - Review Assessment Data (TIF) - Edit/Lock Oasis (TIF)

Purpose is to collect OASIS data, delete patient calendar, and put episode status on HOLD. It can be done in the office or the field.

Other Reports: Admissions Report

Run weekly, will show all new admits

CRT - Review Evaluation Documentation

The first task you get once the SOC has been completed. Do main three items: calendar, problem statements, aide care plan

CRT - Approve Addition of Unlisted Items

This generates when there is an unlisted item in the SOC. You have to go in and add the item or approve it if it has already not been saved into the system.

CRT - Review/Approve Referral After Payor Verification

This is the initial look of the patient. By reading over the referral you can get an idea of the care we should be providing for this patient.

CRT - Review Wound Score Deviation

This occurs when there has been a 4 point change, good or bad. Could be that 2 different nurses have different opinions of what 25% or 50%. So add a note that you reviewed it and contacted the nurses about the wound.

M&E - Management and Evaluation Report

This report is based off of OASIS questions answered and determines the need for management and evaluation.

CRT - Follow-Up on Pending Admission

This task generates if the SOC has not been completed in the allotted time (usually 8 hours or 24 hours). It provides the status of the visit. If it is "late" there needs to be concern. If it is "incomplete" the clinician may be finishing up documentation. You have the ability to add a coordination note to notify that you have reached out to the field staff and give a current update on where the visit stands. **Does not fall off workflow until SOC has been completed.

CRT - Review PRN Visit Documentation

Visit Note and coordination notes. Looking for the reason we used this PRN visit. Does it accurately represent what is on the 485. In PRN would have lead in questions in physical assessment "was this assessed?" in SN visit you have to do the complete physical assessment? This is an agency choice.

CRT - Review and Approve Non-Admit

You have to decide if the employee will be paid for that time or not and if mileage is reimbursed. You don't necessarily have to pay them for a SOC visit; you can do a subsequent visit. A reason might be, the clinician was in the home for 30 minutes before they realized that this patient does not qualify for home health or decides they don't want it anymore.

Supply Requisition

a way of keeping track of what is taken from the office and keeps track of costs. Important to know if system marks it already "as delivered". System settings- supply- last tab.

M2200

how many therapy visits will be needed. Check the OASIS when therapy and nursing is merged.

Other Reports: Claims Audit Report

it won't pull up any orders that we marked "do not send to physician".

LUPA- Low Utilization Payment Adjustment

less than 5 visits performed. This drops our rap and it hurts because we got 60% of the money and now we owe what we did not perform. When edit/lock oasis and process 485 is done the bill rap occurs.

Other Reports: OASIS Summary report

point calculation to see any need for therapies, PT, OT, ST. Helps to show auditor why a patient would need that therapy.

Claim Codes

used when most of the visit time was used for just O/A. changing the "G" code.

Why do we hold POC?

• To merge add ons • Need more time to review the 485 • Able to schedule out visits for the 1st week • Completely foreign so you need to hone in on this.