The Document Exclusion Editor screen includes the following components:
As part of the Care Planning feature in Enterprise Edition, the Document Exclusion area provides agencies with the ability to control which documents are available for users. This allows agencies to eliminate unnecessary documents from being included in the document list. For instance, if there are no patients that require occupational therapy then you can choose to exclude OT documents from the list of available documents.
Documents that are enabled from the Document Exclusion Editor screen will display in the Select a Document drop-down menu for the corresponding office (in Patients | Documents). Only users with access to Reference Files will be able to setup a document list.
Each agency is able to customize the list of documents that are available for users in the Select a Document menu (in Patients | Documents), including the new OASIS documents. Refer to the "Using Enhanced Documents" topic for more information on these enhanced documents.
Follow the process below to establish a document list using the Document Exclusion Editor :
1. Proceed to Reference Files and then select Document Exclusion.
2. In the Agency & Version section, select the desired line of business or individual office that you want to setup. To setup a document list for all offices in your agency, select the top-level option.
3. Select the desired line of business or individual office that you want to set up. The options available will depend on how the agency database is set up (i.e. Number of offices, if both homecare and hospice offices are present). To set up a document list for all offices in your agency, select the top-level option.
4. If any of the offices included in the selection are from the Homecare line of business, users must also use the OASIS Version field to select the version of documents. A comprehensive list of available documents will display based on the OASIS Version you selected.
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Options in this field coincide with the Create Document field (in Patients | Documents). The document list you setup will apply to the specific OASIS version you choose (for the selected office or line of business). By default, "2+" is selected in Patients | Documents (as seen in the image to the right). |
5. Using the list that displays in the Documents section, review the options and create a document list for the office(s) you selected by excluding any unnecessary documents. To exclude a document from the list, check the box in the Excluded column next to the document name. Check the corresponding boxes for all documents you do not want to include.
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As seen in the sample image, excluded documents are highlighted in red. When a document is excluded, the corresponding date and user (who excluded the document) will display in the Last Modified Details column. |
6. Ensure boxes are unchecked for all documents you want to include. Refer to the "Enhanced Documents" for a complete listing of all documents that are compatible with CAREpliance functionality.
7. Save the changes by scrolling to the bottom of the screen and clicking Save or by using the prompt that displays when changes are made in the Document Exclusion Editor.
