Enterprise Edition 14.17 Release Notes

October 21, 2014

Below are the latest updates to Enterprise Edition.

NOTE:

Release Notes will now contain icons to denote items that you should pay close attention to. These items may need an adjustment to your work flow and processes or set up to function as designed, or to meet regulatory changes and mandates.

firstHOMECARE & firstHOSPICE

Maintenance

• Changes have been made to Clinical Documents to resolve problems when page 3 of the Nurse Visit Note dropdown selection next to Weight contained a value, but there was no weight in the textbox field.
• Changes have been made to Clinical Documents to remove Hospice Nurse Visit Note from displaying multiple times on the T page of documents.
• Changes have been made to Reports | Accounting (Unlocked) to allow system generated checks to match the behavior already present in the Payment/Adjustments report.
• Changes have been made to Alerts to enable alerts generated by non-OASIS documents that have been revised to auto-resolve.

Enhancements

• Changes have been made to Master Files | Payors/Plans | Billing Formats to add a new checkbox Include Details. The checkbox will be available when the Form Type drop down selection is Patient Invoice or Payor Invoice. By default the box will remain unchecked. When unchecked no additional details will be included on the Payor/Patient invoices. Invoices will print with the same information currently displayed.  Additional details that will display when  checkbox is checked include the following:
• • Policy #
  • Agency License #
  • Agency Tax ID #
  • Start and End Date/Time Range (per visit)
  • Caregiver Name (if applicable)

 Setup Needed - To turn on the new checkbox:

1.    From the main menu click Master Files then select Payor/Plan.

2.    Click the Billing Formats tab.

3.    Click the Include Details box. A check mark will appear in the box.

firstHOMECARE

Enhancements

• Changes have been made to Billing to allow batches created for Medicare A payors to include a Unit value of “1” for the 0023 line item on the UB04 claim for RAPs and Final claims.
• Changes have been made to Master Files | Payor/Plan | Plans to add a new checkbox Set HIPPS Units to 0. The check box will only be visible if the selected plan’s payment source is not Medicare A and is by default not checked. The checkbox will only be enabled if either the Episodic or Include HIPPS information for Non-Episodic MA plans checkbox is checked.  When claims are generated and the checkbox is not checked, the UB04 0023 line item Unit Quantity will be set to “1”. When claims are generated and the checkbox is checked, the UB04 0023 line item Unit Quantity will be “0”. Existing batches on the Work With Batches tab will need to be refreshed to see the above noted changes.

  Setup Needed -  To turn on this box to set HIPPS Units to 0:

1.    From the main menu click Master Files then select Payor/Plan.

2.    Click the Set HIPPS Units to 0 box. A check mark will appear in the box.

• Changes have been made to Alerts to add the following new Alerts:
• • 266 - A therapy reassessment is not scheduled for the 11th - 13th covered therapy visits for a rural single discipline therapy patient. This alert will be triggered anytime a therapy reassessment is not scheduled for the 11th – 13th covered therapy visit for a rural single discipline therapy patient. The discipline of the reassessment must match the discipline of the visit. The qualified employee rule must be met before a visit can be considered a reassessment. To be a covered visit, the visit must meet the 30 day reassessment rule as well as have an appropriate employee. Alert 266 will default to OFF.
  • 268 - A therapy reassessment is not scheduled for all disciplines for the 11th - 13th covered therapy visits for a multi-discipline therapy patient. This alert will be triggered anytime a therapy reassessment is not scheduled for all disciplines for the 11th – 13th covered therapy visits for a multi-discipline therapy patient. The discipline of the reassessment must match the discipline of the visit.  The qualified employee rule must be met before a visit can be considered a reassessment. To be a covered visit, the visit must meet the 30 day reassessment rule as well have an appropriate employee. Alert 268 will default to OFF. 
  • 267 - A therapy reassessment is not scheduled for the 17th - 19th covered therapy visits for a rural single discipline therapy patient. This alert will be triggered anytime a therapy reassessment is not scheduled for the 17th – 19th covered therapy visit for a rural single discipline therapy patient. The discipline of the reassessment must match the discipline of the visit. The qualified employee rule must be met before a visit can be considered a reassessment. To be a covered visit, the visit must meet the 30 day reassessment rule as well have an appropriate employee. Alert 267 will default to OFF. 
  • 269 - A therapy reassessment is not scheduled for all disciplines for the 17th - 19th covered therapy visits for a multi-discipline therapy patient. This alert will be triggered anytime a therapy reassessment is not scheduled for all disciplines for the 17th – 19th covered therapy visits for a multi-discipline therapy patient. The discipline of the reassessment must match the discipline of the visit.  The qualified employee rule must be met before a visit can be considered a reassessment. To be a covered visit, the visit must meet the 30 day reassessment rule as well have an appropriate employee. Alert 269 will default to OFF.
  • 264 - A therapy reassessment is not scheduled for the 13th covered therapy visit for a non-rural single discipline therapy patient. This alert will be triggered any time a therapy reassessment is not scheduled for the 13th covered therapy visit for a non-rural single discipline therapy patient. The discipline of the reassessment must match the discipline of the visit. The qualified employee rule must be met before a visit can be considered a reassessment. To be a covered visit, the visit must meet the 30 day reassessment rule as well have an appropriate employee. Alert 264 will default to OFF.
  • 265 - A therapy reassessment is not scheduled for the 19th covered therapy visits for a non-rural single discipline therapy patient. This alert will be triggered any time a therapy reassessment is not scheduled for the 19th covered therapy visit for a non-rural single discipline therapy patient. The discipline of the reassessment must match the discipline of the visit.  The qualified employee rule must be met before a visit can be considered a reassessment. To be a covered visit, the visit must meet the 30 day reassessment rule as well have an appropriate employee. Alert 265 will default to OFF.

  Setup Needed  -  The default for the additional alerts is set to Off.  To turn on the new alerts:

1.    From the main menu click Master Files then select Alerts.

2.    Navigate to the Therapy Reassessement Subcategory by clicking through the page numbers at the bottom of the grid.

3.    Click the Active box next to the desired alerts to be turned On. A check mark will appear in the Active box.

• Changes have been made to Clinical Documents to add the ability for versioning to the OT Daily Progress Note.

• Changes have been made to Reports | Payments/Adjustments and Payment/Adjustments Summary Report (both Locked and Unlocked) to add a new column Unapplied. The ability to collect this data will be added in a future release. Currently the column will display no value.

firstHOSPICE

Maintenance

• Changes have been made to Clinical Documents to enable the Hospice HHA CarePlan B latest revision to flow to Hospice Aide Note B.
• Changes have been made to Billing to the billing error (PHYSOORHOS) The physician signature date is outside the accepted range to allow an acceptable range which includes a Physician Signature Date entered inside the Face to Face Physician document up to two days after the Start date for periods with radio selection 60… and if the Start date of the period is equal to the Admission date on the Admission tab. If the document is for a period with radio selection 60… and the Start date of the period is not equal to the Admission date found on the Admission tab, the billing error will trigger if the Physician Signature Date entered inside the document is later than the Start date of the selected period. 
• Changes have been made to Billing to the billing error (F2FENCIHOS)The F2F date is outside the accepted range, to allow an acceptable range which includes a Face to Face date entered inside the Face to Face Physician document up to two days after the Start date for periods with radio selection 60… and if the Start date of the period is equal to the Admission date on the Admission tab. If the document is for a period with radio selection 60... and the Start date of the period is not equal to the Admission date found on the Admission tab, the billing error will trigger if the Face  to Face date entered inside the document is later than the Start date of the selected period.
• Changes have been made to Billing to the billing error F2FOORHOS to allow an acceptable  range which includes a Face to Face date entered on the Election Period tab up to two days after the start date for periods with radio selection 60... and the Start date of the period is equal to the Admission date on the Admission tab. If a period with radio selection 60.. is included in the batch and the Start date of the period is not equal to the Admission date found on the Admission tab, the billing error will trigger if the Face to Face date entered is later than the Start date on the Election Period tab.
• Changes have been made to Accounts | Payments | Post Payments to prevent users from deleting payments or adjustments which were backed out as a result of clicking ReBill or Replace Bill for the A/R entry from within Accounts | Account Summary | Adjustments. Deletion is prevented for both the original logged entries and the entries representing the reversal, as well as transactions when the claim is manually rebilled.
• Changes have been made to Clinical Documents to page 17 of the Nurse Visit Note to filtering out prior revisions and deleted documents.  Page 17 will now show only the latest version of the document.
• Changes have been made to Billing to enable all F2F billing errors which were triggered as a result of data inside the Face to Face Physician Encounter document to look at the latest revision of the document. Affected billing errors include:
• •  F2FNODOCHS
  •  F2FHOSDATE
  •  F2FOORHOS
  •  F2FNOSIGHS
  •  PHYSOORHOS
  •  F2FENCMHOS
  •  F2FENCIHOS

Enhancements

• Changes have been made to Billing to enable billing errors with the following IDs:

o   IPOCPO - There are Initial Plan of Care/Physicians Orders not signed by a physician and/or medical director.

o   IPOCPOV6A - There are Initial Plan of Care/Physicians Orders not signed by an Attending Physician.

o   IPOCPOV6H - There are Initial Plan of Care/Physicians Orders not signed by a Hospice Physician.

o   RPOCPO - There are Recert Plan of Care/Physicians Orders not signed by either an Attending or Hospic Physician.

The billing errors will trigger when creating a billing batch or refreshing a batch from the Work With Batches tab if the Stmnt From and Stmnt Thru dates occur within the election period selected inside the documents. Previously, these errors were only triggered if the start date of the election period or the end date of the election period occurred within the Stmnt From and Stmnt Thru dates of the claim.

• Changes have been made to Reports | Accounting | Payments/Adjustments and Payment/Adjustments Summary Report (both Locked and Unlocked) to add a new column Unapplied. When ReBill or Replace Bill is clicked in Account Summary and Payments have been applied to the claim, the reversed payment amounts (this excludes the adjustments) will appear as a new line item on the reports.

On the report the Unapplied entry will display with a Tran/Type value as ADJ. When running the Unlocked version of the report, if the claim has been manually re-batched and posted, the Unapplied Cash entry will cease to display on the reports. For the Locked versions of the report, Unapplied entries will be included if the Unapplied entry occurred within the Locked period and has not been manually re-batched and posted within that same Locked period.

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