Viewing Documentation in Productivity

Upon entering the Productivity screen in firstHOSPICE, users can review details for all existing charges associated with the patient that is currently selected.

Due to expanded functionality that has been added to several areas of Enterprise Edition, firstHOMECARE users can now use Productivity to quickly view documentation that is related to a particular charge (both before and after the billing process is completed).

The software operates around the patient that is currently selected so that patient filters are retained while navigating between screens. To display data for a different patient, the user must select a new patient.

 

Documents tab

This tab displays the Documents screen (for the selected patient) with the document highlighted that is associated with the charge, which allows you to quickly review information in the Document Status section.  

  

To locate a document that is associated with a particular charge:

1.    Using the Main Menu, navigate to Accounts | Productivity.

2.    If necessary, click    to enable the patient search. Enter any search criteria you may have and click    to filter the patient list.

3.    Select a patient name from the list of search results to display any applicable charge details in Productivity. Any existing charges will display in the grid.

4.    Select the desired charge to highlight the entry. Once a charge is highlighted, the Documents tab will become enabled.

5.    Click the Documents tab to display all existing documents (for the selected patient). The document that is associated with the charge will be highlighted.

This tab contains functionality that is identical to the screen found in Patients | Documents, which includes the ability to create new documents.

6.    If desired, review document details in the Document Status section or open the document itself (within the Clinical Documents tab of Productivity) by clicking on the blue document link.

 

Clinical Document tab

This tab allows users to view documentation related to a particular charge (while in Productivity).  

  

To view a document that is associated with a particular charge:

1.    Using the Main Menu, navigate to Accounts | Productivity. .

2.    If necessary, click    to enable the patient search. Enter any search criteria you may have and click    to filter the patient list.

3.    Select a patient name from the list of search results to display their charge details in Productivity. Any existing charges will display in the grid.

4.    Select the desired charge to highlight the entry. Once a charge is highlighted, the Clinical Document tab will become enabled.

5.    Click the Clinical Document tab to display the document associated with the selected charge, beginning with the first page.  

 

For more information on how to set up or track productivity for a specific service, proceed to Productivity.

 

 

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