Release Overview Casamba News Letters and Lunch & Learns Computer Based Training (CBT) Videos Dashboard (New Widgets)...

Transcription

1 Release SMART Update July 2017

2 CONTENTS Release Overview... 6 Casamba News Letters and Lunch & Learns... 6 Computer Based Training (CBT) Videos... 6 Dashboard (New Widgets)... 7 TX Monthview TX Resident Census Correction (Optional) Corrections Alerts Bundle Payment Physican Electronic Signature Portal (Optional) Documentation Plan of Care Discharge Summary Reports Doc Print ACP Partnership Outcomes Reports Outcomes Flag (New) Measures Smart - ASHA NOMS Interface (Optional) TX Appointment Schedule Tx Location Scheduled Minutes

3 Therapist List Display Therapist Schedule Display Cloning Split treatments (Optional) Therapist Notes and Comments Clone Comments Daily (Optional) Patient Information Tool Tip Mouseover Additional Tool Tip Patient Information (Optional) Refresh From Planner Update Planner Minutes From Appointment Schedule (Optional) Simultaneous Scheduling (Optional) Therapists View Print Schedules Corrections Planner COT / EOT-R and Last Updated Displays on Planner Screen Concurrent and Group Reductions by Payor Type (Optional) Prevent Lock ARD If RUG Entry Does Not Match Calculated (Optional) Prevent Lock ARD with COT OMRA (Optional) Modifying Scheduled Minutes From Planner (Optional) Corrections OP Appointments Facility / Patient Scheduler Appeals Outpatient Facilities > Therapy Component (Optional) Appeals Console > Display Payor & Stage New Permissions Attachments Only (Optional) Details Stage Only (Optional)

4 Facility > Maintenance Exclude Facilities For Dashboards Physician Home Health Home Health Reports Home Health Billing Home Health Dashboard Widgets Facility > Tables CPT Notes Set IDs Doc Customer Lookup Sets Functional Deficits Program History DC Destination EOC Destination Combos> Library Hints Facility Distance (Optional) DTX Reasons System > User Licensures Countersign Required User Screen Permissions (Optional) Comment Tab Login ID Billing > TX Billing Batch Print Invoice Delete Prebills (Optional)

5 Comparison Billing Prebill Errors and Weekly Close (Optional) Receive Payment Home Health HHV Contract > Addition Of Hourly Rates Home Health Invoice Reports New Reports Corrections

6 RELEASE OVERVIEW Immediate Updates and Changes: This release contains the following system changes: Bundled Payment screen changes, sharing physicians across disciplines, an option to print change logs in Doc Print and Print Chart, alphabetical order printing in Doc Print, and Timecard Impersonate reasons (library now available). Key Optional Items to Consider: These items are optional features and functionalities to add your Smart system: Coming Soon: esignature Online Physician Electronic Signature Portal our new secure portal for the efficient collection and tracking of documents requiring a physician signature. Outcome Reports determine which Functional Deficits you would like to include in your reports. ARD Analysis allows Directors to immediately know when a patient is off track. Other Optional Items: ACP daily notes, programs and functional deficits, Smart - ASHA NOMS Integration, ability to exclude facilities from the Dashboards, and the ability to require countersigning of clinical documents at the clinician level. Our Smart Suite allows you to scan documents such as insurance cards, signed Plans of Care, or HEPs, with an ipad for immediate upload to Smart. Also available soon: an ipad accessible version of the Planner. Retiring Feature: The TX > Scheduler will be retired as of October 18 th, 2017 and access for all organizations will be disconnected. This feature will be replaced with the TX > Appointment Schedule. CASAMBA NEWS LETTERS AND LUNCH & LEARNS If your company VP are not receiving the Monthly Casamba Newsletter and Lunch & Learn invitations please check junk folders or verify the addresses below are whitelisted. In order to ensure you receive updates from Casamba be sure your IT has whitelisted the following s: news@casamba.net, supportupdate@casamba.net and updates@casamba.net To learn how to whitelist, select this link: COMPUTER BASED TRAINING (CBT) VIDEOS Casamba is pleased to announce new CBT videos. As a reminder, to view the videos from your computer, Adobe flash player is required. The videos can also be viewed on an ipad using headphones for audio. Permissions are granted based upon User Group roles via the CBT Permissions table found in Facility > Tables > CBT Permissions. Corporate Rates user groups will automatically have permission as part of this update. New CBT Videos/Series: 6

7 DAL Linked Documentation Desktop Month View: Time Card Entry Dashboard (Desktop) NOMs Home Health Portal series for Home Health Agency Home Health Portal series for Therapy Providers Planner Desktop Series Invoice Process Desktop Series Mobile FAQs for Time Card and Treatment Corrections Physician Portal Series DASHBOARD (NEW WIDGETS) The new widgets will be available in Home Screen Maintenance once your server is deployed. Your organization is the architect for activating, designing & assigning dashboards and widgets. If you wish to activate and assign to existing page, navigate to System > Home screen Maintenance > Select Pages, then Open > Add Widgets. Refer to the Dashboard Manual for creating new pages. ARD ANALYSIS A new widget is available which displays when planned minutes + actual minutes are not on track to achieve the projected planned RUG category that has been previously saved on Set ARD. Only patients who are NOT on track to achieve the selected RUG category will display on the widget. This will allow directors to proactively adjust planned minutes or planned RUG categories accordingly. Please see example below. 7

8 In this example the patient has a RUG category assigned as Ultra High and the calculated RUG is a Very High. SMART will display the patient s ARD information in the ARD Analysis Widget to indicate there is a discrepancy between the billed RUG and the calculated RUG. If the assigned RUG is changed to match the calculated RUG the ARD Analysis Widget will no longer display the patient s ARD information because there is no longer a discrepancy between the identified and the calculated RUG categories. CHART AUDIT WIDGETS The following four new widgets are available: Detail, Roster, Summary and Summary by Review Level. Each widget serves as a tool to manage the Chart Audits, including identifying charts to be audited (Roster) as well as the results of the audits. CHART AUDIT DETAIL This widget displays audits where Audit Date is within today back 29 days (total of 30 days) for the logged in facility. Audits are completed from the Documentation/POC. Review Level: Patient: Discipline: Evaluating Clinician: Lead TX Clinician: Completed: Incomplete: Score: Audit Date: Days Open: Display each review level assigned for audits that qualify to display Display patient last name, first name PT, OT or ST from audit Display evaluating clinician; clinician billing the evaluation Display lead treating clinician; clinician billing the most minutes Display Y if complete; blank if not complete Display Y if incomplete; blank if complete Score from audit (see Chart Audit Review report last page) Display Audit Date For incomplete audits only; Current date minus Audit Date for number of days CHART AUDIT ROSTER This widget displays patients if EOC is today back 29 days (total of 30) & no chart audit has been initiated (based upon SOC associated with the EOC Date). Patient: Discipline: SOC Date: EOC Date: Evaluating Clinician: Lead TX Clinician: Display patient's last name, first name Display discipline Display SOC Date Display EOC date Display evaluating clinician; clinician billing the evaluation Display lead treating clinician; clinician billing the most minutes 8

9 CHART AUDIT SUMMARY This widget displays audits where Audit Date is within today back 89 days (total of 90 days); displays facilities for which the logged in user has permission. Location: Displays the facility Review Level: Display each audit type assigned for audits that qualify to display Audit Count: Sum of audits that qualify to display; each audit per patient + discipline = 1 Completed Count: Sum of audits completed Incomplete Count: Sum of audits started but not completed % Completed: Out of total complete and incomplete - % complete % Score: % score of total audits complete and incomplete CHART AUDIT SUMMARY BY REVIEW LEVEL This widget mirrors Chart Audit Summary widget with the addition of Review Level; displays facilities for which the logged in user has permission. Location: Displays the facility Review Level: Display each audit type assigned for audits that qualify to display Completed Count: Sum of audits completed Incomplete Count: Sum of audits started but not completed % Completed: Out of total complete and incomplete - % complete % Score: % score of total audits complete and incomplete MISSING COUNTERSIGNS FOR MY DISCIPLINE This widget displays documents missing countersigns for the logged in user s discipline and the logged in facility. Patient: Discipline: Displays the patient name Displays the discipline; limited to the logged in user s discipline 9

10 Activity Date: Document: esignature: Displays the activity date of the document missing countersign Displays the document type Displays the e-signing clinician name MISSING COUNTERSIGNS PT-OT-ST This widget displays missing countersigns for documents for all disciplines within Documentation/POC for the logged in facility. Patient: Discipline: Activity Date: Document: esignature: Displays the patient name Displays the discipline; includes PT, OT and ST Displays the activity date of the document missing countersign Displays the document type Displays the e-signing clinician name MISSING PHYSICIAN SIGNATURES PHYSICIAN PORTAL ONLY MISSING PHYSICIAN SIGNATURES DETAIL Two new widgets are available to assist with tracking pending Physician Signatures. Patient documents display on this widget when the documents are completed (draft free) & missing physician electronic signatures via the portal. Once a document is either electronically signed by a physician or marked as signed, then the patient no longer displays. Displays patients for the logged in facility only. This data correlates with the Physician Signature Tracking Report. Patient: Name of Patient Document Type: Document type from DOCPOC (POC, UPOC, Discharge Summary, and Therapy Progress) Activity Date: Activity Date of the document Therapist: Therapist Name from the document Discipline: Discipline from the document Physician: Name of Physician on the document Days Pending Signature (Portal): Number of days pending signature 10

11 MISSING PHYSICIAN SIGNATURES SUMMARY Displays all facilities for which the logged in user has permisison. Locality: Facility (name and number) / District/Region/Division/ Company Document Type: Document Type (POC, UPOC, Discharge Summary, and Therapy Progress) Unsigned Document count: The number of documents that are completed (draft free) but not signed for the activity date within the default timeline. This counts only documents that do not display a signature date Signature over 15 days Pending: The number of documents outstanding without signature (one distinct document per discipline = 1 count) that are greater than 15 days from Submission to portal date. Count pending documents with values between days Signature over 30 days Pending: Count of documents outstanding without signature (one distinct document per discipline = 1 count) that are greater than 30 days from Submission to portal date. Count pending documents with values Higher than 30 days Complete %: Total number of physician signature eligible documents saved where activity date is within default date range. Number of signed documents/ Number of total documents for signature. MONTHLY PRODUCTIVITY CURRENT MONTH TO YESTERDAY A new widget is available to assist the rehab director to monitor the staff productivity for each day in the month. This widget is based on the Facility currently logged into. The supporting report for this widget is Monthly Productivity Detail Excel Discipline: Therapist Name: Concurrent, Fac time, Group, Res Time: Productivity %: PT, OT, ST, Other Name of therapist Minutes for concurrent, facility time, group and resident time Productivity percentage for the day 11

12 MED B PAYORS FACILITY A new widget is available for Med B payors at a Facility level only based on facility currently logged into. Displays six month trending of Medicare Part B stats including dollar amount billed (pre-bill), total number of units, and number of codes per visit for each discipline and the department total. UNKNOWN FACILITY DC DESTINATION (INTERFACE) A new widget is available to display where the interface has inserted a Facility Discharge date and the DC destination field is missing information. Staff would edit the facility admission and insert the DC Destination. This is important for discharge reporting. An alert is also available and has a retention date of 45 days. VISITS MONTH TO DATE DETAIL AND VISITS PERFORMED MONTH TO DATE SUMMARY (HOME HEALTH) Home Health widgets show visits by therapist for the time frame selected in a Detail and Summary view. Visits Month to Date Detail (dates can be filtered) Visits Performed Month to Date Summary (dates can be filtered) TX MONTHVIEW MILEAGE (OPTIONAL) A new feature has been added permitting for miles to be preloaded based on table set up. When activated the user will select in the dropdown the location they traveled FROM in order for the mileage to auto populate. If activated the mileage will be read only and can only be pulled from the table. Additional set up is required by the client in Facility > Tables > Facility Distance. See Facility Tables section for specific set up. Corporate Rates user groups will automatically receive permission with this update. 12

13 IMPERSONATE Month View Impersonate now offers library selections. When Other is selected then a free typed reason is required. These selections can be maintained in Facility > Tables > DX Reasons. If you delete the reasons from the DX Reasons table, only the free type option is available. TX RESIDENT CENSUS CORRECTION (OPTIONAL) In rare occasions a Facility Admission may need to be discharged and a new admission populated or 2 admissions may need to be merged into 1 admission. This is recommended for DOT user groups and higher. Corporate Rates user groups will automatically receive permission with this update. On the Facility admission the Correction button can be utilized to make this correction. Select the admission dates, click on the Correction button and a popup will appear. 13

14 There are 2 options. Split Admission & Merge Admission. Split Admission: Utilized when a break in facility admission is needed. EX: Facility Admission is 2/11 through Open but should be 2/11 to 2/25 and then a new facility admission date of 2/28 is needed. 1- Click on the Split admission tab. 2- Select the date to be split 3- Insert the Discharge date needed and discharge locations from the dropdown. 4- Insert the Readmission date and admitted from location from the dropdown. 5- Click Save. The admission displays as 2 separate facility admissions. If a therapy admission exists between the dates selected an error message will appear. 14

15 The staff would need to review and correct the End of Care (EOC) and evaluations dates for the resident that coincide with the dates of the admissions in order to proceed. Merge Admission: Utilized when a break is present for the facility admissions but they should be combined. EX: Facility admission is 12/19 to 1/5 and 1/8 to present. The correct admission needed is 12/19 to present. 1- Click on Merge Admission tab. 2- Select the dates that will be merged. 3- Click Merge Admissions. 4- The facility admission will now be merged into 1 admission. Corporate Rates user groups will automatically receive permission with this update. CORRECTIONS Outpatient Patient Information screen was corrected to allow a phone number to be deleted. View Files button will now display the correct number of files uploaded. ALERTS CCI Edit Alert: Mobile Only; currently the alert displays CCI Edit information due to mobile usage. CCI Edits are "Mutually Exclusive" codes. These are CPT Codes that are inherently considered components of each other and therefore not considered when unbundled. This alert will now include all payors where previously it only included Medicare Part B payors. COT Analysis Alert (New): This is very similar to the COT Review Alert; however, the system is only looking for COTs that are completed and the RUG selected in the OMRA is not an N and does not match the RUG computed. If the selected RUG on the COT is Non Rehab, this alert will not trigger. If the selected RUG on the COT matches the calculated RUG, this alert will not trigger. Once the selected and the calculated RUGs match or the selected RUG is Non rehab alert will clear. EOT Alert Corrections: This alert was modified to alert users for a potential EOTs even if the payor source changes during the lookback period where 3 consecutive days lapse with no treatment provided. EOT alert issues have been corrected so that the EOT alert will not occur if the current RUG category is a Non Rehab and if a facility DC occurs on day 3 of the third consecutive day of missed therapy. EOT alerts will function in SMART as follows: 15

16 1. EOT Alert will display after 2 consecutive days of missed treatment to proactively warn the user that treatment must occur in order to avoid submission of an EOT OMRA. 2. EOT Alert will NOT occur if a facility discharge occurs on day EOT Alert will NOT occur if the current RUG category is NR (non-rehab). 4. EOT Alert will not occur with Eval Only cases. Therapy EOC Outside of Admission (New; Interface): This alert will display any therapy EOC dates that are outside of the facility admission for last 30 days due to interface record conflicts. To correct the alert staff will review therapy and facility EOC dates and make corrections to either the facility discharge or therapy EOC dates. Unknown Facility DC Destination (New; Interface): This alert is designed to display patients where an interface record has inserted a Facility Discharge date and the DC Destination information is missing. Staff would edit the facility admission and insert the DC Destination. Retention date of 45 days. Associated widget also available. This is important for LOS and discharge reports. BUNDLE PAYMENT Bundle Payment Tab New features have been added to the bundle payment BPCI tab. The BPCI tab has been renamed to Bundle Payments. The tab will now allow users to enter in patients in different bundle programs - Episodic Payment Model (EPM) and/or Bundle Payment Care Improvement Programs (BPCI). When adding a bundle payment episode, users will be able to choose from BPCI or EPM: SNFS: Bundle episodes are added in TX Resident> Bundle Payments OP/Direct Bill sites: Bundle episodes for OP facilities are added on TX > Patient > Bundle payments tab. The bundle episode can be associated to a specific therapy event in TX > Patient > Therapy Events. If users select EPM, the following box and fields will display: 16

17 BPCI selection will display the following box and fields: Field Descriptors Drop down menu choices for the Acute Care Hospital filed and Bundle Participant field for both EPM and BPCI boxes will come from the Facility > Maintenance Tables > Referral tab: Note that the drop-down menu for the Acute Care Hospital fields on the EPM and BPCI boxes will display referrals that are marked as Acute Hospital type on the referral screen. 17

18 The Awardee/Convener field library will display the top conveners in the country (e.g. NaviHealth, Avamere, HCA, etc.). The Clinical Episode fields will display each clinical episode as defined by CMS (e.g. EPM: Comprehensive Joint Replacement; Acute Myocardial Infarction; etc. BPCI: Amputation; Stroke; etc.). The DRG fields will display the corresponding list of DRG s associated with each clinical episode. Start of Episode / Anchor Date marks the initiation of the episode. Episode end date for EPM (e.g. CJR) Smart automatically calculates 90 days from the start of episode; for BPCI Smart will calculate the episode end date plus the episode duration for example, if episode start date is 1/1/2017 and episode duration is 60 days, then the Episode end date is March 1 st, 2017 (1/1/ days). Once all the information has been entered in and saved, the bundle episode will display on top of the screen: This information will be used by SMART for future bundle payment reports and analytics. Once the bundle has been defined, it can then be associated with an admission date on the Facility Admission section of the screen: Associating Multiple Admissions to One Single Bundle Payment Episode If a new admission date falls within the start and end dates of a previously entered bundle, the Bundle Payment Episode field (as shown on the above example) will display the corresponding episode on the drop down menu selection. This will allow users to associate multiple admissions to one single bundle payment episode. Example: Patient was admitted to SNF on 6/03/2017 from acute care hospital. Patient is on BPCI program with a Clinical Episode of Amputation. Bundle Start date (anchor date) is 6/01/2017 and the bundle end date is 8/30/

19 Patient was discharged to the hospital from SNF on 6/10/2017. Patient was discharged from the hospital and re-admitted to the SNF on 6/15/2017. During the SNF facility re-admission, the Bundle Payment Episode field will display the following bundle: 06/01/2017 to 8/30/2017 Amputation so that the user can associate the new facility admission to the existing bundle episode. Bundle Payment Views TX Resident screen has been enhanced to filter bundle payments: - Bundle Payment TX caseload: Display patients in bundle payments that are active on caseload - Bundle Payments All: Display history of all bundle payment patients Bundle Payment Reports The Patient Outcomes by Functional Deficits Excel / Patient Outcomes Excel report has also been enhanced to show functional deficit reporting for bundle payment program patients. Future reports to track total cost of care; length of stay; outcomes; and readmission rates will be developed. PHYSICAN ELECTRONIC SIGNATURE PORTAL (OPTIONAL) Casamba s new physician portal will allow therapy providers, physicians and non-physician practitioners (e.g. physician assistants, nurse practitioners, etc.) to electronically exchange, review and e-sign clinical documentation that is completed by clinicians in SMART s desktop or mobile applications. Tracking manually signed documents is also available with this feature. For more information on Casamba s new Physician portal and SMART physician signature tracking solutions, please refer to our Physician Portal manual and Quick Cards (File Documents > Training Manual & Quick Cards). Please contact support@casamba.net for additional information There is no additional cost. DOCUMENTATION PLAN OF CARE PHYSICIAN SHARE ACROSS DISCIPLINES 19

20 Physician s now share across disciplines when the additional disciplines therapy admission is within the same Facility Admission. This will be included on mobile on a future app (on an app version after App 12.0). POC > MODIFY PATIENT CONSENT New verbiage has been added to the Patient Consent verbiage now reads Patient/Caregiver is aware and reports understanding of the diagnosis and prognosis. This will be included on mobile on a future app (on an app version after App 12.0). ANTICIPATED DAILY TREATMENT MINUTES OPTIONS '0 minutes' was added to the library to allow an appropriate option for Evaluation Only patients. LIBRARY HINTS Smart now offers the ability to enter hints to guide clinicians towards selecting the appropriate library items. Maintenance for the Hint feature is entered in Facility > Tables > Combos. Refer to Tables Section of Release. This will be included on mobile on a future app (on an app version after App 12.0). POC & UPOC > DURATION Smart currently offers times and sessions for the duration options. Days has been added to the drop down box in the POC. Note: The Days option will be available on mobile in the future (in an app version after App Ver 12.0). 20

21 Alpha characters are no longer allowed to save in weeks/days/visits drop down. EVAL ONLY DATE CHANGE When an Evaluation Only activity date is changed, the screen now validates the physician against the new EOC. PHYSICIAN EFFECTIVE DATES Smart will now insert Physician Effective Thru Date to match the End of Care Dates. DISCHARGE SUMMARY W/X/R CONFLICTS Discharge Summaries are now not able to be saved if the EOC Date conflicts with a W/R/X entry on Input Daily. A message appears stating EOC is set prior to last Treatment Day. MULTIPLE In the event when there is an incomplete Discharge Summary from a prior Therapy Admission and an additional Discharge Summary is saved for the current Therapy Admission, both Discharge Summaries remain scheduled. REPORTS PRINT CHART Smart will now always offer the option to Include Change Logs when selecting Print Chart. SKILLED SERVICE PRINT OPTIONS (OPTIONAL) Documentation reports (UPOC, Therapist and Assistant Progress) label above the CPT codes can now be modified. Current: (Discipline specific) Patient continues to require skilled PT services to focus on: 21

22 Modification available: (Discipline specific) Skilled PT Services include: LABEL CHANGES If you modify the labels to the following fields, then the modified label now prints on the designated report. Impact Daily Life (Therapist Progress, UPOC and Discharge Summary) Updates to TX Approach (POC, SPOC, UPOC and Therapist Progress) Medical Justification of Continued Skilled Service (Therapist Progress, UPOC and Discharge Summary) ANTICIPATED DAILY TREATMENT MINUTES PRINTING (OPTIONAL) This feature will allow clinicians to enter the Anticipated Daily Treatment time on the designated documentation edit screens, but prevent this information from displaying on the printed reports. DOC PRINT PHYSICIAN SIGNATURES There are 3 new options for batch printing for physician signatures. Physician Signatures Pending : Displays documents that have been submitted to the physician electronic portal & not yet signed. Physician Signatures Complete : Displays documents that have a physician signature (via physician electronic portal) or marked as signed document. Physician Signatures Incomplete : Displays documents that have not been submitted to the physician electronic portal nor have a signature. MAX QUANTITY PRINTING Smart has a limit of up to 50 individual report to batch print. If you exceed this number, A maximum of 50 documents can be printed at one time. Please change your selection and try again. message will appear. 22

23 ALPHABETICAL ORDER When printing multiple reports, they now sequence alphabetically. ACP PARTNERSHIP ACP program outcome tracking tools and documentation libraries have been enhanced to better support ACP programming. The following features are now available. NEW ACP DAILY NOTE LIBRARY (OPTIONAL) ACP modality libraries to support the documentation of modality codes (e.g. electrical stimulation - attended and unattended; short wave diathermy; ultrasound; infrared light; therapeutic exercise and therapeutic activity for Omni cycle utilization). These new libraries will be accessible to all therapists when entering charges via the input screens. New phrases and terminology have been included in the libraries for defensible clinical documentation purposes. ACP PROGRAMS (OPTIONAL) Patients can now be enrolled for a specific ACP program (e.g. Fall Prevention; Pain Management; Cardiac; etc.) by entering the corresponding ACP program descriptor in the treatment plan portion of the plan of care POC. (Note: requires the Primary Programs and Secondary Programs fields to be activated in the document edit screen). ACP SPECIFIC PROGRAM VALUES FOR FUNCTIONAL DEFICIT TRACKING (OPTIONAL) ACP specific programs can be measured in more detail by adding ACP programs to your existing list of functional deficits. This will allow users to select specific outcome parameters and scales for ACP programs. Like all existing functional deficit measures (e.g. section GG; care tool and functional deficits) scales can also be updated in the updated POC; progress reports and / or discharge notes. (Note: requires activation of functional deficits tab in the documentation edit screens). REPORTS By entering in program type in the POC as well as ACP specific measures in the Functional Deficit screen, SMART can now include ACP program specific patient outcomes in the existing Patient Outcomes by Functional Deficit report. If data for ACP programs was entered at the POC, then almost every element of this report will be able to be filtered by ACP programs, allowing users to have a clear view of ACP patient outcome scores at a quick glance. OUTCOMES REPORTS REPORTS CATEGORY Report category Measures has been renamed to Outcomes in Reports > Run Report. 23

24 OUTCOMES FROM FUNCTIONAL DEFICITS A new parameter has been added titled Get Data From where the options include getting data from Functional Deficits, Outcomes or both. The reports that can now be run with the new parameter include: Patient Outcome Summary, Patient Outcomes Summary by Payor and Patient Outcome Summary by Physician. OUTCOMES FLAG (NEW) A new flag was added to the Facility>Tables>Functional Deficit in order to permit organizations the ability to decide which Functional Deficits and/or Measures they desire to track outcomes. For example, if your organization desires to track outcomes for Care Tool, then you will check this box for the Care Tool items (either in the Functional Deficits or Measures table, depending upon your elected method). Smart will check all Functional Deficits and Measures upon the update to ensure no change in functionality. Each organization can remove undesired items by unchecking the checkbox. Note: This is a report feature only; no change to clinicians entry of the Functional Deficits Updates. MEASURES MEASURES PRINTING If your organization prints Measures on the Plans of Care, Updated Plans of Care and Discharge Summary it will now display in the order established in the Measures table. MEASURES ENTRY In order to increase ease of entry on the Measures screen, use the keyboard tab button to navigate to the next entry field. 24

25 SMART - ASHA NOMS INTERFACE (OPTIONAL) Smart now offers the ability to send NOMS information completed in Smart to ASHA. Please contact one of the following ASHA if you are interested. Please be mindful that ASHA does not allow Casamba to display NOMS information on Smart Reports. Tobi Frymark: TFrymark@asha.org Floyd Roye: FRoye@asha.org Once ASHA approves, they will contact us to initiate the work order. At that time we will outline your options and next steps. TX APPOINTMENT SCHEDULE TX > Appointment Schedule will replace the TX > Schedule module as of Wednesday October 18, All user groups for all organizations will no longer have access to TX > Scheduler module as of this date, as this module will be retired. Casamba will be granting the Corporate Rates and Corporate Management user groups access to TX > Appointment Schedule tab as each server is updated to ensure that those organizations who have not yet piloted the TX > Appointment Schedule module will be able to test the different functionalities in their facility 8000 testing environment. If you would like to have other user groups gain access to the Appointment Schedule tab please provide information about which additional user groups should be granted access in the attached options worksheets included in this . Also attached is an Appointment Schedule FAQ Transition document which discusses the most frequently asked questions when migrating to this module. Please be sure to read the FAQ document prior to migrating to the Appointment Schedule Module. If you have not piloted the Appointment Schedule, please refer to the manual located File Documents > Training Manuals folder. Information below will be more meaningful to those currently utilizing the Appointment Schedule. Corporate Rates & Corporate Management user groups will automatically receive permission with this update. TX LOCATION Smart will now display TX Location information in the Resident and Therapist Views if a location has been identified under the TX > Resident > Facility Admission tab. TX Location information will display in brackets [ ] under the Resident View next to the patient s name in the Resident Name column, and in the Resident and Therapist Views in the tool tip display and the appointment card. SCHEDULED MINUTES Smart will now display the number of scheduled minutes in parentheses directly on the appointment bubble in the Therapist and Resident Views to assist with quickly identifying appointment durations THERAPIST LIST DISPLAY The list of therapists to the right of the scheduling grids on all three views of TX > Appointment Schedule will now display only those therapists that have an assigned Treating Therapist in alphabetical order. As each new Treating Therapist is assigned to a patient, their name will be added to the Therapists list, even if 0 minutes are planned and / or scheduled as in the example below. 25

26 THERAPIST SCHEDULE DISPLAY APPOINTMENT INFORMATION Smart will now display the following information for set appointments which are displayed on the vertical timeline for the selected therapist: Patient Name or Patient Appointment, Planned minutes for patients in the facility that the user is logged into, Scheduled minutes, Payor source, Facility, and TX Location. If the appointment does not have a set time the appointment will display above the vertical timeline with the following information: Patient Name or Patient Appointment, Planned minutes for patients in the facility that the user is logged into, and Scheduled minutes. PATIENT NAME DISPLAY The list of patients without set appointment times will now display patients from all facilities assigned to the therapist in alphabetical order above the Therapist Schedule timeline; previously smart displayed according to separate facilities and in reverse alphabetical order. 26

27 TOOL TIPS/MOUSEOVER Smart will now display the following patient information as you mouse over the patient name in the therapist schedule: Patient Name, Planned minutes for patients in the facility that the user is logged into, Scheduled minutes, Payor source, Facility, and TX Location. Smart now displays a mouse over for the Total Labor Time calculations at the facility level in addition to the Total Labor Time values currently displayed (which calculate across all facilities within the organization). To view the Total Labor Time on a per facility basis users can hover over the Total Labor Time label at the bottom right corner of any view of the Appointment Schedule screen to see facility specific totals. 27

28 CLONING SPLIT TREATMENTS (OPTIONAL) Smart now offers the ability to clone a split / BID treatment via the Clone BID application setting where, if activated, Smart will clone minutes for the second treatment in a series of two split treatment sessions as follows: If the Use Planner app setting is activated (set to Y) then Smart will clone by pulling the full minutes set in Planner3 to the first appointment and then create a second place holder appointment bubble in resident or therapist view, or will add a second row in scheduler view for the identified discipline, to indicate that a second split treatment may need to be established If the Use Planner app setting is not activated (set to N) then Smart will clone the full scheduled minutes for both appointments automatically to the next day in the clone series THERAPIST NOTES AND COMMENTS Smart now offers two separate text fields for comment entry to increase the ability to communicate important information directly to therapists or to patients. Therapist Notes: Information entered into this field will be displayed on the printed on the Therapists Schedules and Facility Schedules. Comments: Information entered into this field will be displayed on the printed on the Patient Schedules. Additionally, these comments can also be printed on the Therapist and Facility schedules if desired. CLONE COMMENTS DAILY (OPTIONAL) The current option clones Monday through Friday and then clones Saturday to next Saturday and Sunday to next Sunday. A new option is available to clone Monday through Sunday. 28

29 Please see the Appointment Schedule Manual to review further details of how this application setting functions in concert with the Avoid Weekend application setting and the Lock and Clone / No Lock and Clone Comments Only app settings. PATIENT INFORMATION TOOL TIP MOUSEOVER Smart now offers additional key scheduling information via tool tip when hovering over the resident s name in the Resident Name Column or any of the appointment bubbles in the Resident and Therapist views. New information includes: If a TX Location/room number is entered on Facility admission it will display next to the patient s name in brackets. Patient Unavailable times if any have been entered for that day. Anticipated DC date per discipline if this has been entered on the Planner screen. Any documentation and functional limitation information that is scheduled within the next 7 days. Therapist Notes and/or Comments associated with the appointment. When hovering over the residents name under the All disciplines filter the tool tip will display information for all disciplines with an open therapy admission. When hovering over the resident s name in discipline specific views or when hovering over an appointment bubble in the Resident and Therapist views the information that will be displayed will be specific to the associated discipline. 29

30 ADDITIONAL TOOL TIP PATIENT INFORMATION (OPTIONAL) Smart now offers an option to display the last 5 clinicians to treat the patient with information regarding the treatments. It will list the therapist name, their number of treatments provided since the start of care and the most recent date that treatment was provided by that clinician. Smart defines a treatment as any day where at least one billing entry has been entered by a clinician that is > 0 minutes. The name of the therapist that billed for the evaluation will also be noted at the bottom of the list and will displayed in bold text. REFRESH FROM PLANNER Smart now offers a Refresh from Planner button located on each view of the Appointment Schedule to allow users to refresh planned minutes from Planner3 to the Planned (I/C/G) column without the need to initiate the refresh by switching main module tabs. This will allow for users to view and modify information on Planner3 while concurrently viewing Appointment Schedule on a separate monitor, and update planned minutes directly to the Appointment Schedule screen without needing to reload via switching tabs. If the user selects Refresh From Planner and the recently modified appointment information has not yet been saved on the Appointment Schedule screen then a pop up message will display stating: You are about to refresh the screen, did you want to save the recently modified appointments? Yes, No, Cancel UPDATE PLANNER MINUTES FROM APPOINTMENT SCHEDULE (OPTIONAL) A new option allows for users to choose to update Planner3 to match scheduled minutes from TX > Appointment Schedule. When activated this will allow users to pull minutes in both directions from Planner to TX > Appointment Schedule and then back from TX > Appointment Schedule to Planner. Functionality occurs as follows: when minutes are modified in Scheduled Minutes column and they differ from the Planner3 the user will receive an immediate message asking Would you like to adjust the planned minutes? If Yes is selected, the minutes will be updated in the Planner automatically. Planner View: 30

31 If No is selected, the minutes will NOT be updated in the Planner and remain as scheduled. The resident name will display in bolded text on the Appointment Schedule screen to indicate that planned minutes differ from the schedule minutes. Planner view: 31

32 SIMULTANEOUS SCHEDULING (OPTIONAL) Smart offers an optional setting Schedule Lock Option that will allow all users to access and modify the Appointment Schedule simultaneously without triggering the lock out functionality. When this setting is activated SMART will clone Therapists Notes, Comments, and the Additional Therapist only (Smart will not clone Treating Therapist or Start Times). For further details about this optional setting please review the Appointment Schedule Manual. THERAPISTS VIEW A new Sort Therapist button is now available to allow users to customize how they would like to display the Therapists names under the Therapist Name column. The default view will display those appointments with no assigned therapist on top, then therapists who have scheduled appointments, then non - scheduled therapists. 32

33 When selecting a drop down menu there are 3 levels of sorting: by Scheduled therapists, by discipline, and/or by those therapists who have that facility listed as their Home location (as identified under their user ID). Once the user selects set the Therapist view will sort the display according to the selected parameters. Smart now displays any therapist with Full Time status (as selected under their User ID) with a yellow background under the Therapist Name column. Please see the example above where Therapist Stacy Achen is not highlighted in yellow since she is identified as PRN status under her User ID. This will assist users in prioritizing those therapists who need to be scheduled with a full caseload of patient care on a daily basis. PRINT SCHEDULES Smart offers additional key scheduling information on printed reports. The information that will display on printed Schedules include: Therapist Schedule: Displays Non Patient Appointments, Patient Unavailabilty, Diagnosis, and Totaled Treatment, Scheduled, and Labor times at the organizational and facility level. Patient Schedule: Displays Comments, patient TX Location, and Patient Unavailability. Facility Schedule: Displays Non Patient Appointments and Patient Unavailability. Additionally, Smart offers new options to print selected information on the Therapist, Patient, and Facility printed schedules as follows: 33

34 New parameter to determine if patients with 0 minutes scheduled will be displayed on the report. This will allow for users to choose the best way to communicate information about if a patient has or has not been scheduled for patient care (default is set to print scheduled patients only). New parameter to Print Therapist Notes or Print Therapist Notes and Comments when printing Therapists Schedules or Facility Schedules (default is set to print Therapist Notes and Comments). New option to multi-select option to choose which selected therapist/patient s schedules are to be printed. New option to Select All to print all Therapists Schedules/all patient s schedules by selecting the check box in the Therapist Name/Patient Name Header. New option to Select All to print all Therapists Schedules/all patient s schedules by selecting the check box in the Therapist Name/Patient Name. 34

35 CORRECTIONS COMMENTS The issue where comments were not saving for subsequent Add Resident entries if the Save button was not selected after each entry has now been fixed. Users will now be able to select Add Resident multiple times in succession without saving between each Add Resident command without losing any comment information entered. ADD RESIDENT The issue where multiple disciplines were displaying in discipline specific views upon selecting Add Resident multiple times without saving has now been fixed. Discipline specific views will show only the selected discipline even if multiple new appointments are initiated through Add Resident without saving in-between each Add Resident entry. APPOINTMENTS TRANSFERRING The issue where appointment information transfers to another facility when a user sets an appointment and then changes facilities without first saving the screen has been fixed. Smart now validates with the user to confirm that the appointment information should be saved, then attributes that appointment to the correct facility prior to changing screens to the second facility. CONFLICTING APPOINTMENTS The issue where users would receive a second pop up warning of conflicting appointments after correcting the time so the appointments do not overlapped been corrected. 35

36 PRINTED SCHEDULES DISPLAYING APPOINTMENT TIMES WHEN NO APPOINTMENTS ARE SCHEUDLED The issue where printed schedules were displaying scheduled appointments because the screen had not yet been saved has been corrected. DOUBLE COMMENTS ON PRINTED SCHEDULE The issue where comments were printing twice on printed schedules has been corrected. PLANNER COT / EOT-R AND LAST UPDATED DISPLAYS ON PLANNER SCREEN Smart displays the COT and EOT-R visual markers in the Payor row to assist with visually identifying potential OMRA assessment needs when the screen is not fully maximized. Smart will also display information about which user last updated and saved the Planner3 screen. CONCURRENT AND GROUP REDUCTIONS BY PAYOR TYPE (OPTIONAL) New settings are available to provide organizations the ability to specify which payor types will follow Med A minute reduction calculations for Group and Concurrent minutes to allow accurate minute calculations to display based on payor source requirements. Currently Smart applies group and concurrent reductions to all payors on the planner screen. Note: The new customer activations do not apply when ARU application settings of Include Concurrent and/or Include Group are activated. 36

37 PREVENT LOCK ARD IF RUG ENTRY DOES NOT MATCH CALCULATED (OPTIONAL) A new setting will prevent the user from checking the Lock ARD Report box and saving if the RUG level is not consistent with the data calculated by smart except in the cases where the NR category is selected. This option is offered to assist with minimizing potential errors of locking an ARD with a rehab RUG category that does not match RUG category qualifications per the charges entered in Smart. If the selected RUG is not a NR and does not match the calculated RUG category then Smart will display a pop up message stating that the Lock ARD Report cannot be selected because the selected RUG does not match the calculated RUG. PREVENT LOCK ARD WITH COT OMRA (OPTIONAL) A new setting will prevent the user from checking the Lock ARD Report box and saving if the COT OMRA is (1) set on a day other than the 7 day COT review period or (2) set on a day that the COT OMRA is not required because the intensity of therapy services has not changed. If the a COT OMRA is set as above then a pop up message displays: Lock ARD Report cannot be selected because the COT entry is not on day 7 of the COT review period or Lock ARD Report cannot be selected because the COT is not required when the intensity of therapy services has not changed. MODIFYING SCHEDULED MINUTES FROM PLANNER (OPTIONAL) A new option is available to display a snap shot view of the Appointment Schedule directly on the Planner Screen when minutes modified on Planner3 differ from scheduled minutes that have been saved on the Appointment Schedule. This snap shot view will display as an editable table where the user can modify Appointment Information for the selected resident without exiting the Planner3 screen. The fields that can be modified directly in the table include: Start time, Scheduled minutes, Treating Therapist, Additional Therapist, Therapist Notes, and/ or the Comments. CORRECTIONS Users with Read Only access to Planner3 will not be allowed to modify information under the Set ARD tab. Short Stay OMRAs are now based off of the payor effective date rather than the facility admission date. OP APPOINTMENTS FACILITY / PATIENT SCHEDULER Smart has removed the Patient Notes text box entry field and replaced it with the Comment drop down/text entry field to maximize simplicity and intuitiveness of communicating key information to desired viewers. The appointment card will now offer two separate text fields for comment entry labeled as Therapist Notes and Comments. 37

38 Therapist Notes: Information entered into this field will be displayed on the printed on the Therapists Schedules and Facility Schedules. Comments: Information entered into this field will be displayed on the printed on the Patient Schedules. Additionally, these comments can also be printed on the Therapist and Facility schedules if desired. Casamba will be running a script to place historical Patient Notes into the new Comments field so that all information for past appointments can be retrieved. OP Appointment Card prior to deployment: OP Appointment Card prior after deployment: APPEALS OUTPATIENT FACILITIE S > THERAPY COMPONEN T (OPTIONAL) Direct Bill facilities now have the option for the Therapy Component to exceed the Total Claim. APPEALS CONSOLE > DISPLAY PAYOR & STAGE The Appeals Console now displays the Payor and current appeal Stage when Total Needing Action or Total Awaiting Decision categories are in focus. 38

39 NEW PERMISSIONS ATTACHMENTS ONLY (OPTIONAL) This new group permissions displays Read Only Limited Permission on all screens except Attachments. This limited permission is designed for off-site staff that are responsible for only uploading appeal packet information. 39

40 DETAILS STAGE ONLY (OPTIONAL) This new permission allows staff to only add new claim Details. Once the Details are saved, the subsequent stages are Read Only. The Attachments is also available with this permission. FACILITY > MAINTENANCE EXCLUDE FACILITIES FOR DASHBOARDS The ability to exclude facilities from the Dashboard is now available. On Facility Maintenance a new flag has been added: Exclude Dashboard. Facility 8000 will be excluded at part of this update. When selected the location will not be part of specific widgets in the list below: Patient Care Time and Efficiency, Productivity and Efficiency, Productivity and Efficiency By Discipline, Contribution Margin Comparison Trend, Contribution Margin Comparison Trend Graph, Contribution Margin Trend, Contribution Margin Trend Graph, Net Forecast, Net Forecast Detail, Medicare Part A Rug Days, Medicare Part A Rug Days Graph, Medicare Part A Rug Days Graph YTD, Medicare Part A Rug Days YTD, Labor Stats and Rehab Stats for Med B Payors Pivot. 40

41 PHYSICIAN A new popup displays when staff are modifying an existing Physician record. This will assist as a warning for overwriting an existing Physician in the system instead of adding a new Physician. If Yes is selected, it will modify the record. If No is selected, it will not save the changes. HOME HEALTH HOME HEALTH REPORTS View Reports section for detailed summary of the following HH specific reports: Home Health Revenue and Visit reports (new), Home Health Missed 30-day Functional Reassessment report (new), Home Health Profitability reports (new), and Productivity and Efficiency reports for Home Health (modification). HOME HEALTH BILLING View Billing: TX billing for detailed summary of new features on: HHV Contract > Addition of Hourly Rates HH Invoices from HHV Contract: Visit In and Out times by patient and sorted by payor source; Qty displays minutes (if bill by the hour) or units (e.g. 1) if billed by the visit HOME HEALTH DASHBOARD WIDGETS Two new widgets are available - Visits Month to Date Detail and Visits Performed Month to Date Summary. Please refer to the Dashboard section of this release. FACILITY > TABLES 41

42 CPT NOTES Daily Note Starter phrases: Increased character limit to 950 characters with spaces (prior was 500 characters) so clinical team can enter more comprehensive starter phrases in CPT Daily Note table SET IDS New functionality has been added to the Functional Deficit, Underlying Impairment, and 700/701 Combo tables to allow efficient addition of new Set IDs for different facilities by copying one Set ID to a new Set ID. Please see Facility Tables Manual for details. DOC CUSTOMER LOOKUP SETS Smart now offers a seamless approach to changing from one Functional Deficits template to another with a customer activation date. See Facility Tables Manual for details. FUNCTIONAL DEFICITS GG CODE COLUMN Functional Deficit table has a new column that provides a visual of which Functional Deficit is mapped to GG Code deficit on the ARD screen. This is designed for new custom Set IDs. Please contact support@casamba.net for assistance with this new field. PRE-CHECKS This table was safeguarded to automatically check the pre-check checkbox when a Functional Deficit is set to be required. MANDATORY Smart will automatically check the Pre-Check checkbox if Mandatory is checked. If Mandatory is checked then a Mandatory Effective date is required in order to save. These were added as a safeguard. PROGRAM HISTORY The Program list now displays based upon the effective dates from the Program History table. For example, Rehab Dining (effective 4/1/2017) would display before Community Re-entry (effective 5/1/2017). DC DESTINATION Smart now offers the ability to modify the sequence for which the DC Destinations display on the Facility Admission screen. This will be included on mobile on a future app (on an app version after App 12.0). 42

43 EOC DESTINATION Smart now offers the ability to modify the sequence for which the EOC Destinations display for the clinicians on the Discharge Summary. This will be included on mobile on a future app (on an app version after App 12.0) COMBOS> LIBRARY HIN TS Smart now offers the ability to enter hints to guide clinicians towards selecting the appropriate library items. Maintenance for the Hint feature is entered in Facility > Tables > Combos. This will be included on mobile on a future app (on an app version after App 12.0). FACILITY DISTANCE (OPTIONAL) A new table has been added permitting for mileage to be inserted based on a start location and an end location. If activated when users click on mileage on timecard this table is utilized. Refer to TX Month View section for details. Facility > Tables > Facility Distance. The columns can be sorted and distance between locations can be added. Note: Since the table uses start and end locations then each scenario would be set. EX: ABC Rehab to Magnolia 15 miles and Magnolia to ABC Rehab 15 miles. This table permission will automatically be granted to Corp Rates user groups and Corp Payroll group as part of this update. This will be included on mobile on a future app (on an app version after App 12.0). 43

44 DTX REASONS DTX Reasons table was updated to permit for Month View Impersonate reasons to be preloaded. SYSTEM > USER LICENSURES The Licensure tab now displays Tech in the dropdown permitting for techs or other non-clinicians to be prompted for CPR or PPD expirations. This is also included in Therapist License Expire reports and widgets. COUNTERSIGN REQUIRED Smart now has the ability to flag a specific user as co-sign required via a new flag on the System > User > Status & Rate Hx screen. This will be utilized when a treating staff member requires countersigning of every document he or she completes. The timeline for which the staff member requires countersigning will sync with the Status & Rate Hx > From Date. When the staff member no longer requires countersign, then enter a Through Date & New Period. The new period will not have the Cosign box checked. This will be included on mobile on a future app (on an app version after App 12.0). 44

45 If utilized, then the Missing Countersign icon will display in Documentation/POC and be included on the Incomplete Documentation reports and widgets. Note: No change is required for your current countersign features. This feature is for the clinician that may be in their Clinical Fellowship Year or is a student for example. USER SCREEN PERMISSIONS (OPTIONAL) Added ability for Status and Rate history to be its own button. Rates will only be viewable if view rates permission is also granted. This can be utilized by HR to update status and rate history without full access to user screen. Added ability for Home Health Rates to be inserted on Status & Rates History if user has access to view rates. Added ability for credentials to be its own button. COMMENT TAB 45

46 A new tab was added to the user screen titled Comments. This allows entry of a short description of why an item was modified. Limit is 40 characters. The comment will print on user id excel report. Click New Comment to insert a new effective from and through date. Insert the comment up to 40 characters and Save. To remove an item highlight and click Delete. LOGIN ID Login id was increased from a max of 29 characters to 100 characters in length. BILLING > TX BILLING BATCH PRINT INVOICE Checkboxes were added on the Invoice screen to permit users to select both the memo and invoice to print as 1 document. Selecting the documents and clicking on Print button will permit user to save the documents as 1 PDF to send to the facility. DELETE PREBILLS (OPTIONAL) A new permission has been added to disable the delete button on prebills with errors and clean prebills. 46

47 COMPARISON BILLING Comparison Bill screen was updated to permit same selection process as all other billing screens. Previously the user must know the district the facility fell into in order to create the comparison bill. PREBILL ERRORS AND WEEKLY CLOSE (OPTIONAL) Eval not billed and COT Analysis alerts can now be added to Prebill errors and Weekly Close. RECEIVE PAYMENT Updated the screen to permit for a credit payment to be inserted. EX: -2, HOME HEALTH HHV CONTRACT > ADDITION OF HOURLY RATES HHV contracts have been enhanced so that users can pick hourly or per visit rates for charges. New invoice will reflect rate of visit and/or hourly rate for the visit type. HOME HEALTH INVOICE For all home health invoices generated from the HHV contract, invoices will now display: Visit In and Out times by patient and sorted by payor source Qty: displays minutes (if bill by the hour) or units (e.g. 1) if billed by the visit 47

48 REPORTS NEW REPORTS Corporate Rates & Corporate Management user groups will automatically receive permission to the new reports with this update. Directors of Therapy and up user groups will automatically receive permission to Physician Signature Tracking, Physician Listing Excel & Registered Therapists Visit Count Excel reports. APPEAL CLAIM DETAIL EXCEL Purpose of Report: Displays claim level details from Details thru current level of the claim; claims are included in the report if the FISS Notice date is within the run dates of the report. Parameters of Report: 1. Select Location 2. Enter a From & Thru date range 3. Choose Chain Name (All or Specific) 4. Submit Report Information on Report: 1. Denial ID: Tracking ID number from Patient & Claim Info 2. Start DOS: Dates of Service start date from Patient & Claim Info 3. End DOS: Dates of Service start date from Patient & Claim Info 4. Payor: Payor assigned from Patient & Claim Info 5. MAC Payor: MAC/Payor assigned from Patient & Claim Info 6. MAC Payor State: State from which MAC resides; Facility Maintenance > LCD Provider 48

49 7. FISS Notice: FISS Notice Date from Details 8. Total Claim Amount: Total Claim amount from Patient & Claim Info 9. Therapy Component: Therapy Component from Patient & Claim Info 10. ADR Decision: Decision from ADR 11. ADR Reason: Reason Code from ADR 12. ADR Amount Paid to Facility: Amount Paid to Facility from ADR 13. ADR Paid Amount: Paid Amount from ADR 14. ADR Next Step: Next Step from ADR 15. Redetermination Sent to MAC: Date Packet Sent to MAC from Redetermination Decision 16. Redetermination Decision: Decision from Redetermination 17. Redetermination Reason: Denial Reason Code & Description from Redetermination 18. Redetermination Amount Paid to Facility: Amount Paid to Facility from Redetermination Decision 19. Redetermination Paid Amount: Paid Amount from Redetermination Decision 20. Redetermination Next Step: Next Step from Redetermination Decision 21. Reconsideration Sent to QIC: Date Packet Sent to QIC from Reconsideration 22. Reconsideration Decision: Decision from Reconsideration 23. Reconsideration Amount Paid to Facility: Amount Paid to Facility from Reconsideration 24. Reconsideration Paid Amount: Paid Amount from Reconsideration 25. Reconsideration Next Step: Next Step from Reconsideration 26. ALJ Date Hearing Requested: Hearing Request Date from ALJ 27. ALJ Date of Hearing: Hearing Date from ALJ 28. ALJ Decision: Decision from ALJ 29. ALJ Amount Paid to Facility: Amount Paid to Facility from ALJ 30. ALJ Paid Amount: Paid Amount from ALJ 31. ALJ Next Step: Next Step from ALJ 32. Appeals Board Date of Hearing: Appeals Board Dates > Date Completed Packet Sent to Appeals Board 33. Appeals Board Decision: Decision from Appeals Board 34. Appeals Board Amount Paid to Facility: Amount Paid to Facility from Appeals Board Decision 35. Appeals Board Paid Amount: Paid Amount from Appeals Board Decision 36. Appeals Board Next Step: Next Step from Appeals Board Decision 37. District Court Date Sent: Date entered for Packet Sent to Medical Review from District Court 38. District Court Person: Decision Date from Federal Dist. Court 39. District Court Amount Paid to Facility: Amount paid to facility from District Court Decision 40. District Court Paid Amount: Paid amount from District Court Decision Report Example: Continued: 49

50 Continued: There are 3 tabs: By Facility, By Chain & Data. CARE TOOL CERTIFICATION Purpose: Displays a list of all clinicians that have completed the Care Tool Certification either from completing the Computer- Based Training quizes or manually added to the Certification screen. Report Parameters: 1. Date Range: Enter from and thru dates; report to display clinicians where Date Passed is within date range 2. Discipline: Select All PT or OT (PTA/COTA/ST are excluded as they do not use the CARE Tool) 3. User Name: Select clinician name or All 4. Test Name: Select test name of All, General (PT & OT), Self-Care (OT) or Mobility (PT) Report will display: 1. Clinician s Disicipline: System > User > Status & Rate Hx 2. Clinician s last then first name: System > User 3. Clinician s Date of Birth (DOB): System > User > Date of Birth 4. Clinician s License State & License Number: System > User > Licensure 5. Name of the test and the date test was passed 6. Test score Report Example: 50

51 DEMOGRAPHICS EXCEL Purpose of report: Displays resident demographic information as well as therapy SOC and EOC dates. OP registration data is available. Parameters of report: 1- Select Location; Facility 2- Select a From and Thru Date range 3- Select Type - Facility or Therapy 4- Submit Report Information on report: 1- Resident Name: Displays resident s name 2- SSN: Displays resident s social security number 3- MRN: Displays medical record number 4- Admission ID: The resident s admission from the facility admission 5- DOB: Displays resident s date of birth 6- Medicare #: Medicare number from facility admission 7- Medicaid #: Medicaid number from facility admission 8- FAC Admit Date: Displays resident facility admission date 9- FAC DC Date: Displays resident s facility discharge date 10- Discipline: Discipline for the resident 11- SOC: Therapy start of care date 12- EOC: Therapy end of care date OP: Data is pulled from Patient Registration Screen 1. Resident Name: Displays resident s name 2. Street Address: Displays Street Address 3. Street Address 2: Displays Street Address 2 4. City/ State/ Zip: Displays City, State, Zip code 5. Phone Number: Displays Patient Phone number 6. Mobile Number: Displays Patient Mobile number 7. Displays Patient address 8. Contact Name: Name of contact 9. Contact Phone: Contacts phone number 10. Relationship: Relationship to Patient Report Example: Demographics 1 Tab: Demographics II tab: 51

52 FACILITY PRODUCTIVITY AND EFFICIENCY TREND EXCEL Purpose of report: This report displays productivity and efficiency trend per month and discipline. This is at a facility level not therapist level. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Period Starting and Period Ending Dates 3- Chain Name 4- Submit report Information on report: 1- Facility Name: Name of Facility 2- Discipline: PT, OT,ST 3- Month /Year: Month of year 4- %: Productivity or Efficiency percentage for the discipline based on the tab. These numbers use the exact logic as Facility Productivity or Facility Efficiency report. The numbers can be compared to those reports running for each 1 month time period. Report requires Nightly Process. Report Example: Productivity by Discipline tab: Efficiency by Discipline tab: Productivity by Facility Tab: Efficiency by Facility Tab: 52

53 HCPCS LOG Purpose of Report: Show a log of the rendered therapy per discipline for the month. This report will also display treatments in bold italic that are non-billable. Non-billable treatments (those outside of a Therapy/Facility Admission due to interfaces) will also display on the final summary page of the report. Parameters of Report: 1. Enter a From & Thru date range 2. Select Payor Filter results by payor 3. Highlight MPPR Highlight MPPR to display on the log 4. Submit Report Information on Report: This report will run in real time. Patient: Displays the patient name MRN: Displays the patient Medical Record Number Payor: Displays the Payor Type selected for the patient Admit Type: Displays the Type of facility admit selected Facility Admit: Displays the date the patient is admitted to the facility Facility Discharge: Displays the date the patient is discharged from the facility Start of Care: Displays the patient start of care date Discipline: Displays the discipline TX Start: Displays the start of treatment TX DX: Displays the treatment diagnosis Onset Date: Displays the onset date Cert Date: Displays the Cert Date Med DX: Displays the patient Medical Diagnosis CPT: Displays the CPT Codes being billed CPT Description: Displays the CPT descriptions for treatments billed Important item: -Non-Billable units show in bold italic. These can occur due to interfaces where the treatment inserted is outside of the admission range. -The last page of the report will provide separate billable and non-billable totals -Highlights indicate MPPR 53

54 (HOME HEALTH) MISSED FUNCTIONAL REASSESSMENT Purpose of Report: This report is meant to provide data on all missed FR visits across a company. Currently the widget: Functional Reassessment Notification can display the same information. However, the widget will only display information for one facility while this report can display the information for various facilities. Parameters of Report: 1. Select a location, report roll up 2. Enter a From & Thru date range (date range refer to the activity date of the visit) Information on Report: 1. Patient Name: Displays the name of the patient being treated (First Name, Middle Initial, Last Name) 2. Payor: Displays the payor name for the active payor at the date of the visit being displayed. 3. Discipline: Displays the discipline of the visit being treated (PT, OT, ST) 4. Therapist: Displays the name of the therapist who treated the patient in the visit. If the visit was not performed, then it will display the name of the therapist who is scheduled to treat the patient. (First Name, Last Name) 5. Visit Date: Displays the date of the visit that was treated. If the visit had not yet been performed, then it will display the date of the scheduled appointment 6. Scheduled FR Date: Displays the date of the visit where the FR was originally missed. The very first missed FR visit will show on this report with the same Visit Date and Scheduled FR date. However, if the FR continues to be missed on any subsequent visits (For the same discipline), then those visits will show on the report with different visits dates, but the Scheduled FR date will remain the same. 7. Visit Type Performed: The name of the visit type that was actually performed on that date. If the visit has not been performed yet, then this column will display Not Performed. We will not display visits that are marked a Missed. Report Example: 54

55 HOME HEALTH VISIT REVENUE EXCEL Purpose of Report: Help manage home health revenue and visits. This report displays the total number of home health (HH) visits and revenue per facility (home health agency) displayed by the selected time period. Visits and revenue can be sorted and viewed by home health agency and rolled out to organization (e.g. company, division, region, etc.). Parameters of Report: 1. Select a location, report roll up 2. Enter a From & Thru date range 3. Choose Chain if applicable Information on Report: 1. Name of facility (HHA) / Division / Region / District 2. Payor: Payor type 3. Visits: Home health visits performed for the selected period 4. Visit Type: home health visit type as entered by therapist on visit card (e.g. standard visit, evaluation, functional reassessment, etc.) 5. Discipline: type of discipline who performed visit (PT, PTA, OT, COTA, ST) 6. Revenue: total revenue calculated from visit rate times number of visits (non-standard visits such as optional services, management fees, etc., also calculated Important item: - Three tabs on the excel file allows for user to view HH visits and revenue by: o Facility and Payor Type o Facility, Visit Type and Therapy Discipline o Facility and Therapy Discipline - Report will include most up-to-date information on visits based therapist latest entry. - All therapy visits are entered by therapist on their respective Visit Cards. SMART counts all entries for this report based on selected date parameters - All visit rates for each corresponding facility (HHA) are entered in SMART under the Billing>Contracts section as an HHA or HHV contract type - Only facilities with home health activation settings will be included on this report Report Example: 55

56 By Facility/Payor Tab: **Grand Totals display on bottom of report By Facility / Visit Type & Discipline: By Facility & Discipline: HOME HEALTH VISIT REVENUE TREND EXCEL Purpose of Report: Help manage home health revenue and visits by month trend for the selected time period. Visits and revenue can be sorted and viewed by home health agency and rolled out to organization (e.g. company, division, region, etc.). Trending charts and bar graphs are also available on the Charts tab to better analyze trends. Parameters of Report: 1. Select a location, report roll up 2. Enter a From & Thru date range 3. Choose Chain if applicable Information on Report: 56

57 1. Name of facility (HHA) / Division / Region / District 2. Payor: Payor type 3. Visits: Home health visits performed for the selected period 4. Visit Type: Home health visit type as entered by therapist on visit card (e.g. standard visit, evaluation, functional reassessment, etc.) 5. Discipline: Type of discipline who performed visit (PT, PTA, OT, COTA, ST) 6. Revenue: Total revenue calculated from visit rate times number of visits (non-standard visits such as optional services, management fees, etc., also calculated Important Items for Report: - Five tabs on the excel file allows for user to view: o Visits by visit type and discipline o Revenue by visit type o Revenue by visit type and discipline o Chart I: Visit trend graph; revenue trend graph; top 10 visit type bar graph; and top 10 visit type by revenue bar graph o Chart II: Visits by discipline bar graph and revenue by discipline bar graph; - Report will include most up-to-date information on visits based therapist latest entry. - All therapy visits are entered by therapist on their respective Visit Cards. SMART counts all entries for this report based on selected date parameters - All visit rates for each corresponding facility (HHA) are entered in SMART under the: - Billing>Contracts section as an HHA or HHV contract type - Only facilities with home health activation settings will be included on this report Report Examples: Visit Type by Discipline Tab: Revenue by Visit Type Tab: Revenue by Visit Type and Discipline Tab: 57

58 Example of Charts: KEY MATRIX ANALYSIS TREND EXCEL Purpose of report: This report displays information to assist with budget set ups. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Select a From and To date range 3- Chain Name 58

59 4- Affiliated 5- Submit report Information on report: 1- Facility Name: Name of Facility 2- Month/Year: Month and year for the data row 3- PT %: Total PT hours from DAL/Payroll divided by Total hours of all staff. This may not match Facility in out as Salary hours will display as 8 hours on DAL but would display as actual clocked hours on Facility in out report. 4- PTA %: Total PTA hours from DAL/Payroll divided by Total hours of all staff. 5- OT %: Total OT hours from DAL/Payroll divided by Total hours of all staff. 6- COTA %: Total COTA hours from DAL/Payroll divided by Total hours of all staff. 7- ST %: Total ST hours from DAL/Payroll divided by Total hours of all staff. 8- Med A Res per day: The number of residents who had an open therapy admission for Medicare A. If the resident had 2 therapy admissions during the date range the count for them will be 1 Average Residents per Day: This is the average number of residents per day on therapy. Individual discipline therapy treatment / the number of days in the reports parameters. Compare to Rehab Stats, All, Medicare A column 9- HMOA Resident per day: The number of residents who had an open therapy admission for HMOA or any Medicare A replacement policy. If the resident had 2 therapy admissions during the date range the count for them will be 1 Average Residents per Day: This is the average number of residents per day on therapy. Individual discipline therapy treatment / the number of days in the reports parameters. Compare to Rehab Stats, All, HMOA/ MangA column 10- All Res per day: The number of residents who had an open therapy admission. If the resident had 2 therapy admissions during the date range the count for them will be 1 Average Residents per Day: This is the average number of residents per day on therapy. Individual discipline therapy treatment / the number of days in the reports parameters. Compare to Rehab Stats All Column. 11- Mang Min per visit: Mang Min/ Mang Visits. Compare to Rehab Stats Mang Column. 12- MCaid Min per visit: Medicaid Min/ Medicaid Visits. Compare to Rehab Stats Medicaid column. 1- All Min per visit: Total Minutes/ Total Visits. Compare to Rehab Stats All column. 13- Part B Billed per Unit: Total Billed for Med B/ # Units Med B. Compare to Rehab Stats All column. 14- All Units per Visit: Med B Units/ Med B Visits. Compare to rehab Stats All Column. 15- PartB CPT eval cnt: Number of Med B eval codes billed. Compare to Eval Excel with filter of Medicare B. 16- Part B Saturation: The percentage of days for Medicare B. Caseload days / Census days. Compare to Saturation Report. 17- Productivity: Compare to Facility Productivity with parameter to exclude Tech. 18- Efficiency: Compare to Facility Efficiency Report. 19- Med A Overage: Medicare A overage. Compare to PPS utilization for ARD only and Medicare A only. Note PPS utilization doesn t round. 1.9% would display as 1% on PPS utilization. Report Example: NOMS INTERFACE TRANSMISSION EXCEL Purpose of report: This report displays errors from the NOMS interface and ability to view the ASHA record number created for accepted records. 59

60 Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Period Starting and Period Ending Dates 3- Submit report Information on report: 3 Tabs: Failed, All, Stats 1- Facility Name: Name of Facility 2- Patient: Name of Patient. 3- SOC: Start of care date for the therapy admission 4- EOC: End of care date for the therapy admission 5- Transmission Date: Date and time of the transmission 6- Status: Status of the record 7- Message: Message from transmission o Ex1: Patient Record Number = Displays when the recorded has been accepted and assigned a number. o Ex2: ErrorMessage: Total Number of SLP Treatment Sessions needs to be greater than or equal to 2 for question 33 - Total Number of SLP Treatment Sessions ; on Discharge Form o Ex3: ErrorMessage: Clinician ID: Facility ID: No valid NOMS Personnel records found matching Customer ID and Component Report requires Nightly Process. Report Example: Failed Tab: All Tab: Stats Tab: 60

61 PHYSICIAN LISTING EXCEL Purpose of Report: Displays in excel the current physician information. Assists with review of physicians in system to validate no duplicates and current portal status. Parameters of Report: 1. Select Location: Division, Region, District, Facility 2. User Active: Yes, No, All 3. Submit Report Information on Report: 2 Tabs: Demographic & Portal Status 1. Facility: Name of facility 2. Last Name: Last name of Physician 3. First Name: First name of Physician 4. Address 1 & 2: Street address of Physician 5. City, State, Zip: City, State and Zip from Facility Maintenance/Physician tab 6. Phone: Phone number address for Physician 8. UPIN/ NPI: UPIN and NPI numbers 9. Portal Status: Displays if invitation Pending, Declined or Accepted Example: Demographic Tab: Portal Status Tab: 61

62 PHYSICIAN SIGNATURE TRACKING EXCEL Purpose of report: This report displays documents not yet signed by physician, physician signature date, document types, completion date, and portal submission date. Parameters of report: 5- Select a Location - Facility 6- Select a From and To date range 7- Submit report Information on report: 5- Facility Name 6- Patient Name 7- Physician Name 8- Discipline: PT, OT, ST or All 9- Therapist: Name of therapist with the first electronic signature on the document 10- Document Type: POC; UPOC; SPOC; Progress Report or Discharge Summary 11- Activity Date: Date the document was started; initial save where electronically signed 12- Completed Date: Date the document completion date; i.e. draft free 13- Mode: Displays the convention for which the document was submitted for signature (e.g. physician portal, fax, etc.) 14- Portal Submission Date: Date the document was submitted for signature via physician portal 15- Portal Submitted By: Name of person who submitted the document via physician portal; clicked on Push to Portal button 16- Physician Signed Date: Date document was signed by physician via portal or date saved on Physician Sign window (manual) 17- Days Pending Physician Signature (Portal): Number of days the document has been pending physician signature; exclude submission date in count; physician portal only 18- Days Submission to Signed (Portal): Number of days between the Submission Date to Physician Signature Date; exclude submission date in count; physician portal only 19- Days Completed to Signed: Day count from document completion date to physician signature date; exclude document completion date in count 20- Day s Activity Date to Signed: Day count from document activity date to physician signature date; exclude document completion date in count Report Example: 62

63 PLANNED AND ACTUAL MINUTES BY PAYOR EXCEL Purpose of report: This report displays a summary of the planned vs actual minutes by payor on an excel report for the last 7 day period. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Chain Name 3- Submit report Information on report: Report is broken out at a Facility, District, Region, Division level 1- Payor Name: Will display the payor name. For Medicare Part A will also display the RUG level for the patient minutes. 2- Planned: Total planned minutes for the payor for each day 3- Actual: Total actual minutes for the payor for each day. 4- Total Planned: Total planned minutes for the payor for the last 7 days 5- Total Actual: Total actual minutes for the payor for the last 7 days Report Example: 63

64 PPS UTILIZATION DETAIL EXCEL Purpose of Report: Displays the breakdown of assessment dates, RUG levels, and minutes provided, overage % and the minutes to the next category. Report has ability to filter to exclude specific payors as needed. Helpful when needing to exclude the HMO payors where they are paid by levels but ARDS are needed as a supplement to facility. Parameters of report: 1- Select Location; Company, Division, Region, or Facility 2- Select a From and To date range 3- Select an over-age amount. To return data which is 5% or more over a category- insert 5. To see all regardless of overage amount-insert Select ARD Only Yes or No 5- Select Payor Type All, Med A or Med A Like 6- Select Overage Type All, Overages, or Under-ages 7- Submit report Report Options: 1. If ARD only is Y it only pulls ARD dates. Will exclude End of Therapy OMRAs including EOT-R and EOT/Combined with a regular assessment. 2. If ARD only is N, the report will look for the RUG level being paid for each Saturday and then check the minutes for the 7 day look back for each Saturday. It will display overages based on this and it disregards ARD s. The Assessment box will be blank on the report. 3. Both overage and under delivered will display on this report. Information on report: 3 Tabs: Med A Only, Med A Like Only, All Med A 1. Resident Name: Displays the resident s name 2. Assessment: Displays ARD assessment type 3. Payor: Name of Payor 4. Assessment Type: 5 Day, 14 Day, COT, etc. 5. Date: Date ARD was set on 6. Day: Payor day 7. RUG: Displays the RUG level inserted on Payor/ ARD screen 8. Minutes provided: Calculated Section O minutes in the 7 day look back 9. # Minutes to get to next category: Number of minutes until the next RUG category. Ideal RUG category minutes for the next RUG level up from the one set the ideal minutes for the RUG level set. 10. Min Over/Under Category: Total minutes you have gone over or under for the RUG level set. Minutes provided minutes for RUG category 11. % Overage: Displays the percentage of minutes provided over the category. Minutes over under category/ actual minutes provided= Overage %. If a negative displays this represents the % under the category. 12. Facility Average: Total Minutes over under category/ total minutes provided= Overage % Report runs in real time. Report Example: Med A Only 64

65 Med A Like Only: The filter dropdown can be utilized to filter for specific Med A like payors PROGRESS NOTE AUDIT Purpose of Report: Displays the Daily notes written for each CPT code in the TX Input screen. This report can be run for specific date ranges without the billing grid. Useful to provide to specific payors who may request the notes for a specific date range. Parameters of report: 1- Select a Location; Facility level only 2- Select a From and To date range 3- Select a resident or all residents 4- Discipline: select from the dropdown-all, PT, OT, ST 5- Payor: Select from dropdown the payor- All or specific payor 6- Change Log- Yes or No 7- Show E-Signature- Yes or No 8- G codes only- Yes or No 9- Run Report Information on Report: 1- Patient: Patient name 65

66 2- ID: Medical Record number from the TX Resident screen 3- Payor: Insurance type for the resident from the Payor screen. If split payor, payor will display depending on the payor set for the discipline. 4- Physician: Physician name from the Therapy Admission/ Eval 5- Med DX1 & 2: Medical diagnoses from the Therapy Admission/ Eval 6- Date: Displays the month/year for which the report is run 7- Treatment DX1 and 2: Treatment diagnoses 1 and 2 from the Therapy Admission/ Eval 8- Start of Care: Therapy Admission start of care date 9- End of Care: Therapy Admission end of care date (Therapy discharge date) 10- Med DX Onset: Medical diagnoses onset date from Therapy Admission/ Eval 11- Date: Date for each CPT treatment note 12- CPT Codes: CPT codes from the TX Input screen which were billed for the date 13- Note section: Note for each CPT code written for the date from the TX Input screen 14- Note electronically signed by Therapist: The therapist, discipline, date and time the note was written. 15- Footer: Displays the patient name, room number, discipline and type of report document. Run Date shows the date and time that the report was generated 16- Changed Values Section: Displays changes only if different from the original save 17- DAILY TREATMENT NOTE Electronic Signature: Date and Time Electronically Signed. Displays agreement to sign the record and affirms the use of an electronic signature for electronic submission. Can be displayed or hidden on this report This report is run in real time. Report Example: REGISTERED THERAPIST VISIT COUNT EXCEL Purpose of report: This report displays the last treatment billed by a Registered Therapist (PT, OT, and ST) and the count of visits from the therapist last billed visit for current caseload only. Parameters of report: 1- Select a Location; Division, Region, District, Facility 2- Submit report Information on report: 1- Facility Name: Name of Facility 2- Patient Name: Name of Patient 3- Therapist: Name of last registered therapist that billed treatment for the patient. 66

67 4- Current Payor: Payor as of today 5- Disc: Discipline of the patients 6- SOC: Start of Care 7- Last Therapist TX: Date the registered therapist last billed treatment for the patient. 8- Last TX: Date the last treatment was billed by other staff. PTA/COTA 9- Visit Count: Number of visits performed since last billed by registered therapist. When Visit Count is empty it means that last visit was given by a registered therapist. Report Example: The report has 4 tabs: By Patient, By Discipline, By Payor, and Home Health By Patient: Sorts by Patient las name By Discipline: Sorts by Discipline By Payor: Sorts by Payor source Home Health: Displays based on Home health REHAB STATS BY ADMISSION TYPE EXCEL, REHAB STATS BY PAYOR AND ADMISSION TYPE EXCEL Purpose of report: This report displays data separated by discipline and Payor types for the following on an Excel report: Residents, Visits, Units, Minutes, CPT, Total Billed, and Averages. Rehab Stats by Admission Type Excel: utilizes payor groupings. Rehab Stats by Payor and Admission Type: Displays each payor individually. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Select a From and To date range 67

68 3- Choose a Chain Name 4- Submit report Information on report: Information is sorted by Admission Type, Discipline and Payor Source: 1- Residents: The number of residents who had an open therapy admission. If the resident had 2 therapy admissions during the date range the count for them will be 1 2- Average Residents Per Day: This is the average number of residents per day on therapy 3- Discharges: The number of residents that have a discharged therapy admission. If the resident had an open and discharged therapy admission during the time period the dc admission will count 4- Visits: Number of Visits. Visit= a treatment day and does not include W & R as a visit count 5- Visits per Resident: Number of Visits/ Number of Residents 6- Units: Number of total CPT units charged. Service based codes will count as a 1. Evaluation codes are included 7- Units per Visit: Total Units/ Total Visits 8- Minutes: Total Minutes billed all residents 9- Minutes per Visit: Total Minutes/ Total Visits 10- CPT: Total number of CPT codes billed. W& R do not get included in this count 11- CPT per Visit: Total CPT codes/ Total Visits 12- Total Billed: For Rug contracts {(Total Rug dollars/total Minutes) x # of Minutes for the Discipline}. All other contracts it is based on Total billed dollars for the Discipline 13- Billed per Resident: Total Billed / # of Residents 14- Billed per Visit: Total Billed/ # Visits 15- Billed per Unit: Total Billed/ # Units 16- Billed per Minute: Total Billed/ # Minutes 17- Billed per CPT: Total Billed/ # CPT 18- Average LOS: Average Length of Stay Important item: This report would be run instead of Rehab Stats excel if user needs to see information based on admission type. Filters can be utilized to view specific admission type only. Report Example: 68

69 Graphs: Filters can be utilized on all graphs 69

70 REPORTED PBJ HOURS SUMMARY Purpose of Report: Provides a summary of therapist labor hours that qualify for PBJ reporting. Exclusions are displayed and the specific reasons for those exclusions. In addition, therapist and facility PBJ details are provided. Parameters of Report: 1. Select date range from PBJ Portal screen Information on Report: Activity Date: Displays date of therapist labor time Minutes: Displays therapist labor time Excluded: Displays therapist excluded labor time Total PBJ: Displays labor time less excluded time Reason: Displays reason for excluded labor time Job Code: Displays therapist job code PBJ ID: Displays facility PBJ ID Total: Displays therapist labor time total Facility Total: Displays facility totals for therapist labor time and exclusions Important item: Patient name will appear only when a patient related exclusion exists Facility totals appear at the end of the report Report Example: 70

71 RUG TREATMENT DAYS TREND EXCEL Purpose of report: This report displays a trend of the number of treatment days for RUG payors. It only counts days where at least 1 minute of treatment was provided. The count is distinct by patient not discipline. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Select a From and To date range 3- Choose a Chain Name 4- Exclude DC Date: defaults to No. 5- Submit report Information on report: The report has 3 tabs: All Med A, Med A Only and Med A Like Only 1- Facility: Name of Facility 2- Month: Month and year 3- TX Days: Number of treatment days for the month. Report will count days where at least 1 min of TX was provided regardless of discipline. If 2 disciplines treated on a day it only counts as 1 on report. 4- Grand Total: Total for the month/ time frame 5- All Med A will include Med A & Med A like totals. Med A only is true Medicare A only. Like Med A is Med A Like only. Report Example: 71

72 SMART UTILIZATION EXCEL Purpose of report: This report displays an inventory of Smart features and illustrates of client is using a specific feature. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Submit report Information on report: Overview: Detail: 1- Module: Header Name of module. 2- Feature: Item description or permission 3- Detail: Will display if a group permission has access or Y= client is using feature, N= client does not have activated. 1- Appeals Reports Permission: Displays user groups that have permission to Appeals Reports. 2- Appeals Manager (free type name or display drop down of users): Displays user groups that the users within will display in the Appeals Manager dropdown on the Details stage. 3- Direct Bill Flag Displayed: Displays if the server pre-checks the Direct Bill checkbox automatically. 4- Display 100% Fee Schedule for Total Claim (non-med A payors): Displays if the feature to fetch the Total Claim from the Fee Schedule is activated. 5- Fetch Therapy Component from Invoice: Displays if the feature to fetch the Therapy Component from the invoice. 6- File Claim Only Requires MAC Date Only: Displays if the server is set to require only the MAC date. 7- Full Permission: Displays the user groups with full permission to Appeals module. 8- Limited Permission (Enter Claims Only): Displays user groups with limited permission to Appeals. 9- PPS Default; automatically flags all Medicare Part A claims as PPS instead of PT, OT, ST: Displays if the feature to automatically check PPS (rather than allowing user to check PT-OT-ST) for a Medicare Part A claim is activated. 10- Tables Permissions: Displays the user groups and the Appeals tables each has been granted. 11- Appointment Color Code Table Permissions: Displays any user groups that have access to the table where color coding of Non Patient Appointment Types can be assigned. 72

73 12- Avoid Weekend cloning: Displays if Avoid Weekend App Setting is set to No or Yes. If app setting is set to N, then Smart will clone schedules from Saturday to Saturday, and Sunday to Sunday. If app setting is set to Y, then smart will not clone any information to weekend days. 13- Custom Color for Payor or Non Patient Appointments: Displays value of App Setting 'AllowCustomColor'; If set to Y, then users will have the ability to custom color non patient types of appointments. 14- Default Scheduler Tab to Resident, Therapist, or Scheduler: Displays the default view for TX > Appointment Schedule (Resident, Therapist, or Scheduler). 15- Non Patient Appointments Set and Color Coding Assigned in Table: If Y, then there are entries saved to the table where color coding for Non Patient type appointments are assigned. 16- Productivity Standard Table: Displays N if no entries are in this table; Displays the discipline and corresponding productivity values for each if there are entries in this table. 17- Productivity Standard Table Permission: Displays any user groups with permission granted access to view / modify information in this table. 18- Read Only Permission: List user groups that have read only access to Appointment Schedule. 19- Additional Errors for Pre-Bills: Displays if any additional errors are activated for billing. Available values : Missing G Code, G Code No TX, G Code Missing Planned Discharge, Missing Med Nec, Export Issues, CoTreatment Details, LCD Alert, LTACH, CCI Edit, Unverified TX. 20- Adjustments Invoiced: Displays if adjustments have been invoiced. Assists in review of end of month billing process. 21- Billing Export Files: Displays if end of month billing exports are set in system. 22- End of Month Billing Packets: Displays if end of month billing packets are set for interface. 23- Invoicing: Displays if invoices exist for last month. Assists in review if billing invoice process if utilized. 24- Missing Contract: Y= Contracts are set up. Assists in review if billing process if utilized. Contracts are necessary for many reports in the system. 25- Weekly Close: Displays if Weekly Close process is utilized. Assists with clearing of errors prior to end of month billing process. 26- CBT Permissions Table: User groups that have permission to grant computer-based training videos. 27- Video Permissions Granted: Lists user groups that do not have permission to at least one video. 28- Using Customer Portal: Displays if there is at least one user group using the customer portal. 29- Assistant Notes Permissions: Displays the user groups with permission to use Assistant Notes 30- Assistant Notes Renamed to Interim Notes: Displays effective dates if renaming the Assistant Notes to Interim Notes 31- Assistant Permission to Discharge Summary Require Countersign: Displays which disciplines are requiring countersigning for Discharge Summary (if signed by a PTA or COTA) 32- Assistants Permission to Discharge Summary: Displays Y if PTA or COTA have permission to edit Discharge Summary 33- Auto-populate CPT Codes: Displays disciplines auto populating the evaluation CPT Codes on the Plan of Care; not recommended now that there are multiple evaluation codes 34- Doc Schedule by Payor: Displays if at least one facility is scheduling documentation at the payor level in Facility > Tables > Doc Schedule by Payor 35- Doc Schedule Override - Transitioning New Facilities: Displays Y if facilities have started with UPOC during their go-live transition 36- Documentation Management to Hide/Show Fields: Displays Y if there is at least one facility customizing documentation fields to not show or be required (different from our standard set up) 37- Documentation Management to Hide/Show Fields Table Permission: Displays the user groups that have permission to the System > Documentation Management 38- Exclude Documentation: Displays Y if there is at least one facility where the Exclude Documentation is checked on Facility Maintenance; Displays the Facility IDs excluding 39- Functional Deficits Update (display of 2nd tab): Displays Y if showing Functional Deficits Update tab; specifies which documents this displays 40- LCD Activation Missing: Displays the active facilities that do not have an LCD selected 41- Linked Functional Deficits Goals Methodology: Displays Y if this documentation method is activated in at least one facility 42- Lock Documents: Displays Y if the feature to lock a document upon completion is utilized 43- Lock Next Document if Prior Incomplete: Displays Y and effective dates if using the feature where the next document cannot be edited until the previous document is completed or draft free 44- Mandatory Functional Deficits: Displays Y if there are Functional Deficits set as Mandatory in the Functional Deficits table 73

74 45- Pre-check Doc Med Necessity: Displays a Y if Documented Medical Necessity is pre-checked on POC 46- Pre-Checked Functional Deficits: Displays Y if pre-checked items are set in the Functional Deficits table 47- Pre-Checked Underlying Impairments: Displays Y if pre-checked items are set in the Underlying Impairments table 48- Problem-Oriented Documentation: Displays a Y if the problem-oriented documentation window appears immediately after Initiated POC (keying up library items associated to the patient's distinct problem(s) 49- Require # of Words per Text Box: Displays Y if requiring a set number of words in the entry boxes on POC, Therapist Progress, UPOC, and Discharge Summary 50- Require Attending Physician: Displays Y if requiring Attending Physician 51- Require Countersign: Displays Y and effective dates if requiring countersign on documents esigned by PTA or COTA 52- Require Documented Medical Necessity or ABN date Displays Y if showing both Documented Medical Necessity and ABN Date (one of the two is required on save) 53- Require Order Date: Displays Y and effective dates if requiring Order Date on POC 54- Require UPOC if scheduled same date as Discharge Summary: Displays Y if requiring UPOC even if a Discharge Summary is saved on the same date 55- Retain scheduled APN/TPN if UPOC saved: Displays Y if the scheduled (not edited) Assistant Progress and/or Therapist Progress Notes are retained when UPOC is saved on a later activity date 56- Set ID (Multiple Library Sets): Displays Y if there are more than Casamba's standard library set (Set ID 0) 57- Set ID Assignments (Connecting Facilities with Different Libraries): Displays Y if a Facility is associated to a Set ID other than 0 in the Doc Customer Lookup Sets table 58- Show & Require EOC Destination: Displays Y if showing and requiring EOC Destination on Discharge Summary 59- Show & Require Referring Physician: Displays Y and Effective Dates if showing and requiring Referring Physician on POC 60- Show Anticipated (goal) Column on POC & Discharge Summary: Displays Y if displaying the 3rd column titled 'Anticipated' on POC and Discharge Summary 61- Show Patient Consent: Displays Y if the Patient Consent is displaying on POC, SPOC and Discharge Summary 62- Show Rehab Potential 'Fair & Poor' only when Eval Only: Displays Y if only displaying 'Fair & Poor' Rehab Potential when POC or SPOC is an Eval Only 63- Facility Calendar (Edit Events): Displays the user groups with access to edit Facility Calendar 64- Facility Calendar (View): Displays the user groups with access to view Facility Calendar 65- Facility NPI Missing: Displays any facilities missing Service NPI field. This is utilized to display the NPI in the Provider # field on Clinical Documentation within Smart 66- Physician NPI Required: Displays if Physician NPI is required when adding new physician to facility 67- Interface for resident demographic & MDS minutes: Review Interface Listing report for interface details that are activated 68- PBJ Permissions: Displays the list of user groups with access to the PBJ Module 69- Activating the mobile application for HH: Activates the facility for ability to report Home Health visits on the mobile application 70- Auto assign total mileage provide in HH visits to Mileage Expense: Automatically places the mileage entered into the Appointment visit onto the timecard 71- Auto Assign total minutes provided in HH visits to time card visits: Automatically places the total minutes in the HH visits to the Visits time type on timecard 72- Hide Home Health G Code Minute Box on Appointment Card: Shows the minutes box for HH GCode on the Appt Card 73- Home Health Visit Contract or Home Health Agency Contract: Shows either HHV or HHA contract type on the Billing>Contracts screen 74- Lock Home Health Visit Once Payroll is Approved: Locks the Appointment Card from changing visits after payroll is submitted 75- Require Check In/Out Times to Save Visit: Requires the Check In and Out times to be entered before the visit is able to be saved 76- Set up as a Home Health Facility: Sets up the facility as a Home Health facility 77- Use total Check In/Out time in productivity calculation Global Only: Productivity is calculated for HH facilities by using total Check in/out time instead of default minutes 78- Validate Time Card Start Time with Appointment Start Time: Validates that the Check In/Out time for the HH Visit falls within the facility punch in/out time 79- Clinical Delivery: Displays the user groups that see the Clinical Delivery dashboard 80- Customer Pages: Displays Y if there have been new pages created outside of Casamba's standard 81- Home Health: Displays the user groups that see the Home Health dashboard 74

75 82- Home screen Maintenance Permission: Displays the user groups with permission to modify dashboard layout, content & permissions 83- Management: Displays the user groups that see the Management dashboard 84- Performance: Displays the user groups that see the Performance dashboard 85- Scorecard: Displays the user groups that see the Scorecard dashboard 86- Therapist: Displays the user groups that see the Therapist dashboard 87- ACP Tracking: Activates the ACP tracking popup on the Input billing screens 88- Alerts show if co-treatment entered for Med B, along with listed Payors : Activates alert for Med B patients and listed payors that have co-treatment minutes entered in TX Billing screens 89- Allows only Co-Treatment Minutes for Med A like Payors and gray out all other payors: Only allows CoTreatment minutes to be entered on Input billing screens for payors that are Like Med A. All other payors are greyed out 90- Concurrent Minutes Required (Stop Sign) for Med A & Like Med A: Requires that minutes (or 0) have to be entered into Concurrent Min box on TX billing screens for Med A and Like Med A payors in order to save billing 91- CPT Messages: Shows the CPT Messages on Input billing screens when certain CPT codes have messages set in the CPT Message table 92- Exclude ST Eval minutes after SOC for MDS: Activates that ST evaluation minutes billed after the SOC do not count towards MDS 93- G Codes for Non-Med B Payors: Sets alerting, printing, and or exporting for listed payors other than Med B at facility level; otherwise follows Global setting. Med B payor is defaulted as always alerting/printing/exporting for G codes 94- Impersonate Input: Allows anyone in the user group to impersonate treatment on input billing screens 95- Input locked if POC/UPOC not completed: Activates the lock out of input in billing screen if POC or UPOC is not out of draft after 'X' number of days from esignature date 96- Input locked if Therapist Progress Report not completed: Activates the lock out of input in billing screen if Therapist Progress Note is not out of draft after 'X' number of days from esignature date 97- Mod 52 is auto computed and staff cannot manually insert 52 Modifier on Input screens: Mod52 is automatically applied if fewer than 30 min are billed on T60 code and hides the 52 option in the Mod box for all codes 98- PTA-COTA Allowed to be chosen as Student Supervisors: Shows PTA and COTA (along with PT, OT, ST) in the Supervisor list for students on Input billing screens 99- Require Concurrent For All Payors Except Med B: Display value of app setting 'RequireConcurrentAllPayors 100- Require Daily Notes: Requires daily notes for all CPT codes in order to save input billing for listed payors at facility level; otherwise follows Global level 101- Set ID (multiple daily notes library sets): Daily Notes Set IDs can be set up and applied to facilities in Facility >Maintenance Supervisor required to be chosen by student on Input Daily: Requires students with Student flag checked in user screen to specify a Supervisor on days they provide treatment on Input Daily screen Supervisor required to be chosen by student on Input Weekly: Requires students with Student flag checked in user screen to specify a Supervisor on days they provide treatment on Input Weekly screen Budgets can be loaded per Facility- Key Factor: Determines if Budgets are entered to display on the Key Factor screen Budgets can be loaded per Facility- Reports: Determines if Budgets are entered to display on reports Measure Library: Care Tool 7777, Modified Barthel 9999 or Custom: Determines which library being utilized Measures Activation: Determines if the Measures are activated; Missing Measures icon displays as well as alerting on Missing Measures alert Print on Documentation: Determines if Measures are printed on POC and Discharge Summary Require All Measures: Determines if all measures within a group are required Require Diagnostic Group, Diagnostic Subgroup: Determines the Diagnostic Group and/or Sub Groups are required on POC Require Primary and Secondary Programs: Determines the Primary and/or Secondary Programs are required & Eff. Dates Show Diagnostic Group & Diagnostic Sub Group: Determines the Diagnostic Group and/or Sub Groups are displayed on POC Show Goal & Interim Scores: Determines if the Goal and Interim Scores fields are displays on Measures Show Primary and Secondary Programs: Determines if the Primary and/or Secondary Programs are displays on POC Using Diag/Diag Sub Group and Program History Tables: Determines if the Diagnostic Group and Program History tables are active Co-Treatment Manual Entry vs Overlapping Visit times: Displays a Y if clinicians manually enter Co-Treatment 117- Mandatory use of input daily screen: Displays Y if require Input Daily (rather than the weekly view) 118- Outcome Measures: Displays Y if Measures button displays on device 75

76 119- Report App: Displays a Y if the Reports App is displayed on device 120- Require daily notes by Payor: Displays a Y if daily notes required 121- Rolling back the clock (time card/visits): Displays Y if clinicians allowed to roll back time cards and session start times 122- Start Stop feature or Non-Start/Stop for visits: Displays Y if not utilizing session start/stop times 123- Sync without punching out: Displays Y if clinicians allowed to sync without punching out of the device 124- Approving Time Off: Displays Y if users are approving time off requests. Assists in review if time off request module is utilized 125- Impersonate Time Card: Displays the user groups with access to month view impersonate 126- Requesting Time Off: Displays Y if users are requesting time off. Assists in review if time off request module is utilized 127- Set Availability: Displays the user groups with access to Set availability. Utilized for outpatient scheduling 128- Smart Clock: Displays if the setting for smart clock is activated 129- Timecard Attestation: Displays if the timecard attestation is activated 130- Timecard Read Only if using Smart Clock: Displays if month view timecard is read only forcing users to utilize smart clock 131- Timecards for Productivity Reports & Payroll: Displays if timecards are utilized 132- Direct Bill through Clearing House (Clearing House Enrollment Required) Display user groups who have access to the Claims and Claims Console tabs 133- Display 'Patient' rather than 'Resident' under TX tab: Displays N if "Resident' "is displayed for all facility types under the TX Tab; When applicable, displays which facility types display Patient" rather than 'Resident' under the TX Tab 134- Outpatient Fields on Facility Admission (Address, Guarantor, Insurance Coverage, Assignment of Benefits): Displays the app setting values for outpatient module set up 135- Outpatient Scheduler: List the user groups that have System > Menu > Appointments > Facility Schedule & Patient Schedule 136- Therapy Event: Displays if outpatient set up is activated to display according to set app settings with eff from/thru dates 137- Anticipated DC field defaults to POC Duration: Displays Y if the anticipated DC date will default to match the POC duration, displays N if the anticipated DC date will NOT default to match the POC duration 138- Certification Thru field displays in Planner: Displays Y if the app setting is activated for Smart to display Certification Thru info in Planner Read Only Permission: Displays which user groups have read only access to Planner Retain Planned Minutes for past 21 days: Displays Y if the Planner is set to show past planned minutes for 21 days in Planner3, displays N if Planner is set to not show past planned minutes 141- Show Red Lines for Rolling 7 Day from Disciplines SOC: Display Y if Planner is set to display red lines on the Planner3 grid every 7 days post the SOC per discipline 142- Divides the group minutes by 4 when performing the Productivity Calculation (Global only): Displays if group is divided by 4 on month view productivity calculations 143- Do we deduct half of concurrent minutes treated for Facility and Therapist Productivity reports?: Displays if concurrent minutes are reduced for productivity reports 144- Do we display productivity and efficiency as 100% for TIF Contracts?: Displays if TIF contract type will display Productivity/ Efficiency as 100% on reports 145- Do we Exclude evaluation minutes for RUG & NR contracts in efficiency calculation?: Displays if eval minutes are excluded on efficiency reports if the contract type is set to RUG or NR 146- Do we Exclude evaluation minutes in productivity calculation?: Displays if all eval minutes are excluded on productivity reports regardless of contract or payor type 147- Do we include evaluation minutes for RUG & NR contracts in productivity calculation?: Displays if eval minutes are excluded on productivity reports if the contract type is set to RUG or NR Exclude from productivity & efficiency calculations: Displays if hot packs are excluded from productivity and efficiency reports 149- Exclude EVAL and NONMDS in productivity on Month View: Displays if eval and nonmds minutes are excluded in productivity calculation on month view 150- Key Factor Productivity %: Displays the value percentage for productivity on Key Factor 151- Productive Timecard items for Productivity Reports: Lists the productive timecard items 152- Time off included in Efficiency: Displays if time off types are included in Efficiency calculations 153- Time off included in Productivity: Displays if time off types are included in Efficiency calculations 154- Which Job Codes are excluded from Productivity (Not Efficiency) calculations companywide?: Displays the list of job codes excluded from productivity reports 76

77 155- File Documents (Custom Folders): Lists any custom file documents folders in the client 156- Scheduled Reports: Displays if scheduled reports are set up in system 157- Clone BID: Displays Y if the app setting for cloning BID appointments in TX > Scheduler is activated 158- Scheduled/Planned Report (Productivity Calculation): Defines the value used to multiply Total Direct Hours for the Planned/Scheduled Labor calculation 159- Total Labor Time & Therapy Daily Schedule report (bottom right corner): Displays N if no values are entered to show productivity labor calculations in the Therapist Daily Schedule; displays the productivity values established per discipline and the effective from / through dates if the activation is set 160- Care Tool Active within Functional Deficits: Determines if Care Tool is displaying in the Functional Deficits screen on POC 161- GG Active within Functional Deficits: Determines if Section GG is displaying in the Functional Deficits screen on POC 162- Pre-populating Functional Deficits 'Anticipated' into Section GG (ARD) Discharge Goals: Determines if Functional Deficits > Anticipated column flows to Discharge Goals on Set ARD for Section GG 163- Pre-populating Functional Deficits 'Current Level' into Section GG (ARD) Admission & Discharge Performance: Determines if the Functional Deficits Current Level flows into Set ARD Section GG as Admission Performance and Discharge Performance 164- Pre-populating Measures Goal Score into Section GG (ARD) Admission & Discharge Performance: Determines if the Measures Admit Scores flow into Set ARD Section GG as Admission Performance and Discharge Performance 165- Pre-populating Measures Start & End Scores into Section GG (ARD) Admission & Discharge Performance: Determines if the Measures Admit Scores flow into Set ARD Section GG as Admission Performance and Discharge Performance 166- Require All Questions Completed to Lock & Print GG: Determines if all questions are required in order to save and print Section GG 167- DAL for Approving Time: Displays if the DAL screen is utilized for payroll approvals 168- Professional Licensure (Locking Input if Missing or Expired): Displays if the Block expired license is activated. Users with a missing or expired license will be locked out of input 169- Run Payroll Nightly Permission: Displays user groups with access on Dal screen to run payroll nightly permitting approve payroll report to be run without waiting for nightly process 170- System Time Out Time (idle time before Smart closes): Displays the value of inactivity before the system will auto shut down logging the user out of Smart 171- User Certification: In Progress 172- User Credentials: Displays if user credentials are utilized. User credentials permits the client to insert specific credentials for reports. MSPT, OTA as examples 173- User Set Up (Full Permission): Displays the user groups with full access to user screen 174- User Set Up (Limited Permission): Displays the user groups with limited access to the user screen. For specifics review Group Permission excel report 175- User Set Up conflicts: Displays any users with conflicts on User screen. EX: PTA set with group DOT, PTA set with group Therapist 176- Audit Billing & Daily Notes: Determines if the Daily TX Audit has been used in past 30 days; displays facilities with saved entries 177- Chart Audit in Part 3 Months: Determines if Chart Audits have been saved in the past 3 months; displays the facilities if less than Facility Admission: View Files: Displays if documents are uploaded in TX Resident/ View files 179- Group by Team: Displays if Therapy Team is activated 180- IP Validation: Displays if IP validation is activated 181- Resident Billable Optional Services: Displays if Resident optional services are utilized 182- Resident List Default: Display the app setting 'Default Resident List' value 183- Eval Codes Billed after SOC: Displays the Default dropdown on TX Resident screen Report Example: 77

78 STAT SUMMARY WEEKLY TREND EXCEL Purpose of report: Displays statistical data for Part A; UH %, revenue, length of stay, units/visits. Part B; revenue, units/visits and % Profit. Also includes Productivity & efficiency and contractor dollars. Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Select a Week Ending Date 3- Select Chain, if applicable 4- Select Type All, Med A Only or Like Med A 5- Submit report Information on report: 1- Week Ending: Lists Sunday through Saturday weeks. Week ending date will be Saturday date. The report will display last 4 weeks. 2- UH%: Percentage of ultra-high RUGs for the time frame. Number of ultra-high RUGS divided by total for all RUGS. 3- Part A Revenue: Part A revenue for the time frame. Based on parameter type chosen will include Med A only, Med A like or both. Includes NR revenue. 4- Part B Revenue: Part B Revenue for the time frame. 5- Other Revenue: All other revenue for the time frame that is not Part A or Part B 6- Part B Saturation %: Caseload Days/Census Days 7- Part B PT Units: Total Part B Units for PT 8- Part B OT Units: Total Part B Units for OT 9- Part B ST Units: Total Part B Units for ST 10- Part B PT Units/Visits: Total Part B units divided by total Part B visits for discipline PT. 11- Part B OT Units/Visits: Total Part B units divided by total Part B visits for discipline OT. 12- Revenue/ Minute: Total revenue divided by actual minutes delivered during time frame. This includes optional services minutes as well as all nonresident time on timecard. Compare to Contribution Margin Report. 78

79 13- Cost/Min: Total Direct Cost divided by actual minutes delivered during time frame. This includes resident time individual + optional services minutes on timecard. Compare to Contribution Margin Report. 14- % Profit: ((Total Revenue minus Total cost)/total Revenue) * 100. Compare to Contribution Margin Report. 15- Productivity %: Productivity % without Techs. Compare to Facility Productivity report- include Tech as No 16- Facility Efficiency: Efficiency for the facility, including non-clinician time such as rehab techs. Actual minutes divided by facility time. 17- Contractor Dollars: Total dollar amount for any users who are contractor or vendor. This report requires the nightly process. Report example: THERAPIST PRODUCTIVITY AND EFFICIENCY TREND EXCEL Purpose of report: Displays the productivity and efficiency of each therapist across all location worked for the last 12 months. Parameters of report: 1- Select a Thru Date 2- Location; Company, Division, Region, District, Facility 3- Select Chain, if applicable 4- Submit report Information on report: Report is sorted by Facility then therapist last name. 1- Facility: Name of Facility 2- User Name: Name of Therapist 3- Status: FT, PT, PRN, Registry 4- Month/Year: Month and year 5- Productivity/ Efficiency: The productivity tab will display the therapist productivity. The efficiency tab will display the therapist efficiency. Compare to Facility Productivity or Efficiency reports. Report Example: 79

80 USER CERTIFICATIONS EXCEL Purpose of Report: Displays certifications saved on the System > User screen > Certifications or when the Care Tool Quiz (General + Mobility or General + Self-Care) are taken and a score of 80% or better is attained in Casamba s Computer-Based Training (CBT). Information included on this report will assist in monitoring CARE Tool, NOMS and additional certifications, if utilized. Parameters of Report: Information on Report: 1- From & Thru date range; qualifies certifications where the Date Passed is within this date range. 2- User Name; defaults to All able to select individual user 3- Submit Report 1- Cert Type: Displays the certification type from System > User > Certification; able to filter 2- Discipline: Displays the discipline of the User Name (PT, PTA, OT, COTA, ST) 3- User Name: Displays the clinician last name, first name 4- DOB: Displays clinician s date of birth 5- State: Displays the clinician s state for professional licensure from System > User > Licensure 6- License Number: Shows License information from System > User > Licensure 7- Test Name: Displays the test name; either from Casamba s CBT (Section 1: General Questions, for example) or the Certification selected when adding manually on System > User > Certification 8- Date Passed: Displays the date the test was saved with passing score (CBT); or the date entered on System > User > Certification 9- Grade: Displays the test score obtained (CBT) or the score saved on System > User > Certification Filters Available: Test or Certification (select specific item to only display those on the report); Test or Certification Name (select specific item(s) to only display those on the report) 80

81 Report Example: CORRECTIONS Appeals Management Stastics: Modified the data tab > Status column. If Go to Indemnification Process is selected as the Next Step claim will display as [Indemnification Process]. Once the Credit Memo or Do Not Indemnify memo is printed, then status changes to [Inactive] [Indemnified] or [Inactive] [Not indemnified]. Chart Audit Report Added confidentiality statement to appear on report when Confidentiality Statement is displayed (optional); Added feature where if the answer to question Does this document apply to this patient? is No then we do not print this section; report now utilizes company logo from Facility Maintenance and/or facility tables. Contribution Margin Analysis Excel: Added productivity % column. Customer Contract: Added Monthly Fees to report when contract type is TIF. Discharge Destination Excel: Added totals for each discharge type. Eval Excel: Added CPT code number to report to assist with review of minutes for evaluation codes and the exact evaluation codes utilized. Facility In Out PDF & Excel: Added Employee # and Therapist ID from user screen to report. Facility Productivity : Grand total was restored on report when run by company. Facility Scorecard: A parameter was added for the RUG mix for All, Med A Only, Like Med A only. Home Health Profitability Reports: New reports will be available post update. Invoice Home Health: Added ability for HHV contract to have payor breakdown on last page. Requires Specific set up per client request. Management Summary Short Excel: Added row for Med A like min to report. Med A Length of Stay: A parameter was added for All, Med A Only, Like Med A only. 81

82 Monthly Productivity Excel: Add column for discipline type (PT, PTA, OT, COTA and ST) to report. Patient Outcomes Excel & Patient Outcomes by Functional Deficit Excel: 2 new columns have been added- % of Improvement and YTD Improvement %. PPS Utilization Summary Excel: Updated excel report to match PDF report to exclude End of Therapy OMRAs including EOT-R and EOT-Combined with a regular assessment. Progress Notes: Italics minutes and initials on grid & daily note if impersonated. Saturation: Updated to display all payors rather than A, B and Other. Added Grand Total Line. Start Stop CPT Excel: Modified report sorting. First tab "Date of Service" sort is: Facility / Discipline / Therapist Name / Date of Service. Second Tab "Resident" sort is: Facility / Discipline / Therapist Name / Resident / Date of Service. Therapy Admission Audit Excel & Therapist Chart Auditor Excel: Moved to Documentation category. Therapist In out PDF & Excel: Added Employee # and Therapist ID from user screen to report. Added parameter to run by status. Therapist Time Card Exception: Added for missing timecards when appointment screen is utilized for home health and outpatient visits. Report will now display if a visit was inserted on appt screen but a timecard has not been completed. This is necessary for travel and mileage to display on invoices. TX Census excel: Add primary and secondary programs to report. TX Scheduler > Therapist Daily Schedule: Therapist schedules corrected issue with contraindications pulling from prior therapy admission. User ID Excel: Added NPI Number, Dept # and PBJ ID to report. Weekly Rehab Meeting & Weekly Rehab Meeting with Notes: A new option to show Section GG is now available. The default is set to N. If changed to yes, then the report will include the Section GG scores since SOC for patients where Section GG was recorded. Patient Outcomes by Functional Deficits: This report has been enhanced to so that data could be filtered by bundle payment type (e.g. Bundle Payment Care Improvement Initiative BPCI or Episodic Payment Model EPM). A new tab has also been added that 82

83 will allow users to view specific bundle payment information in relation to patient outcomes by functional deficits. Management graphs have also been enhanced to incorporate bundle payment data. A new tab called ByBundleProgram has been added to the report to show specific value scores for clinical episodes. The Management Charts II tab of the report has been enhanced with a new Bundle Payment tab to filter graphs by bundle. 83

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