Obtaining data for the CA OSHPD Annual Utilization report of Hospice Agencies (ALIRTS-HHA/H) The State of California Office of Statewide Health Planning & Development requires hospice agencies to submit an Annual Utilization Report. The report is due by March 15th each year for the prior calendar year. Follow the steps below to retrieve the necessary data from HAS. These reports can also be run from a central location under File > Report Groups for System Group Type. Review the Report Groups User Guide under Help > Help, Frequently Asked Questions or contact HAS Support for assistance if needed. Note, per the Annual Utilization Report specifications some patient counts are duplicated while some are unduplicated. As such, your patient counts may vary from report to report. CONTENTS ALIRTS Section 6 Visits by Type of Staff (lines 21-29)... 2 ALIRTS Section 7 Unduplicated Hospice Patients by Gender and Age (lines 1-15)... 2 ALIRTS Section 7 Unduplicated Hospice Patients by Gender and Race (lines 21-30)... 4 ALIRTS Section 7 Hospice Patients Discharged by Reason (lines 61-70)... 6 ALIRTS Section 7 Hospice Patients Discharged by Length of Stay (lines 71-85)... 7 ALIRTS Section 7 Hospice Patient Admissions by County (lines 91-100, Column2)... 8 ALIRTS Section 7 Hospice Patient Discharges by county (lines 91-100, Columns 3-5)... 9 ALIRTS Section 7 (lines 101-120) Admissions by Diagnosis... 11 ALIRTS Section 8 (lines 1-20) Discharges by Diagnosis... 11 ALIRTS Section 9 Level of Care and Source of Payment (lines 1-10)... 13 ALIRTS Section 9 Location of Care Provided (lines 21-30)... 15 ALIRTS Section 10 Detail of Operating Expenses (lines 30-175)... 16 ALIRTS Section 11 Hospice Inpatient Facility/Unit (lines 1-20)... 16 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 1 of 16
ALIRTS SECTION 6 VISITS BY TYPE OF STAFF (LINES 21-29) Go to Stats > Services Provided or press the Alter button if running from Report Groups. Sequence: Modality Selection Type: Unit. Use Specific Includes tab specify the unit(s). Care Type: leave all checked except for non-visit types (ex. supplies). Billed/Not Billed: All-Chgs Report Detail: leave all unchecked Charge Date Selection: enter the reporting year Date Type: Charge Date Press Preview and use the Actual-Qty number. ALIRTS SECTION 7 UNDUPLICATED HOSPICE PATIENTS BY GENDER AND AGE (LINES 1-15) Go to Patient > Admission Report or press the Alter button if running from Report Groups to get an unduplicated patient count. The More Options tab allows selection of Male or Female patients for the different columns of this section. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 2 of 16
Report Sequence: Sex Selection Type: Unit. Select unit(s) on the Specific Includes tab. Date Selection: Reporting Year Top Sequence: Unit (if reporting for multiple units) Report Type: Admitted Report Detail: leave unchecked More Options tab Include Age Categories: checked Unduplicated Counts: checked Age Categories in years: set according to State Reporting requirements Patient Sex: set to Male for column 1 numbers, set to Female for column 2 numbers. Press Preview and use the Age Categories numbers at the end of the report. The report is run separately for Male vs. Female counts. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 3 of 16
ALIRTS SECTION 7 UNDUPLICATED HOSPICE PATIENTS BY GENDER AND RACE (LINES 21-30) Go to Patient > Admission Report or press the Alter button if running from Report Groups to get an unduplicated patient count. The More Options tab allows selection of Male or Female patients for the different columns of this section. Report Sequence: Race Selection Type: Unit. Select unit(s) on the Specific Includes tab. Date Selection: Reporting Year Top Sequence: Unit (if reporting for multiple units) Report Type: Active Report Detail: leave unchecked More Options tab Miscellaneous Options: check Only Include if Visit Within Date Range Patient Sex: set to Male for column 1 numbers, set to Female for column 2 numbers. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 4 of 16
Press Preview and use the Un-Dup Count column. The report is run separately for Male vs. Female counts. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 5 of 16
ALIRTS SECTION 7 HOSPICE PATIENTS DISCHARGED BY REASON (LINES 61-70) Go to Patient > Admission Report or press the Alter button if running from Report Groups. Report Type: Discharged Report Sequence: Reason Selection Type: Unit. Select unit(s) on the Specific Includes tab. Date Selection: Reporting Year Top Sequence: Unit (if reporting for multiple units) Report Detail: leave unchecked More Options tab Miscellaneous Options: check Only Include if Visit Within Date Range Patient Sex: All 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 6 of 16
Press Preview and use the Disch Count column. ALIRTS SECTION 7 HOSPICE PATIENTS DISCHARGED BY LENGTH OF STAY (LINES 71-85) Go to Patient > Admission Report or press the Alter button if running from Report Groups. Report Type: Discharged Report Sequence: Unit Selection Type: Unit. Select unit(s) on the Specific Includes tab. Date Selection: Reporting Year Top Sequence: Unit (if reporting for multiple units) Report Detail: leave unchecked 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 7 of 16
More Options tab Include LOS Totals: checked Length of stay categories in days: enter according to State requirements Miscellaneous Options: check Only Include if Visit Within Date Range Press Preview and use the Length of Stay numbers at the end of the report. ALIRTS SECTION 7 HOSPICE PATIENT ADMISSIONS BY COUNTY (LINES 91-100, COLUMN2) 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 8 of 16
Go to Patient > Admission Report or press the Alter button if running from Report Groups. Report Type: Admitted Report Sequence: Unit Selection Type: Unit. Select unit(s) on the Specific Includes tab. Date Selection: Reporting Year Top Sequence: Unit (if reporting for multiple units) Report Detail: leave unchecked Press Preview and use the Admit Count column. ALIRTS SECTION 7 HOSPICE PATIENT DISCHARGES BY COUNTY (LINES 91-100, COLUMNS 3-5) Go to Patient > Admission Report or press the Alter button if running from Report Groups. Note, if the Number of Deaths in Section 7 Line 100 Column 3 does not match Line 61 Number of Deaths, this is due to the patient having a date of death but a non-death related Discharge Reason. The reports would need to be run in Patient Detail to determine the accurate total. Report Type: Active Report Sequence: Unit Selection Type: Unit. Select unit(s) on the Specific Includes tab. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 9 of 16
Date Selection: Reporting Year Top Sequence: Unit (if reporting for multiple units) Report Detail: leave unchecked More Options tab Include LOS Totals: checked Only Include if Visit Within Date Range: checked Press Preview and use the Active Count for Column 5 Number of Patients Served. Use the Deaths number for Column 3 No of Deaths. For Column 4 No of Non-Death Discharges, subtract the number of Deaths from the Disch Count column. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 10 of 16
ALIRTS SECTION 7 (LINES 101-120) ADMISSIONS BY DIAGNOSIS Go to Stats > Services Provided or press the Alter button if running from Report Groups. Sequence: Primary Dx Selection Type: Unit. Use Specific Includes tab specify the unit(s). Care Type: leave all checked except for non-visit types (ex. supplies). Billed/Not Billed: All-Chgs Report Detail: check Patient Charge Date Selection: enter the reporting year Date Type: Charge Date More Options tab (Diagnosis Reporting) Hospice Dx Groups: checked Show Case Totals: checked Press Preview and jump to the last page of the report. For Section 7 Column 4, use the Cases Column (this number will be the total number of admits within the reporting period). 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 11 of 16
ALIRTS SECTION 8 DISCHARGES BY DIAGNOSIS (LINES 1 20) Go to Stats > Services Provided or press the Alter button if running from Report Groups. Sequence: Primary Dx Selection Type: Unit. Use Specific Includes tab specify the unit(s). Care Type: leave all checked except for non-visit types (ex. supplies). Billed/Not Billed: All-Chgs Report Detail: check Patient Patients: check Discharged Charge Date Selection: enter the reporting year Date Type: Charge Date More Options tab (Diagnosis Reporting) Hospice Dx Groups: checked Show Case Totals: unchecked 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 12 of 16
Press Preview and jump to the last page of the report. For Section 8, Columns 2 5, use the Visits, Dischs, Deaths and LOS columns. Subtract the number of Deaths from the number of Discharges for Column 1. ALIRTS SECTION 9 LEVEL OF CARE AND SOURCE OF PAYMENT (LINES 1-10) Go to Stats > Services Provided or press the Alter button if running from Report Groups. Note, the Routine, Inpatient, Respite and Continuous charge codes must be set to their own modality (not Hospice modality) in order for this to work. If your agency isn t currently setup that way, please contact 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 13 of 16
HAS Support for assistance or utilize the Charge > Hospice LOC Report instead. The Hospice LOC Report would need to be run for each insurance for each Level of Care type. Sequence: Insurance Selection Type: Unit. Use Specific Includes tab specify the unit(s) Care Type: check Other only Billed/Not Billed: All-Chgs Report Detail: check Modality-Detail Charge Date Selection: enter the reporting year Date Type: Charge Date More Options tab Leave all options unchecked Press Preview and use the Patients and Actual-Qty columns per pay source and level of care. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 14 of 16
ALIRTS SECTION 9 LOCATION OF CARE PROVIDED (LINES 21-30) Go to Charges > Hospice LOC Report or press the Alter button if running from Report Groups. Note, if you bill hospice for payers not set to Medicare Hospice Rev Type, run the report for specific Insurances instead and set the Hospice Insurance Type to All. Set the Unit selection dropdown to the Hospice Unit. Sequence: Patient Selection Type: Unit. Use Specific Includes tab specify the unit(s) Report Detail: leave all unchecked Billing Period: Custom Custom Date Selection: enter the reporting year Hospice Insurance Type: uncheck All and set to Medicare Hospice Rev Type Level of Care: set to All for column 1, then run report separately for each specific LOC. Unit: check All Report Type: All Patients More Options tab Leave all options unchecked 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 15 of 16
ALIRTS SECTION 10 DETAIL OF OPERATING EXPENSES (LINES 30-175) Use data provided by Medicare Cost Report ALIRTS SECTION 11 HOSPICE INPATIENT FACILITY/UNIT (LINES 1-20) This section is only completed by hospices that have answered Section 6 line 11 with Hospice Inpatient Facility/Unit services. 716 Newman Springs Road Lincroft, NJ 07738 Tel 732-941-2201 Page 16 of 16