Schedule Supervisory Visits and Annual Assessments
Complete the following steps to schedule Supervisory Visits.
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Go to Admin > Reference Table Management > select Visit Type in the Reference Table field.
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In the Add Visit Type window create a name in the Name field (Ex. 6 Month Supervisory Visit) and Abbreviation field (Ex. SUPV), and then select Save.
Create a Supervisory Visit Service Code to all contracts.
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Go to Admin > Reference Table Management > Select in the Reference Table field.
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Select View.
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Select .
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In the Contract Service Code window select the options below:
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Discipline: Other (Skilled)
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Rate Type: Visit
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Visit Type: 6 Month Supervisory Visit
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Select the following check boxes:
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Bypass Prebilling Validations
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Bypass Billing Review Validations
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Select Save.
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Go to .
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Under Billing Rates select .
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In the window fill in the required fields. Enter the following Discipline and Service Code:
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Discipline: Other (Skilled)
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Service Code: Your New Service Code (Ex. 6 Month Supervisory Visit)
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Go to.
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Select Edit and then select Other (Skilled) under Employment Type .
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Select Save.
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Go to .
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Select Edit under the Patient Profile and then select Other (Skilled) checkbox under Accepted Services.
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Select Save.
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Go to .
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Select the Clinical Info tab and enter the number of days until the next visit is due in the Nursing Visits Due (In days) field. The typical entry is 90 or 180 days.
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Select Save.
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Go to Patient > Search Patient > Calendar.
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Click the Date field and then select Add Skilled Visit.
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Select Supervisory Visit in the Service Code field.
For more information, see Create Visits.
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Go to Reports > > Nurse Visit Due V2.
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Select Scheduled Visits in the Run Based On field.
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Click View Report.
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Use the Copy and Create tool under Patient > Search Patient > Calendar and create the follow up visits on the Member Calendar using the Visit Due Date column from the report as a guide of who to create.
Complete the following steps to schedule Annual Assessments.
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Go to Admin > Reference Table Management >Select Visit Type in the Reference Table field.
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In the Add Visit Type window create a name in the Name field (Ex. Annual Assessments) and Abbreviation field (Ex. Annu), and then select Save.
Create a Annual Visit Service Code to all contracts.
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Go to Admin > Reference Table Management >Select in the Reference Table field.
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Select View.
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Select .
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In the Contract Service Code window select the options below:
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Discipline: Other (Skilled)
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Rate Type: Visit
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Visit Type: Annual Visit
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Select the following check boxes:
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Bypass Prebilling Validations
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Bypass Billing Review Validations
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Select Save.
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Go to .
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Under Billing Rates select .
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In the window fill in the required fields. Enter the following Discipline and Service Code:
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Discipline: Other (Skilled)
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Service Code: Your New Service Code (Ex. Annual Assessments)
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Go to Caregiver > Search Caregiver > Profile.
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Select Edit and under Employment Type select Other (Skilled).
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Select Save.
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Go to Patient > Search Patient > Profile.
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Select Edit Patient Profile and under Accepted Services, select Other (Skilled) checkbox.
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Select Save.
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Go to > Search > Profile.
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Select the Clinical Info tab enter the number of days until the next visit is due in the MD Order Due (In days) field and MD Visit Due (In days). The typical entry is 365 days.
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Select the MD Order Required checkbox. This checkbox is crucial to pulling an accurate Report
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Select Save.
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Go to Patient > Search Patient > Calendar.
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Click the Date field and then select Add Skilled Visit.
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Select Annual Assessments in the Service Code field.
For more information, see Create Visits.
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Go to Reports > > MD Order Due (Based on 485).
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Click View Report.
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Use the Copy and Create tool under Patient > Search Patient > Calendar and create the follow up visits on the Member Calendar using the Due Date column from the report as a guide of who to create.