Caregiver Restrictions Using SSN

Payers can place a Caregiver Restriction using the Social Security Number (SSN) to avoid duplication of Caregiver records caused by the current method - a combination of Caregiver First/Last Name and DOB. Both types of restrictions can be used, as well as a restriction date range.

When adding or editing a Visit, the system validates for Restricted Caregivers whether by SSN or by Name/DOB within the Restriction Date range. This mechanism prevents any erroneous scheduling of a Restricted Caregiver(s).

When scheduling a Caregiver for a Patient Visit, the system alerts the user if the Caregiver is Restricted (as seen in the image).

In these cases, the schedule cannot be created until an unrestricted Caregiver is selected.

The Restricted Caregiver validation (logic) applies when adding or editing visits across the system where a Caregiver can be edited, including:

• Scheduling: Patient Calendar, Master Week, Master Week Rollover

• Appointments: Creating New Visits, Editing Caregiver, Drag and Drop, and Bulk Adjustment

• Visit Confirmation

• Accepting/Updating Patient Placement

• Call Dashboard: Call Maintenance, Automatic Creation of Schedule

• Prebilling

• Billing

A Caregiver restriction may have been applied after creating a visit. When creating a New Invoice or when generating a New Invoice Batch, the system skips visits that have a Restricted Caregiver during the Billing process. The system indicates no Billable visits.

A Caregiver restriction may have been applied after creating a Visit. In these cases, the system stops those visits in the Prebilling Review process, as a safeguard to catch scheduling errors. The Restricted Caregivers validation is seen under the Problem column.