Allscripts Academy for Homecare Course Cataloghomecaredemo.allscripts.com/resources/Allscripts...

Allscripts Academy for Homecare Course Catalog

Allscripts Homecare (formerly Misys Homecare™)

Copyright © 2010 AllscriptsMisys www.allscripts.com

Copyright © 2010 Allscripts-Misys Healthcare Solutions, Inc. 2

Table of Contents

INTRODUCTION ..........................................................................................................................................4

RELEASE TRAININGS ....................................................................................................................................5

RELEASE 6.1 ............................................................................................................................................................................ 5

VERSION 6.1 FINANCIAL – DISCOVER HOSPICE REGULATION ENHANCEMENTS – SELF-PACED .................................................................. 5

VERSION 6.1 FINANCIAL – DISCOVER PPS REGULATION ENHANCEMENTS – SELF-PACED ........................................................................ 6

VERSION 6.1 FINANCIAL – DISCOVER PPS REVENUE RECOGNITION (REFINEMENT) REPORT – SELF-PACED ................................................ 7

RELEASE 6.0 ............................................................................................................................................................................ 8

VERSION 6.0 INSTALLATION TRAINING FOR 4.1.0 AND ABOVE USERS ................................................................................................. 8

VERSION 6.0 INSTALLATION TRAINING FOR 4.0 OR 4.0.1 USERS ........................................................................................................ 8

VERSION 6.0 CLINICAL – OASIS C ............................................................................................................................................... 9

VERSION 6.0 CLINICAL – HOSPICE CLINICAL ................................................................................................................................. 10

VERSION 6.0 FINANCIAL – HOSPICE BILLING ................................................................................................................................ 10

RELEASE 5.1 .......................................................................................................................................................................... 11

VERSION 5.1 CLINICAL – ADVERSE EVENTS .................................................................................................................................. 11

VERSION 5.1 CLINICAL – CO-SIGNATURE ..................................................................................................................................... 12

VERSION 5.1 CLINICAL – ASSESSMENTS ....................................................................................................................................... 13

VERSION 5.1 CLINICAL – PDA SYNCH AND PERFORMANCE ............................................................................................................. 14

VERSION 5.1 FINANCIAL – BILLING RULES .................................................................................................................................... 15

VERSION 5.1 FINANCIAL – AUTOMATIC SMALL BALANCE AND IMMEDIATE WRITE-OFFS/BATCH CLAIMS ADJUSTMENTS ............................ 16

VERSION 5.1 FINANCIAL – AUTHORIZATION CHANGES/USER-DEFINED BILLING BASIS .......................................................................... 17

VERSION 5.1 ACE – AUTOMATED COMMUNICATIONS ENGINE PHASE II – ACE II ............................................................................... 18

VERSION 5.1 ADMINISTRATION – PASSWORD VAULT ..................................................................................................................... 19

4.1 TO 5.1 GAP TRAINING ........................................................................................................................................................ 20

VERSION 5.1 OR LESS CLINICAL – HOME HEALTH – SELF-PACED ...................................................................................................... 20

VERSION 5.1 OR LESS CLINICAL – HOSPICE – SELF-PACED ............................................................................................................... 20

VERSION 5.1 OR LESS FINANCIAL – HOME HEALTH – SELF-PACED .................................................................................................... 21

VERSION 5.1 OR LESS FINANCIAL – HOSPICE – SELF-PACED ............................................................................................................ 21

VERSION 5.1 OR LESS ADMINISTRATION – HOME HEALTH – SELF-PACED .......................................................................................... 22

VERSION 5.1 OR LESS ADMINISTRATION – HOSPICE – SELF-PACED ................................................................................................... 22


VERSION 5.0 OR LESS CLINICAL – HOSPICE – SELF-PACED ............................................................................................................... 24

VERSION 5.0 OR LESS FINANCIAL – HOME HEALTH – SELF-PACED .................................................................................................... 24


VERSION 5.0 OR LESS FINANCIAL – HOSPICE – SELF-PACED ............................................................................................................ 25


VERSION 5.0 OR LESS ADMINISTRATION – HOSPICE – SELF-PACED ................................................................................................... 26



VERSION 4.1 OR LESS ADMINISTRATION HOSPICE – SELF-PACED ...................................................................................................... 27

CORE CURRICULUM .................................................................................................................................. 28

NAVIGATION .......................................................................................................................................................................... 28

OVERVIEW ............................................................................................................................................................................. 28

RESOURCE COMPONENT ........................................................................................................................................................... 29

ADD A PATIENT ....................................................................................................................................................................... 30

ADMIT A PATIENT ................................................................................................................................................................... 31

MANAGE PATIENT INSURANCE INFORMATION – HOSPICE ............................................................................................................... 32

MANAGE PATIENT INSURANCE INFORMATION – HOME HEALTH ....................................................................................................... 33

SCHEDULE VISIT ...................................................................................................................................................................... 34

ENTER TIMELOG AND SUPPLIES .................................................................................................................................................. 36

MANAGE PATIENT ASSIGNMENTS AND TASKS ............................................................................................................................... 37

CONDUCT ASSESSMENT ............................................................................................................................................................ 39

MANAGE CLINICIAN WORKFLOW ............................................................................................................................................... 40

SUBMIT OASIS FILE ................................................................................................................................................................ 42

ENTER CLINICAL NOTES ............................................................................................................................................................ 43

MANAGE PATIENT GENERAL CLINICAL AND MEDICATION INFORMATION ............................................................................................ 44

MANAGE PATIENT PROJECTED VISITS AND PROBLEM INFORMATION ................................................................................................. 45

MANAGE PATIENT DOCUMENTS ................................................................................................................................................ 46

PROCESS ORDERS .................................................................................................................................................................... 47

CLINICAL MANAGER OVERVIEW ................................................................................................................................................. 48

UTILIZING FIELD DEVICE ........................................................................................................................................................... 49

CONDUCT ADMISSION VISIT ...................................................................................................................................................... 51

CONDUCT RECERT VISIT ........................................................................................................................................................... 52

CONDUCT ROUTINE AND ONCALL VISIT ....................................................................................................................................... 53

CONDUCT DISCHARGE VISIT ...................................................................................................................................................... 54

CONTRACT INVOICES ................................................................................................................................................................ 55

PREPARE FOR BILLING .............................................................................................................................................................. 56

PROCESS CLAIMS .................................................................................................................................................................... 57

POST PAYMENTS AND ADJUSTMENTS .......................................................................................................................................... 58

CLOSE A/R ............................................................................................................................................................................ 59


Introduction When Healthcare Connects, You Can Keep Up With Growth and Change. Allscripts Can Help Homecare Agencies Find the Right Balance.

Allscripts has solutions for your agency that will not only help you survive in today’s healthcare environment, but help you thrive.

Education and training have a balance too. The fast-paced, on-demand environment we work in today requires flexibility and efficient use of the valuable time you allocate to your agency’s training requirements. Training is truly an investment. The rate of change in the medical field and the ongoing education requirements for clinical and administrative staff make continuous learning a necessity for healthcare organizations. Allscripts Academy for Homecare is an education portal for you our partner and customer. A subscription will put you in charge of your own training needs. Employee turnover is a major healthcare challenge, and an effective e-learning centered experience with rich content in a relevant context can help minimize the time it takes to get a new employee onboard. E-learning will not wholly replace instructor-led training, so we offer blended-learning opportunities throughout our multi-faceted curriculum. Allscripts Academy for Homecare offers comprehensive training to ensure your staff is well informed about new regulatory requirements, new release enhancements, and helpful lessons to build competency in areas such as assessments, audits, query, resource component, billing, reports, and much, much more. The Allscripts Homecare enhancements and modifications will help you meet these important goals. Allscripts Academy for Homecare announces the new Version 6.0 Release curriculum of lessons. This curriculum, available to Allscripts Academy for Homecare subscribers only, will offer a comprehensive remote instructor-led environment covering all the new key Allscripts Homecare Release 6.0 enhancements and modifications. (Each class will also be available in a recorded format for off-schedule viewing). For additional questions on this curriculum or for a purchasing an Allscripts Academy for Homecare subscription, please contact: [email protected]

mailto:[email protected]�


Release Trainings

Release 6.1

Version 6.1 Financial – Discover Hospice Regulation Enhancements – Self-Paced

Summary

According to CMS Medicare CR-6540, the Hospice physician responsible for certifying the terminal illness must be included on the claim and Notice of Election (NOE) under the Other Physician field. To meet this requirement, several enhancements have been added to the Allscripts Homecare application. This lesson explains the CMS requirements for Hospice, describes the enhancements made to the Allscripts Homecare application, and demonstrates the new enhancements within the application.

Learning Objectives

At the conclusion of the lesson, the attendee should be able to:

Identify the PPS requirements stipulate by the CMS-1560-F.

Describe the enhancements made to the Allscripts Homecare application for PPS.

Edit Billing Rules in the Allscripts Homecare application.

Run and navigate the Claims Alert Report.

Edit the EMC setting in the Allscripts Homecare application.

Display Late EMC in the Allscripts Homecare application.

Audience

Attendees to be considered for this lesson include administrators, clinicians, and billers of PPS.

Estimated Duration

20 minutes


Version 6.1 Financial – Discover PPS Regulation Enhancements – Self-Paced

Summary

According to CMS-1560-F regulation, the OASIS submission is required prior to billing of final claims for Home Health PPS payers. To meet this requirement, several enhancements have been added to the Allscripts Homecare application. This lesson explains the CMS requirements for PPS payers, describes the enhancements made to the Allscripts Homecare application, and demonstrates the new enhancements within the application.

Learning Objectives

At the conclusion of this lesson, the attendee should be able to:

Identify the PPS requirements stipulate by the CMS-1560-F.

Describe the enhancements made to the Allscripts Homecare application for PPS.

Edit Billing Rules in the Allscripts Homecare application.


Edit the EMC setting in the Allscripts Homecare application.

Display Late EMC in the Allscripts Homecare application.

Audience

Attendees to be considered for this lesson include administrators, clinicians, and billers of PPS.

Estimated Duration

20 minutes


Version 6.1 Financial – Discover PPS Revenue Recognition (Refinement) Report – Self-Paced

Summary

The PPS Revenue Recognition (Refinement) Report has been enhanced to display services provided and to calculate the contractual adjustments against the revenue and Usual & Customary charges. This lesson describes the enhancements made to the PPS Revenue Recognition (Refinement) Report and demonstrates the new enhancements within the application.

Learning Objectives


Describe the enhancements made to the Allscripts Homecare application for the PPS Revenue Recognition (Refinement) Report.


Audience

Attendees to be considered for this lesson include administrators and billers of the PPS Revenue Recognition (Refinement) Report.

Estimated Duration

20 minutes


Release 6.0

Version 6.0 Installation Training for 4.1.0 and Above Users

Summary

With this lesson, you will learn directly from senior Allscripts engineer about the upgrade process and software requirements associated with version 6.0. This lesson is especially important for users upgrading from pre-version 4.1.0 and above, and users new to the upgrade process. A complete upgrade installation to 6.0 will be demonstrated during the lesson.

Learning Objectives


Install 6.0 Release

Audience

Attendees to be considered for this lesson include IT staff.

Estimated Duration

90 minutes

Version 6.0 Installation Training for 4.0 or 4.0.1 Users

Summary

With this lesson, you will learn directly from senior Allscripts engineer about the upgrade process and software requirements associated with version 6.0. This lesson is especially important for users upgrading from pre-version 4.0 or 4.0.1, and users new to the upgrade process. A complete upgrade installation to 6.0 will be demonstrated during the lesson.

Learning Objectives


Install 6.0 Release

Audience

Attendees to be considered for this lesson include IT staff.

Estimated Duration

90 minutes


Version 6.0 Clinical – OASIS C

Summary

With this lesson, you will learn the latest OASIS C data required for all assessments with a date complete (M0090) of 1/1/2010 or later. Included in a step towards Pay for Performance, the templates now have the latest Risk Assessments and the Attach Problem functionality to assist clinicians in quickly building their Care Plans while they are doing their assessments. Keeping the Plan of Care and the Care Plan current continues to increase in importance to show the need for skilled services and how skilled services benefit your patients.

Learning Objectives


Implement the OASIS C templates according to CMS regulations.

Describe changes made to the integrated assessment templates in regards to OASIS C.

Describe the updates to the SN template.

Load and activate the new assessment templates.

Update assessment templates to include Problems for consideration in the patient’s care plan.

List the changes made to the Medication Evaluation tab in Medications.

Audience

Attendees to be considered for this lesson include clinical staff.

Estimated Duration

150 minutes


Version 6.0 Clinical – Hospice Clinical

Summary

With this lesson, you can prepare for the clinical changes that affect Assessments, Problems, and Medications. New functionality will apply to attaching Problems to assist clinicians in building their Care Plans while assessing their patients. The Assessments tab in Business Units has been updated to ease in the use and identification of the latest templates. Additional items have been added to the Medication Evaluation section of the Medications screen and will now be the default view in the lower panel of the screen.

Learning Objectives


Describe the changes made to the Admissions and Status, and Medications screens.

List the additions to Medications Evaluations.

Customize assessment templates to include Problems.

Audience

Attendees to be considered for this lesson include Hospice clinical staff.

Estimated Duration

60 minutes

Version 6.0 Financial – Hospice Billing

Summary

With this lesson, you will learn about CMS CR-6400 and how Allscripts Homecare 6.0 is in full compliance with the requirements for Hospice Agencies to report each service provided to the patient under Routine, Continuous, and Respite Care.

Learning Objectives


Demonstrate how to setup the Allscripts Homecare software to accommodate the CMS billing requirements.

Recognize the CMS CR-6400 requirements.

Describe how to troubleshoot 2010 hospice claims.

Audience

Attendees to be considered for this lesson include Hospice financial staff.

Estimated duration

45 minutes


Release 5.1

Version 5.1 Clinical – Adverse Events

Summary

With this lesson, you will continue to perform a root cause analysis on Falls and Infections to be proactive in implementing actions to prevent or minimize future occurrences. You will learn about new screens developed to collect this data and store it distinctly to enable better reporting. The new functionality includes pick lists for documenting Fall Injuries, Infection Systems, Infectious Diseases, and Precaution Protocols. Events can be reported at the patient level and can be added to the Care Plan. The Adverse Events report can summarize and report details.

Learning Objectives


Identify the changes made to Falls and Infections evaluations.

Set up the Fall Injuries, Infection Systems, Infectious Diseases, and Precaution Protocols pick lists in Administration > Clinical.

Document Falls, Infections, and necessary protocols within AHC.

Run the Adverse Events report and add Adverse Events information to the Care Plan.

Audience

Attendees to be considered for this lesson include:

Clinicians and host users that document adverse events

QA/QI personnel that report and track adverse events

Estimated Duration

90 minutes


Version 5.1 Clinical – Co-Signature

Summary

Streamline a requirement for co-signatures for your agency. This new feature will give your agency the ability to queue documents requiring supervisory co-signature, such as Physical Therapists and Occupational Therapists signing for PTAs and COTAs respectively and Registered Nurses signing for LPNs. You will learn how electronic review, approval (or denial) with signature and internal tasking for denial follow-up improves efficiency.

Learning Objectives


Turn on and set up the co-signature functionality.

Select which clinical items are required to be signed.

Select which Task will be used when a document is refused.

Enable co-signature security settings.

Select which Resource Types can sign for which Resource Types.

Use the new Co-Signature screen in Transaction>General.

Generate the Co-Signature report.

Recognize Tasks generated from co-signature denials in Patient>Tasks, My Day>My Tasks, and on the Task report (Reports>General>Tasks).

Audience


Clinical Managers

Team Leaders

Physical Therapists

Occupational Therapists

Clinical Supervisors

System Administrators

Estimated Duration

90 minutes


Version 5.1 Clinical – Assessments

Summary

With this lesson, you will discover how the new Condition Change functionality and the corresponding Preview will give the clinician and the patient an immediate sense of all the parameters that have declined or improved. You will learn the added settings for marking OASIS assessment key questions and for showing OASIS assessment history. Notice there is also a new Abbreviated OASIS Only template. There is a new setting to limit the number of assessments to be viewed when using the Show History section. You will be acquainted with the updates to the Psychiatric and Physician assessment templates.

Learning Objectives


Identify the updates made to the Psychiatric and Physician assessment templates.

Recognize the new settings available regarding OASIS templates specific to notating key items, condition changes, and OASIS history.

Demonstrate familiarity with the new abbreviated OASIS-Only assessment template and when/if it is applicable to their business.

Audience


Clinicians

Physicians (completing Physician assessments in the Allscripts Homecare application)

Clinical Managers

QA/QI personnel

Estimated Duration

120 minutes


Version 5.1 Clinical – PDA Synch and Performance

Summary

This lesson will help you to learn more about the changes made to the way data is synchronized from the PDA to the host. You will be acquainted with the updates to the Conflict and Synch Register reports.

Learning Objectives


Recognize improvements made to the synchronization of the PDA.

Identify the change to the PDA Synchronization Register.

Explain the change to the Conflict History report – PDA is now a ‘Show’ option.

Audience


Clinicians that use the PDA

Office users of the synchronization data

Staff that run/analyze the PDA Synchronization and Conflict reports

Estimated Duration

30 minutes


Version 5.1 Financial – Billing Rules

Summary

This lesson will guide you to the enhancements which help finance and billing managers to better control when claims hit their A/R. Homecare now has several rule options to manage when to generate a claim. Agencies are allowed to use any of these rules to hold PPS RAP and Final Claims until the following conditions are met:

The certification order has been approved to send to the MD

The certification order is signed

The supplemental order is signed

All billable services for the claim period are resolved

All billable supplies for the claim period are resolved

With this lesson, you will also learn how the Claim Alerts Report has also been enhanced to report on claims that are not passing any of these criteria. You will also gain an insight about how your agency can include a HIPPS Code on a Fee-for-Service claim.

Learning Objectives


Stop PPS-type claims from generating based on the new rules.

Identify the changes made Claim Alerts report.

Generate a HIPPS score on their fee-for-service claims for payers that require this additional data.

Audience


Home Health billers that need to stop PPS-type claims from generating based on the new rules.

Home Health billers and other users of the Claim Alerts report.

Home Health billers that have fee-for-service payers that require a HIPPS score on their claims.

Estimated Duration

90 minutes


Version 5.1 Financial – Automatic Small Balance and Immediate Write-Offs/Batch Claims Adjustments

Summary

With this lesson, you will explore the new settings your agency can utilize to make a decision to automatically write off small balances according to their agency policies based on the amount of the balance and the age of the claim. You will learn how your agency can have balances immediately written off regardless of ageing date but based on a defined balance amount. You will discover how to adjust off balances for a group of claims at once. Agencies can use Batch Claims Adjustments to select the desired claims based on date, insurance, patient, ageing date, and balance.

Learning Objectives


Decide if the functionality of automatic and immediate small balance write offs will be enabled.

Use the new Batch Claims Adjustment functionality.

Run the new Batch Claims Adjustment report and become familiar with the output of this report.

Audience


Financial Managers

Collections Staff

Estimated Duration

90 minutes


Version 5.1 Financial – Authorization Changes/User-Defined Billing Basis

Summary

Authorization Changes

With this lesson, you will be guided to how your agency can now be more proactive about obtaining and authorizations. For example: Agencies are able to allow for more than one authorization for the same service dates, insurances, and disciplines. Icons are added to Schedule, and My Day to give the user an ‘at a glance’ view of services that are authorized, not authorized or pending an authorization. In such a case, you will learn to identify how your agency can now track what services were requested versus authorized on the Authorizations Screen and mark the authorization as Pending. You will learn how the Authorizations Report has been redesigned to be more user-friendly and will report requested vs. authorized service, patient assignments, Payer contact, Authorizations Notes, and Multiple Business Unit Consolidation.

User-Defined Billing Basis

You will gain an insight about how your agency is now able to define a minimum and maximum number of units to report on a claim to meet payer contracts for ‘per visit’ reimbursed services. For example: a contract calls for reporting of a minimum of 8 units of 15 minutes and a maximum of 12 units of 15 minutes regardless of service duration, and reimburse at a flat rate.

Learning Objectives


Identify the changes made to the Authorization functionality.

Identify the new indicators available in Scheduling, TimeLog, and My Day to indicate if a visit has been authorized or not.

Employ the improvements made to the Authorization report.

Set up user-defined billing rate bases, if necessary.

Audience


Financial or financial data entry personnel responsible for entering and tracking Authorization information

Host users and Clinicians using the Schedule, TimeLog, and of My Day components

Claims processing personnel

Estimated Duration

120 minutes


Version 5.1 ACE – Automated Communications Engine Phase II – ACE II

Summary

You will find this lesson interesting if you want to discover how to add a new Patient Condition Rule which considers changes in the patient's condition defined by patient acuity (Hospice level of care only) or Risk level from OCS Predictive Modeling. You will also learn how to set ACE trigger HL-7 messages. You will get an insight into the ACE Activity Report which provides you with a great way to monitor how often and to whom each rule fires or the rule does not fire at all.

Learning Objectives


Define ACE rules using the new Condition Rules.

Run the new ACE Activity report.

Audience



Users that contract for OCS Predictive Modeling and HL-7

Estimated Duration

30 minutes


Version 5.1 Administration – Password Vault

Summary

With this lesson, you will learn how to increase the self-sufficiency of the Operators when logging in. You will discover how they can provide themselves with password hints, establish security questions, and reset their own password in a field mode. You will find out how the agency’s administrators can reduce support calls from people who have forgotten their password as well as having a single place to manage all password-related activities.

Learning Objectives


Identify the changes made to the log in screen.

Indicate where the new settings are located to create their password hint and setup their security questions.

Reset their password.

Use the new ‘forgot password’ link.

Audience


Any Allscripts Homecare Operator


Estimated Duration

30 minutes


4.1 to 5.1 Gap Training

Version 5.1 or Less Clinical – Home Health – Self-Paced

Summary

This lesson is intended as required for clients on version 5.1 or less for Home Health clinicians.

Learning Objectives

At the conclusion of the lesson, the attendee should have expertise in the following topics:

Assessments - OASIS indicators/history (if using assessment)

My Day – Multiple BU (if using My Day and operator access to multiple BU)

Adverse Events moved external to assessment

Scheduling look and feel, and right-click options

Clinical Notes screen new look

Password Vault

Authorizations – Filtering, pending & indicators

OASIS Due Alert status icons (Home Health Only)

Audience

Attendees to be considered for this lesson include clinicians.

Version 5.1 or Less Clinical – Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 5.1 or less for Hospice clinicians.

Learning Objectives



Scheduling look and feel and right-click options

Adverse Events moved external to assessments

Clinical Notes screen new look

Password Vault

Authorizations – Filtering, pending and indicators

Audience



Version 5.1 or Less Financial – Home Health – Self-Paced

Summary

This lesson is intended as required for clients on version 5.1 or less for Home Health financial end users.

Learning Objectives


Authorizations – Filtering, pending, overlapping and indicators. Settings moved to the Billing Rules tab

Scheduling look and feel and right-click functionality

Password Vault

Billing Rules

Audience

Attendees to be considered for this lesson include financial managers and billers.

Version 5.1 or Less Financial – Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 5.1 or less for Hospice financial users.

Learning Objectives


Authorizations – Filtering, pending, overlapping and indicators. Settings moved to the Billing Rules tab


Password Vault

Audience

Attendees to be considered for this lesson include finance managers and billers.


Version 5.1 or Less Administration – Home Health – Self-Paced

Summary

This lesson is intended as required for clients on version 5.1 or less in Home Health for Administrators.

Learning Objectives



Scheduling Look and feel and right-click functionality

Password Vault

Audience

Attendees to be considered for this lesson include administrators.

Version 5.1 or Less Administration – Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 5.1 or less for Hospice for Administrators.

Learning Objectives




Password Vault

Audience




Summary

This lesson is intended as required for clients on version 5.0 or less for Home Health clinicians.

Learning Objectives


Update from Misys to Allscripts and color changes in application

Quick search (dx, problems, meds, family and friends)

Multiple BU consolidation (report changes)

Active Orders (My Day, Patient/Documents (if using My Day))

Tasks – Completion and priority indicators

Adverse Events (meds, assessment changes)

Assessment – Clinical monitoring scales (if using assessment)

Assessment – Completion indicators, current tab blue (if using assessment)

Assessment – Grids, comments (if using assessment)

Assessment – New short form print version (if using assessment)

Assessment – Template modification tool enhanced (if using assessment)

Assessment modified PT OT, SLP templates (if using assessments)

Assessment Viewer

Audience



Version 5.0 or Less Clinical – Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 5.0 or less for Hospice clinicians.

Learning Objectives





Active Orders (My Day, Patient/Documents (if using My Day))

Tasks – Completion & priority indicators

Adverse Events (meds, assessment changes)

Assessment – Clinical monitoring scales (if using assessment)

Assessment – Completion indicators, current tab blue (if using assessment)

Assessment – Grids, comments (if using assessment)

Assessment – New short form print version (if using assessment)


New Hospice IPU, Physician templates (if using assessment)

Assessment modified PT OT, SLP templates (if using assessments)

Assessment Viewer

Audience


Version 5.0 or Less Financial – Home Health – Self-Paced

Summary

This lesson is intended as required for clients on version 5.0 or less, Home Health – Financial.

Learning Objectives



Patient liability (SpendDown) – A new field plus a tab on the Payers screen



Audience

Attendees to be considered for this lesson include managers and billers.


Version 5.0 or Less Financial – Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 5.0 or less, Hospice – Financial.

Learning Objectives



Patient liability (SpendDown) – A new field plus a tab on the Payers screen



Audience

Attendees to be considered for this lesson include financial managers and billers.


Summary

This lesson is intended as required for clients on version 5.0 or less for Home Health Administrators.

Learning Objectives


Updating from Misys to Allscripts and color changes in application




Audience

Attendees to be considered for this lesson include Home Health administrators.


Version 5.0 or Less Administration – Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 5.0 or less for Hospice Administrators.

Learning Objectives


Defining the changes implemented in the SpendDown functionality

Explaining the set-up required to implement the enhanced functionality

Identifying the changes made to the CBSA/MSA codes screen

Audience

Attendees to be considered for this lesson include Hospice administrators.


Summary

This lesson is intended as required for clients on version 4.1 or less for clinical staff.

Learning Objectives



Layouts (workflow)


Default Physician Entry

Assessment: Carry forward Wound Sites and Body View to next assessments (if using assessments)

Audience

Attendees to be considered for this lesson include application clinicians.



Summary

This lesson is intended as required for clients on version 4.1 or less in Home Health for Administrators.

Learning Objectives



Layouts (workflow)


Update to look of Business Unit Settings

New Install Wizard

Audience


Version 4.1 or Less Administration Hospice – Self-Paced

Summary

This lesson is intended as required for clients on version 4.1 or less for Hospice Administrators.

Learning Objectives



Layouts (workflow)


Update to look of Business Unit Settings

New Install of Wizard

Audience



Core Curriculum

Navigation

Summary

With this lesson, attendees will learn how to perform basic functions and become familiar with the look and feel of the Allscripts Homecare application.

Learning Objectives

At the conclusion of this session, the attendee should be able to:

Demonstrate how to log into the Allscripts Homecare.

Identify the functions of the Title, Menu, and Task Bars.

Define the components of Allscripts Homecare.

Identify and use the Outlook menu.

Show how to use the application windows.

Perform log out and exit.

Audience

Attendees to be considered for this session include users new to the Allscripts Homecare application.

Overview

Summary

With this lesson, attendees will learn about the components and options that constitute the Allscripts Homecare application. Also, they will learn the basic workflow for admitting a patient, entering payment information, and generating claims. This overview focuses on the process flow of a host system and does not cover the process flow for using Allscripts Homecare in field mode.

Learning Objectives


Identify the purpose of each Allscripts Homecare component and option.

Explain the basic workflow including admitting a patient, entering payment information, and generating claims.

Audience

Attendees to be considered for this session include users new to the Allscripts Homecare application.


Resource Component

Summary

With this lesson, attendees will learn what a resource is and why the resource information is important, and how to access the Resource component in Allscripts Homecare. Also, they will learn how to enter the resource-related information within the specific areas of the application.

Learning Objectives


Identify who or what is considered a resource in the Allscripts Homecare application.

Access the Resource component.

Enter a resource using the Basic, Address & Phones, and Roles windows.

Enter the employee-specific information using the Credentials, Qualifications, and Patient Assignments windows.

Identify general resource information in the Demographics, Notes, Associated Patients, and Bereavement windows.

Audience

Attendees to be considered for this session include users new to the Resource component or interested in additional information about the Resource component.


Add a Patient

Summary

With this lesson, attendees will learn to search for patients and add new patients.

Learning Objectives


Search for patients.

Add a new patient.

Use a workflow overview.

Audience

The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients.

Required audience participants include:

Intake

Scheduler

Insurance Verification

Biller

Nurse

Physical Therapist

Speech Therapist

Occupational Therapist

Medical Social Worker and Spiritual Counselor

Front Line Clinical Manager

QA/QI Manager

Medical Records

Point-of-Care Administrator

Clinical SME

Bereavement Coordinator

Prerequisites

Before taking this lesson, the attendee:

Must have a computer with broadband connection

Must have installed WebEx

Must have completed the following lessons:

• Navigation

Estimated duration

60 minutes


Admit a Patient

Summary

With this lesson, attendees will learn to admit a patient.

Learning Objectives


Admit a patient.

Audience



Intake

Scheduler


Biller

Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Medical Records


Clinical SME


Prerequisites





• Add a Patient

Estimated Duration

60 minutes


Manage Patient Insurance Information – Hospice

Summary

With this lesson, attendees will learn how to complete the elements that contribute to Hospice billing.

Learning Objectives


Indicate all eligible payers.

Manage insurance authorizations.

Manage the patients’ status throughout their length of stay.

Audience


Field users will be excused after the second topic as indicated on the module matrix.

Required audience participants include the following Hospice roles:

Intake


Biller

Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Medical Records


Clinical SME


Prerequisites





• Admit a Patient

Estimated Duration

60 minutes


Manage Patient Insurance Information – Home Health

Summary

With this lesson, attendees will learn how to complete the elements that contribute to Home Health billing.

Learning Objectives


Indicate all eligible payers.

Manage insurance authorizations.

Manage the patients’ status throughout their length of stay.

Audience


Field users will be excused after the second topic as indicated on the module matrix.

Required audience participants include following Home Health roles:

Intake


Biller

Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Medical Records


Clinical SME

Prerequisites





• Admit a Patient

Estimated Duration

60 minutes


Schedule Visit

Summary

With this lesson, attendees will learn how to schedule and track visits.

Learning Objectives


Describe how information flows between the Scheduling and Transaction components.

Schedule visits.

Mark a visit not made.

Generate schedule-related reports.

Audience



Intake

Scheduler

Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Medical Records

Clinical SME


Optional audience participants include:


Biller



Prerequisites





• Add a Patient

• Admit a Patient

Estimated Duration

90 minutes


Enter Timelog and Supplies

Summary

With this lesson, attendees will learn how to enter time-related events and services.

Learning Objectives


Complete a time sheet.

Add supplies to a patient.

View services and generate related reports.

Audience



Scheduler

Nurse

Physical Therapist

Speech Therapist



Clinical SME



Intake


Biller


QA/QI Manager

Medical Records


Prerequisites





• Admit a Patient

• Schedule Visit

Estimated Duration

60 minutes


Manage Patient Assignments and Tasks

Summary

With this lesson, attendees will learn to associate people and organizations to the patient. In addition, they will learn to use the application’s internal communication feature.

Learning Objectives


Manage associated people and organizations directly involved with the patient.

Communicate with internal staff.

Generate the patient assignment and task documents.

Audience



Intake

Scheduler

Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Medical Records

Clinical SME




Biller



Prerequisites





• Admit a Patient

• Schedule Visit

Estimated Duration

60 minutes


Conduct Assessment

Summary

With this lesson, attendees will learn to navigate and create a patient assessment.

Learning Objectives


Navigate and complete a patient assessment.

Choose an RFA (Reason for Assessment).

Generate and view assessment related documents.

Complete and OASIS assessment and describe the associated features.

Audience


Hospice attendees should be released from the lesson before the last topic as indicated in the lesson outline.


Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Clinical SME



Intake


Prerequisites





• Admit a Patient

Estimated Duration

60 minutes


Manage Clinician Workflow

Summary

With this lesson, attendees will learn to organize and navigate your day from one location within the application.

Learning Objectives


Customize the screen view.

View their schedule including any scheduling notes and patient contact information.

Begin a patient visit.

Manage assigned patients.

Manage tasks.

Save and access favorites.

Audience



Scheduler

Nurse

Physical Therapist

Speech Therapist




Clinical SME



Intake


Biller

QA/QI Manager

Medical Records



Prerequisites





• Admit a Patient

• Enter Timelog and Supplies

• Manage Patient Assignments and Tasks

• Conduct Assessment

Estimated Duration

60 minutes


Submit OASIS File

Summary

With this lesson, attendees will learn to view OASIS data ready for submission and how to submit the Agency’s OASIS file.

Learning Objectives


View OASIS data ready for submission.

Submit an OASIS file.

Audience


This is not a required lesson for any role.


QA/QI Manager

Prerequisites





• Navigation

Estimated Duration

30 minutes


Enter Clinical Notes

Summary

With this lesson, attendees will continue to learn how and why to use clinical notes.

Learning Objectives


Describe why and when a clinical note should be created.

Create a clinical note.

View the associated document.

Describe the associated outputs.

Audience



Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Clinical SME



Intake


Prerequisites





• Admit a Patient

Estimated Duration

90 minutes


Manage Patient General Clinical and Medication Information

Summary

With this lesson, attendees will learn how to identify the screens make up the certification and all other physician orders.

Learning Objectives


Complete various Elements of the Certification/Recert Order.

Add and edit medications.

Add Admit/Recert summary.

Audience



Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Clinical SME




Prerequisites





• Add a Patient

• Admit a Patient

• Enter Clinical Notes

Estimated Duration

60 minutes


Manage Patient Projected Visits and Problem Information

Summary

With this lesson, attendees will continue to learn how to identify the screens make up the certification and all other physician orders.

Learning Objectives


Add and edit visit frequencies.

Add and edit the elements of a care plan.

Audience



Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Clinical SME




Prerequisites





• Add a Patient

• Admit a Patient

• Enter Clinical Notes

Estimated Duration

90 minutes


Manage Patient Documents

Summary

With this lesson, attendees will learn the patient-related documents that are available within the application.

Learning Objectives


Identify patient-related documents and how they are applicable.

Audience



Nurse

Physical Therapist

Speech Therapist




QA/QI Manager

Clinical SME



Intake

Medical Records


Prerequisites





• Admit a Patient

Estimated Duration

30 minutes


Process Orders

Summary

With this lesson, attendees will learn how the Agency’s QA/Compliance program integrates with the Orders process and the two levels of approval for orders.

Learning Objectives


Identify patient-related documents and how they are applicable.

Audience





QA/QI Manager

Medical Records

Prerequisites





• Admit a Patient

Estimated Duration

60 minutes


Clinical Manager Overview

Summary

With this lesson, participants will discover ways Allscripts Homecare can assist them with ensuring their agency’s policies and procedures are being followed by the clinical staff. They will gain additional knowledge about daily processes, weekly processes, monthly processes, how to reserve assessments for field review, how to save reports as favorites etc.

Learning Objectives

After completing this lesson, participants should be able to:

Identify Daily Processes

Identify Weekly Processes

Identify Monthly Processes

Explain how to Save Reports as Favorites

Note: This course assumes that in depth clinical reviews are being completed by QA/QI department.

Audience




QA/QI Manager



Prerequisites





• Add a Patient

• Admit a Patient

Estimated Duration

45 minutes


Utilizing Field Device

Summary

With this lesson, participants will learn the significant elements of connectivity, administration, and field device setup. They will gain knowledge about the data elements required to synchronize. They will understand when and why to synchronize, the synchronization options, processes, and how to resolve conflicts. Also, participants will learn the value of synchronization reports and how to use them effectively.

Learning Objectives

After completing this lesson, participants should be able to:

Identify methods of connectivity.

Implement field device settings in Administration component, set operator roles and security.

Initialize the field device (first synchronization).

Define synchronization, the data elements required for synchronization, and clinical records associated with synchronization.

Understand data/information transfer.

Describe how to utilize synchronization reports.

Audience



Nurse

Physical Therapist

Speech Therapist




Clinical SME


Intake




Prerequisites





• Navigation

• Overview

• Resource Component

Estimated Duration

45 minutes


Conduct Admission Visit

Summary

With this lesson, attendees will learn to complete the clinical documentation necessary for an Admission Visit.

Learning Objectives


Complete an Admission Visit Assessment.

View, add and edit clinical data.

Chart against the care plan.

Audience



Nurse

Physical Therapist


Clinical SME


Speech Therapist


QA/QI Manager


Prerequisites





• Manage Patient General Clinical and Medication Information

• Manage Patient Projected Visits and Problem Information

• Manage Clinician Workflow



Estimated Duration

60 minutes


Conduct Recert Visit

Summary

With this lesson, attendees will learn to update the clinical documentation necessary for a Recert Visit.

Learning Objectives


Complete a Recert Visit Assessment.



Audience



Nurse

Physical Therapist

Clinical SME


Speech Therapist




Prerequisites










Estimated Duration

60 minutes


Conduct Routine and Oncall Visit

Summary

With this lesson, attendees will learn to create the clinical documentation necessary for routine and oncall or unscheduled visits.

Learning Objectives


Complete Routine and Oncall/Unscheduled Visit.



Audience



Nurse

Physical Therapist

Speech Therapist



Clinical SME




Prerequisites










Estimated Duration

60 minutes


Conduct Discharge Visit

Summary

With this lesson, attendees will learn to update the clinical documentation necessary for a Recert Visit.

Learning Objectives


Complete a Recert Visit Assessment.



Audience



Nurse

Physical Therapist

Speech Therapist



Clinical SME



Prerequisites









Estimated Duration

60 minutes


Contract Invoices

Summary

With this lesson, attendees will learn to enter time-related events and services for contractors.

Learning Objectives


Complete a time sheet for contracted staff.

Reconcile Contract Invoices.

Generate the Contract Services report.

Audience


There are no roles that are required to take this module.



Biller

Note: If the agency uses contract staff, this lesson is required for Billers.

Prerequisites





• Admit a Patient

• Schedule Visit

• Resource Component

Estimated Duration

60 minutes


Prepare for Billing

Summary

With this lesson, attendees will learn how to prepare for billing.

Learning Objectives


Review billing reports for accuracy.

Confirm that all billable charges are available to process.

Generate, view and interpret key billing-related reports.

Audience



Biller



QA/QI Manager

Prerequisites





• Manage Patient Insurance Information

Estimated Duration

90 minutes


Process Claims

Summary

With this lesson, attendees will learn to process claims, print and generate electronic claim files.

Learning Objectives


Process a claim.

View and correct claims, as needed.

Print and generate electronic claims.

Audience



Biller

Prerequisites





• Prepare for Billing

Estimated Duration

90 minutes


Post Payments and Adjustments

Summary

With this lesson, attendees will learn to post payments and adjustments, and manage their collections.

Learning Objectives


Post payments.

Post adjustments.

Enter patient collection notes.

Audience



Biller

Prerequisites





• Navigation

Estimated Duration

90 minutes


Close A/R

Summary

With this lesson, attendees will learn to balance and close month end.

Learning Objectives


Identify reports needed for balancing Accounts Receivable.

Balance Accounts Receivable.

Close month end.

Audience



Biller

Prerequisites





• Post Payments and Adjustments

Estimated Duration

45 minutes

Date post:	27-Mar-2018
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