Quick Learning Gifs

Rescheduling Visits

Rescheduling visits on EMR is easy! Either:

1. Visit the calendar and move the visit within the workweek (Sunday through Saturday) or 

2. Click on the scheduled visit, change the date, and select 'reschedule' from the dropdown. 

Address Saved Notes

Getting messages from QA about saved notes?  Accessing these is as easy as 'editing' and 'finalizing'.  Remember, agencies can't access your saved notes - so they can't bill, can't read how to the patient is doing, and ultimately can't answer questions about the patient's condition until you submit! 

Adding Verbal Orders

Filling out Verbal Orders is simple, calling is the tricky part! CMS details that verbal orders should have the name of the person you spoke with, the date and time, and of course what is being requested.  All orders will be physically or digitally signed by the physician, but we need something in place until then. 

Transfer OASIS

Put in a Transfer OASIS AKA Care Summary when you learn a patient is hospitalized.  This very quick note should be documented once you hit that 24 hour mark.  

Putting in a Case Conference

Case Conferences are required every 30 days! This is not a Medicare requirement, but rather a stipulation of California's Title 22 home care mandates. So, in other words, you should document this for all patients so that agencies pass state survey without a problem.  

Co-sign Notes

Each PTA or COTA Note must be co-signed by the supervisor.  Agencies do not have access to notes until you've done so, so timely co-signing is very much appreciated!  

Completing a NOMNC

A Notice of Medicare Non-Coverage or NOMNC must be completed the visit prior to, or 24 hours ahead of, the agency discharge AKA discharge from home health AKA DC OASIS. 

Plotting Visits

Plotting visits according to the ordered F&D is important for maintaining the billable status of completed visits.  Remember, though, just because you can plot visits doesn't mean you should! Ensure there is physician & agency approval in addition to orders prior to plotting any visits.   

Plotting for Private Insurance Patients

Private insurance patients must follow both the ordered F&D as well as the authorization provided by the patient's insurance.  Lifespan loads authorization in to the chart so that it informs you when you are at the maximize number of authorized visits.  From there you need to hold until informed of an approval or a discharge.  

Communication Reports

Home health is a mobile environment, so we LOVE texts, Emails, and phone calls that can help us address patient issues in a timely manner.  However, care coordination is also important.  In 3 years, think about whether or not an auditor will know that you texted about this patient.  This is why Communication Reports should be documented for all communication that occurs outside of a visit note (except with the MD, since you're most likely calling them for orders!)