Casamba Skilled Release September 2018 R2 Release

Transcription

1 Casamba Skilled Release September 2018 R2 Release

2 CONTENTS Release Overview... 3 Casamba NewsLetters and Lunch & Learns... 3 Computer Based Training (CBT) Videos... 3 MDS Section GG... 3 Dashboard Widgets... 4 TX Resident > Admission Correction... 5 TX Input > Input Daily... 7 Documentation... 8 Documentation/POC... 8 Problem-Oriented Documentation (POD) Table... 9 Physician Portal Planner TX Appointment Schedule Appointments > OutPatient Appeals Facility > Tables Billing > Contracts Billing > TX Billing Reports New Reports Contribution Margin Daily Detail Excel Contribution Margin Trend Excel Time Off Request Excel Corrections / Additions

3 RELEASE OVERVIEW Exciting Updates and Changes: 1-GG Changes for October See MDS Section GG Manual. 2-Census Correction for Rehab DIrector and higher permissions - Page 5 3-Patient Discharge Instructions - Page 9 4- Ability to End Billing Contracts Page 16 Key Optional Items to Consider: 1- Daily note requirement options- Page 7 2- Ability to change frequency prior to a UPOC - Page 9 3- Planner Red Line options- Page OP Appointments: View Patient Names across Facilities, Ability to edit appointments- Page 13 & Section GG for Payor types other than Med A/ Med A Like- Section GG Page 21 Coming Soon: New Interfaces HEP (Home Exercise Program) MedBridge and Physio Tec CASAMBA NEWSLETTERS AND LUNCH & LEARNS To ensure your key contacts receive releases from Casamba, including Customer Newsletter and Monthly Lunch & Learn registrations, check your junk or spam folders to verify the following addresses have been whitelisted: announcements@casamba.net, supportupdate@casamba.net, and updates@casamba.net To learn how to whitelist, visit this link: COMPUTER BASED TRAINING (CBT) VIDEOS Reminder that Computer Based Training is available. The Online Attendance Log Excel report can be reviewed to review usage of the training videos. To share your CBT Site URL with staff, activate the CBT dashboard message located in Facility>Tables>Dashboard Messages. To grant access to specific videos, your corporate team can access the CBT Permissions Table located in Facility>Tables>CBT Permissions. ***With this release, it is important for Rehab Directors to review the TX Resident: Census Correction CBT. MDS SECTION GG New for 10/1/2018: New Self-Care and Mobility MDS items are incorporated in MDS Section GG effective 10/1/18 to capture new quality measures for the SNF QRP. -Change in mobility -Change in self-care -Discharge mobility score -Discharge self-care score -Addition of Prior Functioning: Everyday Activities and Prior Device Use 3

4 MDS SECTION GG CROSS WALK 2016 TO 2018 *Differences between 2016 and 2018 are noted in red text/asterisk Self-Care 2016: Self-Care 2018: A. Eating A. Eating B. Oral hygiene B. Oral hygiene C. Toileting hygiene C. Toileting hygiene E. Shower/bathe self * F. Upper body dressing * G. Lower body dressing * H. Putting on / taking off footwear * Mobility 2016: Mobility 2018: A Roll Left and right * B. Sit to lying B. Sit to lying C. Lying to sitting on side of bed C. Lying to sitting on side of bed D. Sit to Stand D. Sit to Stand E. Chair/bed-to-chair transfer E. Chair/bed-to-chair transfer F. Toilet transfer F. Toilet transfer H1. / H3. Does the resident walk? * G. Car Transfer * J. Walk 50 feet with two turns I. Walk 10 feet * K. Walk 150 feet J. Walk 50 feet with two turns Q1. / Q3. Does the resident use a wheelchair/scooter? K. Walk 150 feet R. Wheel 50 feet with two turns L. Walking 10 feet on uneven surfaces * RR1. / RR3. Indicate the type of wheelchair/scooter used M. 1 step (curb) * S. Wheel 150 feet N. 4 steps * SS1. / SS3. Indicate the type of wheelchair/scooter used O. 12 steps * P. Picking up object * Q1. / Q3. Does the resident use a wheelchair/scooter? R. Wheel 50 feet with two turns RR1. / RR3. Indicate the type of wheelchair/scooter used S. Wheel 150 feet SS1. / SS3. Indicate the type of wheelchair/scooter used MDS SECTION GG CHANGES See MDS Section GG Manual for release changes. DASHBOARD WIDGETS The following widgets now display the assistant vs therapist level. Example: PT vs PTA. - Unverified Visits - Visits Performed - Pending DC - Visits Scheduled 4

5 - Agency Weekly Status Performed - Agency Weekly Status Scheduled Example of Change: TX RESIDENT > ADMISSION CORRECTION FACILITY CENSUS CORRECTION In rare occasions a Facility Admission may need to be discharged and a new admission populated or 2 admissions may need to be merged into 1 admission. To assist your staff with end of month corrections, this permission will automatically be granted for Rehab Director user groups and higher. A CBT video (Census Correction) is also available for this feature and recommended for Rehab DIrector s to review. On the Facility admission the Correction button can be utilized to make this correction. Select the admission dates, click on the Correction button and a popup will appear. There are 2 options. Split Admission & Merge Admission. Split Admission: Utilized when a break in facility admission is needed. EX: Facility Admission is 2/11 through Open but should be 2/11 to 2/25 and then a new facility admission date of 2/28 is needed. 1- Click on the Split admission tab. 2- Select the date to be split 3- Insert the Discharge date needed and discharge locations from the dropdown. 4- Insert the Readmission date and admitted from location from the dropdown. 5- Click Save. The admission displays as 2 separate facility admissions. 5

6 If a therapy admission exists between the dates selected an error message will appear. The staff would need to review and correct the End of Care (EOC) and evaluations dates for the resident that coincide with the dates of the admissions in order to proceed. Merge Admission: Utilized when a break is present for the facility admissions but they should be combined. EX: Facility admission is 12/19 to 1/5 and 1/8 to present. The correct admission needed is 12/19 to present. 1- Click on Merge Admission tab. 2- Select the dates that will be merged. 3- Click Merge Admissions. 4- The facility admission will now be merged into 1 admission. 6

7 TX INPUT > INPUT DAILY REQUIRE DAILY NOTES (OPTIONAL) Currently clients have the option to require a daily note for all payors, Med B only, not required for any payor, or require for only one CPT code when multiple are billed. A new option added to the Require Note by Payor maintenance table with an option to require daily notes based on individual CPT codes is now available. This can be set at a global or facility level. As a standard, if the setting is active for to require daily notes, Casamba Skilled will require notes for all CPT codes billed unless requested differently. This option allows customers the ability to require daily notes at the payor level and/or specific CPT code(s) level. FREQUENCY CHANGE (OPTIONAL) A new group permission is available to modify a patient s frequency on any given day without completing a UPOC. This is available on Input or Input Daily screens. If activated, a Frequency button will be available to generate an Addenddum Note to document the change of frequency. The addendum note will automatically appear in DOCPOC. The planner will also update the frequency based on the Frequency changes. If the user group has this group permission and the activation effective date is within the date range of the screen, the Frequency button will appear. When selected, the addendum note is available. 7

8 Dropdowns are available for frequency and duration and a free type Note field is available to insert the reason for modification. The screen will display the previous frequency as well as date for next scheduled UPOC. If the clinician inserts an activity date that is prior to the current UPOC a message will notify the user that the activity date can not be inserted prior to a current frequency date. The addendum note flows to Documentation/POC for printing as needed. This will not produce a physician clarification order if feature is activated. DOCUMENTATION DOCUMENTATION/POC MISSING COUNTERSIGN Co-signature functionality has been updated to show the Missing Countersign icon when the first electronic signature is a therapist, and a subsequent electronic signature is an assistant. Moving forward after the release, when the co-signature feature is activated Casamba Skilled will now require a countersign if a PTA or COTA electronically signs the document after it has been e-signed by a therapist. FUNCTIONAL DEFICITS: PRIOR, CURRENT, ANTICIPATED LEVELS Casamba will offer new functionality to separately require Prior, Current, and / or Anticipated levels in order to save documents without a draft. This functionality will better support new MDS Section GG mandates which require data collection related only to the patient s prior levels before admission to the faclity. Please see the MDS Section GG October 2018 Updates Manual for further details. 8

9 DISCHARGE SUMMARY: PATIENT DISCHARGE INSTRUCTIONS (NEW REPORT) Discharge summaries will now print with a separate Patient Discharge Instructions report for the intent to provide to the patient. If the Discharge Summary is in draft, this page will not display the draft watermark, allowing minimum completion of Patient / Caregiver Training & Discharge Plans and Instructions sections prior to completing entire Discharge Summary. This is compliant with CMS mandated discharge patient information report. Patient/Caregiver Training: Display the content in the Patient/Caregiver training column in the Discharge Summary. Discharge Plans and Instructions: Display the content in the Discharge plans and Instructions from the Discharge Summary. LTG > FUNCTIONAL DEFICITS (OPTIONAL) For Linked Goals Approach facilities only, a new option is available to print all Functional Deficits that are marked as a Long Term Goal even if that LTG is not linked to a Short Term Goal. PROBLEM-ORIENTED DOCUMENTATION (POD) TABLE New functionality available to facilitate increased efficiency with the POD table workflow. The following changes include (1) Copy To now has check boxes next to each Problem to allow multi-selection of desired items to copy or remove from the POD. (2) Copy To button has been added to allow copy of selected values to another POD set. (3) Remove button has been added to allow the user to multi-select items / values to be removed from the POD. 9

10 PHYSICIAN PORTAL Physician Portal now prevents physicians from entering a blank signature. The portal will automatically assign the font. If a different signature is desired, a manual signature can be selected. PLANNER RED LINES (OPTIONAL) The optional setting for displaying red lines every 7 days from SOC date, now has an expanded option to reset with each completed UPOC. If this option is selected, if the UPOC has not yet been completed or is in draft status, the red lines continue from the SOC date. Once the UPOC is completed and draft free, the red lines will adjust accordingly until the next completed UPOC or the patient is discharged. In the example above, the PT UPOC is completed for 7/30. With this option the red line is reset to 7 days from the UPOC date. This may show a timeframe between the red lines, like seen above, that may be over 7 days. The system will not insert a red line on day prior to UPOC. The options available are: 10

11 1- Default: Do not display Red Lines on planner from SOC. 2- Display Red Lines on planner from SOC forward every 7 days. 3- New Option: Display Red Lines on planner from SOC forward every 7 days, resetting with a completed UPOC. FREQUENCY FOR SPOC EVAL ONLY The logic was updated which auto populates the frequency established on the Supplemental Plan of Care to the planner screen to prevent the change of frequency to 1x 1 when the SPOC is an Eval Only. TX APPOINTMENT SCHEDULE Casamba Skilled has made two updates to the printed therapist s schedules. Both the Appointment Schedule and the Appointments OP modules will now offer the ability to print a therapist s schedule across all facilities within the organization. This option is a parameter that is available directly on the print menus with a check box labeled Show All Facilities. When flagged, the selected therapist s schedule will print in HIPAA format in a single report with patient appointments separated by facility. 11

12 A second new update to the printed therapist s reports is the ability to view NON- Patient type of appointments in Therapist Weekly Schedule reports. This allows for clinicians to view information about their weekly schedule related to both patient and non-patient types of appointments to fully account for the time scheduled to work at each facility. This report is available for selection under both the Appointment Schedule module and the Appointments OP Module. The Therapist Weekly Report will now also default to HIPAA format to protect patient PHI. 12

13 APPOINTMENTS > OUTPATIENT APPOINTMENTS TAB (OPTIONAL) A new setting is available when staff work in 2 different types of settings where one setting utilizes TX Appointment Schedule and the other setting utilizes Appointments for Outpatient or Home Health visits. This setting will only display the Appointments tab if the facility is activated to display the tab and the group permission has access to the tab. See options worksheet. Options: 1- No changes. If staff have access to Appointments tab it will display regardless of the facility logged into. This is the default setting. 2- Activate the setting for specific facilities. If selected and staff have access to Appointments tab the tab will only display when they are logged into a facility where the setting is activated. Example: Facility 1 is a Home Health location and has activated this setting. Facility 3 is a SNF, does not have this activated and uses TX Appointment tab, not the Appointments tab. When the user is logged into Facility 1 the Appointments tab is available. When the user is logged into Facility 3, the Appointments tab will not be visable to select as staff would be utilizing TX Appointment Schedule. VIEW PATIENT NAMES ACROSS ORGANIZATION (OPTIONAL) New functionality has been added to the Appointments OP scheduling module to allow users to view Therapists schedules across all facilities within the organization. This view will be the default for the Facility view under the Appointments OP scheduling module, however the single facility view can be accessed by unchecking the Show All Facilities check box found at the top of the screen. Two additional new optional features offered in this release also include: the option to display the names in the appointment bubbles of those patients scheduled at other facilities, and a second option to allow selected user groups permissions to edit patient appointments scheduled at facilities other than the facility that the user is logged into. In the example below the Show All Facilities checkbox is flagged to display each therapist s schedule across all facilities within the organization. Additionally the option to view the patient s names is enabled. When activated, the logged in user will be able to see the names of patients at any facility for which the logged in user has security access to. If the user does not have security access to a facility at which a therapist is scheduled, then the appointment bubble will display Patient Appointment to assist with protecting PHI (see examples of patients scheduled at 787 under Jane Moffett below). 13

14 EDIT PATIENT APPOINTMENTS (OPTIONAL) The option to allow selected user groups the ability to edit patient appointments scheduled at different locations from a single screen view under Appoitments > Facility screen view. When activated, users who have been granted permission to edit appointments will be able to modify appointment information for any patients scheduled at other facilities at which the user has security access to. All appointment parameters *except changing the treating therapist* will be modifiable upon opening the appointment card for the desired patient. In the example below the user belongs to a user group which has permisisons to edit appointment parameters for patients located at other facilities. The user is logged into facility 81418, however has opened up the appoitnment card to modify an appointment that is scheduled for a patient at facility Notice that all fields are editable excpept for the therapist field which is grayed out. New printed reports are available to view the therapist s schedule across all facilities within the organization. Please see the Tx > Appointment Schedule section for details. APPEALS Partial Payment was added to the denial decision dropdown when Non-Therapy claim is checked. 14

15 FACILITY > TABLES A new flag was added on the Visit Type table to define Home Health visits that can only be performed by a Registered Therapist (PT, OT,ST). Casamba Skilled has updated the table checking the flag for items that are to be performed only by a Registered Therapist. *** It is recommended for each client to review this table for accuracy if using Appointments tab for Home Health. If an assistant user (PTA, COTA, Tech) bills for a visit which is flagged Registered Therapist Only ; upon saving a popup will display: (Visit Type Description) must be treated by a Licensed Therapist on Desktop only. 15

16 The user would then need to modify the visit type as needed in order to save. This is not available for Mobile at this time. BILLING > CONTRACTS The ability to end a contract for a retired facility has been added. This will stop prebills from generating for an inactive facility. This can be completed on any retired facility as needed. On Billing>Contract screen, select the facility and click the new End Contract button. A popup will appear with a message. Insert the Contract End Date and click continue. The top of the contract screen will insert a contract end date. 16

17 If a prebill exists after the contract end date, a message will appear alerting to delete existing prebills that interfere with the contract end date. Delete out the prebills that are after the end contract date before proceeding. EX: Prebill exists for July The contract end date was inserted as 6/30/18. The message will appear alerting to delete the July 2018 prebill before proceeding. For active facilities where a contract needs updating, continue to use same process of clicking New and not End Contract button. BILLING > TX BILLING The ability to multi select for deleting Prebills with Errors has been added. This functionality already exists on Clean Prebill Screen. The new functionality will permit the user to Select All using the top box or for the user to select individual prebills for deletion. The Invoice breakdown page was updated when using MPPR share percentage. This breakdown will now match the front page of the invoice payor total when MPPR share is utilized. Example of Front Page of Invoice with MPPR Share: Example of Breakdown Page of Invoice: 17

18 REPORTS SCHEDULED REPORTS The Scheduled Report screen will now display when a report contains PHI in the new PHI column. Reports with PHI are unable to be sent via . The reports with PHI will be viewable on the Reports screen when scheduled. ING REPORTS Reports will PHI can not be ed. If a report with PHI is selected, a message will appear to alert the user the report contains PHI. The ability to multiple users using semi-colon was added. The users must be set up in System>User> address field in order for the report to for Non PHI reports. 18

19 NEW REPORTS CONTRIBUTION MARGIN DAILY DETAIL EXCEL Purpose of report: This report displays invoiced revenue, expenses, and profit daily for each facility. This report displays data in Excel in four separate tabs. This report is the same as Contribution Margin Analysis Excel but has daily totals. This report does not include adjustments Parameters of report: 1- Select a Location; Company, Division, Region, District, Facility 2- Select a Year 3- Select a Month 4- Choose Chain Name 5- Use Comparison contract data: Yes/No 6- Submit report Information on report: This report has 5 tabs 1- Trend: Displays data by Facility by Day. This is the only tab that displays daily totals. All other tabs are rollup for the month data. 2- By Facility: Sorted by Division / Region / District / Facility. Data displayed at Facility level for the month. Totals are displayed at all levels. 3- By District: Sorted by Division / Region / District. Data displayed at District level for the month. 4- By Region: Sorted by Division / Region. Data displayed at Region level for the month. 5- By Division: Sorted by Division. Data displayed at Division level for the month. The report has many data columns and is set up to print three pages horizontally. Data elements are color coded by Category as follows: 1- REVENUE a. Part A: Medicare Part A revenue (match to CM report) b. Med A Like: All Med A Like revenue not including Medicare Part A c. Mang: Revenue for all Managed Care Payers (all payers that are flagged as Mang = Y ) d. Part B: Medicare Part B revenue (match to CM report) e. Med B Like: All Med B Like revenue not including Medicare Part B f. Other: All other revenue not broken down in this report. Total Revenue Part A Med A Like Mang - Part B Med B Like g. Total Revenue: All revenue (match to CM report) 2- PROFIT a. Profit: Total Revenue Direct Cost Total (match to CM report) b. CM %: Percent of Profit out of Total Revenue. (Profit / Total Revenue) * PRODUCTIVITY a. Billed Productivity %: Matches Management Summary short excel Billed Productivity. b. Prod No Tech %: Productivity without techs included. (match to Facility Productivity without techs) c. Prod With Tech %: Productivity with techs included. (match to Facility Productivity with techs) d. Cost Per Min: Total cost (Direct Cost + Payroll Burden + Additional Direct Cost) / Total Minutes (match CM report) e. Rev Per Min: Total Revenue / Total Minutes (match CM report) 19

20 4- EFFICIENCY a. Eff %: Facility Efficiency percent (match CM report) b. Cost Per Min: Total cost (Direct Cost + Payroll Burden + Additional Direct Cost) / Total Minutes (match CM report) c. Rev Per Min: Total Revenue / Total Minutes (match CM report) 5- REVENUE PER MINUTE a. Med A: Medicare Part A revenue / Minutes b. Med A Like: All Med A Like (excluding Medicare Part A ) revenue / minutes c. Mang: All Managed Care Payers revenue / minutes d. Med B: Medicare Part B revenue / minutes e. Med B Like: All Med B Like (excluding Medicare Part B ) revenue / minutes f. Other: All other payers not counted above revenue / minutes *** Note: Similar to Rehab Stats however Rehab Stats may group payers differently 6- MED B VISITS / RES a. PT: Medicare Part B & PT. Total Visits / Number of distinct Residents b. OT: Medicare Part B & OT. Total Visits / Number of distinct Residents c. ST: Medicare Part B & ST. Total Visits / Number of distinct Residents *** Note: Similar to Rehab Stats. Can be compared to ONE month in Rehab Stats. If you run RS for multiple months, the number of distinct residents may vary. 7- MED B UNITS / VISIT a. PT: Medicare Part B & PT. Total Units / Visits b. OT: Medicare Part B & OT. Total Units / Visits c. ST: Medicare Part B & ST. Total Units / Visits *** Note: Similar to Rehab Stats. 8- MED A DAYS a. U %: Medicare Part A days for Rug U / Total number of days for Medicare Part A b. V %: Medicare Part A days for Rug V / Total number of days for Medicare Part A c. U YTD %: Same as above for the period of Jan 01 of the Thru Date year until selected Thru Date d. V YTD %: Same as above for the period of Jan 01 of the Thru Date year until selected Thru Date *** Note: Similar to Part a Days Analysis by Month Excel report 9- MED A LOS a. LOS: Medicare Part A facility LOS b. LOS YTD: Same as above for the period of Jan 01 of the Thru Date year until selected Thru Date c. LOS Prev: Same as above for the period of Jan 01 of the Thru Date previous year until end of that calendar year. 10- w/o Acute or Expired a. LOS; LOS YTD; LOS Prev b. Same as above category with the exclusion of patients that had facility discharge destination of Acute & Expired while they are on Medicare Part A. If Medicare Part A last effective date was prior to facility discharge. Patient is included regardless of discharge destination value. *** Note: Similar to Med A Length of Stay 11- HMO / MCO a. Concurrent %: HMO/MCO Concurrent Minutes / Total minutes b. Group %: HMO/MCO Group / Total minutes *** Note: Similar to Facility Discipline Minutes Detail report. It is hard coded to show this specific payer. 12- MED A LIKE a. Concurrent %: Med A Like Payers excluding Medicare Part A Concurrent minutes / Total minutes 20

21 b. Group %: Med A Like Payers excluding Medicare Part A Group / Total minutes *** Note: Similar to Facility Discipline Minutes Detail report. Includes all Med a like Payers where the other report lists each payer. 13- LABOR a. Overtime Hrs: Overtime hours b. Overtime $: Overtime amount c. Travel Hrs: Travel hours d. Travel $: Travel amount e. Contract Hrs: Contract hours (Vendor or Registry flagged as Yes) f. Contract $: Contract amount (Vendor or Registry flagged as Yes) *** Note: Similar to Approved Payroll report 14- PT LABOR a. PT Hours; PTA Hours; PT Cost; PTA Cost; b. PT Ratio: PT hours / PT and PTA hours; c. PTA Ratio: PTA hours / PT and PTA hours d. PT Hourly: PT Cost / PT Hours e. PTA Hourly: PTA Cost / PTA Hours f. PT & PTA Hourly: Total of PT & PTA cost / Total of PT & PTA Hours g. Include only work hours. Exclude: sick, PTO, Bereavement and travel. *** Note: Similar to Approve Payroll report 15- OT LABOR a. OT Hours; COTA Hours; OT Cost; COTA Cost; b. OT Ratio: OT hours / OT and COTA hours; c. COTA Ratio: COTA hours / OT and COTA hours d. OT Hourly: OT Cost / OT Hours e. COTA Hourly: COTA Cost / COTA Hours f. OT & COTA Hourly: Total of OT & COTA cost / Total of OT & COTA Hours g. Include only work hours. Exclude: sick, PTO, Bereavement and travel. *** Note: Similar to Approve Payroll report 16- ST LABOR a. ST Hours; ST Cost b. ST Hourly: ST Cost / ST Hours c. Include only work hours. Exclude: sick, PTO, Bereavement and travel. *** Note: Similar to Approve Payroll report This report uses the following AppSettings: Efficiency Reports\ DeductConcurrentAllPayors. Yes = divide by 2 Productivity Reports\ DivideGroupAllPayors. Yes = Divide by 4 Efficiency Reports\ Efficiency_Ignore_Med_A.Yes = Do not divide Med A group minutes by 4 Important item: When opening an excel report with a pivot table, excel may try to open an excel help page that no longer exists. This is not a smart issue but a setting in excel. If this occurs, please disable the auto help in MS Excel, or have MS correct the issue. Report Example: Page 1 21

22 Page2 Page3 CONTRIBUTION MARGIN TREND EXCEL Purpose of Report: This report displays the invoiced revenue, expenses, and profit for each month in a trend format. Parameters of Report: 1. Select a Location; Company, Division, Region, District, Facility 2. Enter a From & Thru date range 3. Choose Report Type Detail or Summary 4. Choose a Chain Name 5. Choose Use Comparison Yes or No 6. Submit report Information on Report: Part A: Part A revenue from the invoice 22

23 Part B: Part B revenue from the invoice NonR Other: Non Rehab and Other revenue from the invoice Total Revenue: Total revenue from invoice Direct Cost: Labor hours multiplied by hourly rate for all users. Pull hours from clocked In-Out and Travel. Does not include PTO hours but does include overtime. Compare direct costs to Approved Payroll report less PTO or other time off types Payroll Burden: Labor Hours multiplied by hourly rate for each user multiplied by % benefit factor. Benefit factor supplied by client for Full Time, Part time, PRN, Casual and Vendor. Status is set for each user on the user screen Add l direct cost- A % to multiply by direct cost/revenue or a straight dollar amount to add to total cost. Additional direct cost % multiplies by direct cost and Overhead Margin multiplies by revenue. Supplied by client for additional costs to apply to every facility Total direct cost: Sum of direct cost, payroll burden, and Additional cost columns Gross Profit: Total Revenue minus total cost % Gross Profit: (Total Revenue minus Total cost)/total Revenue) * 100 Eff %: Efficiency %. Compare to Facility Efficiency report. Prod %: Productivity %. Compare to Facility Productivity report. Rev/Min: Total revenue divided by actual minutes delivered during time frame. This includes optional services minutes as well as all nonresident time on timecard Cost/Min: Total cost divided by actual minutes delivered during time frame. This includes optional services minutes as well as all nonresident time on timecard Profit/Min: Profit divided by actual minutes delivered during time frame. This includes optional services minutes as well as all nonresident time on timecard This report requires the nightly process. This report is dependent on the following items: Contracts must be complete, Prebill/Invoice needs to be created, the Payor type table for the payor categories, Payroll calendar set up as well as a start payroll date on Facility Maintenance screen TIME OFF REQUEST EXCEL Purpose of Report: This report displays user requests for time off. Parameters of Report: 1. Select a Location: Company, Division, Region, District, Facility 2. Enter a From and Thru date range 3. Submit Report Information on Report: Time Off Date: Day user requested time off for Week Day: Day of the week request falls on Disc: Users discipline User Name: Name of user 23

24 Status: Displays users if they Full Time (FT) or Part Time (PT). If a user is Registry or Vendor, status will not display. Type: Time off request type Hours/Min: Hours and minutes requested off Date/Time Requested: Date and time user recorded request Comment: Comment user entered for time off request Approved Hours/Min: When approved the hours and minutes approved are displayed Date/Time Approved: Date and time the approval was recorded Comment: When approved if comment entered by approver it is displayed here Approved By: Displays the user who approved the request. Time Off Balance: Displays users PTO balance. If the time off type requires a balance the balance will be the User s balance from the User screen minus the approved time from all outstanding requests. If the time off type does not require a balance then the Time Off Balance column will be empty. PTO Balance is based on approved balances. Totals at bottom of report for Hour/Min and Approved Hours/Min per facility Grand Totals: Displays sum for Hour/Min and Approved Hours/Min of all facilities Important Information: This report is run in real time. Report Example: CORRECTIONS / ADDITIONS Facility Efficiency, Facility Efficiency Excel, Facility Efficiency Rate Excel, Facility Efficiency Rollup, Facility Productivity, Facility Productivity Excel, Facility Productivity Rate Excel, Therapist Productivity, Therapist Productivity Excel, Therapist Efficiency were updated with new a new parameter: Show In Min: Yes/ No If yes displays in minutes. If No displays in Hours. Home Health Visit Excel: Added Facility Select Parameter. Management Summary II: Added new tab for OP Facility Detail & OP Division Detail. These tabs exclude all Med A type data and is intended to use for Outpatient facilities. Added Efficiency rows to all tabs. Patient Outcomes Summary - Add New Parameter for Show Key. Yes will display the key chart on the report. No will save paper and suppress the Key Chart. Default is No. Added patient header to all pages. P&L Weekly Trend Excel: Added Productivity % to report. Rehab LOS Excel: Added new columns for Diagnosis Groups and Programs. Rehab Stats & Rehab Stats Excel: Updated to include visits data from Outpatient/Home Health Appointments screen. Therapist In Out Excel: Added new tab InOut_Alt which will display both the Facility ID and Facility Name. 24

25 Therapist Summary: Added a new column for modifiers. This will display modifiers 52, 59, etc. when applicable. It will not display KX modifiers. Visits Trend Excel: Added a new tab By Facility Admission Type that separates visits based on admission type. User ID Excel: Added a new Credentials Tab. This permits users to filter by discipline type, credentials entered or credentials missing. Credentials are inserted on System>User>Credentials tab. LPTA vs PTA for example. Medicare Beneficiary Number: The following reports were updated to display MBI number if present. Appeals Entry, Billing Summary by Payor Type, Billing Summary Medicare Part A, Service log (all versions), UB reports, all documentation reports from DOCPOC screen. The rules for display are as follows: - SOC <= 3/31/2018, then only display Medicare # even if MBI is populated - MBI is present and Medicare number is present and SOC > 3/31/2018, Medicare Number first then MBI /ADE45JEUD78 - MBI is present and Medicare Number is empty and SOC > 3/31/2018, display MBI - MBI is empty and Medicare # is present display Medicare # regardless of SOC date. - If both are empty the field will be empty on reports. 25