AGENCY

On the HHCAHPS section, specify and select from the dropdown the vendor of the agency for a patient satisfaction survey.

Oasis Benchmarking section is only applicable if the vendor is Strategic Healthcare Programs, LLC. Vendor-assigned Provider Id and activation code should be added as given by SHP.

Checking Show POC medications will populate the medications from POC to OASIS.

The Patient Info section is where the user can activate the automatic generation of patient’s MR ID by checking the Automatically generate Medical Record ID checkbox. If unchecked, user must manually specify the patient’s MR ID. 

The category selected during intake will appear on Patient’s Summary page upon checking the patient category checkbox.

Options in setting the Market and Referral Source as required are available. Activating this section will require the Intake to specify the following information on the patient’s Admission page.

Checking this option will show medication worksheet in the medication profile. If left unchecked, no medication worksheet can be printed in Med Profile of a patient.

Add new line in addendum will add space after every line in the POC, unchecking will keep the POC in single space when printing the POC.

 Do not include medication date in print out will remove the date of each drug when printing the POC.

 Checking / unchecking F2F tab will display/remove the tab from the Plan of Care.

Checking the Copy Reasons, Interventions and Goals will automatically populate the reasons, interventions and goals from the admission /recertification order to the POC. Unchecking will disable the auto-populate feature. 

 Do not include medication date in printout will remove the date of meds when printing the physician order. 

Agencies using electronic signature must enable the E-signature option. Options are also provided to select the documents that the agency requires an electronic signature.

System Administrators has the option to require the care staffs to update their password and PIN every 60 or 90 days. It is highly recommended to require the care staffs to change their password and PIN for HIPAA compliance.

If there's an Active User Form selected, the system will provide the users with a form that they will need to fill up daily. The form will show up after the user accepts the agreement from the EULA page.

To activate a form go to Admin Menu » Agency. Scroll down, and you will find the active user form templates.

COVID-19 Employee Monitoring Form and COVID-19 PUI Screening Form (CDC) templates are provided for the agency.

The options under visit calendar section will allow the users to post a visit and visit notes beyond the current date. It is suggested not to enable this so the user cannot post a visit note for future dates. An option allowing field users to post other care staff will be enabled once the 2nd checkbox is not checked. 

To initially input the time in and time when plotting visit, display option must be enabled.

Checking this option will show the note status when generating payroll by care staff. 

This section will show the co-signing care staff button in the visit note when enabled.

Using the automatically create notes option will activate the automatic plotting of the notes in the patient’s chart on the day specified by the system administrator. List of notes here depends on the other notes being used by the agency.

The My Task Tracking section allows system administrators to set a start date to track field users’ tasks. If left blank, either agency start date will be the implementation date to track the Field’s Users’ tasks or the task tracking date under individual users’ account.

Minimum episode date will determine the claims that will show in Batch billing step 1. If set on a specific date, undrafted claims before the specified date will show in step 1.

UB04 setting allows the user to set the arrangement of bill items of the patient’s claims.

This section will allow the users to include the physician’s name in the orders print out.

This section will allow the users to show/hide and sort the news section of the homepage.