Embedded Files
The Agency option allows the user to fill out and update agency information. The information here will auto-populate in future documents. This will build the foundation of the agency’s database. Make sure all the information here is accurate.
Note: This is available for System Administrator account/s only. Click on the “Edit” button to input and modify the information.
2.pngThe State Information / Branch Information is where all the important details of the hospice agency as approved by Medicare are shown. All fields must be filled out. This section also allows the user to upload their agency logo and time zone settings for the agency.
3.pngThe Agency Information / Agency Primary Contact Information and Billing - Mailing Information section contains the primary details of the agency such as the name of the agency, address, contact information, billing and mailing address, etc.
3.png5.pngThe Patient Information is where the user can enable the patient’s MR ID's automatic generation by checking the Medical Record ID checkbox and putting in a prefix and the sequence.
The category selected during intake will appear on the Patient’s Summary page if the Show Patient Category is checked.
The User Session Settings show the number of allowable concurrent Office Users sessions. This is also where the administrator can set the allowed idle time for logged-in users before the system logs them out.
6.pngThe Visit Calendar section's options will allow the user to enable and disable the strict visit conflicts checking.
If this setting is ENABLED/CHECKED:
Time in and time out input will be required when Plotting or Updating Visit Plans.
During the Plotting, Updating, and Posting of Visit Plans, the system will check for any schedule conflict between actual and planned visits.
During tagging a missed visit as "Not a Missed Visit," the system will check for any schedule conflict against Actual and Planned Visits.
If this setting is DISABLED/UNCHECKED:
Time in and time out will not be required when plotting or updating visit plans.
During plotting and editing visit plans, the system will not check for and schedule conflicts.
Checking of schedule conflicts only occurs during the posting of visit plans and only against actual visits.
During tagging a missed visit as "Not a Missed Visit," the system will not check for schedule conflicts.
The Display Settings section lets the user set the default view of the Patient Chart. The user can choose to show only the latest Intake and hide all documents after the Discharge Date.
The section for UB04 Settings allows the user to set the arrangement of bill items of the patient’s claims.
The My Task Tracking section allows system administrators to set a start date to track field users’ tasks. If left blank, either the agency’s start date is the implementation date tracking the Field’s Users’ tasks, or the system will use the task tracking date under individual users’ accounts.
The Google Map section gives the user an option to show the location of the user’s office in the dashboard if enabled.
The Palliative Assessment Access gives the user an option to enable/disable the palliative node in the patient summary page, allowing them to add palliative notes for the user’s patient.
7.pngThe Ability Secure Services will show if the agency has the ability with Data Soft Logic.
The Physician Order section will give the user an option to use military time for PTO. The user can also set the paper size of PTO for printing.
The Collaboration Notes section gives the user the option to specify if the user would like the physician field in the notes to be hidden or not.
The Visit and Other Notes Auto Plotting will let the user set visit frequency for regular visits and supervisory.
8.pngThe Discipline Visit Types and Pay Rates give the user an option to enable/disable auto-loading of visit types when creating a discipline.
The IDT Settings will give the user an option when to set the effectivity date of IDT's version 2. In version 2, intervention pages were removed.
The Other Note E-signing gives the user an option to set if the user's other notes should have One Signatory or Multiple Signatories.
9.pngThe Document Settings lets the user choose if the user wants to hide the document field details (Date Created, Last Updated, Last Updated By, Locked By, and Locked Date).
It will also let the user set the effectivity date of care problems version 2. Care Problems version 2 means that the care problem list is now arranged alphabetically. The interventions tab was also removed and was incorporated into the care problem itself. The user will be able to view the intervention by clicking a care problem.
HA Smart Notes Engine versioning can also be set here.
10.1.png10.pngThe User Forms Settings lets the user select which Covid-19 Form will be used.
The Diagnosis Settings gives the user an option to choose what type of secondary diagnosis will be used.
The Wound Note Settings will let the user choose between version 1 and version 2 of the wound note.
Version 1 has the wound details in the lower part of the illustration. Version 2 wound note will show a popup of the illustration only. To plot a wound, the user will have to drag the boxed number to the location and double click on that number for the wound details to show.
Bereavement Settings will give the user an option to choose what version will be used.
Version 1 only has bereavement notes and bereavement letter tracking nodes. While version 2 has bereavement notes and letter tracking incorporated in the intervention under the bereavement recipient node. Also, the bereavement calendar node is only available in version 2.
9.2.pngUnder Patient Insurance Settings, the user can enable the MBI Format Warning. This will check if the user inputted the proper MBI format for the patient.
Symptom Management Pathways Settings gives the user an option to select what documents will show the SMP.
BFCC-QIO or Beneficiary and Family-Centered Care-Quality Improvement Organizations setting is the agency's point of contact when Medicare beneficiaries or their families want to file a quality of care complaint or make an appeal.
Each agency has its local BFCC-QIO contact, and once the link on the lower part of the box is clicked, it will auto-generate the contact details on the box.
9.3.pngThis Survey Information is a form that the agency fills out when they are on a survey.
47.pngThe Emergency Plan option allows the user to fill out and update the agency's Emergency Preparedness Plan (EPP). The information here will show in the EPP Instructions menu. Please make sure all the information here is accurate. However, this is available for System Administrator account/s only.
11.pngVersion Control #: DSLC2021-1.0
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