INTAKE & CLINICAL MANAGEMENT

The user can add a patient by clicking on the Patient’s tab in the upper right.

- On the drop-down menu, select Intake Wizard. The user has two options on adding a patient, either through New Patient or an Existing Patient.
- However, it is suggested to use the patient chart when the user wants to add a new admission for an existing patient.
- The purpose of the Existing Patient option is for patients that were already added but do not have any admission yet.

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NEW PATIENT

Only the Patient Information page is available upon New Intake.
- - After saving it, the other pages/tab will be enabled.
  - Legend: * are the required fields.

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Once enabled under Admin > Agency settings, "Editable MR ID," this part is editable.

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The Medicare card has a maximum number of characters for their display. This is to ensure that the name placed is precisely the same from the Medicare card. The name entered will be considered the legal name of the patient.
- - Max Characters for the First Name is 12; and 18 characters for the last name.

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Checking the checkbox will exclude the patient from the CAHPS (Consumer Assessment of Healthcare Providers and Systems) survey.

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After filling out the Street on the Address field, fill-out the Zip Code, then select a city from the drop-down menu to populate the Core Based Statistical Area (CBSA), which is important for billing.
Take note that if the user checks the Home Care Address checkbox, it means that this will be the address that will be populated to the patient's care location that is tagged as "Home Care."

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Insurance Account ID – The user needs to click twice on the preferred field to fill the Insurance I.D number of the patient.
Require NOE submission - This checkbox will require the user to submit NOE every admission and will show up under the NOE Alerts on the Home Page. This is a read-only field. This can be set up in the Insurance Library.

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By clicking the ”+Add” button, the user may be able to enter the contact of the patient.
Legend: * are the required fields.
The user can choose the relationship of the patient’s contact person.
Check the box if the contact person is also the Primary Caregiver.
Please note that it is essential to fill out the contact’s Email Address and Contact numbers.
The user may choose and check the contact type selection
- - Emergency Contact Person - This will flag the contact as the primary emergency contact person for the said patient.
  - Patient Contact in case of emergency (NCA-HIS) - This will be the contact that will appear on Page 7 of the NCA-HIS as the Emergency Contact Person.
  - Patient Legal Representative - This will tag the contact as the Legal Representative of the patient.
  - Patient Primary Contact - Only one contact can be set as the patient's primary contact.
  - Personal Contact - This will tag the contact as a personal contact of the patient.
  - Recipient of Bereavement Services - This will populate on the Patient's Contacts in Bereavement Report.

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Benefit Period - Upon admission to the agency, if the set benefit period is 1st or 2nd, the number of days will be set to 90 days. If the period is set to 3rd and onward, the number of days will be set to 60 days. The number of days is locked and cannot be changed by the user.
Actual SOC Date - This refers to the date that the agency had started Hospice Services to the patient.
NOE Submit Date - Indicates the date of the actual submission of NOE.
Benefit explained by & Benefit explained on - Indicates the discipline who explained the EOB and the actual date of the visit.
Referral Date - The date when the patient was referred to the agency.
Primary Insurance - The options are based on the insurance information that the user filled out on the Insurance Tab. The more Insurance Account I.D., The user, filled out, the more options The user will have.
Level of Care - Indicates the level of care of the patient upon admission.
Contact Numbers - The contacts below the Care Location will be based on the contact information of the selected Care Location.
Emergency Preparedness Plan - The list is set up in the Emergency Preparedness Plan Library under Admin.

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The patient should have 1 Terminal Diagnosis indicated and at least 1 Co-morbidity (for billing purposes).
The user can type the diagnosis by ICD Code or Description and select the actual diagnosis from the drop-down list.

Other Notes: Once done with Patient Intake, The user now has the option to create a Physician Telephone Order for referral and admission.

Version Control #: DSL2019-2.2

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