Back Office-General Quick Reference Guide. Clinical Reporting and Admin Tasks for Home Health

Transcription

1 Back Office-General Quick Reference Guide Clinical Reporting and Admin Tasks for Home Health

2 Table of Contents Use the Report Manager... 3 Common Buttons & Icons... 3 Open the Report Manager... 3 Search for Report by Name... 4 View a Report... 4 Fax a Report... 4 Save Criteria Values... 5 Apply Saved Criteria Values... 5 View Reports in a Batch... 5 Generate a Batch... 6 Export State Documents... 6 Perform Home Health Clinical Reporting/Administrative Tasks... 7 Common Buttons & Icons... 7 Open the Report Manager... 7 Generate Reports in the Report Manager... 8 Save Criteria Set Values... 8 Apply a Saved Criteria Set... 9 Complete Administrative Tasks... 9 Page 2

3 Use the Report Manager The Report Manager is a helpful tool for quickly locating information in report form outside of a designated task. Any report generated through administrative tasks can be generated from the Report Manager. Reports within the Report Manager can be run at any time and criteria values can be applied to create customized reports. Common Buttons & Icons Report Manager button Close button Fax button Magnifying Glass icon View/Print button Next Page arrow Last Page arrow Previous Page arrow First Page arrow Arrow icon Open the Report Manager From the Home screen: 1. Click Report Manager. 2. To close the Report Manager, click the Close button. Page 3

4 Search for Report by Name From the Report tab in the Report Manager: 1. Enter the name or keyword for the report you are looking for in the Search For field; then click the Magnifying Glass icon. Note: Reports matching your search criteria display. You can see a description of the report on the right by selecting a report. Reports that have a + icon contain saved criteria. 2. Double-click the report to select for viewing. 3. Click the Delete icon to clear your search. View a Report From the Report tab in the Report Manager: 1. Double-click the appropriate report name. A criteria window displays. 2. Select all appropriate criteria filters and values by completing the available fields. Note: Criteria fields with a red asterisk must be completed. 3. Click View/Print. 4. If the report has multiple pages, use the arrows at the top to skip to the next page or the last page of the report. 5. Click the Zoom drop-down arrow to zoom in or out on the report. Note: You can print or fax the report from here, if needed. 6. After you are finished viewing the report; click the Close button. Fax a Report Note: This feature is only available if your agency has purchased the additional fax add-on module. From the Report Manager: 1. Double-click the appropriate report name. 2. Select all appropriate criteria filters and values by completing the available fields. Note: Criteria fields with a red asterisk must be completed. 3. Click Fax. 4. Enter the fax number in the Fax Number field. Page 4

5 Note: Click the Magnifying Glass icon in the Fax Number field to search for fax numbers for your agency s contacts. 5. Enter the recipient s name in the To field. 6. Complete additional criteria selections as necessary. 7. Click Send Fax. The fax is sent to the selected recipient. Save Criteria Values From the Report Criteria window for the report you want to save criteria values for: 1. Select the criteria values you want to save. 2. Click Criteria. 3. Click Save As. 4. Enter a name for the saved criteria set. 5. Click OK. Apply Saved Criteria Values From the Report Criteria window for the appropriate report: 1. Click the Apply Criteria Values drop-down arrow; then click the appropriate saved criteria value. 2. Complete additional criteria as needed. 3. Click View/Print. View Reports in a Batch From the Report Manager: 1. Click the Batches tab. 2. Click Add. 3. Enter the batch name in the Batch Name field. 4. Expand a report to view the saved criteria that are available to be included in a batch. Note: Only reports with saved criteria will be available to be included in a batch. 5. Click the appropriate report. 6. Click the Right Arrow icon. 7. Continue adding reports. 8. If necessary, use the Up and Down Arrows to move the order of the reports. 9. Click Save & Close. Page 5

6 Generate a Batch From the Report Manager: 1. Click the Batches tab. 2. Select the appropriate batch. 3. Click View/Print Selected Batch. Note: Navigate through each report by clicking the appropriate tab at the top of the report. 4. After you are finished viewing the report; click the Close button. Export State Documents From the Report Manager: 1. Click the State Reporting tab. 2. Select the appropriate document. 3. Click Export Selected State Document. Note: Use the Edit Mappings button to make changes to the mappings for a document. Page 6

7 Perform Home Health Clinical Reporting/Administrative Tasks Homecare Homebase generates clinical reporting and administrative tasks within the Workflow Console which help ensure that all tasks and workflows are being completed throughout the agency. There are many Home Health specific reports in the Report Manager that help in the management of back office staff for both patient occurrences and worker-specific information. Additionally, the Workflow Console generates tasks with reminders to view some of these reports and complete tasks as necessary to ensure all clinical tasks are being completed. Common Buttons & Icons Report Manager button View/Print button Close button Next arrow Last Page arrow Cancel button Print button Fax button Open the Report Manager From the R2 Home screen: 1. Click Report Manager. 2. To close the Report Manager, click Close. Page 7

8 Generate Reports in the Report Manager From the Report Manager home screen: 1. If necessary, enter all or part of the report name in the Search For field; then click the Magnifying Glass icon. 2. Double-click the appropriate report name that you want to generate. The criteria window for the selected report type displays. Note: Single-click a report to view a description of that report on the right. 3. Select available criteria as necessary. Note: Required fields are identified with a red asterisk. 4. Click View/Print. The report displays in a new window. 5. Review the report; then click the Close button. 6. Click Cancel to close the criteria window. Note: Click any report in Report Manager to view a description. Common reports you may need include the following: Admissions Report Patient Census Report Referral Report Recerts Due Report Open Event Stage Summary Report Discharge Report Physical Assessment Report Home Health Medicare Gross Margin History Report Therapy Reassessments Tracking Report 2015 OASIS Answer Change Trending Report Save Criteria Set Values From the Criteria screen of a report type: 1. Apply desired criteria values. 2. Click the Criteria drop-down arrow. 3. Click Save As. 4. Enter the appropriate name for the criteria set; then click OK. Note: The criteria set is saved. Page 8

9 Apply a Saved Criteria Set From the Criteria screen of a report type: 1. Click the Apply Criteria Values drop-down arrow. Note: A list of available criteria sets displays. 2. Click the desired criteria set. Note: Applicable criteria fields generate with the saved criteria set values. 3. Apply additional criteria as needed, and run the report. Complete Administrative Tasks From the Workflow Console: 1. Click the Administrative Tasks tab. 2. Apply appropriate filters to view administrative tasks applicable to you or your branch. 3. Click Load. 4. Double-click the appropriate administrative task. 5. Click View Report. The report criteria window displays. 6. Enter the appropriate criteria as needed. 7. Click View/Print. 8. Review the report; then click the Close button. 9. Click Cancel to close the report Criteria window. 10. To complete the task, click Yes. Note: Some administrative tasks include additional tasks buttons that may require additional actions before you can stage complete the task. Page 9