Allscripts Homecare (formerly Misys Homecare ) Allscripts Academy for Homecare Course Catalog

Transcription

2 Table of Contents INTRODUCTION...4 RELEASE TRAININGS...5 RELEASE VERSION 6.1 FINANCIAL DISCOVER HOSPICE REGULATION ENHANCEMENTS SELF-PACED... 5 VERSION 6.1 FINANCIAL DISCOVER PPS REGULATION ENHANCEMENTS SELF-PACED... 6 VERSION 6.1 FINANCIAL DISCOVER PPS REVENUE RECOGNITION (REFINEMENT) REPORT SELF-PACED... 7 RELEASE VERSION 6.0 INSTALLATION TRAINING FOR AND ABOVE USERS... 8 VERSION 6.0 INSTALLATION TRAINING FOR 4.0 OR USERS... 8 VERSION 6.0 CLINICAL OASIS C... 9 VERSION 6.0 CLINICAL HOSPICE CLINICAL VERSION 6.0 FINANCIAL HOSPICE BILLING RELEASE VERSION 5.1 CLINICAL ADVERSE EVENTS VERSION 5.1 CLINICAL CO-SIGNATURE VERSION 5.1 CLINICAL ASSESSMENTS VERSION 5.1 CLINICAL PDA SYNCH AND PERFORMANCE VERSION 5.1 FINANCIAL BILLING RULES VERSION 5.1 FINANCIAL AUTOMATIC SMALL BALANCE AND IMMEDIATE WRITE-OFFS/BATCH CLAIMS ADJUSTMENTS VERSION 5.1 FINANCIAL AUTHORIZATION CHANGES/USER-DEFINED BILLING BASIS VERSION 5.1 ACE AUTOMATED COMMUNICATIONS ENGINE PHASE II ACE II VERSION 5.1 ADMINISTRATION PASSWORD VAULT TO 5.1 GAP TRAINING VERSION 5.1 OR LESS CLINICAL HOME HEALTH SELF-PACED VERSION 5.1 OR LESS CLINICAL HOSPICE SELF-PACED VERSION 5.1 OR LESS FINANCIAL HOME HEALTH SELF-PACED VERSION 5.1 OR LESS FINANCIAL HOSPICE SELF-PACED VERSION 5.1 OR LESS ADMINISTRATION HOME HEALTH SELF-PACED VERSION 5.1 OR LESS ADMINISTRATION HOSPICE SELF-PACED VERSION 5.0 OR LESS CLINICAL HOME HEALTH SELF-PACED VERSION 5.0 OR LESS CLINICAL HOSPICE SELF-PACED VERSION 5.0 OR LESS FINANCIAL HOME HEALTH SELF-PACED Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 2

3 VERSION 5.0 OR LESS FINANCIAL HOSPICE SELF-PACED VERSION 5.0 OR LESS ADMINISTRATION HOME HEALTH SELF-PACED VERSION 5.0 OR LESS ADMINISTRATION HOSPICE SELF-PACED VERSION 4.1 OR LESS CLINICAL HOME HEALTH SELF-PACED VERSION 4.1 OR LESS ADMINISTRATION HOME HEALTH SELF-PACED VERSION 4.1 OR LESS ADMINISTRATION HOSPICE SELF-PACED CORE CURRICULUM NAVIGATION OVERVIEW RESOURCE COMPONENT ADD A PATIENT ADMIT A PATIENT MANAGE PATIENT INSURANCE INFORMATION HOSPICE MANAGE PATIENT INSURANCE INFORMATION HOME HEALTH SCHEDULE VISIT ENTER TIMELOG AND SUPPLIES MANAGE PATIENT ASSIGNMENTS AND TASKS CONDUCT ASSESSMENT MANAGE CLINICIAN WORKFLOW SUBMIT OASIS FILE ENTER CLINICAL NOTES MANAGE PATIENT GENERAL CLINICAL AND MEDICATION INFORMATION MANAGE PATIENT PROJECTED VISITS AND PROBLEM INFORMATION MANAGE PATIENT DOCUMENTS PROCESS ORDERS CLINICAL MANAGER OVERVIEW UTILIZING FIELD DEVICE CONDUCT ADMISSION VISIT CONDUCT RECERT VISIT CONDUCT ROUTINE AND ONCALL VISIT CONDUCT DISCHARGE VISIT CONTRACT INVOICES PREPARE FOR BILLING PROCESS CLAIMS POST PAYMENTS AND ADJUSTMENTS CLOSE A/R Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 3

4 Introduction When Healthcare Connects, You Can Keep Up With Growth and Change. Allscripts Can Help Homecare Agencies Find the Right Balance. Allscripts has solutions for your agency that will not only help you survive in today s healthcare environment, but help you thrive. Education and training have a balance too. The fast-paced, on-demand environment we work in today requires flexibility and efficient use of the valuable time you allocate to your agency s training requirements. Training is truly an investment. The rate of change in the medical field and the ongoing education requirements for clinical and administrative staff make continuous learning a necessity for healthcare organizations. Allscripts Academy for Homecare is an education portal for you our partner and customer. A subscription will put you in charge of your own training needs. Employee turnover is a major healthcare challenge, and an effective e-learning centered experience with rich content in a relevant context can help minimize the time it takes to get a new employee onboard. E-learning will not wholly replace instructor-led training, so we offer blended-learning opportunities throughout our multi-faceted curriculum. Allscripts Academy for Homecare offers comprehensive training to ensure your staff is well informed about new regulatory requirements, new release enhancements, and helpful lessons to build competency in areas such as assessments, audits, query, resource component, billing, reports, and much, much more. The Allscripts Homecare enhancements and modifications will help you meet these important goals. Allscripts Academy for Homecare announces the new Version 6.0 Release curriculum of lessons. This curriculum, available to Allscripts Academy for Homecare subscribers only, will offer a comprehensive remote instructor-led environment covering all the new key Allscripts Homecare Release 6.0 enhancements and modifications. (Each class will also be available in a recorded format for off-schedule viewing). For additional questions on this curriculum or for a purchasing an Allscripts Academy for Homecare subscription, please contact: [email protected] Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 4

5 Release Trainings Release 6.1 Version 6.1 Financial Discover Hospice Regulation Enhancements Self-Paced According to CMS Medicare CR-6540, the Hospice physician responsible for certifying the terminal illness must be included on the claim and Notice of Election (NOE) under the Other Physician field. To meet this requirement, several enhancements have been added to the Allscripts Homecare application. This lesson explains the CMS requirements for Hospice, describes the enhancements made to the Allscripts Homecare application, and demonstrates the new enhancements within the application. At the conclusion of the lesson, the attendee should be able to: Identify the PPS requirements stipulate by the CMS-1560-F. Describe the enhancements made to the Allscripts Homecare application for PPS. Edit Billing Rules in the Allscripts Homecare application. Run and navigate the Claims Alert Report. Edit the EMC setting in the Allscripts Homecare application. Display Late EMC in the Allscripts Homecare application. Attendees to be considered for this lesson include administrators, clinicians, and billers of PPS. 20 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 5

6 Version 6.1 Financial Discover PPS Regulation Enhancements Self-Paced According to CMS-1560-F regulation, the OASIS submission is required prior to billing of final claims for Home Health PPS payers. To meet this requirement, several enhancements have been added to the Allscripts Homecare application. This lesson explains the CMS requirements for PPS payers, describes the enhancements made to the Allscripts Homecare application, and demonstrates the new enhancements within the application. Identify the PPS requirements stipulate by the CMS-1560-F. Describe the enhancements made to the Allscripts Homecare application for PPS. Edit Billing Rules in the Allscripts Homecare application. Run and navigate the Claims Alert Report. Edit the EMC setting in the Allscripts Homecare application. Display Late EMC in the Allscripts Homecare application. Attendees to be considered for this lesson include administrators, clinicians, and billers of PPS. 20 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 6

7 Version 6.1 Financial Discover PPS Revenue Recognition (Refinement) Report Self-Paced The PPS Revenue Recognition (Refinement) Report has been enhanced to display services provided and to calculate the contractual adjustments against the revenue and Usual & Customary charges. This lesson describes the enhancements made to the PPS Revenue Recognition (Refinement) Report and demonstrates the new enhancements within the application. Describe the enhancements made to the Allscripts Homecare application for the PPS Revenue Recognition (Refinement) Report. Run and navigate the Claims Alert Report. Attendees to be considered for this lesson include administrators and billers of the PPS Revenue Recognition (Refinement) Report. 20 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 7

8 Release 6.0 Version 6.0 Installation Training for and Above Users With this lesson, you will learn directly from senior Allscripts engineer about the upgrade process and software requirements associated with version 6.0. This lesson is especially important for users upgrading from preversion and above, and users new to the upgrade process. A complete upgrade installation to 6.0 will be demonstrated during the lesson. Install 6.0 Release Attendees to be considered for this lesson include IT staff. 90 minutes Version 6.0 Installation Training for 4.0 or Users With this lesson, you will learn directly from senior Allscripts engineer about the upgrade process and software requirements associated with version 6.0. This lesson is especially important for users upgrading from preversion 4.0 or 4.0.1, and users new to the upgrade process. A complete upgrade installation to 6.0 will be demonstrated during the lesson. Install 6.0 Release Attendees to be considered for this lesson include IT staff. 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 8

9 Version 6.0 Clinical OASIS C With this lesson, you will learn the latest OASIS C data required for all assessments with a date complete (M0090) of 1/1/2010 or later. Included in a step towards Pay for Performance, the templates now have the latest Risk Assessments and the Attach Problem functionality to assist clinicians in quickly building their Care Plans while they are doing their assessments. Keeping the Plan of Care and the Care Plan current continues to increase in importance to show the need for skilled services and how skilled services benefit your patients. Implement the OASIS C templates according to CMS regulations. Describe changes made to the integrated assessment templates in regards to OASIS C. Describe the updates to the SN template. Load and activate the new assessment templates. Update assessment templates to include Problems for consideration in the patient s care plan. List the changes made to the Medication Evaluation tab in Medications. Attendees to be considered for this lesson include clinical staff. 150 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 9

10 Version 6.0 Clinical Hospice Clinical With this lesson, you can prepare for the clinical changes that affect Assessments, Problems, and Medications. New functionality will apply to attaching Problems to assist clinicians in building their Care Plans while assessing their patients. The Assessments tab in Business Units has been updated to ease in the use and identification of the latest templates. Additional items have been added to the Medication Evaluation section of the Medications screen and will now be the default view in the lower panel of the screen. Describe the changes made to the Admissions and Status, and Medications screens. List the additions to Medications Evaluations. Customize assessment templates to include Problems. Attendees to be considered for this lesson include Hospice clinical staff. 60 minutes Version 6.0 Financial Hospice Billing With this lesson, you will learn about CMS CR-6400 and how Allscripts Homecare 6.0 is in full compliance with the requirements for Hospice Agencies to report each service provided to the patient under Routine, Continuous, and Respite Care. Demonstrate how to setup the Allscripts Homecare software to accommodate the CMS billing requirements. Recognize the CMS CR-6400 requirements. Describe how to troubleshoot 2010 hospice claims. Attendees to be considered for this lesson include Hospice financial staff. Estimated duration 45 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 10

11 Release 5.1 Version 5.1 Clinical Adverse Events With this lesson, you will continue to perform a root cause analysis on Falls and Infections to be proactive in implementing actions to prevent or minimize future occurrences. You will learn about new screens developed to collect this data and store it distinctly to enable better reporting. The new functionality includes pick lists for documenting Fall Injuries, Infection Systems, Infectious Diseases, and Precaution Protocols. Events can be reported at the patient level and can be added to the Care Plan. The Adverse Events report can summarize and report details. Identify the changes made to Falls and Infections evaluations. Set up the Fall Injuries, Infection Systems, Infectious Diseases, and Precaution Protocols pick lists in Administration > Clinical. Document Falls, Infections, and necessary protocols within AHC. Run the Adverse Events report and add Adverse Events information to the Care Plan. Attendees to be considered for this lesson include: Clinicians and host users that document adverse events QA/QI personnel that report and track adverse events 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 11

12 Version 5.1 Clinical Co-Signature Streamline a requirement for co-signatures for your agency. This new feature will give your agency the ability to queue documents requiring supervisory co-signature, such as Physical Therapists and Occupational Therapists signing for PTAs and COTAs respectively and Registered Nurses signing for LPNs. You will learn how electronic review, approval (or denial) with signature and internal tasking for denial follow-up improves efficiency. Turn on and set up the co-signature functionality. Select which clinical items are required to be signed. Select which Task will be used when a document is refused. Enable co-signature security settings. Select which Resource Types can sign for which Resource Types. Use the new Co-Signature screen in Transaction>General. Generate the Co-Signature report. Recognize Tasks generated from co-signature denials in Patient>Tasks, My Day>My Tasks, and on the Task report (Reports>General>Tasks). Attendees to be considered for this lesson include: Clinical Managers Team Leaders Physical Therapists Occupational Therapists Clinical Supervisors System Administrators 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 12

13 Version 5.1 Clinical Assessments With this lesson, you will discover how the new Condition Change functionality and the corresponding Preview will give the clinician and the patient an immediate sense of all the parameters that have declined or improved. You will learn the added settings for marking OASIS assessment key questions and for showing OASIS assessment history. Notice there is also a new Abbreviated OASIS Only template. There is a new setting to limit the number of assessments to be viewed when using the Show History section. You will be acquainted with the updates to the Psychiatric and Physician assessment templates. Identify the updates made to the Psychiatric and Physician assessment templates. Recognize the new settings available regarding OASIS templates specific to notating key items, condition changes, and OASIS history. Demonstrate familiarity with the new abbreviated OASIS-Only assessment template and when/if it is applicable to their business. Attendees to be considered for this lesson include: Clinicians Physicians (completing Physician assessments in the Allscripts Homecare application) Clinical Managers QA/QI personnel 120 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 13

14 Version 5.1 Clinical PDA Synch and Performance This lesson will help you to learn more about the changes made to the way data is synchronized from the PDA to the host. You will be acquainted with the updates to the Conflict and Synch Register reports. Recognize improvements made to the synchronization of the PDA. Identify the change to the PDA Synchronization Register. Explain the change to the Conflict History report PDA is now a Show option. Attendees to be considered for this lesson include: Clinicians that use the PDA Office users of the synchronization data Staff that run/analyze the PDA Synchronization and Conflict reports 30 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 14

15 Version 5.1 Financial Billing Rules This lesson will guide you to the enhancements which help finance and billing managers to better control when claims hit their A/R. Homecare now has several rule options to manage when to generate a claim. Agencies are allowed to use any of these rules to hold PPS RAP and Final Claims until the following conditions are met: The certification order has been approved to send to the MD The certification order is signed The supplemental order is signed All billable services for the claim period are resolved All billable supplies for the claim period are resolved With this lesson, you will also learn how the Claim Alerts Report has also been enhanced to report on claims that are not passing any of these criteria. You will also gain an insight about how your agency can include a HIPPS Code on a Fee-for-Service claim. Stop PPS-type claims from generating based on the new rules. Identify the changes made Claim Alerts report. Generate a HIPPS score on their fee-for-service claims for payers that require this additional data. Attendees to be considered for this lesson include: Home Health billers that need to stop PPS-type claims from generating based on the new rules. Home Health billers and other users of the Claim Alerts report. Home Health billers that have fee-for-service payers that require a HIPPS score on their claims. 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 15

16 Version 5.1 Financial Automatic Small Balance and Immediate Write-Offs/Batch Claims Adjustments With this lesson, you will explore the new settings your agency can utilize to make a decision to automatically write off small balances according to their agency policies based on the amount of the balance and the age of the claim. You will learn how your agency can have balances immediately written off regardless of ageing date but based on a defined balance amount. You will discover how to adjust off balances for a group of claims at once. Agencies can use Batch Claims Adjustments to select the desired claims based on date, insurance, patient, ageing date, and balance. Decide if the functionality of automatic and immediate small balance write offs will be enabled. Use the new Batch Claims Adjustment functionality. Run the new Batch Claims Adjustment report and become familiar with the output of this report. Attendees to be considered for this lesson include: Financial Managers Collections Staff 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 16

17 Version 5.1 Financial Authorization Changes/User-Defined Billing Basis Authorization Changes With this lesson, you will be guided to how your agency can now be more proactive about obtaining and authorizations. For example: Agencies are able to allow for more than one authorization for the same service dates, insurances, and disciplines. Icons are added to Schedule, and My Day to give the user an at a glance view of services that are authorized, not authorized or pending an authorization. In such a case, you will learn to identify how your agency can now track what services were requested versus authorized on the Authorizations Screen and mark the authorization as Pending. You will learn how the Authorizations Report has been redesigned to be more user-friendly and will report requested vs. authorized service, patient assignments, Payer contact, Authorizations Notes, and Multiple Business Unit Consolidation. User-Defined Billing Basis You will gain an insight about how your agency is now able to define a minimum and maximum number of units to report on a claim to meet payer contracts for per visit reimbursed services. For example: a contract calls for reporting of a minimum of 8 units of 15 minutes and a maximum of 12 units of 15 minutes regardless of service duration, and reimburse at a flat rate. Identify the changes made to the Authorization functionality. Identify the new indicators available in Scheduling, TimeLog, and My Day to indicate if a visit has been authorized or not. Employ the improvements made to the Authorization report. Set up user-defined billing rate bases, if necessary. Attendees to be considered for this lesson include: Financial or financial data entry personnel responsible for entering and tracking Authorization information Host users and Clinicians using the Schedule, TimeLog, and of My Day components Claims processing personnel 120 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 17

18 Version 5.1 ACE Automated Communications Engine Phase II ACE II You will find this lesson interesting if you want to discover how to add a new Patient Condition Rule which considers changes in the patient's condition defined by patient acuity (Hospice level of care only) or Risk level from OCS Predictive Modeling. You will also learn how to set ACE trigger HL-7 messages. You will get an insight into the ACE Activity Report which provides you with a great way to monitor how often and to whom each rule fires or the rule does not fire at all. Define ACE rules using the new Condition Rules. Run the new ACE Activity report. Attendees to be considered for this lesson include: System Administrators Users that contract for OCS Predictive Modeling and HL-7 30 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 18

19 Version 5.1 Administration Password Vault With this lesson, you will learn how to increase the self-sufficiency of the Operators when logging in. You will discover how they can provide themselves with password hints, establish security questions, and reset their own password in a field mode. You will find out how the agency s administrators can reduce support calls from people who have forgotten their password as well as having a single place to manage all password-related activities. Identify the changes made to the log in screen. Indicate where the new settings are located to create their password hint and setup their security questions. Reset their password. Use the new forgot password link. Attendees to be considered for this lesson include: Any Allscripts Homecare Operator System Administrators 30 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 19

20 4.1 to 5.1 Gap Training Version 5.1 or Less Clinical Home Health Self-Paced This lesson is intended as required for clients on version 5.1 or less for Home Health clinicians. At the conclusion of the lesson, the attendee should have expertise in the following topics: Assessments - OASIS indicators/history (if using assessment) My Day Multiple BU (if using My Day and operator access to multiple BU) Adverse Events moved external to assessment Scheduling look and feel, and right-click options Clinical Notes screen new look Password Vault Authorizations Filtering, pending & indicators OASIS Due Alert status icons (Home Health Only) Attendees to be considered for this lesson include clinicians. Version 5.1 or Less Clinical Hospice Self-Paced This lesson is intended as required for clients on version 5.1 or less for Hospice clinicians. At the conclusion of the lesson, the attendee should have expertise in the following topics: My Day Multiple BU (if using My Day and operator access to multiple BU) Scheduling look and feel and right-click options Adverse Events moved external to assessments Clinical Notes screen new look Password Vault Authorizations Filtering, pending and indicators Attendees to be considered for this lesson include clinicians. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 20

21 Version 5.1 or Less Financial Home Health Self-Paced This lesson is intended as required for clients on version 5.1 or less for Home Health financial end users. At the conclusion of the lesson, the attendee should have expertise in the following topics: Authorizations Filtering, pending, overlapping and indicators. Settings moved to the Billing Rules tab Scheduling look and feel and right-click functionality Password Vault Billing Rules Attendees to be considered for this lesson include financial managers and billers. Version 5.1 or Less Financial Hospice Self-Paced This lesson is intended as required for clients on version 5.1 or less for Hospice financial users. At the conclusion of the lesson, the attendee should have expertise in the following topics: Authorizations Filtering, pending, overlapping and indicators. Settings moved to the Billing Rules tab Scheduling look and feel and right-click functionality Password Vault Attendees to be considered for this lesson include finance managers and billers. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 21

22 Version 5.1 or Less Administration Home Health Self-Paced This lesson is intended as required for clients on version 5.1 or less in Home Health for Administrators. At the conclusion of the lesson, the attendee should have expertise in the following topics: My Day Multiple BU (if using My Day and operator access to multiple BU) Scheduling Look and feel and right-click functionality Password Vault Attendees to be considered for this lesson include administrators. Version 5.1 or Less Administration Hospice Self-Paced This lesson is intended as required for clients on version 5.1 or less for Hospice for Administrators. At the conclusion of the lesson, the attendee should have expertise in the following topics: My Day Multiple BU (if using My Day and operator access to multiple BU) Scheduling look and feel and right-click functionality Password Vault Attendees to be considered for this lesson include administrators. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 22

23 Version 5.0 or Less Clinical Home Health Self-Paced This lesson is intended as required for clients on version 5.0 or less for Home Health clinicians. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Quick search (dx, problems, meds, family and friends) Multiple BU consolidation (report changes) Active Orders (My Day, Patient/Documents (if using My Day)) Tasks Completion and priority indicators Adverse Events (meds, assessment changes) Assessment Clinical monitoring scales (if using assessment) Assessment Completion indicators, current tab blue (if using assessment) Assessment Grids, comments (if using assessment) Assessment New short form print version (if using assessment) Assessment Template modification tool enhanced (if using assessment) Assessment modified PT OT, SLP templates (if using assessments) Assessment Viewer Attendees to be considered for this lesson include clinicians. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 23

24 Version 5.0 or Less Clinical Hospice Self-Paced This lesson is intended as required for clients on version 5.0 or less for Hospice clinicians. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Quick search (dx, problems, meds, family and friends) Multiple BU consolidation (report changes) Active Orders (My Day, Patient/Documents (if using My Day)) Tasks Completion & priority indicators Adverse Events (meds, assessment changes) Assessment Clinical monitoring scales (if using assessment) Assessment Completion indicators, current tab blue (if using assessment) Assessment Grids, comments (if using assessment) Assessment New short form print version (if using assessment) Assessment Template modification tool enhanced (if using assessment) New Hospice IPU, Physician templates (if using assessment) Assessment modified PT OT, SLP templates (if using assessments) Assessment Viewer Attendees to be considered for this lesson include clinicians. Version 5.0 or Less Financial Home Health Self-Paced This lesson is intended as required for clients on version 5.0 or less, Home Health Financial. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Patient liability (SpendDown) A new field plus a tab on the Payers screen Multiple BU consolidation (report changes) Tasks Completion and priority indicators Attendees to be considered for this lesson include managers and billers. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 24

25 Version 5.0 or Less Financial Hospice Self-Paced This lesson is intended as required for clients on version 5.0 or less, Hospice Financial. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Patient liability (SpendDown) A new field plus a tab on the Payers screen Multiple BU consolidation (report changes) Tasks Completion and priority indicators Attendees to be considered for this lesson include financial managers and billers. Version 5.0 or Less Administration Home Health Self-Paced This lesson is intended as required for clients on version 5.0 or less for Home Health Administrators. At the conclusion of the lesson, the attendee should have expertise in the following topics: Updating from Misys to Allscripts and color changes in application Multiple BU consolidation (report changes) Tasks Completion and priority indicators Assessment Template modification tool enhanced (if using assessment) Attendees to be considered for this lesson include Home Health administrators. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 25

26 Version 5.0 or Less Administration Hospice Self-Paced This lesson is intended as required for clients on version 5.0 or less for Hospice Administrators. At the conclusion of the lesson, the attendee should have expertise in the following topics: Defining the changes implemented in the SpendDown functionality Explaining the set-up required to implement the enhanced functionality Identifying the changes made to the CBSA/MSA codes screen Attendees to be considered for this lesson include Hospice administrators. Version 4.1 or Less Clinical Home Health Self-Paced This lesson is intended as required for clients on version 4.1 or less for clinical staff. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Layouts (workflow) Quick search (dx, problems, meds, family and friends) Default Physician Entry Assessment: Carry forward Wound Sites and Body View to next assessments (if using assessments) Attendees to be considered for this lesson include application clinicians. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 26

27 Version 4.1 or Less Administration Home Health Self-Paced This lesson is intended as required for clients on version 4.1 or less in Home Health for Administrators. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Layouts (workflow) Quick search (dx, problems, meds, family and friends) Update to look of Business Unit Settings New Install Wizard Attendees to be considered for this lesson include administrators. Version 4.1 or Less Administration Hospice Self-Paced This lesson is intended as required for clients on version 4.1 or less for Hospice Administrators. At the conclusion of the lesson, the attendee should have expertise in the following topics: Update from Misys to Allscripts and color changes in application Layouts (workflow) Quick search (dx, problems, meds, family and friends) Update to look of Business Unit Settings New Install of Wizard Attendees to be considered for this lesson include administrators. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 27

28 Core Curriculum Navigation With this lesson, attendees will learn how to perform basic functions and become familiar with the look and feel of the Allscripts Homecare application. At the conclusion of this session, the attendee should be able to: Demonstrate how to log into the Allscripts Homecare. Identify the functions of the Title, Menu, and Task Bars. Define the components of Allscripts Homecare. Identify and use the Outlook menu. Show how to use the application windows. Perform log out and exit. Attendees to be considered for this session include users new to the Allscripts Homecare application. Overview With this lesson, attendees will learn about the components and options that constitute the Allscripts Homecare application. Also, they will learn the basic workflow for admitting a patient, entering payment information, and generating claims. This overview focuses on the process flow of a host system and does not cover the process flow for using Allscripts Homecare in field mode. At the conclusion of this session, the attendee should be able to: Identify the purpose of each Allscripts Homecare component and option. Explain the basic workflow including admitting a patient, entering payment information, and generating claims. Attendees to be considered for this session include users new to the Allscripts Homecare application. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 28

29 Resource Component With this lesson, attendees will learn what a resource is and why the resource information is important, and how to access the Resource component in Allscripts Homecare. Also, they will learn how to enter the resourcerelated information within the specific areas of the application. At the conclusion of this session, the attendee should be able to: Identify who or what is considered a resource in the Allscripts Homecare application. Access the Resource component. Enter a resource using the Basic, Address & Phones, and Roles windows. Enter the employee-specific information using the Credentials, Qualifications, and Patient Assignments windows. Identify general resource information in the Demographics, Notes, Associated Patients, and Bereavement windows. Attendees to be considered for this session include users new to the Resource component or interested in additional information about the Resource component. Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 29

30 Add a Patient With this lesson, attendees will learn to search for patients and add new patients. Search for patients. Add a new patient. Use a workflow overview. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Intake Scheduler Insurance Verification Biller Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Medical Records Point-of-Care Administrator Clinical SME Bereavement Coordinator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Navigation Estimated duration 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 30

31 Admit a Patient With this lesson, attendees will learn to admit a patient. Admit a patient. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Intake Scheduler Insurance Verification Biller Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Medical Records Point-of-Care Administrator Clinical SME Bereavement Coordinator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Add a Patient 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 31

32 Manage Patient Insurance Information Hospice With this lesson, attendees will learn how to complete the elements that contribute to Hospice billing. Indicate all eligible payers. Manage insurance authorizations. Manage the patients status throughout their length of stay. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Field users will be excused after the second topic as indicated on the module matrix. Required audience participants include the following Hospice roles: Intake Insurance Verification Biller Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Medical Records Point-of-Care Administrator Clinical SME Bereavement Coordinator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 32

33 Manage Patient Insurance Information Home Health With this lesson, attendees will learn how to complete the elements that contribute to Home Health billing. Indicate all eligible payers. Manage insurance authorizations. Manage the patients status throughout their length of stay. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Field users will be excused after the second topic as indicated on the module matrix. Required audience participants include following Home Health roles: Intake Insurance Verification Biller Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Medical Records Point-of-Care Administrator Clinical SME Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 33

34 Schedule Visit With this lesson, attendees will learn how to schedule and track visits. Describe how information flows between the Scheduling and Transaction components. Schedule visits. Mark a visit not made. Generate schedule-related reports. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Intake Scheduler Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Medical Records Clinical SME Bereavement Coordinator Optional audience participants include: Insurance Verification Biller Point-of-Care Administrator Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 34

35 Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Add a Patient Admit a Patient 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 35

36 Enter Timelog and Supplies With this lesson, attendees will learn how to enter time-related events and services. Complete a time sheet. Add supplies to a patient. View services and generate related reports. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Scheduler Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Clinical SME Bereavement Coordinator Optional audience participants include: Intake Insurance Verification Biller Front Line Clinical Manager QA/QI Manager Medical Records Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient Schedule Visit 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 36

37 Manage Patient Assignments and Tasks With this lesson, attendees will learn to associate people and organizations to the patient. In addition, they will learn to use the application s internal communication feature. Manage associated people and organizations directly involved with the patient. Communicate with internal staff. Generate the patient assignment and task documents. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Intake Scheduler Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Medical Records Clinical SME Bereavement Coordinator Optional audience participants include: Insurance Verification Biller Point-of-Care Administrator Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 37

38 Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient Schedule Visit 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 38

39 Conduct Assessment With this lesson, attendees will learn to navigate and create a patient assessment. Navigate and complete a patient assessment. Choose an RFA (Reason for Assessment). Generate and view assessment related documents. Complete and OASIS assessment and describe the associated features. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Hospice attendees should be released from the lesson before the last topic as indicated in the lesson outline. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Clinical SME Bereavement Coordinator Optional audience participants include: Intake Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 39

40 Manage Clinician Workflow With this lesson, attendees will learn to organize and navigate your day from one location within the application. Customize the screen view. View their schedule including any scheduling notes and patient contact information. Begin a patient visit. Manage assigned patients. Manage tasks. Save and access favorites. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Scheduler Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager Clinical SME Bereavement Coordinator Optional audience participants include: Intake Insurance Verification Biller QA/QI Manager Medical Records Point-of-Care Administrator Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 40

41 Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient Enter Timelog and Supplies Manage Patient Assignments and Tasks Conduct Assessment 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 41

42 Submit OASIS File With this lesson, attendees will learn to view OASIS data ready for submission and how to submit the Agency s OASIS file. View OASIS data ready for submission. Submit an OASIS file. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. This is not a required lesson for any role. Optional audience participants include: QA/QI Manager Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Navigation 30 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 42

43 Enter Clinical Notes With this lesson, attendees will continue to learn how and why to use clinical notes. Describe why and when a clinical note should be created. Create a clinical note. View the associated document. Describe the associated outputs. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Clinical SME Bereavement Coordinator Optional audience participants include: Intake Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 43

44 Manage Patient General Clinical and Medication Information With this lesson, attendees will learn how to identify the screens make up the certification and all other physician orders. Complete various Elements of the Certification/Recert Order. Add and edit medications. Add Admit/Recert summary. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Clinical SME Bereavement Coordinator Optional audience participants include: Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Add a Patient Admit a Patient Enter Clinical Notes 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 44

45 Manage Patient Projected Visits and Problem Information With this lesson, attendees will continue to learn how to identify the screens make up the certification and all other physician orders. Add and edit visit frequencies. Add and edit the elements of a care plan. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Clinical SME Bereavement Coordinator Optional audience participants include: Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Add a Patient Admit a Patient Enter Clinical Notes 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 45

46 Manage Patient Documents With this lesson, attendees will learn the patient-related documents that are available within the application. Identify patient-related documents and how they are applicable. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager QA/QI Manager Clinical SME Bereavement Coordinator Optional audience participants include: Intake Medical Records Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient 30 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 46

47 Process Orders With this lesson, attendees will learn how the Agency s QA/Compliance program integrates with the Orders process and the two levels of approval for orders. Identify patient-related documents and how they are applicable. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Front Line Clinical Manager Optional audience participants include: QA/QI Manager Medical Records Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 47

48 Clinical Manager Overview With this lesson, participants will discover ways Allscripts Homecare can assist them with ensuring their agency s policies and procedures are being followed by the clinical staff. They will gain additional knowledge about daily processes, weekly processes, monthly processes, how to reserve assessments for field review, how to save reports as favorites etc. After completing this lesson, participants should be able to: Identify Daily Processes Identify Weekly Processes Identify Monthly Processes Explain how to Save Reports as Favorites Note: This course assumes that in depth clinical reviews are being completed by QA/QI department. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Front Line Clinical Manager QA/QI Manager Optional audience participants include: Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Add a Patient Admit a Patient 45 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 48

49 Utilizing Field Device With this lesson, participants will learn the significant elements of connectivity, administration, and field device setup. They will gain knowledge about the data elements required to synchronize. They will understand when and why to synchronize, the synchronization options, processes, and how to resolve conflicts. Also, participants will learn the value of synchronization reports and how to use them effectively. After completing this lesson, participants should be able to: Identify methods of connectivity. Implement field device settings in Administration component, set operator roles and security. Initialize the field device (first synchronization). Define synchronization, the data elements required for synchronization, and clinical records associated with synchronization. Understand data/information transfer. Describe how to utilize synchronization reports. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Point-of-Care Administrator Clinical SME Optional audience participants include: Intake Front Line Clinical Manager Bereavement Coordinator Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 49

50 Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Navigation Overview Resource Component 45 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 50

51 Conduct Admission Visit With this lesson, attendees will learn to complete the clinical documentation necessary for an Admission Visit. Complete an Admission Visit Assessment. View, add and edit clinical data. Chart against the care plan. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Front Line Clinical Manager Clinical SME Optional audience participants include: Speech Therapist Medical Social Worker and Spiritual Counselor QA/QI Manager Point-of-Care Administrator Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Manage Patient General Clinical and Medication Information Manage Patient Projected Visits and Problem Information Manage Clinician Workflow Conduct Assessment Manage Patient Assignments and Tasks 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 51

52 Conduct Recert Visit With this lesson, attendees will learn to update the clinical documentation necessary for a Recert Visit. Complete a Recert Visit Assessment. View, add and edit clinical data. Chart against the care plan. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Clinical SME Optional audience participants include: Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Front Line Clinical Manager Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Manage Patient General Clinical and Medication Information Manage Patient Projected Visits and Problem Information Manage Clinician Workflow Conduct Assessment Manage Patient Assignments and Tasks 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 52

53 Conduct Routine and Oncall Visit With this lesson, attendees will learn to create the clinical documentation necessary for routine and oncall or unscheduled visits. Complete Routine and Oncall/Unscheduled Visit. View, add and edit clinical data. Chart against the care plan. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Clinical SME Bereavement Coordinator Optional audience participants include: Front Line Clinical Manager Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Manage Patient General Clinical and Medication Information Manage Patient Projected Visits and Problem Information Manage Clinician Workflow Conduct Assessment Manage Patient Assignments and Tasks 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 53

54 Conduct Discharge Visit With this lesson, attendees will learn to update the clinical documentation necessary for a Recert Visit. Complete a Recert Visit Assessment. View, add and edit clinical data. Chart against the care plan. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Nurse Physical Therapist Speech Therapist Occupational Therapist Medical Social Worker and Spiritual Counselor Clinical SME Optional audience participants include: Front Line Clinical Manager Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Manage Patient General Clinical and Medication Information Manage Patient Projected Visits and Problem Information Manage Clinician Workflow Conduct Assessment 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 54

55 Contract Invoices With this lesson, attendees will learn to enter time-related events and services for contractors. Complete a time sheet for contracted staff. Reconcile Contract Invoices. Generate the Contract Services report. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. There are no roles that are required to take this module. Optional audience participants include: Insurance Verification Biller Note: If the agency uses contract staff, this lesson is required for Billers. Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Admit a Patient Schedule Visit Resource Component 60 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 55

56 Prepare for Billing With this lesson, attendees will learn how to prepare for billing. Review billing reports for accuracy. Confirm that all billable charges are available to process. Generate, view and interpret key billing-related reports. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Biller Optional audience participants include: Front Line Clinical Manager QA/QI Manager Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Manage Patient Insurance Information 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 56

57 Process Claims With this lesson, attendees will learn to process claims, print and generate electronic claim files. Process a claim. View and correct claims, as needed. Print and generate electronic claims. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Biller Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Prepare for Billing 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 57

58 Post Payments and Adjustments With this lesson, attendees will learn to post payments and adjustments, and manage their collections. Post payments. Post adjustments. Enter patient collection notes. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Biller Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Navigation 90 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 58

59 Close A/R With this lesson, attendees will learn to balance and close month end. Identify reports needed for balancing Accounts Receivable. Balance Accounts Receivable. Close month end. The audience is comprised of relevant client roles representing both field and host roles, as well as Hospice and Home Health clients. Required audience participants include: Biller Prerequisites Before taking this lesson, the attendee: Must have a computer with broadband connection Must have installed WebEx Must have completed the following lessons: Post Payments and Adjustments 45 minutes Copyright 2010 Allscripts-Misys Healthcare Solutions, Inc. 59