Report Sequence: Select to sequence the report by Patient or by Level of Care (LOC)
Selection Type: Select
All Records or individual Patients/Units/Insurances/Financial Classes.
If a specific insurance is not selected a "Hospice Insurance Type" must
be selected.
Report
Detail: Select Patient, Diag/Cert, Location, and/or Charge. (recommend to leave all checked)
Diag/Cert
Detail: Always check this option when checking for Exceptions. If checked the certification From/To date will show along with
the first 3 diagnosis codes from the 485. The NOE and Benefit
Start dates will show if entered in Patient>Admit> Add'l-Dates
tab and the NOE date will be
displayed in red if the NOE was late. If an invalid primary
diagnosis was used on the 485, it will show a warning message in red.
Charge Detail: Always check this option when checking for Exceptions. If checked the report will provide warnings if conditions for
Continuous Care were not met. (Note: when Charge Detail is selected the
report will page break on Patient or LOC, dependent on sequence
selected).
Billing Period: Enter the month or select "Custom" to enter a specific date range for evaluation.
Hospice Insurance Type: Select the Insurance Type assigned to the Hospice Insurance(s)
Report Type:
All Patients: Check to include all patients including those with exceptions.
Exceptions Only: Check to show only print patients with exceptions (shown in red on report).
Ready to Bill: Select to identify patients who
are ready for a Billing Audit.
Export Report: Choose to create an XLS type file that can be edited in Excel.
Create/Fix
LOC Charges: This option is enabled when the Report Type is set to 'All
Records'. When selected, the program performs the auto-creation of the
Level of Care Charges (this option can be used in place of the Auto
Charge Generation>Level of Care charge creation routine for payers
that are set to the Hospice Bill Method in Insurance set-up).
Level Of Care: Choose all levels or choose one LOC
Unit/Financial
Class: Choose All or select specific Unit or Financial Class
(Unit/Financial Class drop-down selections flip dependent upon which is
chosen as a Selection Type).
Bill
Audit button: This button will appear after previewing/printing a Ready
To Bill Report. The link will take the user to the Billing Audit menu
and the selections and patients that appeared on Billing Pre-Audit Report as "Ready To Bill"
will be pre-selected in the Specific Incudes tab (patients can then be
removed from this tab if desired).
Note:
The patient's Benefit Start Date and Revoke Days as entered in the
Patient>Admit>Add'l Data Tab are used to determine when Late
Routine Day calculation begins.
More Options Tab:
Additional Reporting Options:
Only Patients with Missing LOC: Check to produce a list of patients missing Levels of Care
Only Discharged Patients: Check to report only patients discharged within the Billing Period selected.
Only Patients Admitted in Select Month: Check the box to only include
patients that were admitted with in the report date range.
Only
Evaluate Primary Insurance: Check to only include patients whose
primary insurance is the selected Insurance/Hospice Insurance Type.
Show
Not-Billed Amounts: If selected, shows a breakout of Actual-Bill-Amt
(Per Diem amount billed) and Not-Bill-Amt (Per Diem amount not billed)
on the Grand Totals page of the report. Designed for agencies using a
Custom Date range to determine amounts not billed.
Only
Patients with Late/Missing NOE: If checked, will show only patients
whose NOE Date is more than 6 days after the patient's Admit Date or is
blank. Used to help track patients whose NOE was submitted late and may
need an exception request or whose NOE was not submitted yet.
Only
Patients w/Visits Last 3 Days of Life: Select to produce a report of
deceased patients receiving Routine service that have a Length of Stay
of at least 3 days. Patients without RN or MSW visits on at least 2 of
the 3 days prior to their date of death will be listed with an
exception 'HVLDL missing 2 RN/MSS' and will not be included in the
HVLDL% listed in the Grand Total of the report. This option is only
enabled when 'Patient' Sequence and 'All Records' Report Type are
selected.
Fail
if Prior Month Bill Not Paid: Check for a claim to appear on
the Exceptions Found report instead of Bills Ready if any prior month's
claim does not have a payment posted.
Fail
Periods if Not All Docs Received: Check this option for an
exception to
be generated if any document on the Patient file Docs tab with an
Effective Date in the billing month is missing the Received Date.
Fail
if UnVerified Billable Visits Found: Defaults to checked (Report
Groups saves last selection) to show an exception
message for billable charges that are not marked Complete/Verified.
Fail
if Non-Billable Chgs Found: if checked will show an exception
message if non-billable charge(s) found.
Fail if
Insurance Not Hospice Bill Method: Check to show a failure on
the report indicating the patient's insurance is not setup
for Hospice Bill Method in Entity Maintenance. Previously billed
patients will also be included.
Sub-Report Options:
No Sub-Reports: When selected, none of the additional report detail from options below will be included.
Hospice CAP Reporting: Select to include CAP amounts based on patient stays with your agency.
CAP information will appear at the end of the
report in the Grand Totals section. When chosen, the fiscal year dates
must be selected in the Custom Date Selection.
Locations of Care: Select to include a summary on the
last page of the report to show by Locations of Care a Days and Patient
count by Q-Code. Provides an unduplicated patient count by their first
Location of Care in the period.
Clinical Group Totals: Select to include a diagnosis clinical group
breakout at the end of the report for patient counts - days, patients,
unduplicated patients, deaths and live discharges by location. (used
for Maryland Hospice State Survey, see examples below).
Show Sub-Report Detail: Check to show patient or institute detail lines for the Sub-Report option chosen above.
LOC
Employee: This field is enabled when 'Create/Fix LOC Charges" is
selected. Choose the LOC employee (ex. Nurse, Test) from the drop-down.
LOC
Custom Date Detail: available if report Sequence is LOC and Custom Date
range specified. Shows detailed patient information that make up report
totals when Report Detail doesn't have Patients selected..
