Page 146 - Clinical Managers Orientation Binder

- In the office, the scheduler did not take the correct action and the visits need to be
researched and rescheduled.

Reports used in CRM Review

a. Home Health Case Mix-STEP 3 (MEDICARE only) CRM may look at gross margin% and compare the
avg. #visits with what is scheduled. If % is low, and visits exceed clinical pathways, see if adjustment in
visit frequency is warranted. If CRM decreases visit frequency, look again and see if gross margin%
increases.
b. Episode Analysis Tool: Currently grayed out but CRMs may be looking at this in the future.

c. OASIS Therapy Report: If rehab services are ordered and CRM is unsure if clinically warranted, look at
score to confirm need for rehab evaluation. If a rehab evaluation is Not ordered but CRM suspects
patient may benefit, look at the score and recommend PT evaluation if clinically needed. Review scores
at the bottom of the last page. Then confirm with SOC clinician that patient may benefit from rehab
eval. Adjust orders as needed.
d. Home Health Case Mix Details and Insight Report: CRM may use to see how changing score on OASIS
impacts HHRG score.

HCHB Reports: Available on the intranet

Access:
Select: Homecare Reports
Select: All Homecare Reports
Accessible Reports
1. HCHB- Active Episode Visit Tracking
• This report is used by Branch Directors and CFMs
• Report includes patients who have not been seen in 14 day or more
• Also includes SOC visits that has not been assigned
• These cases are open past their episode end date
• Sort by Branch and teams
• The Branch Director/CFM are responsible for reviewing the cases on the
report.
- Conducting research in R2
- Closing the case

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