Page 148 - Clinical Managers Orientation Binder

- Rapid Subsequent allows for one visit only after the SOC
- SOC must be completed to allow scheduling of a Revisit

CFM can cancel a referral: Non-Admit
-From Workflow Summary- search for the patient by last name
-Right click and choose Non-Admit
- Can also undo the Non- admit if needed

Payor Box: Do not check or uncheck boxes. Unchecking will erase info

Tasks for Patient: Found at the bottom of Snapshot. Will show where the patient is in the
workflow

Care Time (Visit Time Exception) Alerts: Under 15 minutes and Over 2 hours

• Worklist items for professional visits between 2 and 3 hours have also been removed from the
worklist.
• Instead, RCD will include the professional visits between 2 and 3 hours on the weekly Client
Schedule Report that they currently send to Branch Directors. RCD holds billing until the Branch
Director responds that the visits are appropriate.
• Workflow tasks will remain for visits under 15 minutes

Yellow Meds= PRN meds

DUR Results- Present in Coordination Notes. DUR runs in the background. If an interaction is
present, Medication Interaction Note will be present

Bypass Review: Allows the After-hours staff to do the visit if needed. The CRM can use Bypass
and avoid a full review if needed.

Must review the Care Plan and the Calendar to use Bypass Review

Problem Statements: Are generated from Pathways. In Pathways Med Surg must = Yes

Therapy will put in a Diagnosis if they are going to continue to treat. Can also enter the primary
diagnosis.
CRM should adjust the PRN visits on the calendar when they are doing Review/Edit/Approve 485

o Separate the PRN visits from the visit frequency

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