HCFA Form – Other Insured’s Name

The HCFA Form has been updated to allow box 9 for "Other Insured's  Name" to print as blank as needed. This is set by using the new  "HCFA Box 9" Field on the Guarantor Maintenance > HCFA tab >  HCFA Options 5 subtab. 

Client Statements

Updates have been made to the backend coding on the Client Statements to enhance the code and make the process more efficient.

Expired Staff Information – Enhanced  Workflow

The Expired Staff Information window has been updated to provide a quicker workflow to address the outstanding items for the leaving staff. This window shows the outstanding items the leaving staff has to complete or be removed from. This window opens by adding a Discharge Date to the Staff Master record and clicking save.
The changes include the following:

• Groups tab  
  • Double-clicking a Group in the box will open the Group Maintenance window with the selected group already searched to simplify removing the staff from the group.
  • An "Edit Group Maintenance" button has been added in the bottom left corner that will open the Group Maintenance window. This allows the user to look up the multiple groups to remove the leaving staff from the Group.  
  • A refresh button has been added in the bottom right corner that will refresh the data in the grids.
• Managing Therapist tab  
  • Double-clicking a Client in the box will open the Client Chart with the selected  Client already searched to simplify updating the Managing Therapist staff for the Client.
  • A "Reassign Therapist" button has been added in the bottom left corner that will open the Reassign Client window. This allows the user to look up the staff and reassigns all clients for the staff.  
  • A refresh button has been added in the bottom right corner that will refresh the data in the grids.

Client Program – History  

The Client Program has been updated to show the history of each program. This can be viewed by double clicking the program in the Client Program or Client  Status forms and clicking on the History tab.

Note Audit – Audit Overlaps

The Note Audit process has been updated with the following changes, these apply  to both Staff Note Audits and Staff Group Note Audits:  

• The "Audit Overlaps.." label has been updated to clarify what type of overlapping notes will be pulled into the Note Audit process.
• Additional checks have been added to ensure notes are included as expected when the "Audit Overlaps.." field is set to Yes.

Clinical Form Master – Agency Form Builder Forms

The  Clinical Form Master has been updated to disable certain fields on Agency  Form Builder forms that dont apply to the form.
The following fields have been disabled for these forms:

• Main Tab - All fields  
• Options Tab - Pull Previous Row and Resubmit Button

KS CCBHC – Charge Batch 

The Charge Batch process has been updated to ensure the new KS CCBHC Claim Create  Rule is efficient when creating new claims.

KS CCBHC – Diagnosis on the T1040  Claim 

The KS CCBHC Billing process has been updated to pull the Client diagnosis for the T1040 claim from the first CCBHC Qualifying service for the date of service.