Resources for new BOMs, OMs, OCs (office managers / office coordinators)

Resources for new BOMs, OMs, OCs (office managers / office coordinators)

This list of resources is geared towards the BOM role, but many new hires may find this information helpful:

Office Manager – New Hire resources 

Online Learning Hub (OLH)

What: Training videos for HCHB and Pointcare

Where:  https://www.hchb-olh.com/

·         BOMS are usually signed up for the HH Intake, HH Med Records, HH Scheduling, and BOM training modules

·         OLH Login Info:

Field users - Pointcare agent ID & Password
Office users - HCHB Backoffice username & Password

 

Zoho Self Service Portal

What: Search IT Knowledge Bases and create IT Tickets

Where: https://signaturehealthcareathome.zohodesk.com/portal/en/home

·         Check out the Monthly BOM Call Notes to see what we’ve been discussing this year

·         Check out the Superuser Training Guides to understand the Superuser role and some great troubleshooting tips related to HCHB

 

HCHB Customer Experience Portal (CEP)

What: Search for HCHB Knowledge Bases, find HCHB Manuals, learn about new releases, etc. 

Where: https://login.hchb.com/ then click on Customer Experience Portal Icon

 

HCHB Message Board

What: basic info for new HCHB users

Where: HCHB Main window


 

Signature Healthcare at Home Sharepoint

What: Signature Site with HR documents, Contact info, Policies and Procedures, etc. 

Where: https://signaturehch.sharepoint.com/

 

Microsoft Teams

What: A Group of Office Managers/Coordinators across our company where you can ask questions, provide tips, and have discussions related to your role.

Where: “BOMs, Oms, OCs, & Billing Specialists” team

 

HCHB Training Environment

What: A practice environment that takes a copy of our production environment on the first Sunday of each month

Where: https://login.hchb.com/ then click on the HCHB R2 Training Icon

Practice without worry of messing anything up in our real EMR.  Recommend that you close the production environment when practicing in the training environment.

 

HH BOM Workflow – Patient Related Tasks

Event

Stage

Task

ENTITLEMENT VERIFICATION REVIEW

REVIEW ENTITLEMENT VERIFICATION REPORT

REVIEW ENTITLEMENT VERIFICATION REPORT

EOE

PERFORM CLAIMS AUDIT

PERFORM CLAIMS AUDIT

BILLER NOTIFICATION

REVIEW PHYSICIAN LICENSE AND TAX ID NO

REVIEW PHYSICIAN LICENSE AND TAX ID NO

DISCHARGE

PROCESS SATISFACTION SURVEY

PROCESS SATISFACTION SURVEY TO PATIENT

EOP

REVIEW UNSIGNED ORDERS - PDGM

REVIEW UNSIGNED ORDERS - PDGM

EOP

PERFORM CLAIMS AUDIT - PDGM

PERFORM CLAIMS AUDIT - PDGM

EOE

REVIEW/CLEAR HELD CLAIM

REVIEW/CLEAR HELD CLAIM

REAUTHORIZATION

REVIEW DECLINED REAUTHORIZATION REQUEST

REVIEW DECLINED REAUTHORIZATION REQUEST

HOME HEALTH F2F ENCOUNTER

FACILITATE F2F ENCOUNTER APPOINTMENT

FACILITATE F2F ENCOUNTER APPOINTMENT

EOP

REVIEW/CLEAR HELD CLAIM - PDGM

REVIEW/CLEAR HELD CLAIM - PDGM

VISIT TIME EXCEPTION

REVIEW VISIT TIME EXCEPTION

REVIEW VISIT TIME EXCEPTION

VISIT MISSED

PROCESS MISSED VISIT

FU REGARDING DELAY IN PROCESSING MISSED VISIT(S)

SOC/RECERT

FOLLOW UP ON PENDING ADMISSION

FOLLOW UP ON PENDING ADMISSION

 

 

 

 

HH BOM Workflow – Coordination Notes

HOME HEALTH

VISIT TIME CHANGE REQUEST

HOME HEALTH

MILEAGE CHNG AFT TIMECARD PROC

 

HH BOM Workflow – Administrative Tasks

Administrative Task

PAYROLL PRE-BATCH - REVIEW NON-VISIT ACTIVITY AND ACCEPT/DECLINE NVA IF NEEDED

IDENTIFY PATIENTS TURNING 65 NEXT MONTH

PAYROLL PRE-BATCH - RUN EMPLOYEE PAYROLL AUDIT REPORT TO REVIEW PRE-BATCH ITEMS

PAYROLL PRE-BATCH - RUN MILEAGE AUDIT REPORT AND PROCESS MILEAGE CORRECTIONS

PAYROLL PRE-BATCH - RUN VISIT TIME AUDIT REPORT AND PROCESS VISIT TIME CHANGE REQUESTS

PAYROLL PRE-BATCH - RUN VISITS HELD FROM PAYROLL REPORT AND UPDATE IF NEEDED

REVIEW EXPIRED CREDENTIALS-RUN WORKER RENEWABLE REQUIREMENTS REPORT

PAYROLL PRE-BATCH - RUN WORKER SCHEDULE REPORT AND IDENTIFY UNVERIFIED VISITS

SEARCH FOR UPCOMING RENEWABLE REQUIREMENT DUE DATES

RUN THE PECOS VERIFICATION REPORT

REVIEW PDGM UNBILLED REPORT

REVIEW TIME TO BILL RAP REPORT

 



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