HCHB R2
Manually Uploading Attachments to HCHB
Sometimes, an attachment needs to be uploaded without using Forcura. Follow the below steps to learn how to manually upload an attachment to a patient's chart in R2. Manually Attaching Find the patient under Clinical Input, highlight them so the ...
Workflow - Physician PECOS verification task for Intake (and triage)
We are reassigning this task to Intake, effective 5.24.24. Here's an explanation of the task and how Intake should approach it. Physician PECOS verification task reassignment This task is currently assigned to the BILLING SPECIALIST role at the ...
How to Save Filters and Dropdowns in R2
1. Log into HCHB and click the black/blue orb on the top left 2. Go to Login Profile Settings 3. Click Prompt and Save & Close This will now prompt you to save settings whenever you adjust anything. 4. Click into the various Consoles you want to ...
Claim audit automation - setting changes, effective 2.14.24
Affects the PERFORM CLAIMS AUDIT and REVIEW/CLEAR HELD CLAIM workflow tasks for BOMs. See attached PDF for details.
Pulling Reports for OASIS Uploads
Pulling Reports for OASIS Uploads Navigate to the iQies website (https://iqies.cms.gov/) & log in. Select Reports and Find a Report. Enter “Validation” in the keyword field and select Find Report Note: If you have pulled the report before, simply ...
New Online Learning Hub (OLH) info for Superusers and HR
New Online Learning Hub info The OLH will be moving to a new website this week. The old site will remain active until April of 2024, but we encourage your team to start using the new site right away. New website: www.hchb-olh.com New App? There is no ...
Orders - Changing Physician on Approved 485
If the 485 order hasn't been signed yet, you can skip to the second section of steps. Before you can change the Primary Physician on an approved order, you need to remove the physician's signature: Search for the patient in Clinical Input, then right ...
Using Date Selector in Reports Manager instead of specific dates
If you need to save a report that already has the dates entered you will need to use the Date Selector feature for the reporting parameter to auto-populate the dates. For example, if you need the report criteria to run at the start of the year you ...
OASIS/HIS - Guide for OASIS/HIS changes
Meeting notes - Monthly Superuser call notes
Link to Monthly Superuser call notes here
Meeting notes - Monthly BOM call notes
Link to all BOM monthly call notes here
OASIS - Viewing the OASIS submission history and inactivating an OASIS that was sent by mistake
To view the history of an OASIS 1. Go to the OASIS console and select the OASIS your are interested in. 2. Click the SUBMISSIION HISTORY button The Sumbission History shows you anytime the OASIS changed status. Each status is described below: ...
Workflow - Entitlement Verification Workflow Task Explanation for HH BOMs
Starting in March, the "Entitlement Verification" workflow task was moved from the HH Billing Specialists to the HH BOMs. Here's some info about the task and what it's intended for: Entitlement Verification Workflow Task Explanation. Here's a link to ...
Worker Console - How to update worker Productivity in HCHB
How the payroll department updates the expected weekly productivity points for a worker in HCHB: Worker Productivity and payroll status changes.docx
Payors - Payor Types, Payor Sources, and example ID numbers for each
This was created to help those new to the insurance world with getting an idea of what common insurance ID numbers look like for each payor source. There is a screenshot below and a PDF version here.
Marketing - How to reassign Referral Sources from one Admission Coordinator to another in bulk
Marketers are set up as "admission coordinators" in HCHB. They can be assigned to referral sources (physician offices or facilities) once they're set up as an AC. Sometimes when you hire a new AC or change their territories, you need to move a bunch ...
Service Codes - HCHB service code cheat sheet
This is a good cheat sheet for new schedulers. Click here to see what each service code and buddy code is used for in HH and HOS.
Worker Console - The Relationships tab in the Worker Profile
The relationships tab is found here in HCHB: Resource Manager > Worker Console > Open a worker profile > look for the Relationships tab Click here to see how it works.
Workflow - PECOS enrollment auditing for HH BOMs
When the Superuser adds a HH physician to HCHB, they verify first that the provider is PECOS enrolled (able to order HH). After that, it's up to us to track their enrollment. We have an Administrative Task set up for BOMs to help prompt them to audit ...
Authorizations - Insufficient auth after a TIF - a common cause of this explained
After a TIF, the episode flips from CURRENT status to HOLD. While on hold, auth is "turned off". After the ROC visit is complete, the episode flips back to CURRENT status and auth is "turned back on" Click here for more info.
Visits - Phone call service codes for HH
In January 2023, we built some new service codes for HH phone calls. Click here for more info on why we built these, how to use them, some restrictions on when they can be plotted and scheduled, and how to capture paid time with an NVA.
Superusers - Superuser Training Guides
Here is the training material that the I.T. Team goes over with new Superusers. This info can be helpful to ANY user at Signature though - whether they are new or just need a refresher on things - so all are welcome to view and use these guides. SU ...
Intake - "Medically Home" Patient entry and documentation (PD6, FW6, BH6, BV6 branches)
The Medically Home program is only being used in a select number of locations at Signature. This program falls is a private duty service line. Medically Home Patient entry and documentation
Citrix - How to manually terminate a Citrix session
How to manually terminate a Citrix session If this process doesn't help, open a ticket in Zoho as we may need to call HCHB to have them manually end your session on the back end.
Payors - HCHB Payor realignment resource
To find out whether you should DC & READMIT at the next visit, or complete a PAYOR REALIGNMENT, click this link to see the Home Health Realignment Resource. It is also attached to this KB.
Reports - Tracking Aide Supervisory visits with the Aide Agent Summary report
How to track Aide Supervisory visits with the Aide Agent Summary Report
OASIS - How to choose a save location for HCHB OASIS batches
Link to guide: How to choose a save location for HCHB OASIS batches
Authorizations - Insufficient auth and payors with order driven auth
Link to guide: How do patients with order driven authorizations end up with insufficient auth?
Workflow - Prevent duplicate ASSIGN LP tasks in workflow
Word doc guide: Schedulers! Prevent duplicate ASSIGN LP tasks in workflow Video of recommended process: VIDEO tutorial
Episode Management - How to delete a duplicate HCHB patient or episode
(Only Administrators and HH DPSs have this ability) How to delete duplicate HCHB patients and episodes
Reassigning, Cancelling, and Missing Initial Evals in R2
Link to guide here: Reassigning, Cancelling, and Missing Initial Evals
Installing Citrix for HCHB
HCHB/R2 Citrix Access – (Note: You may need your Superuser’s password or IT’s help to install Citrix) Open a web page and go to downloads.hchb.com On the bottom row, click the link for Office User Downloads Then click the top link for Get the latest ...
Citrix - How to reset a Citrix session for HCHB on your own
IF HCHB opens up to the same frozen windows each time you log in, or the R2 load bar loads but R2 doesn't actually launch, try resetting your Citrix session. To reset a Citrix Session in HCHB: 1. Close out of HCHB 2. Close out of your internet ...
Workflow - HH F2F Workflow
Here's a recommended process for entering and reviewing F2F documentation in HCHB. Also, this shows the who the workflow tasks associated with the HH F2F go to, and which roles are involved: HH F2F Workflow - 10.18.21
Frequently used HH Coordination notes reference sheet
Frequently used HH Coordination notes Reference Sheet
Frozen/black HCHB windows or "No worker record exists..." error? Citrix display setting fix
If HCHB opens to frozen windows, or black windows/boxes appear, or it doesn't recognize your clicks OR If you are getting the error message, "No Worker Record Exists for your login name" and you are sure that you have your username correct Try these ...
How to save files from HCHB to your computer
When we save files from HCHB to our computers, we have to follow a certain path to get to our actual computer. It's easy to accidentally follow the incorrect path. Path to save files from HCHB to your computer This PC >>> (Permit All Access) >>> ...
Accessing and using HCHB's Customer Experience Portal (CEP)
HCHB posts their manuals, solutions, feature overviews, webinars, etc. in their Customer Experience Portal. Click this link to learn how to access and use it: Using HCHB's CEP
BOM / Superuser guide: CPR tracking and entry in HCHB
NEW CPR tracking and Entry, effective 4.18.24 OLD CPR Tracking and Entry in HCHB, effective 6.1.21 (old and expired process. Only posted for reference)
Investigating inpatient events and OASIS mismatch error
The inpatient events in the CLINICAL tab of the patient referral must match the M1000 answers in the SOC or ROC OASIS. Here is a guide to help troubleshoot any issues related to these entries: Inpatient event OASIS mismatch - how to investigate
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