Enhancing QiRePort To Support

On-Line PCS Service Planning

(Update/Status Report)

PCS Regional Provider Training Sessions:

May 5-18, 2015

Attention: The implementation date for the new QiRePort functionality Is June 10, 2015

Today’s Presentation

• Recap of Pilot Project

• Review of QiRePort Functionality To Be Implemented

• Review of Upcoming Training

• Review of Roll-Out

• Review of Available Support

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Pilot Project Summary

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Pilot Project Overview

• Fifteen Pilot Sites

• Pilot Period - December 2014 – March 2015

• Approximately 200 Completed Service Plans

• Major Findings

Easy to navigate and use

Average service plan completion time – Around 5-10 minutes

Altered service plan to allow for in-home and residential care

versions of the service plan

Optional functionality – No major changes

• Finalization of Proposed Functionality

• Various small changes to reflect current practices of service provider

(approximately 40 refinements)

Final version of modifications awaiting PCS policy update

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New QiRePort Functionality To Be Added

• Expanded Home Page Functionality

• On-Line PCS Service Planning – The focus of new features

• Person-Centered Goals

• Beneficiary Profile And Supporting Docs Upload

Designed to support a more comprehensive beneficiary electronic

record

• Aide/Staff Credentialing Documentation

• Reports

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Let’s look at each of these enhancements >>

New Home Page

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Updated Left Index

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On-Line PCS Service Planning

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Service Planning Functionality

• Sections

Scheduling

Aide Assignment (Optional)

Service Outcomes (Optional)

Aide Instructions (Optional)

Medical Monitoring Parameters (Optional)

Plan Narrative (Optional)

• Two Versions

In-home – With capacity for visit scheduling

Residential care – Assumes 7 day a week schedule

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PCS Service Planning Functionality

• New Module To Be Added To Current QiRePort Provider

Interface

• No Software to Install Or Maintain On Your Agency Computers

• Provides A Standardized On-line PCS Service Plan Template

• Service Plan Template – Built Around The Independent

Assessment

• Ability To Stop and Resume Service Plan Development

• Includes Built-In Validation of the PCS Service Plan

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The PCS assessment drives the service plan. Let’s review how >>

QiRePort Extracts the Assessment Information To

Create a PCS Service Plan Template

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Initiation Of A PCS Service Plan

• Starts With A Service Referral From Liberty Via QiRePort

Each referral is accompanied by a completed assessment and

authorized hours

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Provider Acceptance Of A Referral

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When a referral is accepted, QiRePort generates a service plan “template” for the

beneficiary. The new service plan is added to the in-process service plan list.

On-Line PCS Service Plan Completion Tracking

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When a user selects a beneficiary from the in-process

service plan list, the PCS service plan template will appear.

Let’s review the steps in service plan completion >>

Basic Steps To Develop On-Line Service Plan

• Identifying The Days of The Week The Service Will Be Provided

In-home providers only

• Scheduling ADL/IADL Tasks By Day of Week

• Scheduling Special Assistance Tasks By Day of Week

• Scheduling Delegated Medical Monitoring Tasks By Day of Week

• Finalizing Plan Narrative

• Identification of Service Outcomes (Optional)

• Aide Assignment (Optional)

• Indicating the Plan Is Complete To Trigger Validation

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Remember, the PCS service plan is populated with the assessment results

for the beneficiary whose service plan you are developing.

Let’s look at the service planning scheduling functionality >>

Entry of Weekly Schedule Into the Service Plan

• The PCS Service Plan Template Is Based On A Typical Week

• Determine The Days Of The Typical Week PCS Will Be Provided

The assessment results identify the need frequency (days/week) for

PCS for each qualifying ADL.

When developing the weekly schedule, the need frequency for all

the qualifying ADLs must be considered.

• Enter “From” and “To” Times For Each Selected Day

• As Appropriate, Designate A Shift

• As You Enter the Days and Times Per Day, QiRePort Calculates

the Following:

Hours of service accounted for by the schedule already entered

Remaining hours to be scheduled based on the authorized hours

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There are two versions of the service plan scheduling: in-home

provider version and residential care provider version.

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Select days of the week and the time of

day the PCS service will be provided.

Click here to view the beneficiary’s assessment

As the day and “from” and “to” entries are made,

QiRePort computes remaining weekly hours.

Weekly Schedule / In-Home Provider Version

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Weekly Schedule / Residential Care Version

Entry Of Task Completion Schedule

• Required Tasks Are Populated In The PCS Service Plan From

the Assessment

Each qualifying ADL’s ADL tasks

Each qualifying ADL’s IADL tasks

Each required special assistance task

Each required medical monitoring task

• Providers Identify Which Days of the Week Each Required Task

Will Be Completed (Taking into account assessment findings)

• Shift Designations Are Supported To Simplify Entry

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Let’s look at the template used to schedule tasks by day of week >>

Task Schedule Functionality

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The needs/task list, frequency/weekend indicator and assistance

level information are populated from the beneficiary’s assessment.

Select which days of

the week the task will

be performed.

Optional Service Planning Functionality

• PCS Service Outcomes

• Aide Assignment

• Aide Instructions – Sent to the aide task plan

• Monitoring Parameters Specification

• Plan Narrative

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Plan Completion

• As The PCS Service Plan Is Entered, QiRePort Will Supply To

The User Various Reminders/Warnings

• Example Warnings

Warning: You do not have a time entry for all of the days within the

shift(s) selected.

Warning: You have selected less days than the assessment need

frequency indicates.

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Generation of Aide Task Schedules (Optional)

• Once A Service Plan Is Completed, Users Can Generate Aide

Task Schedules

• Each Task Schedule Is Beneficiary-Specific and Aide-Specific

• The Task Schedules Reflect the Completed Service Plan

Organized By ADL and special task categories

Show tasks to be performed by day of week

• The Task Schedules Allow For Documentation of Tasks

Performed On The Same Form

• The Task Schedules Allow For Attestation By the Beneficiary

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Let’s look at the Aide Task Schedule format >>

Sample Weekly Aide Schedule Form (Top)

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QiRePort generates an aide task sheet based on entered

schedules and tasks.

The Aide Task Schedule allows for documentation of aide

tasks performed (Status column).

Customized for each

beneficiary and each week

Weekly Aide Schedule Form (Bottom)

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Form is also designed to document beneficiary and

employee (aide) attestations of tasks performed.

Aide Task Sheet Generation – Shift Selection

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Users can run the weekly aide task schedules by shift as well.

Generation of Prior Approvals

• Prior Approvals Will Continue To Be Based On the Completed

Independent Assessment

• Prior Approvals Will Not be Forwarded To NCTracks Until The

PCS Service Plan Is Completed.

Completion means that the service plan is deemed complete by the

service provider and the service plan also passes validation

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Additional Functionality To Be Included In

QiRePort

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Companion Functionality To Be Available

• Beneficiary Profile

• Person-Centered Goals

• Supporting Documents Upload

• Reports

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Each of the above features is optional. Individual service providers can elect to

use some or none of the above functionality based on their own documentation

needs or system capacities.

The upcoming Webinar training sessions on service planning will address how

service providers can use these additional features of QiRePort.

Initial Orientation and Training

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Training and Orientation Plan

• Step 1. Today’s Regional Training Session

Update and overview of functionality

Update of implementation and roll-out

• Step 2. Place On-line Orientation Materials In QiRePort

Look for the training and orientation materials – on 5/19

Get a head start on learning about the new functionality

• Step 3. Training Webinars -- Based on Final Design

Twelve sessions

Five sessions for in-home providers

Seven sessions for residential care providers

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On-Line Instructional Materials

• Videos – Three separate videos

See how service plans are entered (separate version for in-home

providers and residential care providers)

See how aide task sheets are generated

• Written User Instructions and Guides

Easy to follow

• Related Materials

FAQs

Getting started instructions

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Webinar Dates

In-Home Providers

• May 27th

• June 1st

• June 4th

• June 8th

Residential Providers

• May 27th

• May 28th

• June 1st

• June 3rd

• June 4th

• June 8th

• June 9th

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Check the QiRePort home page for Webinar times and specifics!

Implementation and Support

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Implementation Steps

• Roll-Out Date – June 10th

• No Manual Referrals – Only Through QiRePort

• All Referrals Posted As Of June 10th Require A Service Plan

• Some Providers May Not Receive A Referral For Awhile

Keep watching for referrals

Remember, service plans need to be completed in 3 days of the

referral

Additional time will be allowed for completion of EPSDT plans

• Prior Approval Generation Roll-out

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Continuing Support

• Ask A Question --- Go to Home Page – Website Help

Type in your question

• On-line Instruction and Guidance Materials

• QiRePort Support Center

1-888-705-0970

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