topical webinar: home care survey – be prepared! june 23, 2015 please mute your phone until...
TRANSCRIPT
![Page 1: Topical Webinar: Home Care Survey – Be Prepared! June 23, 2015 Please Mute your phone until question time. Please do not place phone on Hold. Bev Larson,](https://reader037.vdocuments.us/reader037/viewer/2022110100/56649e175503460f94b0323e/html5/thumbnails/1.jpg)
Topical Webinar: Home Care Survey – Be Prepared!
June 23, 2015Please Mute your phone until question time. Please do not place phone on Hold.
Bev Larson, RN, MPH, CPHQ Implementation Consultant/Trainer (608) [email protected]
Chris Atwood-Thorson, RNRusk County, WI Home Care(715) [email protected]
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Advance Preparation- Keep On Your Toes!
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Advance Preparation
•Estimate Survey Visit Date•Review the State Ops Manual for Updates•Review Conditions of Participation (1/1/2015)•Review any state Home Health /Hospice Licensure and Certification Survey Guide
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Advance Preparation
•Plan for private space•Self Audits on a routine basis so no surprises – in the 6 months before they are due–Time sheets against charting… complete?–Admissions–Referrals–Discharges–Timeliness of OASIS, Physician orders signed–Audit for timeliness e-signatures if your policy–Keep updating but not printing
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Advance Preparation
•Practice pulling reports –changing range of dates–changing filters–who’s job will it be? –Print schedules – keep them printed & ready if due
•Prepare for what the surveyor will ask for – keep it together , for instance in a 3 ring binder•Prepare staff – Staff Meeting item–Name tags–Focus on the visit – hands on care–Universal Precautions
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Today’s the Day… Hello Ms./Mr. Surveyor!
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Set the Tone
–Act calm… remember you’re prepared!–They don’t want to wait.. execute your plan–Private space ready? Coffee? Doughnuts!
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Paper vs. Electronic
–Ask if they want to use EHR to review themselves or have a staff member assigned to assist record review–If they will review, someone else sets up login/password for a read-only employee–“How do I setup a Home Care Surveyor to use Nightingale Notes” – Find under : Help>Knowledge Base>How do I?
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Paper vs. Electronic–If paper, consider a “mini-chart” for them to take on visit–Client Admissions/Referral Data–Medications and Allergies–Signed 485 (Physician Plan of Care)–To Go Report from last visit (Nursing Plan of Care)–Therapy signed Plan of Care–Home Health Aide Assignments
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Paper vs. ElectronicIf paper, to do record review, add the following:–OASIS & Omaha Systems Problem Report (integrated OASIS)–Demonstrate OASIS signature and visit signature until e-signature feature added–Visit Reports for range of dates asked for–Vitals History, if pertinent–Discharge Report, if any
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Entrance Conference – to choose visits
–All unduplicated patients all disciplines for past 12 months, regardless of pay source (Admissions Report by Pay Source in Nightingale Notes)–Discharges with the previous 30-60 days, sorted in date order–Home Visit schedules for all disciplines for days of survey
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Entrance Conference – Agency Review
–Personnel–List of personnel with hire dates (Nightingale Notes Report if using custom tab)–Personnel files–In-Service Education files (? Custom tab)–Current Licensure Report ( ? Custom tab)–Sample of a Time Report for 2 weeks maybe
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Entrance Conference – Agency Review
–Agency Information–ID of the Services provided entirely and directly by agency employees–Policy and Procedures/OASIS Procedure/Records/E-signature, etc. –Last HH Agency Survey & Deficiency Report–Professional Advisory Meeting Minutes–Any State license of agency, if required–CLIA Lab License/certification – for agency
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Entrance Conference – Agency Review
–Record Information–Admission Packets–Record Review Committee Minutes/Results–Adverse Event Reviews–OBQI Reports / Outcomes/ Corrections
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Get ready to make visits
–If use Scheduler, plan how to view or print–As soon as clients chosen, print mini-chart if requested or review on screen–Keep it calm and flowing! You are prepared!
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Exit Conference
–Encourage staff to attend if possible–Anticipate what else might be requested or required–If deficiency, can you provide info now? –Take lots of notes & ask yourself how Nightingale Notes reporting/charting might be improved for next time.
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Questions for Chris
How did you do that?
Why do you do that?
How did that work?
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REPORTS FOR SURVEY – MANAGEMENT-BOARD
–Let’s go look at some examples of reports
Bev LarsonChamp Software
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Reports – Multi-Purpose
–Management• Travel Report – for reimbursement and Medicare Cost Report• Admissions, Visit/Time, Discharge- workload, financial• Referral Reports – for outreach, relationship management• CAHPS report – to do CAHPS survey
–Board Meetings• Visits by Pay Source• Visits by Discipline• Referrals by Source• Visits by Service or Program• Admissions this month by Pay Source
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Reports – Multi-Purpose–Record Reviews – Client On Demand• Medications and Allergies• Visit Compilation – on screen• Completed Interventions• Discharge Report
–Record Reviews – Activity On Demand• Client Problem List• Vitals History• Visits by Discipline – custom for this client only
–Record Review – on Report Main tab• 485 Not signed• Oasis not signed/batched• KBS Change Graph – this client only• Home Health Aide Supervision visits to check for frequency
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Surveyor may want to vary diagnosis and age of client visits, as well as pay source
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How do I get an Unduplicated County of Clients for Home Care? Admissions by Pay Source exported to Excel
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Admissions by Pay Source exported to Excel
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Admissions by Pay Source exported to Excel
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After removed duplications, then can put in a formula to get Count
Got the Unduplicated Count of “10” by entering in the cell “=CountA ( A2:A45) or click on last one and then top cell and Enter.
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Discharge Report For the Surveyor
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Discharge Report For the BoardUse “Hide Details”
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Referral Report for Board… Maybe Surveyor?
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For the Surveyor - To Go Form for Client Visit
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For the Surveyor - To Go Form for Client Visit
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For the Surveyor - To Go Form for Client Visit
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For the Surveyor - Employee License Information
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For the Surveyor - Employee In-service Information
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Questions for Bev
How did you do that?
Why do you do that?
How did that work?
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Here’s to your Success!
Thanks, Chris Atwood-Thorson!
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