MMIS Plan of Care (POC) Guide 15.10 v.1 · 2012. 5. 24. · entered the nursing home on March 15,...
Transcript of MMIS Plan of Care (POC) Guide 15.10 v.1 · 2012. 5. 24. · entered the nursing home on March 15,...
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MMIS Plan of Care (POC) Guide 15.10 v.1.1
Training Packet
(May 24, 2012)
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Table of Contents
Table of Contents __________________________________ 2
[1] Introduction ____________________________________ 3
[2] HIPAA: Security & Confidentiality ___________________ 4
[3] MMIS Training __________________________________ 5
[4] MMIS Access & Permissions ________________________ 6
[5] View an Existing Plan of Care ______________________ 7
[6] Set up a Nursing Home Plan of Care ________________ 11
[7] Modify a Nursing Home Plan of Care ________________ 23
Modify Plan of Care Due to Client Hospitalization _______ 23
Close Plan of Care Due to Client Death _______________ 32
[8] Set up an In-Home Meals Plan of Care ______________ 35
[9] Modify an In-Home Meals Plan of Care ______________ 47
[10] View Patient Liability Information _________________ 51
[11] Adjust Patient Liability __________________________ 55
[12] Troubleshooting – FAQ Guide ____________________ 60
[13] Additional Resources ___________________________ 63
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[1] Introduction
The MMIS Plan of Care (POC) Guide provides the information
you need to: 1) search for and view a Plan of Care, 2) set up
and modify a nursing home Plan of Care, 3) set up and modify
an in-home meals Plan of Care, and 4) view and modify Patient
Liability. This guide contains step-by-step instructions, panel
images, and other tips and hints for successfully entering or
modifying a Plan of Care.
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[2] HIPAA: Security & Confidentiality
It is crucial that MMIS users comply with all HIPAA privacy and
security regulations. However, there is no private health
information (PHI) in this Plan of Care (POC) Guide. All panel
images and samples have been taken from a training
environment where all data has been de-identified. There are
no references to real people or cases.
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[3] MMIS Training
From the DHS/OHA Learning Center, you can sign up for a
number of MMIS training courses. Some are offered as online
self-paced classes and some are offered in the traditional
classroom format. In addition to the courses offered in the
DHS/OHA Learning Center, there are also webinars,
customized sessions, and one-on-one tutorials available. If you
need assistance choosing the right course, setting up a
customized session, or scheduling a one-on-one tutorial,
contact Robert Costa, MMIS Training Manager for the Oregon
Health Authority (OHA) at [email protected].
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[4] MMIS Access & Permissions
Access to the MMIS is user-specific and based on the
employee’s job duties. Some employees may have both update
and read access to certain areas of the MMIS, while others
have read-only access. If you need additional access in the
MMIS to perform your job duties, such as entering a Plan of
Care, talk with your supervisor or manager.
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[5] View an Existing Plan of Care
Three of the most common reasons to search for and view an
existing Plan of Care are: 1) to review a client’s Plan of Care
information, 2) to modify an existing Plan of Care, and 3) to
make sure a client doesn’t already have an existing Plan of
Care in the system before setting up a new Plan of Care for the
client. Figures 1 through 8 illustrate how to search for and view
an existing Plan of Care.
1. Select Search from
the POC submenu.
Figure 1 – Plan of Care Search Submenu
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Figure 2 – Plan of Care Advanced Search (1)
2. Click adv search (advanced
search).
This opens up additional fields on the
panel to expand your search criteria
options. See Figure 3.
Figure 3 – Plan of Care Advanced Search (2)
3. Enter your search criteria and
click search.
You can search with a variety of
criteria, such as Service Auth
Number or Case Manager ID.
Figure 4 – Plan of Care Search Results
If there is more than one line item (service authorization) in an
existing Plan of Care, or more than one Plan of Care, then the
Search Results will display all line items. If there is only one line
item in a Plan of Care, then the search will take you directly to the
Plan of Care Information panel.
4. Select a line item to view
the Plan of Care
Information panel.
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Figure 6 – Plan of Care Base Information & Line Item Panels
The Base Information and
Line Item panels load.
6. Select the Line Item you
wish to view and the fields
below the line item will
populate.
Figure 5 – Plan of Care Information & Maintenance Panels
The Plan of Care Information and
Maintenance panels open by default.
5. Select Line Item on the
maintenance panel to access line
items for the client’s Plan of Care.
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Figure 8 – Chronological Notes Panel
The Chronological Notes panel
displays any notes entered for the
Plan of Care as required by
business policy.
Figure 7 – Plan of Care Notice Selection
The Notice Selection panel indicates
which parties will receive copies of
notices related to the client’s Plan of
Care.
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[6] Set up a Nursing Home Plan of Care
The nursing home Plan of Care is the most common type and is
generally set up for one year. The following step-by-step
procedure illustrates how to set up a nursing home Plan of
Care in the MMIS. See Figures 9 through 21. Before setting up
a new Plan of Care, always search to ensure an existing Plan of
Care isn’t already set up for the client. You can search for care
plans using a variety of criteria; however, using the client’s
prime number is the most specific.
Figure 9 – Plan of Care Search Submenu
1. Select Search from
the POC submenu.
Figure 10 – Plan of Care Client ID Search
2. Enter the Client ID and click
search.
If there is no Plan of Care for this
client, you will see “No rows
found” in the Search Results.
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When you click the add button, a blank Plan of Care record
opens and the following panels will display in order: Plan of
Care Information, Plan of Care Maintenance, Base Information,
Line Item, and Chronological Notes. You will begin by entering
information on the Base Information panel. See Figure 12.
Figure 12 – Base Information Panel Entry (1)
4. Enter the appropriate MMIS user name
in the Case Manager ID field.
5. Enter the client’s prime number in the
Client ID field.
When you click outside the Client ID field,
the Client Name field populates.
Figure 11 – Add New Plan of Care
3. Click add to begin
entering the new
Plan of Care.
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The following information provides details about the field
entries.
POC Development Date: This is the date the Plan of Care was
created in the MMIS and defaults to the current date. Although
you can modify this date, you may leave it as the default
because it does not drive any of the processes related to a Plan
of Care, such as claims and payments.
Figure 13 – Base Information Panel Entry (2)
6. Select the Division.
7. Enter the POC
Development Date,
which defaults to the
current date.
8. Enter the POC Start
Date.
9. Enter the POC End
Date as the infinity
date (12/31/2299).
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POC Start Date: This date must be on or before the date the
client entered the nursing home. For example, if the client
entered the nursing home on March 15, 2012, then the POC
Start Date must be entered as March 15, 2012 or earlier. All
Line Item (service authorization) entries must fall between the
POC Start Date and POC End Date.
POC End Date: The POC End Date on the Base Information
panel is always the infinity date of 12/31/2299. This is a
DHS/OHA policy. Although a nursing home Plan of Care is
usually set up for one year, you will still enter 12/31/2299 as
the POC End Date on the Base Information panel. If you had
entered a specific POC End Date on the Base Information
Panel, that entry would close all the line items (including active
ones) as of the date you entered in the POC End Date field.
This would also prevent you from making any modifications or
corrections to the Plan of Care.
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The most efficient way to complete the Line Item panel is to
enter information on the right side of the panel first and the
left side of the panel second. This is necessary because you
must enter the Effective Date and the End Date on the right
side of the panel in order for the benefit plans to appear in the
Benefit Plan field on the left side of the panel.
Important! Do not press the <Enter> key on your keyboard
to move from field to field as you enter information on the Line
Item panel. Pressing the Enter key activates the add button,
which inserts another line item each time you press the key.
Use the <Tab> key to move from field to field or click in the
fields using your mouse. If you press the Enter key or click the
add button inadvertently, click cancel on the maintenance
panel and re-enter your Plan of Care, starting with the Base
Information panel. That is the easiest and most efficient way to
handle a line item added by mistake.
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Figure 14 – Line Item Panel: Nursing Home Plan of Care (1)
10. Click the add button to
add a new line item and
activate the fields. A
Service Auth Number
appears in the top left
corner of the panel.
11. Select Revenue Code in
the Service Code Type
field.
12. Enter the Service Code.
13. Enter the Effective Date
and End Date in their
respective fields.
The Effective Date is the date the client entered the
nursing home. This date must be on or after the POC Start
Date entered on the Base Information panel.
The End Date is usually one year from the Effective date.
Enter the last day of the month just prior to the Effective
Date month, but one year later. For example: If the
Effective Date is 11/01/2011, then the End Date would be
10/31/2012.
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Figure 15 – Line Item Panel: Nursing Home Plan of Care (2)
19. The Dollars, Used
Dollars, and Balance
Dollars fields will be
disabled after you select
the Payment Method.
14. In the Units field, enter 1.
15. Select SPD Residential
Stay in the Unit
Qualifier field.
16. Select Daily from the
Frequency field.
17. Select Pay System Price
from the Payment
Method field.
18. Select Active from the
Status field.
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20. The Used Units field
starts out as zero (0).
After you click save, the
Balance Units field
populates with the
number of days for which
the Plan of Care was set
up (usually around 365
days). As claims are
processed, the Used
Units field increases and
the Balance Units field
decreases.
Figure 16 – Line Item Panel: Nursing Home Plan of Care (3)
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Figure 17 – Line Item Panel: Nursing Home Plan of Care (4)
21. Enter the Rendering
Provider ID in the
corresponding field or
search for the ID by clicking
[Search].
After clicking outside the
Rendering Provider ID field, the
provider’s Name, Address, City,
State, & Zip fields populate.
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Figure 18 – Line Item Panel: Nursing Home Plan of Care (5)
22. Select the Authorizing
Entity.
23. Select Nursing Home in
the Benefit Plan field.
24. Leave the defaults in the
last four fields.
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25. It is not necessary to enter the
Modifiers, Reason Code, and Client
Direct Dollars.
26. You may leave the default values on the
Notice Selection panel or change them as
needed.
These fields indicate which parties will receive
notices related to the client’s Plan of Care.
Figure 19 – Line Item Panel: Notice Selection
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Enter Chronological Notes as required by your business policy.
Internal Note: Only DHS/OHA staff can view these notes.
External Note: These notes will also be visible to providers via
the web portal.
Figure 21 – Save Successful Message
31. Click save on the maintenance
panel to save the Plan of Care.
You will see a “Save was
Successful” message.
Notes here.
Figure 20 – Chronological Notes Panel
27. Click the add button.
28. Select Internal or External from
the Type field.
29. Select the Short Description.
30. Enter text in the Note field.
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[7] Modify a Nursing Home Plan of Care
The following sections describe how to: 1) modify a nursing
home Plan of Care due to a client’s temporary hospitalization,
and 2) close the Plan of Care due to the client’s subsequent
death.
Modify Plan of Care Due to Client Hospitalization
When a client leaves the nursing home and is hospitalized for a
period of time, you will end date the line item (service
authorization) for that client’s Plan of Care. You will not end
date the Plan of Care on the Base Information panel. You will
leave this End Date as the infinity date of 12/31/2299. Figures
22 through 27 illustrate how to modify a nursing home Plan of
Care when a client leaves the nursing home for a hospital stay.
Figure 22 – Plan of Care Search Submenu
1. Select Search from
the POC submenu.
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Figure 24 – Plan of Care Information & Maintenance Panels
3. Select Line Item on the
maintenance panel to view the
client’s Plan of Care record.
The Base Information, Line Item,
and Chronological Notes panels
will display.
Figure 23 – Plan of Care Client Search
2. Enter the Client ID and click
search.
The Plan of Care Information and
the Maintenance panels display.
See Figure 24.
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5. In the End Date
field, type in the
date as the day
before the client
entered the hospital.
Important! Do not
change the POC End
Date on the Base
Information panel. Leave
this date as the infinity
date (12/31/2299).
4. Select the Line Item
and the fields below
will populate.
Figure 25 – Base Information & Line Item Panels
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Enter Chronological Notes as required by your business policy.
Internal Note: Only DHS/OHA staff can view these notes.
External Note: These notes will also be visible to providers via
the web portal.
Figure 27 – Save Successful Message
10. Click save on the maintenance panel
to save the changes you made to
this Plan of Care. You will see a
“Save was Successful” message.
6. Click the add button.
7. Select Internal or External
from the Type field.
8. Select the Short Description.
9. Enter text in the Note field.
Figure 26 – Chronological Notes
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The next steps will illustrate how to modify a nursing home
Plan of Care when a client has left the hospital after a short
stay and is returning to the nursing home. You will add a new
line item on that client’s existing Plan of Care and enter the
Effective Date as the date the client returned to the nursing
home. See Figures 28 through 35.
Figure 29 – Client ID Search
2. Enter the Client ID and click
search.
The Plan of Care Information and
the Maintenance panels display.
See Figure 30.
Figure 28 – Plan of Care Search Submenu
1. Select Search from
the POC submenu.
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4. Click the add button to
add a new line item.
5. Choose Revenue Code in
the Service Code Type
field.
6. Enter the Service Code.
7. Enter the Effective Date
as the date the client
returned to or will return to
the nursing home.
8. Enter the original End
Date you had entered
when setting up the Plan of
Care.
Figure 31 – Line Item Panel: Nursing Home Modification (1)
Figure 30 – Plan of Care Information & Maintenance Panels
3. Select Line Item on the
maintenance panel to display
the client’s Plan of Care record.
The Base Information, Line Item,
and Chronological Notes panels
will display.
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9. In the Units field, enter 1.
10. Select SPD Residential
Stay from the Unit
Qualifier field.
11. Select Daily from the
Frequency field.
12. Select Pay System Price
from the Payment
Method field.
13. Select Active from the
Status field.
The Dollars, Used Dollars,
and Balance Dollars fields
will disable when you select
the Payment Method.
The Used Units field starts
out as zero (0). After you click
save, the Balance Units field
populates with the number of
days for which the Plan of
Care is set up. As claims are
processed, the Used Units field
increases and the Balance
Units field decreases.
Figure 32 – Line Item Panel: Nursing Home Modification (2)
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Figure 33 – Line Item Panel: Nursing Home Modification (3)
14. Enter the Rendering
Provider ID.
15. Select the Authorizing
Entity.
16. Select Nursing Home from
the Benefit Plan field.
17. Leave the defaults in the last
four fields.
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Enter Chronological Notes as required by your business policy.
Internal Note: Only DHS/OHA staff can view these notes.
External Notes: These notes will also be visible to providers via
the web portal.
18. Click the add button.
19. Select Internal or External
from the Type field.
20. Select the Short Description.
21. Enter text in the Note field.
Figure 34 – Chronological Notes Panel
22. Click save on the maintenance panel to
save the line item you just added to this
Plan of Care. You will see a “Save was
Successful” message.
Figure 35 – Save Successful Message
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Close Plan of Care Due to Client Death
The following illustrates how to close a nursing home Plan of
Care due to client death. In this example, the client dies after
leaving the hospital and returning to the nursing home. See
Figures 36 through 42.
Figure 36 – Plan of Care Search
1. Select Search from
the POC submenu.
3. Click on one of the line
items to view the Plan of
Care Information and
Maintenance panels.
See Figure 39.
Figure 38 – Search Panel Results
Figure 37 – Plan of Care Client ID Search
2. Enter the Client ID
and click search.
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Important! Do not
make any changes on
the Base Information
panel. Leave all fields as
you entered them when
setting up the original
Plan of Care.
Figure 40 – Closing a Line Item
5. Select the line item you
wish to close.
6. In the End Date field,
enter the day before the
client died.
7. In the Status field, select
“C – Closed.”
Figure 39 – Plan of Care Information & Maintenance Panels
4. Click Line Item on the
maintenance panel to display
the client’s Plan of Care record.
The Base Information, Line Item,
and Chronological Notes panels
will display.
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Enter Chronological Notes as required by your business policy.
Internal Note: Only DHS/OHA staff can view these notes.
External Notes: These notes will also be visible to providers via
the web portal.
8. Click the add button.
9. Select Internal or External
from the Type field.
10. Select the Short Description.
11. Enter text in the Note field.
Figure 41 – Chronological Notes Panel
Figure 42 – Save Successful Message
12. Click save on the
maintenance panel. You
will see a “Save was
Successful” message.
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[8] Set up an In-Home Meals Plan of Care
Another type of Plan of Care is for in-home meals. The
following step-by-step procedure illustrates how to enter an in-
home meals Plan of Care for a client who is receiving weekly
meals. See Figures 43 through 55.
Before setting up a new Plan of Care, always search to ensure
an existing one isn’t already set up for the client.
Figure 44 – Plan of Care Client ID Search
2. Enter the Client ID
and click search.
3. If there is no Plan of Care for this
client, you will see “No rows found” in
the Search Results.
Figure 43 – Plan of Care Search
1. Select Search from the
POC submenu.
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When you click the add button, a blank Plan of Care record
opens and the following panels display in order: Plan of Care
Information, Plan of Care Maintenance, Base Information, Line
Item, and Chronological Notes. You will start by entering
information on the Base Information panel. See Figure 46.
Figure 45 – Add New Plan of Care
4. Click add to begin
entering the new
Plan of Care.
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Figure 47 – Base Information Panel (2)
7. Select the Division.
8. Enter the POC
Development Date.
9. Enter the POC Start
Date.
10. Enter the POC End
Date as the infinity
date (12/31/2299).
5. Enter the appropriate MMIS user name
in the Case Manager ID field.
6. Enter the client’s prime number in the
Client ID field.
When you click outside the Client ID field,
the Client Name field populates.
Figure 46 – Base Information Panel (1)
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The following information provides details about the field
entries.
POC Development Date: This is the date the Plan of Care was
created in the MMIS and defaults to the current date. Although
you can modify this date, generally you may leave it as the
default date because it does not drive any of the processes
related to a Plan of Care, such as claims and payments.
POC Start Date: This date is generally the date the client is to
start receiving meals. All line item entries must fall between
the POC Start Date and POC End Date.
POC End Date: The POC End Date on the Base Information
panel is always the infinity date of 12/31/2299. This is a
DHS/OHA policy. Regardless of the length of the Plan of Care,
you will still enter 12/31/2299 as the POC End Date on the
Base Information panel. If you entered a specific POC End Date
on the Base Information Panel, that entry would close all the
line items (including active ones) as of the date you entered in
the POC End Date field. This would also prevent you from
making any modifications or corrections to the Plan of Care.
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The most efficient way to complete the Line Item panel is to
enter information on the right side of the panel first and the
left side of the panel second. This is necessary because you
must enter the Effective Date and the End Date on the right
side of the panel in order for the benefit plans to appear in the
Benefit Plan field on the left side of the panel.
Important! Do not press the <Enter> key on your keyboard
to move from field to field as you enter information on the Line
Item panel. Pressing the Enter key activates the add button,
which inserts another item each time you press the key. Use
the <Tab> key to move from field to field or click in the fields
using your mouse. If you press the Enter key or click the add
button inadvertently, click cancel on the maintenance panel
and re-enter your Plan of Care, starting with the Base
Information panel. That is the easiest and most efficient way to
handle a line item added by mistake.
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Figure 48 – Line Item Panel: In-Home Meals (1)
11. Click the add button to
add a new line item and
activate the fields. A
Service Auth Number
appears in the top left
corner of the panel.
12. Select Procedure Code
in the Service Code
Type field.
13. Enter the Service
Code.
14. Enter the Effective
Date and End Date in
their respective fields.
The Effective Date is
generally the first day meal
delivery will begin.
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Figure 49 – Line Item Panel: In-Home Meals (2)
20. The Dollars, Used
Dollars, and Balance
Dollars fields will be
disabled after you select
the Payment Method.
15. In the Units field,
enter 1.
16. Select Meal from the
Unit Qualifier field.
17. Select Weekly from
the Frequency field.
18. Select Pay System
Price from the
Payment Method
field.
19. Select Active from the
Status field.
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Figure 50 – Line Item Panel: In-Home Meals (3)
21. The Used Units field
starts out as zero (0).
After you click save,
the Balance Units
field populates with the
number of meals for
which the Plan of Care
was set up. As claims
are processed, the
Used Units field
increases and the
Balance Units field
decreases.
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22. Enter the Rendering
Provider ID in the
corresponding field or
search for the ID by clicking
[Search].
After clicking outside the
Rendering Provider ID field, the
Provider’s Name, Address, City,
State, & Zip fields populate.
Figure 51 – Line Item Panel: In-Home Meals (4)
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23. Select the Authorizing
Entity.
24. Select Aged and
Physically Disabled in
the Benefit Plan field.
25. Leave the defaults in the
last four fields.
Figure 52 – Line Item Panel: In-Home Meals (5)
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26. It is not necessary to enter the
Modifiers, Reason Code, and Client
Direct Dollars.
27. You may leave the default values on the
Notice Selection panel or change them as
needed.
These fields indicate which parties will receive
notices related to the client’s Plan of Care.
Figure 53 – Line Item Panel: In-Home Meals (6)
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Enter Chronological Notes as required by your business policy.
Internal Note: Only DHS/OHA staff can view these notes.
External Note: These notes will also be visible to providers via
the web portal.
Figure 55 – Save Successful Message
32. Click save on the maintenance
panel to save the Plan of Care. You
will see a “Save was Successful”
message.
Figure 54 – Chronological Notes Panel
28. Click the add button.
29. Select Internal or External
from the Type field.
30. Select the Short Description.
31. Enter text in the Note field.
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[9] Modify an In-Home Meals Plan of Care
The following step-by-step procedure illustrates how to modify
an in-home meals Plan of Care. In this example, the client’s
Plan of Care is being corrected to indicate daily meals instead
of weekly. The correction is being made before any claims have
been submitted and processed for this Plan of Care. See
Figures 56 through 61.
1. Select Search from the
POC submenu.
Figure 56 – Plan of Care Submenu
Figure 57 - Client ID Search
2. Enter the Client ID and
click search.
The Plan of Care Information
and Maintenance panels
display. See Figure 58.
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Figure 58 – In-Home Meal Modification
3. Select Line Item on the
maintenance panel to view the
client’s Plan of Care record.
The Base Information, Line Item,
and Chronological Notes panels
will display.
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Figure 59 – Line Item Panel: In-Home Meal Modification
4. Select the line item
and the fields will
populate. 5. Choose Daily
from the
Frequency field.
After you click save, the
Balance Units field changes
from the number of weekly
meals to the number of daily
meals to be delivered to the
client.
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Enter Chronological Notes as required by your business policy.
Internal Note: Only DHS/OHA staff can view these notes.
External Notes: These notes will also be visible to providers via
the web portal.
Figure 61 – Save Successful Message
10. Click save on the maintenance
panel to save the changes you made
to this Plan of Care. You will see a
“Save was Successful” message.
6. Click the add button.
7. Select Internal or External
from the Type field.
8. Select the Short Description.
9. Enter text in the Note field.
Figure 60 – Chronological Notes Panel
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[10] View Patient Liability Information
The financial liability amount that must be paid by the client for
residential care can be viewed on the Patient Liability panel in
the MMIS Recipient subsystem. The panel displays ongoing
monthly liability amounts and Internal Control Numbers (ICNs)
for claims to which the liability amounts have been applied.
ICNs are unique claim numbers assigned to each claim
submitted to the MMIS. The following step-by-step procedure
illustrates how to search for and view patient liability via the
recipient record. See Figures 62 through 69.
1. Select Search from
the Recipient
submenu.
Figure 62 – Recipient Search Submenu
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2. Enter the search criteria and click
search.
The Recipient Information and Maintenance
panels display. See Figure 64.
Figure 63 – Recipient Search Panel
Notice that the Level of
Care and Patient Liability
fields are populated.
3. Select Patient Liability
on the maintenance
panel to view liability
amounts and ICNs.
Figure 64 – Patient Liability Link
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You cannot open a claim by selecting an ICN detail line. See Figure 66. To
review the claim, search in the Claims subsystem using the ICN as your
search criteria. See Figures 67 – 69.
4. Select any line to display
ICN details for claims to
which liability amounts
have been applied.
Figure 65 – Patient Liability Panel
Figure 66 – ICN Detail
ICN detail line.
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1. Select Search from the
Claims submenu.
Figure 67 – Claims Search Submenu
2. Enter the ICN and click
search.
Figure 68 – Claim Search Panel
When you search using the
ICN, the MMIS will open that
specific claim record.
Note that the patient liability
amount is listed as the copay
on the claim.
Figure 69 – Patient Liability Copay
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[11] Adjust Patient Liability
The following process illustrates how to make temporary
changes to a client’s monthly liability amount through the
MMIS, such as in the initial month of placement. All ongoing
changes to liability amounts should be done through
ACCESS/UCMS.
In this example, the client’s liability amount is being adjusted
to “No Liability” for one month. Additional information and
instructions for adjusting liability in a variety of situations are
outlined in the “Client Liability” document available via the DHS
APD Staff Tools web page.
1. Select Search from
the Recipient
submenu.
Figure 70 – Recipient Search Submenu
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2. Enter the search
criteria and click
search.
The Recipient Information
and Maintenance panels
display. See Figure 72.
Figure 71 – Recipient Search Panel
3. Select Patient
Liability on the
maintenance panel.
Figure 72 – Patient Liability Link
4. Select the line item
to be adjusted.
Figure 73 – Patient Liability Panel
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Figure 74 – Add New Liability Line Item
5. Enter the last day the
liability amount will apply
in the End Date field.
6. Click save on the
maintenance panel.
7. Click add to add a new
liability line item. See
Figure 75.
8. Enter $.01 in the
Monthly Amount
field.
9. Select NL from the
Type field.
10. Enter the Effective
Date and End Date of
no liability month.
11. Click save on the maintenance panel.
Note that you must enter at least $.01 in the Monthly
Amount field in order to save the record. See Figure 76.
The MMIS reads this as no patient obligation.
Figure 75 – New Liability Line Item
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If you don’t enter at least $.01 in the
Monthly Amount field, the system will
return this error message when you click
the save button.
Figure 76 – Monthly Amount Error Message
12. Click add to add a
new line item for the
month that liability will
resume.
Figure 77 – New Liability Line Item (2)
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Important! Be aware that there is no delete button on the Patient Liability panel. If you inadvertently click the add button, you will add an additional line item that you would have to complete in order to save the record. Your only option at that point would be to cancel your work and start over.
13. Enter the liability amount
in the Monthly Amount
field.
14. Select PO from the Type
field.
15. Enter the date on which
liability will resume in the
Effective Date field.
16. Enter 12/31/2299 in the
End Date field.
17. Click save on the
maintenance panel.
Figure 78 – New Liability Line Item (3)
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[12] Troubleshooting – FAQ Guide
This troubleshooting FAQ information describes the most
common problems you might encounter when setting up a new
Plan of Care or modifying an existing Plan of Care and how to
fix the problems.
1. Problem: The Service Code field will not accept the
code I entered. It doesn’t display a Service Description
when I click outside the Service Code field.
Solution: You may have entered a Service Code that
does not correspond to the Service Code Type. Verify
that you chose the correct Service Code number and
that it corresponds to the Service Code Type.
2. Problem: After trying to save a new Plan of Care, I
received a message on the Maintenance panel showing
a long list of fields that need to be completed on the
Line Item panel.
Solution: After entering a line item, you may have
inadvertently clicked the add button or pressed the
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<Enter> key on your keyboard. Either of these actions
would have added a new line item that you don’t
need. The best way to fix this problem is to click
cancel on the maintenance panel and start over. When
you click cancel, both line items will be removed (your
original one and the new one). Then you will re-enter
your Plan of Care information, starting with the Base
Information panel. It is possible to withdraw the extra
line item, but that method is more complicated and
time consuming than canceling and re-entering the
Plan of Care.
3. Problem: When saving a new Plan of Care, I received
the following message: “Line Item Effective Date must
be later than or equal to POC Start Date. Start Date
excludes a service authorization line item.”
Solution: You entered an Effective Date on the Line
Item panel that is before the POC Start Date on the
Base Information panel. You will need to change the
POC Start Date or the Effective Date so that the
Effective Date on the Line Item panel is on or after the
POC Start Date on the Base Information panel. In all
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care plans, the Effective Date and the End Date on the
Line Item panel must fall between the POC Start Date
and the POC End Date on the Base Information panel.
4. Problem: The correct benefit plan does not display in
the Benefit Plan drop-down list on the Line Item panel.
Solution: If the correct benefit plan is not displayed for
the type of care plan you are setting up, it is because:
1) the client is not covered by the benefit plan, or 2)
the client is not covered by the benefit plan during the
date range listed in the Effective Date and End Date
fields on the Line Item panel.
5. Problem: The Benefit Plan field on the Line Item panel
is disabled and no benefit plans display.
Solution: There are two likely possibilities: 1) you
didn’t enter the Effective Date and End Date on the
Line Item panel. The Benefit Plan field will not
populate with a list of benefit plans until you enter
both an Effective Date and an End Date on the Line
Item panel, or 2) you didn’t enter the Client ID on the
Base Information panel.
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[13] Additional Resources & Contact
Information Do you need access to the APD Staff Tools Plan of Care
and Patient Liability instructions? Go to the following link:
http://www.dhs.state.or.us/spd/tools/mmis/index.htm
Do you have MMIS training-related questions? Contact
Robert Costa, MMIS Training Manager, OHA, at
Do you want to sign up for MMIS training? Go to the
DHS/OHA Learning Center at the following link:
https://dhslearn.hr.state.or.us If you cannot find the training
you’re looking for, contact Robert Costa.
Does your department need customized MMIS training?
Contact Robert Costa.
Are you experiencing technical issues with the MMIS,
such as not being able to log in? Contact the DHS/OHA
Service Desk at 1-503-945-5623 or