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)

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

[email protected]

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

[email protected]