Claims Management

There are new setting when submitting or downloading claims:

 When Submitting Claims

--There is a new option to choose "All Payer Types”. This will eliminate the need to submit claims for each payer type separately.

--There is no longer the need to choose EMC or PRINT as all claims will be submitted in EMC format. The clearing house no longer accepts print claims.

When Downloading claims

--Same as Submitting, there is a new option to choose "All Payer Types"

Reports V2

The service that powers reports has been enhanced, allowing them to run more efficiently and deliver results faster via the Reports v2 . Report contents remain unchanged.

IDG Meetings

There’s a new workflow for creating the IDG Document. When opening a patient from the IDG drawer, the IDG document will no longer display automatically. Instead, you’ll see the widgets that previously appeared within the document. The IDG document itself is now generated after clicking Review Complete, and will be available in the patient’s SmartChart IDG widget.

Link To Tipsheet

Claims Management

Secondary Carriers

Billing secondary carriers is now easier. A new “Bill Remaining” option is available in the claims gear dropdown for non-Medicare claims in PAID, DENIED, or MINPAY status, regardless of balance. To use it, the patient must have:

•  -An active secondary carrier listed on their Insurance tab, and
•  -An adjustment already made to the primary claim
  
  

Claim Errors Drawer

A new Month column has been added, making it easier to identify the oldest claim month affected by each error.

Other Improvements & Fixes

• DocLink: Added a Worker Name column to the Review tab.
• Prior Authorizations: Fixed a display bug in the Prior Authorization widget.
• DMS: Fixed an issue causing users to be logged out when accessing the Attachments tab on an iPad.
  Note: Pop-ups must be enabled in your device settings for all hamburger menu options to function correctly.
• Program Themes:SmartChart themes are now available throughout the entire program. The theme switcher icon now appears at the top of the patient listing drawer handle.

-New Fax Log widget is now available on the cross patient clinical dashboard. Faxing is an available choice along with printing. This new widget provides a centralized view of all fax activity across patients.  Please reach out to training@mumms.com to activate this feature!

-Addressed a problem that would allow forms to be submitted in duplicate.

-Visit Widget: Updated validation messaging to clearly identify the specific HOPE form required prior to allowing visit submission.

- IDG Enhancements: The suggested next meeting date will now be created automatically when ending a meeting, without an additional prompt. Hospice Admins and IDG Meeting Masters may update this as needed. If the selected date is more than 14 days after the last meeting, a notification will display indicating potential compliance risk for late patient reviews.

- IDG: Resolved an issue where the Days Till Due column was not calculating correctly in the IDG listing. Also addressed an issue where the Certification column was displaying inaccurately.

- IDG physician lists now display only active hospice physicians

- Resolved an issue where “Books Closed” information was not displaying properly in the expanded Claims Management widget.

 - DocLink: Added the ability to bulk print or fax unsigned verbals for a specific physician for more efficient selection and processing.

 - DocLink: Access to SmartChart from the top header of Certification cards has been removed. Please Note: the link to view the F2F visit from within the Certification cards is still available.

 - Questionnaires: To preserve HOPE data integrity, INA and NVR forms associated with HOPE visits can no longer be deleted from the Questionnaires widget.

 - Printing: Orders will now include the order type in the header to provide clearer reference information.

• HOPE: Resolved an issue where users were not prompted for the Admit milestone during the initial visit.
• HOPE: Addressed issue where HOPE records that are Sent/Accepted status were showing as overdue.
• IDG: The Orders & Progress Notes widget will now automatically refresh as each discipline completes their review and checks their box, ensuring the most up-to-date information is displayed without requiring a manual refresh.
• Printing: Cover page now displays active medications with name and dosage only. Directions have been removed to allow more medications to fit within the available space.
• Printing enhancements (These updates provide more efficient access to relevant information and simplify the printing workflow):
  •  -Expanded Print Options: The Manifest and Questionnaires widgets are now available directly from the print menu.
  •  -IDG Filtering: A new “IDG” option has been added to Orders & Progress Notes as well as Manifest/Questionnaires.
    •  - -In Orders & Progress Notes, selecting “IDG Only” filters results to items tagged as IDG.
    •  - -In Manifest/Questionnaires, this option displays only IDG-specific documents (e.g., INA, Comprehensive Assessment, LCD).
  •  -Orders Display Settings: The “One per page” and “Multipage” options remain editable only when Orders is selected; otherwise, they are visible but not available when selecting Notes or Both options.
  •  -Preconfigured Print Settings: A new “Preconfigs” dropdown allows users to quickly apply common configurations:
    •  - -Entire Chart: Includes all content with date range defaulted to “All dates.”
    •  - -Plan of Care: Includes Care Plan Bereavement, Problems, Frequency, as well as Medications, with the date defaulted to the current day.

• - Ongoing performance enhancements have been implemented to improve overall system responsiveness and reliability.
• - Patient confirmation has been streamlined when selecting a patient from the PIM drawer. If a patient photo is available and your site is configured for single-click confirmation, users can confirm the patient by clicking directly on the photo—eliminating the need to enter initials. Administrators can enable this feature by contacting support.
• - Resolved an issue where sorting on the IDG Team agenda was not functioning correctly.

Forms:

Updates have been made to nursing forms and assessments to enhance usability, ensure more consistent data capture, and improve overall documentation quality:

• - Required Fields: Updated select assessment fields (Respiratory, Genitourinary, Musculoskeletal) to be required on applicable nursing forms to support more complete documentation.
• - Pain Scale Enhancements:
  • --Added the CNPI pain scale 
  • --Updated PainAD and FLACC scoring to use individual numeric values instead of ranges.
• - Supervisory Section: Added a supervisory section to the Comprehensive Assessment, aligned with the NVR form, without required questions.

These updates enhance usability, ensure more consistent data capture, and improve overall documentation quality.

• - We’ve improved the performance of the IDG listing to significantly reduce load times.  The listing will now refresh from the server only for the Meeting Master. All other users will access cached data, resulting in much faster access to IDG information.
• - Record count has been added to List B within the Patient Listing.
• - Resolved an issue where a HOPE visit could be tied to the incorrect patient episode, causing the HOPE widget to not populate information correctly.  This fix ensures HOPE visits are properly associated with the correct episode and display accurate data within the widget.
• - We’ve made a few helpful updates to improve flexibility and search functionality within the Claims Management Widget (CMW).  These improvements make it easier to navigate across sites and quickly locate specific claims.
  • --The CMW now includes a Site Switcher option.  You can now easily toggle between sites directly within the widget.
  • --You can now search using a Claim Key. Previously, users could paste a value into the field header, but it did not trigger a search. This has been updated so Claim Key searches function as expected.These improvements make it easier to navigate across sites and quickly locate specific claims.
• - Enhanced the Doctor Attestation on IDG documents to clearly indicate that documentation has been electronically signed, providing improved transparency and confirmation of signature status.
• - Remits: Additional gear options have been added to include Claim Details as well as Status History

OP- 32762 The physician list now displays a checkmark for PECOS status when recording Admit Orders and Certifications, making it easier to identify eligible physicians.

OP- 32722 You can now send faxes directly from all widgets and from Certifications in DocLink, making document sharing quicker and easier. Please reach out to training@mumms.com to activate this feature.

OP- 32555 HOPE: We added a new “In Progress” status so you can easily see when a milestone visit is underway.

OP- 32565 HOPE: You can now remove the 'CMS Accepted' status from a HOPE milestone. This will move the status back to “Waiting Acceptance.” Note: This can only be done for the current milestone and must be done in order (e.g., you must unapprove HUV1 before unapproving ADM).

OP-32698 Visits: The visit start confirmation prompt has been updated to highlight the selected date more clearly. Users can now click 'View Recent Visits' to see prior visit details, rather than having them always display at the bottom of the screen.

OP-32682 Visit Log: New column added to show HCPCS.

OP-32626 Visit Log – Edit Enhancements:
• Visit Date: Editable when no HOPE attributes exist on the visit. A warning displays if the updated date differs by more than 10 days from the original.
• Visit Type: Editable when no HOPE attributes or HCPCS codes exist on the visit.
• Start Time / Duration: Start time and duration are now editable for HOPE visits.

OP-32611 Face to Face Encounter form: We've added electronic signature to display User name as well as visit date.

OP-32604 Visits: You can now document to prior episodes! The visit widget includes an episode dropdown for patients with multiple records and defaults to the current episode. Selecting a prior episode adjusts the allowed visit dates based on that episode’s referral and discharge dates.

This update contains new workflows for Care Plan Visit Frequency (CPVF) Orders!!

The Visit Frequency order creation and confirmation process has been greatly streamlined to improve clarity and data integrity.

• Creating a Visit Frequency order (Record Verbal Order → Visit Frequencies) from the O&N widget now launches a simplified workflow directly in the CPVF widget.
• Create Order popup will capture required order information.
  • Create Details – Once order details are documented, this will open the Frequency widget to define schedules. Here you will click the pencil to edit each individual role selecting OK to complete entry and clicking the checkmark to proceed to confirmation once all changes are completed.

For more information and How To’s,  please review the linked Tip Sheet!!!!

OP- 32338 Questionnaires: A confirmation prompt is now displayed on submission when sticky notes are applied, ensuring documentation review to support proper documentation.

OP- 32608 When printing a visit from the Visit widget, the following improvements have been made:
--The “Date/Time” label has been updated to “Visit Date/Time”.
--Sections with no documented content are now excluded from the printed output.
--Completed forms associated with the visit are now included when forms are listed in the print request.
--Printed visits now display an electronic signature footer

OP- 32277 Email field has been added to Demographics tab so patients can be granted access to their chart via the Patient Portal.

OP- 32243 Patient Portal: Portal access is automatically enabled for the first patient assigned to a caregiver with the Patient Portal user type. Portal access for additional patients can be enabled from the Caregiver tab.

OP- 32945 IDG Document listing will now display with YY-MM-DD format.

OP- 32610 The Cover Sheet has been updated with the following enhancements to improve clarity and consistency
--Physician: Provider credentials are now displayed.
--Diagnosis, Allergies, and Pay Sources: Data is displayed using the width of the page for improved readability. Policy numbers have been removed from Pay sources.
--Certifications: Date format now using 2 digit year.
--Active Medications: A new section has been added at the bottom of the Cover Sheet displaying active medications

OP- 31822 Ad Hoc IDG Workflow (see tipsheet )
When a patient is admitted:
Program checks the next scheduled IDG meeting for the patient’s team.
If the meeting is more than 5 days away, the patient is added to the Ad Hoc IDG meeting.

• Ad Hoc IDG meetings:
  --Always available, functions like a regular team IDG meeting.
  --Patient management in Ad Hoc meetings:
  ----Reviewed patients → removed from Ad Hoc agenda.
  ----Unreviewed patients from ended team meetings → added to the Ad Hoc meeting.
  ----Unreviewed patients from Ad Hoc meetings → carry forward to the next Ad Hoc meeting.
• IDG documents:
  --Based on date of last review, excluding Ad Hoc meetings.
  --This means a review in an Ad Hoc meeting does not reset the official last review date in the system for documentation purposes.

OP-32589 Corrected an issue where Questionnaires and Orders & Progress Note widget could show an incorrect visit date for associated documentation

OP-32276 The IDG document now displays selections under the correct Role group header. When an IDG Meeting Master selects a discipline (e.g., SW or Nurse), the corresponding details now appear under that discipline’s section in the IDG document.

OP-32481 Added a filter option to the Visit Summary widget that allows users to download details for all offices in one file.

OP-32335 Orders & Progress Notes as well as Measures widget now correctly reflect the visit date when a visit is backdated during initial documentation entry.

OP 32153 New Incident Widget Available! The Incident widget provides comprehensive tracking of all reportable events in one place. System defined options as well as customizable text field is available to specify the event type, allowing it to be tailored to your agency’s needs.   THIS ONLY APPLIES TO INCIDENTS MOVING FORWARD AND DOES NOT APPLY TO EXISTING INCIDENTS. Please refer to the tip sheet for additional information.