Home Health
Coordination Note Types		 Send to PointCare Include in Medical Record Allow Selection in PointCare Note is Routed to this Office User Meaning of the Note
485 Review - Critical Recommendations   ü     Used during coding review process to document needed changes.  Displays as part of Review proposed 485 edits workflow.  System Generated if edits are made.
Advance Beneficiary Notice (HHABN) ü ü ü Clinical Manager Documents that a copy of the HHABN was explained to the patient and left in the home. HHABN option # can be inserted in place of *.
Adverse Event Notification     ü QAPI Coord.  This note is automatically generated by the system if the staff document an OASIS answer that generates an adverse event
Authorization Information ü     Billing Specialist/Clincial Manager Must be used by the branch to provide information relating to getting authorizations for Medicaid and Commercial payors.
Authorization Denied       Billing spec./Clinical Manager Identifies authorizations that have been denied
Biller Notification        Billing Specialist Notifies the Billing Department about payment or payor information on this patient.  CI - Commercial Insurance, MC - Medicare, MD - Medicaid.  Do not use this coord note for eligibility and verification information.
Case Communiction ü ü ü Clinical Manager Intake and Field clinicians needing to document information regarding patient that should be reviewed by PCM
Case Conference ü ü ü Clinical Manager Document inter-disciplinary communication or information discussed during case conference.
Clinical ü ü ü Clinical Manager Field clinicians needing to document clinical information about the patient.  (This note type creates a notice on Action Screen)
Clinical Comment - Intake ü ü   Clinical Manager Used only at Intake (by the intake staff) when you need the office to know of something clinical about the patient.  (Notice on Action Screen)
Clinical Exception ü ü ü Clinical Manager Automatically system generated when the field agent selects a non-critical clinical validation while doing the physical assessment on the patient's visit.
Demographic Change Request     ü Intake Coord. If you change the patient's demographics (address, phone number, driving directions, etc…) within the visit this will automatically create a coordination note that ask the office to change the information per your request. (system generated)
Discharge Summary ü ü ü Clinical Manager Summarize a patient's discharge. 
Episode Timing Change ü ü ü Billing Director Used to document needed changes in the Episode Timing - M0110  - System generated if field clinician updates this information.
FamilyLink Communication ü   ü QAPI  This note is created via HCHB and sent to the FamilyLink Portal
Follow Up on Pending Admission       Intake Coord. Used to document notes added during Follow-Up workflow
Follow Up Call to DC Client       Clinical Manager Used to notify Clinical Manager of need to Follow- UP with Discharged Client, or status of call/communication with client.
Follow Up Call to Non-Admitted Client         Used to document follow-up call notes regarding non-admitted clients.
Funding Source Change Request     ü Billing Director, Branch Director, Pre-Bill Auditor If the change the funding source or need the funding source changed on a patient chart. (Example: Patient switches from HMO to Medicare in middle of an episode.)
HHA Communication Note ü ü ü Clinical Manager Documents the patient specific commmunication between the HHA and either the RN Case Manager or the PCM
Home Health F2F- Missing F2F at EOE ü ü   Intake Coord. Used to document missing F2F documentation at end of episode.
Home Health F2F Encounter ü ü ü Intake Coord. System generated in the SOC visit.
Home Health F2F Encounter Approved From Physician Website ü ü   Intake Coord. System generated from Provider Link
Home Health F2F Encounter Denied From Physician Website ü ü   Intake Coord. System generated from Provider Link
Incomplete Insurance Verification       Eligibility Coord./Billing Specialist Documents that insurance has not been completely verified  
Intake ü ü ü Intake coord./Clinical Manager Intake to document communication with PHYor Referral source/Liaisons/Care Transition
Last Catheter Change? ü ü ü Clincial Manager Indicates the date of last catheter change 
Late Visit Documentation ü ü ü Clinical Manager Late Entry documentation on a patient - system generated in order to explain why documentation is outside the date of the visit.
Manual Hold for Billing ü   ü Billing Specialist Documents why a biller would place a patient's record on billing hold. Internal way to track for patient billing.
Medicare Eligibility       Eligibility Coord./Billing Specialist Used to communicate information to the staff that verify eligibility for Medicaid Patients.
Medication Interaction ü ü ü Clinical Manager Created automatically when a Medication Interaction is identified in PointCare or HCHB.
Mileage Change After Timecard Proc     ü PSC Automatically created if Mileage is changed on a visit in HCHB and the timecards have already been processed in HBSS.
Missed Visit Notification   ü ü PSC Automatically generated when a missed visit is documented.
MRS Notification     ü Medical Records Used by medical records staff to communicate regarding the chart or reminder about what documents need to be obtained from field staff.
Narrative ü ü ü Attached to visit note If you could not find a place to document something within the visit note.  This is like an addendum to your visit note.
Need for Continued Care (Recert) ü ü ü   Used to documnent need for continued care, justification for recertification and continued services.
No Follow-Up Needed for DC Client       Clinical Manager Used to document no need for follow-up call to client
No Follow-Up Needed for Non-Admitted Client       Asst. Director of Home Based Services  Used to document no need for follow-up call to client
Non Admit Details     ü Asst. Director of Home Based Services  Documents the reason a patient was Non Admitted
Oasis Change Notification   ü ü QAPI Coord. If Oasis information needs to be corrected or changed after the visit is synched back to the system, then field staff can use this note to alert the DON about those changes.
OCS Predictive Modeling Toolkit Results ü ü   Asst. Director of Home Based Services  System generated if OCS addon module has been purchased. Displays the Risk for Hospitilaztion (ACH) and Emergent Care (EC) levels.
On Call     ü Clinical Manager/ Asst. Dir Of Home Based Services  Used by On Call staff to alert the CLMGR/DON/BILLING about patient's specific information over the weekend or after hours.  Reports are ran for coordination note of On Call.
Order Unlisted Supply     ü Clinical Manager If you need to order an unlisted supplies for this patient. (Unlisted supplies are supplies not in your system.)
Payor Source Change Request     ü Billing Specialist Documents information regarding a pyaor source change request.
Payor Source Change Request- Auth Needed ü   ü Billing Specialist Requests authorization from PFSR Auth related to a payor change.
Payor Source Change Request- Auth Obtained ü   ü Billing Specialist Notifies Finance Director that authorization was obtained after change.
Physician Website Communication     ü Clinical Manager Generated via ProviderLink to HCHB. Physicians using ProviderLink can send a communication note to the agency. 
PointCare Improvement Suggestion ü   ü IT Team Suggest Improvements for the PointCare Application (This goes to HCHB for enhancements)
PointCare Visit Alert ü   ü   Displays under the patients name on the rolling calendar in PointCare. Used to display pertinent information pertaining to the patient 
Potentially Avoidable Event Notification     ü PHC System generated whenever OASIS responses dictate there could be a potentially avoidable event. Will generate wherever the DC or Transfer is being done.
Request To Add New Facility     ü QAPI Coord. System generated when a Related Facility is not listed in your system and you need someone in the office to add them.
Request To Add New Physician     ü QAPI Coord. System generated when a Physician is not listed in your system and you need someone in the office to add them.
Schedule Exception - Aide     ü Clinical Manager Automatically generated if on the SOC visit the RN entering the calendar schedules less or more non-skilled aide visits then the system recommends.
Schedule Exception Skilled     ü Clinical Manager Automatically generated if on the SOC visit the RN entering the calendar schedules less or more skilled visits then the system recommends.
Schedule Notification     ü PSC Field staff can use this note type to communicate with the COC. 
Seldom Used Payor Info     ü Billing Director If the Payor is not listed in your system and the Financial Dept needs to set them up.
Supply Order Par Level Exception  ü ü ü Clinical Manager Documents the reason a clinician has exceeded the predetermined par level for an ordered supply.
Telephony Exception: Visit Time Change Request     ü PSC Request to change the time on a telephony visit.
Visit Time Change Request     ü PSC Request to change the in-home time on the visit.
Visit Time Change Aft Billing       Billing Director Created automatically when a visit time is changed after billing has occurred.
Visit Time Change Aft Payroll Batch       Payroll Created automatically when a visit time is changed after the payroll has already been batched.
Visit Time Change Aft Timecard Proc     ü Billing Director Automatically generated if a time change is made to a visit and timecards have been processed.
Visit Time Exception  ü   ü PSC Automatically generated when either the minimum in home time is not reached or the maximum in home time is exceeded. 
Welcome Call       Intake Coord. /PSC Documents the call to the patient's residence to verify they are available for the SOC visit.