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Basic Integrated System (IS) Training
Things to Keep in Mind
n All Patient Health Information (PHI), in this manual, is fictitious.
n Remember to use the help (?) icon. n It is recommended that you
understand the billing processes before using the IS.
n To return to the previous screen, always click on the Return button, under Options.
n Italicized fields must be completed. n Dates must be entered as:
00/00/0000 n You will be logged off every 15
minutes when not using the system; you will have to click on the Home page to log back in.
n It is strongly recommended that you attend the PATS training on medications.
n You only have access to the Home and Clinical pages of the System
n MIS, IS, and DMH number are all the same.
Visit the IS Website at http://dmh.lacounty.info/hipaa/index.html
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Basic IS Training
1. Log in
2. Find a Client
3. Add a Client: Identification Screen
4. Add a Client: Contacts Screen
5. Add a Client: Financial Screen
6. Add a Client: Other Screen
7. Open an Episode: Admission Screen
8. Open an Episode: Diagnosis Screen
9. Add Services
10. Add a Claim, a Plan and Payer (s)
11. Void and Resubmit a Claim
12. Add a Prescription: Rx Card Info, Drug Allergies Screens
13. Add a Prescription: Med Order and Write Rx Screens
14. Add a Prescription: Approval, Renew and Refill
15. Close an Open Episode: Discharge and Diagnosis Screens
16. Groups
17. Community Outreached Services (COS)
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Use Keyboard Shortcuts! Avoid using the Mouse.
n The Tab key will take you through every field on the screen.
n ShiftTab will take you backwards through those fields.
n Down Arrows and characters to go through dropdown lists.
n The Space bar will check and uncheck boxes. n The Enter key will activate buttons.
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EXERCISE 1
Log In: § As a DMH Employee:
https://dmhisintra.co.la.ca.us § As a DMH Contracted Provider:
http://dmh.lacounty.info/hippa/index.html § The Home Page § How to Set Provider Context
Note:
• If you are a first time user, you will be asked to change your password.
• You will then be prompted to a privacy policy statement. Click accept to proceed.
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Log In – DMH Workers
1. If you are a DMH employee, go to…
2. Enter your first initial and last name
3. Enter password, dot, and your birth month and day, e.g. password.0104
4. Click
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Log In with a SecurID Card
1. If you are a DMH Contracted Provider, go to
2. Click to go to the RSA SecurID logon screen and follow procedures
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The Home Screen
Don’t forget to use the help function when using the IS
In order to reach the maximum target population, the Department is sending IS Alerts to communicate news to its providers promptly instead of posting notices on the system. If you have not yet subscribed to receive IS Alert please go to IS Web site to subscribe.
These options will change as you move through the IS
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How to Set Provider Context
4. Click
1. Click to get started
2. Your provider information will automatically appear here
3. Select your service location/reporting unit from the drop down list
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EXERCISE 2
Find a Client: § Using Client List and Filter Clients
§ Using Search by ID
§ Using Search by Custom Criteria
§ Result Screen
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Find a Client: Using Client List and Filter Clients
Click
Click
Click to sort list
Click DMH ID # to view client information
Select the field to filter by
Enter information
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Find a Client: Using Search by ID
2. Select 4. Enter the 7
digit DMH ID
3. Select
5.Click
1.Click
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Find a Client: Using Search by Custom Criteria
1. Select 2. Complete Information on
this page
3. Enter approximate age
4. Click
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Find a Client: Results Screen
1. This message will appear if the client is new
2. Click to add a new client
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EXERCISE 3
Add a Client: Identification Screen § Enter Client Information
Note:
• You must first do a Client Search, before adding a new client.
• The system will bringup the option to add a client only if a client does not exist.
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Add a Client: Information
Agency of Primary Responsibility (APR) is required if client is less than 18 years old
If SSN is unknown, enter 999999999
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Add a Client: Ethnicity
If Ethnicity is 03 Hispanic, you must select the Origin
If Ethnicity is 04 American Native, you must indicate the Tribe
Click
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EXERCISE 4
Add a Client: Contacts Screen § Enter Client’s Contact Information
§ Enter Client’s Other Contact (s) Information
§ Edit Client’s Other Contact (s) information
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Add a Client: Contact Information
Address is required if the client is not homeless
Click to add other contacts Click
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Add Client: Other Contact (s) Information
Select if contact person should NOT be contacted
Enter ID if client’s children enrolled in Full Service Partnership (FSP)
Click
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Add a Client: Edit Other Contact Information
Click to edit Click
“I” shows the contact info
The trash can deletes information
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EXERCISE 5
Add a Client: Financial Screen § Enter Client’s Financial Information
§ Enter Client’s Benefit Type
§ Enter Client’s Benefit Information
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Add a Client: Financial Information
Click to add MediCal or Other benefits
This field is for client’s initial or annual UMDAP date
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Add a Client: Benefit Information
Select benefit type
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Add a Client: Benefit Information
For MediCal Beneficiaries, the CIN (eight digit number followed by an alphabet), and card issue date are required
Click
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EXERCISE 6
Add a Client: Other Screen § Set the Single Fixed Point of Responsibility (SFPR) or Special Program
§ Save the Client Information
§ Enroll Client
§ Check Eligibility
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Add a Client: Other Screen
Click to set the client’s SFPR
Click to select a rending provider name
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Add a Client: Other Screen
Click for the Special Program
Click to select the Special Program name
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Add a Client: Other Screen
3. Click to enroll client and get a DMH ID #
1. If Country is United States, you must select a state
2. If State is CA, you must select a county
4. Or click ‘Save’ to enroll later
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Enroll a Client
Once client is enrolled, his /her DMH ID Number appears here
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Check Eligibility
This is for MediCal only – Click to check the client’s eligibility
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Check Eligibility
3. Or click to search eligibility history
2. Enter a service date
1. Enter your MediCal PIN Number
Click
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Check Eligibility
The green check mark means the client is MediCal eligible, otherwise you will see a red X
Click to see more details
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Eligibility
You can drill down into the MediCal benefit information
Remember: Eligibility Checks are all about MediCal
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Eligibility History
All this data (and there’s a lot of it!) is what the State returns in
an Eligibility Check
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EXERCISE 7
Open an Episode: § Complete Admission Screen
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Open an Episode: Admission Screen
Click to view a client’s episode
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Open an Episode: Admission Screen
Click to open an episode
Note: There are no episodes for this client. (This client is new)
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Open an Episode: Admission Screen
Referral In Code: To identify the agency or person who referred the client to your agency.
Referral In Rpt Unit: When the agency that referred the client has a reporting unit number. This field Is optional.
Click to search Rpt Unit by provider type & name (See next page.)
Primary Contact: Click to select the client’s primary clinician
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Open an Episode: Admission Screen Search Rpt Unit
Click
Click to select
Enter provider name or Rpt Unit number
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Open an Episode: Admission Screen Search Rpt Unit (Cont.)
Click to select
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Open an Episode: Admission Screen.
The provider’s information is automatically added from the Search Rpt Unit screen
Click
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EXERCISE 8
Open an Episode: § Complete the Diagnosis Screen
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Open an Episode: Diagnosis Screen
This drop down lists the primary diagnosis codes.
Click to find a diagnosis code that is not on the list.
Click
Click to view or add notes
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EXERCISE 9
Add Services § Notes on Evidence Based Practice
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Add Services
Click
To add a service, find the client and the Episode.
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Add Services
Click to begin entering a service
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Add Services
n What is Evidence Based Practice?
They are techniques that use research results, reasoning, and best practices to inform the improvement of Mental Health Care. DMH is now using the IS to track the use of these techniques. Examples: assertive community treatment, supported employment , integrated dual disorders treatment, family psychoeducation.
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Add Services
The system may allow you to select up to 3 options
Select multiple objects next to each other by holding down the SHIFT key while you click
Or use the CONTROL key while you click to select items that are NOT next to each other
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Add Services
Note: when RP’s have a termination date, only dates of service for that date or prior can be billed.
Click to select
You may select up to 3 options.
Click “Save” if you are not ready to claim
Click “Claim” if you are ready to claim. There is not need to save
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Add Services
Check this box if the Service Location is Medicare certified
If service was rendered by Telephone, it cannot have Face to Face time
The Sum of Face to Face and Other Time cannot be zero
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Add Services
If you saved the service without claiming, click to go back and claim
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EXERCISE 10
Add a Claim: § SOC Obligation, SED Healthy Families § Service Facility Address, EPSDT Scr Ref § Emergency, Pregnancy § Dup Override § Add a Plan § Add Medicare/Other Insurance § New Edit Messages § Claim Status Icons under “S” Column in Episode
Screen § Sample of Claim Status Screen with new fields
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Add a Claim: SOC Obligation, SED Healthy Families
Data entry field for Client’s Share of Cost Obligation
Check box that when is selected indicates claim is for SED Healthy Families Service
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Add a Claim: Service Facility Address
• For LP Directly Operated claims ONLY, click to go to Service Facility Address screen to enter or view any corresponding address information.
• For LP Contract Providers if Service Facility Address icon is selected, it will return an edit message which reads: ‘The Provider type is not allowed to enter Service facility Address.’
This is for LP Directly Operated providers ONLY, If Medicare is selected as a payer and the Place of Service is not home or office, ensure Facility Address has been entered. Otherwise, an edit message will return that reads: ‘Service was not rendered at office or home. Cannot submit claims to Medicare without a Service Facility Address’
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Add Claim: EPSDT SCR Ref, Emergency
Check box that when is selected indicates claim is for EPSDT screening referral
Check box that when is selected indicates claim is for Emergency service
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Add a Claim: Pregnancy, Dup Override
Check box that when is selected indicates the client is Pregnant.
If selected and client is not female, you will receive an edit message which reads: ‘Client is not female. Cannot select Pregnancy’
(Only for Outpatient Claims) Check box that when is selected indicates claim is a valid duplicate.
If Duplicate Override is not selected, the system ensures a nonvoided claim that has not been denied by business rules does not already exist. If claim already exist, the following edit message is displayed: ‘Duplicate service has already been submitted’
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Add a Claim: Add a Plan
If you click to add a second plan per claim, the IS will generate this error message
1. Scroll to pick a plan
2. Pay Order must be 1 3. Click
This means that your plan was already added
Click to begin adding a Plan for your claim
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Add a Claim: Medicare/Other Insurance (Payer)
Click the blue plus sign to enter Medicare/Other Insurance information
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Add a Claim: Add Medicare/Other Payer (Insurance)
Drop down menu displays the list of Other Insurance, system allows up to 5 Other Insurances per claim. Medicare is displayed only if a Medicare ID is recorded in Client Reported Benefits of Financial tab, Client screen.
Displays the client’s Subscriber ID for the payer.
• If the Payer is Medicare, the client’s Medicare ID displayed in the Client Benefit drop down is populated here.
• If the Payer is Other Insurance , Subscriber ID needs to be entered.
Amount Paid Field Payment Date Field
• If provider is LP Contract and Medicare is listed as a payer, Medicare paid amount is required. An edit message will return if omitted ‘Medicare paid amount is required if Medicare is listed as a payer’
• If provider is LP Contract and Medicare is listed as a payer, Medicare payment date is required. An edit message will return if omitted ‘Payment Date from Medicare is required’. If Payment date prior to Date of Service is entered, an edit message will return that reads: ‘Payment date must be after the date of service’
• If Provider is LP Directly Operated and Medicare is listed as a payer, Medicare Amount Paid and Payment Date fields are disabled for entry. Cannot be entered.
• Both DO and CP if Other Insurance is selected as a payer, amount paid and payment date are required. Edit message will return if omitted ‘Payment Date from Other Insurance is required.’
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Add a Claim: New Edit Messages New MediCal and Medicare Edit Messages in the Claim Screen regarding Short Doyle MediCal Phase II Implementation: • ‘Cannot submit claims to MediCal when claim balance is less than or equal to zero. Claim balance is calculated as follows: Lesser of Claim or Contract amount minus sum of Other Insurace, Medicare, and SOC Obligation’
• ‘Client has a MediCal ID but MediCal is not selected as a payer.’
• ‘Cannot submit claims to MediCal when Procedure Code is not billable to Medical.’
• ‘Cannot submit claims to Medical when Plan is not billable to Medical.’
• ‘Claim is billable to Medicare but Medicare is not selected as a payer.’ For DO providers only
• Warning:’ Claim is billable to Medicare, but Medicare is not selected as a payer. If you wish to continue without fixing select OK. Otherwise select Cancel. For Contract Providers
• ‘Cannot submit claims to Medicare when Procedure Code is not billable to Medicare.’ For DO Providers only
• ‘Cannot submit claims to Medicare when Plan is not billable to Medicare.’ For DO Providers only
Note: Edit messages generated by the system are intended to alert and stop you from potentially submitting an erroneous claim.
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Add a Claim
Client: TestClient,Example
Click if you’re ready to submit
Otherwise click to save
NOTE: Medicare and Ins Paid Amount cannot be more than the claim amount. if it is you will get an edit message which reads: ‘Medicare and Ins Paid Amount cannot exceed lesser of claim or contract amount.’
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Add a Claim
Click to see claim status
You will see this screen after you’ve submitted or saved the claim.
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Claim Status Icons Under “S” Column in Episode Screen
Click to view status
Click to view the claim ID #, IS claim #, and submit date
Click to view status
Click to view status
You should not see these icons. If you do, please call the CIOB help desk.
Claim Status Icon under ‘S” column in the Episode Screen
(Red) Denied Claim
(Green) Approved
Pending
Claim Saved, not yet Submitted
Service Saved, not yet Claimed
Forwarded
Pending Adjudication
Submitted
Pending CPE
Since this service has not been claimed, you have the option to delete it.
Click to view status
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Sample of Claim Status Screen
‘Client Amt Paid’ field has been relabeled to ‘SOC Obligation’ to capture the Share of Cost Obligation of the client. if an amount is entered in the Claim screen, you will also see the amount here.
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EXERCISE 11
Void and Resubmit: § Void a Claim Submitted in ShortDoyle I § Void Function Disabled for Claims
Submitted in ShortDoyle II § Resubmit a Claim
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Void Claims ShortDoyle I
Click to begin voiding a claim
Click to go to the Claim screen
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Void Claims ShortDoyle I
Click to void
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Void Claims ShortDoyle I
Click to view voided claims
Click to see the claim status
V stands for Voids • If R, status is requested • If P, status is processed
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Void Claims ShortDoyle I
The claim has been approved
The claim was requested to be voided
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Void Claims ShortDoyle I
This means the claim was resubmitted. Click to see claim cycle or submission history
Here is the Information.
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Void Claims ShortDoyle II
The void button is disable for claims submitted in SDII.
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Resubmits This means the claim is denied and can be resubmitted.
Click to open the service and go to the claim
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Resubmits
Click to go to the Claim screen
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Resubmits
Click after making corrections
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Resubmits
This means that the claim was resubmitted
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Resubmits
On the first line is the original denied claim. On the second line is the resubmitted claim with an approved status. Click on icons to view more information
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EXERCISE 12
Prescribing Medications: § Go to the Medications Screen
§ Issue an RX Card Number
§ Enter Drug Allergies
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The Medications Screen
Find your client and click on his/her current Episode…
Medications are INSIDE the Episode. Click Medications on the Option menu
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Prescribing Medications
This is the main Meds screen….notice that there are Tabs across the top… let’s take a look at each of them starting with the RX Card Info. Tab.
This is the main Meds screen…notice that there are tabs across the top.. lets take a look at each of them starting with
the RX Card Info.
Click
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Prescribing Medications: Rx Card
Returning Clients should have An RX card number, but if not you enter it and click “Add” Next: Drug Allergies….
Click
Click
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Prescribing Medications: Allergies
If the client is allergic to meds, list them here, type the medication and select the drug name type.
Click
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Prescribing Medications: Allergies
You will see the medication you just added with the drug name type. Next, Med Orders…
Edit messages are displayed here!
Click
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EXERCISE 13
Prescribing Medications: § Add Medications in Med Order
§Write Rx
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Prescribing Medications: Med Orders
You need to use the PATS Drug Formulary list in these fields, this is a drug record that assigns specific drug code for each unique drug and strength combination.
This screen is to record medications given to consumers at the facility.
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Prescribing Medications
Type in the Prescription. If you entered something under “Frequency” you won’t need to enter “Other Instructions”. Notice you use the PATS Drug Formulary list.
You will see status of your prescription. This prescription was Approved.
Click
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Medications History
This screen shows all the medications that were prescribed to the client. Everything!
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Medications Current
This screen shows the first 15 prescriptions.
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EXERCISE 14
Prescribing Medications: § Resolve an Authorization Required
§ Renew/Refill a Prescription
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Prescribing Medications
If the prescription you enter needs to be reviewed and approved by MD, you will see the edit message here.
Click, to resolve AR status
Click
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Prescribing Medications: Approval
“AR” means the prescription needs to be reviewed and approved by the Doctor. After you have talked to the MD and gotten the approval, you can change status to “Approved”
Click
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Prescribing Medications: Approval
2. Enter the physician’s ID number
1. Enter the approved date
3. Select the status
Click
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Prescribing Medications: Renew and Refill
Click
Renew/Refill is a snap: Just click on the prescription number, change the date and other information! Remember the prescription needs to have a fill date in order to do a renew/refill.
Click here to do a Renew/Refil l Fill date is
required
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Prescribing Medications: Renew and Refill
Enter a new prescription date This information can also
be changed.
Click
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Prescribing Medications Lost & Discontinue
Click
Click on the radio button to select Lost or Discontinue prescription
Click
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EXERCISE 15
Close an Episode
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Close an Episode
Click
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Close an Episode
Click
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Close an Episode
Referral Out Code is used to identify the agency or person the client is being discharged to
Referral Out Rpt Unit is used when the referred agency has a reporting unit number
Click to search for referral out Rpt. Unit
See examples on the next page
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Close an Episode
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Close an Episode
Click to display the top 20 diagnosis codes
Click to select a diagnosis code not listed
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Close an Episode
Enter some or all of the digits of a diagnosis code, or part of the description and click “Search”
Highlight and click “Select”
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Close an Episode
Click
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Close an Episode
Go to the close episodes tab to view the episode information
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EXERCISE 16
Groups: § Create a Group
§ Add a Session to a Group
§ Submit Group Session Billing
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Create a Group
Click to start creating and managing groups
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Create a Group
All groups for this location are listed here. You can search or filter to find a group and enter services.
Click to create a group
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Create a Group: Details
Most of this information is basic, and is meant to help other workers to find groups, and enter data. Be as detailed as you can while completing this screen.
Maximum group attendees should be at least 2 and no more than 25
25
The date the group began to meet
The date the group schedule will expire
Click
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Create a Group: Leads
Click to search for a lead to add
Enter a last name or part of a name
Click
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Create a Group: Leads
Total staff in Leads and total clients in Census should be below 25 people; more than recommended will slow down
the system.
Click
Click
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Create a Group: Census
Click to add clients to the census
or click to continue
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Create a Group: Census
Click to search clients to add to a group
25
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Create a Group: Census
Note: It’s easier to add clients to a group by using 7digit DMH ID number
Click
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Create a Group: Census
1. Click to add
2. Click if there are more people to add
3. Click when done adding
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Create a Group: Census
25
We have added our client to the Census tab
Click to add more clients
Click
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Add Group Session
Click on either options to add a group session
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Add Group Session: Providers
2. Names of staff participating in this group are displayed here 1. Enter date of
service
4. Click to add the staff’s time to the list
3. Enter total time (not facetoface time) of the provider whose name is shown on the screen. Total time includes facetoface time, documentation, and other appropriate reimbursable time
5. Click
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Add Group Session: Clients
1. Client names are in this drop down list
2. Associate client with responsible lead as indicated on the Group Service Log. This must be the person who will be writing the notes in the client’s clinical record. The responsible lead will be the rendering provider for this claim, which will be listed on their daily log.
This is the duration from the group details screen. It has no bearing on claiming, and should not be changed
3.• Enter a number if collateral is
present. • For collateral type, enter whether
“Family or NonFamily”. • For Non DMH Group Member,
enter a number of attendees.
Click
4. Click to add a client to the list. Repeat 14 For the next client
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Add Group Session: Non DMH Clients
1. Enter a number for each non provider client
2. Click to add the non provider client
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Add Group Session: Confirm
This screen summarizes who attended the session and for how long. Once you have confirmed the details, click OK to generate the service record for each client represented (in person, or by collateral). The service record will appear in each of the associated rendering provider’s daily log.
All clients’ name would be listed here.
Click
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Add Group Session: Billing
Claim group session by going back to each client’s service screen. You will see a paper icon; click on it to submit claim.
Or click to get to the client you want to claim for.
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Add Group Session: Billing
Click to go back to Client Information Screen. Then click on View Episodes, click on the Episode # and see the unclaimed service (paper icon), and click on it to go to the client’s claim screen, or click on the pencil icon to view the group session. Claiming is done when you finally click submit on the claim screen for each individual client.
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Group Syllabus
This is where you write notes
Click
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EXERCISE 17
Community Outreach Services (COS): § Use the Daily Log
§ Add a Community Service
§ How to Edit Community Service
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Using the Daily Log
Select rendering provider
Click to go to COS screen
Select service date
Click
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Community Outreach Services (COS)
• Entering COS is fairly simple because there is no billing involved; it’s just recording an event. Billing is done by sending an invoice to the DMH Financial Services Bureau. Run the IS 220 to see your COS on a report.
• On the Find Client screen you will see the Daily Log link under the Options menu.
• In Order to enter COS you need to click on the Daily Log link; this will take you to the Daily Log Search screen where you will select the rendering provider responsible for the COS. You then need to enter the service date and click on Search.
• On the Daily Log screen, click on Add Comm. Svs. under Options.
• The Add Community Service screen will be displayed. Start entering COS.
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Community Outreach Services
Complete this page according to your COS sheets
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Community Outreach Services
Click to edit the COS; this will take you to the daily log where you will see the service recorded.
Note: you can access past services through the daily log.
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Edit Community Service
Click