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OCS-VisitOCS-VisitOCS-VisitOCS-VisitImporting Your Utilization Data Using the OCS-Visit Tool

Provided by OCS Provided by OCS Education Education

E-learning NetworkE-learning Network

Importing Your Utilization Data Using the OCS-Visit Tool

Provided by OCS Provided by OCS Education Education

E-learning NetworkE-learning Network

www.ocsys.com © 2008 OCS, Inc.2

Articulate Presenter -Control Features

Articulate Presenter -Control Features


Our MissionTo contribute to client success by providing information that improves organizational performance and patient outcomes.


Agenda Agenda

Overview of Importing− What’s the Point?

The Basics− Getting Started

The Detail− OCS-Visit (Visit Import and Statistical Information

Tool)

Final ThoughtsResources Available


OCS-Visit - Getting Started OCS-Visit - Getting Started

What do you need?− Install OCS-Gateway

◘ The OCS-OASIS database stores the data imported◘ Electronic claims/billing files

What do you need to know?− Where the OCS-OASIS database ‘lives’

Location of OCS-OASIS database:______________◘ Network or local drive?

− Where your electronic claims/billing files can be accessed

Location of Claim/Billing files: ___________________


OCS-Visit - The DetailOCS-Visit - The Detail

What is it?− A software tool to pull utilization data from the

electronic claim files (EDI) into the OCS-OASIS databaseFunctions?− Converts data into number of visits and hours of service

by discipline− Inserts visits/hours information into the appropriate

OASIS assessment◘ Attempts to match the utilization data in the billing

file with the corresponding OASIS assessment for each patient ‘Key fields’: Patient’s Last Name, Birth Date, Gender and SOC

date

− Provides reports detailing results of the import process


OCS-Visit - The Detail (cont.) OCS-Visit - The Detail (cont.)

Additional Benefits of Using OCS-Visit− Facilitates accurate ‘real-time’ reporting at the

desktop level◘ Utilization report in OCS-OASIS

− With quarterly submission of data to OCS, the online reports will include utilization benchmarks◘ Utilization Data Summary Report (OCS Connection

– Report Builder)◘ Bubble Graph

Used to understand how your agency overall co-manages cost and quality as compared to other agencies

Generated quarterly and accessed on-line in OCS Connection

◘ Medicare Financial Management Dashboard


OCS-Visit OCS-Visit

Data Flow


OCS-Visit-Getting Started OCS-Visit-Getting Started

Login to OCS-Gateway with your unique User ID and Password


OCS-Visit - Getting Started OCS-Visit - Getting Started


OCS-Visit OCS-Visit


OCS-Visit - Setting User Preferences





OCS-Visit - Setting User Preferences (cont.)


Auto-Accept Confirmed Matches− Patients that match the same

◘ Last name, birth date, SOC date and gender will be automatically imported into the database

◘ All patients with potential matches will be rejected

Auto-Confirm Potential Matches− OCS-VISIT will automatically select the

first potential matching record that exists in the OCS-OASIS database and consider it a confirmed match for importing


OCS-Visit -Setting User Preferences (cont.)

OCS-Visit -Setting User Preferences (cont.)

Auto-Print Report Selections− When you select Print Potential Match List Report the list will be automatically printed to your default printer for each EDI file imported, if potential matches existed in the file

− If Print Summary Report is selected, a Summary Report will be automatically printed to your default printer for every file imported

− When Print Detailed Report is selected, you will have the option to automatically print to your default printer a Detailed Report on all records imported or rejected records only




Session Information− Print Summary Report

◘ If you select Session Information Summary Report, OCS-VISIT will automatically print this report to your default printer at the end of the last file imported

◘ This report is especially helpful to determine why a claim file failed to import


OCS-Visit - Setting User Preferences-(cont.)


Report Output− Allows File Output to

various formats− Ability to send report to a

Printer or to a File




Save and Close − Once User Preferences are

complete− User Preferences can be

changed at any time


OCS-Visit - Importing Utilization Data



OCS-Visit - Importing Utilization Data (cont.)





The import process is now complete! In order to help keep your electronic claims files organized, OCS-VISIT has created two new folders in the directory where the claim files were originally located — Completed and Session Summary.




When the claim file is moved into the Completed directory or failed to import, an Individual Import File Summary Report will be created reflecting the status of the import.




Summary Report− The Summary Report lists:

◘ Total number of records in the electronic claims file

◘ Number of accepted (imported) records◘ Number of rejected (not imported) records◘ Number of RAPs (not imported)




In addition to the Individual Import File Summary Report, an Import Session Summary Report will be created in the Session Summary directory. This report is an overview of how many files were imported, processed, and/or had errors.




Detailed Report− The Detailed Report lists all of the information in

the Summary Report PLUS:◘ Information on each accepted record

Patient information: First and Last Name, ID number, Birth date, SOC date

◘ Importing information: reason for the filing of the claim, the patient’s status, the type of assessment the data was imported into, the M0090 date for that assessment, the total number of visits imported and the total time imported

◘ Information on each rejected record Patient information: First and Last Name, ID number,

birth date, SOC date◘ Importing information: reason for the filing of the claim, the

patient’s status, and the reason that the record was rejected◘ A listing of the RAPs in the claim file




Error Guide


ResourcesResources

OCS Websitewww.ocsys.comwww.ocsys.com

OCS e-Learning Networkhttp://marketing.ocsys.com/e-learning.asphttp://marketing.ocsys.com/e-learning.asp

◘ Anytime! Anywhere!◘ Self-Paced

− On-line trainings◘ Recorded◘ WebEx presentations

− Access Training Calendar http://marketing.ocsys.com/training_calendar.asphttp://marketing.ocsys.com/training_calendar.asp◘ Group WebEx Presentations

OCS eDGE (electronic Discussion Group & Education)− http://ocsedge.activeboard.com/http://ocsedge.activeboard.com/


Additional ResourcesAdditional Resources

OCS-Visit User Guide− http://marketing.ocsys.com/e-http://marketing.ocsys.com/e-

learning.asplearning.asp

OCS Client Services− Call 1.866.641.TECH (8324)− Email [email protected] [email protected] − Live Chat

The OCS-Website: www.ocsys.comwww.ocsys.com− Additional training courses and educational

seminars− Important information− Software updates


Speaker Information

Sue Blockberger-Miller RN BSN

OCS Director of [email protected]

Leslie Knudsen-Wells, RN BS

Performance Improvement Educator

[email protected]

866.641.8324

[email protected]

www.ocsys.com

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