Whiteboard

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ROLE PRIVILEGES NEEDED: <udl-white>Whiteboard<udl-white>

WHAT IS THE CAREFICIENT WHITEBOARD | CAREFICIENT WHITE BOARD PAGE | ACTIVE CENSUS | CERTIFICATIONS REQUIRING REVIEW/LOCK | NON-EXPORTED OASIS | PENDING CERTIFICATIONS WITHIN 30 DAYS | SERVICES REQUIRING ACTION | UNBILLED INVOICES | PENDING RAP | UNBILLED FINAL CLAIM / RAP READY | CENSUS TREND LAST 30 DAYS | DEATHS / DISCHARGES BETWEEN … | PENDING REFERRALS | SCHEDULED REFERRALS | CASE LOAD | BEREAVED | HIS TRANSMISSIONS - OPEN AND REJECTED | VISIT RECERT NEEDED WITHIN 14 DAYS | FACE TO FACE NEEDED WITHIN 30 DAYS | QUIZ

WHAT IS THE CAREFICIENT WHITEBOARD <returntomenu>menu ↑<returntomenu>

The Careficient Interactive Whiteboard gives you a snapshot of key items that you need to know about patients and status of other agency information on an ongoing basis. Information in our Whiteboard will help you keep on top of the most important areas of your operations in order to successfully manage your business following your agency’s policy as well as compliance information . Using the information in the Whiteboard will improve agency processes, scheduling and, ultimately, patient care. You can access the Careficient Whiteboard using the following path:

CAREFICIENT WHITE BOARD PAGE <returntomenu>menu ↑<returntomenu>

After you sign in to Careficient and access the Whiteboard option, you see a single screen that allows you to select your Agency (if you have access to multiple agencies) and the timeframe you want to use to refresh the data. Options are 1 minute, 3 minutes and 5 minutes. The Refresh rate will always keep your data current while you are reviewing the information on the screen. The following sections display on this screen with the most current information based on your refresh rates. Reviewing/monitoring this information will help you successfully manage your business.

ACTIVE CENSUS <returntomenu>menu ↑<returntomenu>

Home Health Example

Hospice Example

CERTIFICATIONS REQUIRING REVIEW/LOCK <returntomenu>menu ↑<returntomenu>  

Home Health Example

Hospice Example

NON-EXPORTED OASIS <returntomenu>menu ↑<returntomenu>  

Home Health Example

PENDING CERTIFICATIONS WITHIN 30 DAYS <returntomenu>menu ↑<returntomenu>  

New section with the following information for patients that require a recert within 30 days from current day:

Home Health Example

Hospice Example

SERVICES REQUIRING ACTION <returntomenu>menu ↑<returntomenu>

Home Health Example

Hospice Example

UNBILLED INVOICES <returntomenu>menu ↑<returntomenu>  

Home Health Example

Hospice Example

PENDING RAP <returntomenu>menu ↑<returntomenu>  

Home Health Example

UNBILLED FINAL CLAIM / RAP READY <returntomenu>menu ↑<returntomenu>

CENSUS TREND LAST 30 DAYS <returntomenu>menu ↑<returntomenu>  

DEATHS / DISCHARGES BETWEEN MM/DD/YYYY AND MM/DD/YYYY <returntomenu>menu ↑<returntomenu>  

Shows deaths and discharges for the current month.

PENDING REFERRALS <returntomenu>menu ↑<returntomenu>

SCHEDULED REFERRALS <returntomenu>menu ↑<returntomenu>

CASE LOAD <returntomenu>menu ↑<returntomenu>

Populates by associates that have scheduled or verified services for any patients that are still active, on hold or pending.

BEREAVED <returntomenu>menu ↑<returntomenu>

HIS TRANSMISSIONS - OPEN AND REJECTED <returntomenu>menu ↑<returntomenu>

VISIT RECERT NEEDED WITHIN 14 DAYS <returntomenu>menu ↑<returntomenu>  

<udl>Visit Recert Needed within 14 Days<udl> - lets you know that you need to complete a recert visit within the next 14 days; you must have scheduled services during this timeframe AND you must have the next Certification Period entered on the <udl>Orders<udl> tab (i.e., current Cert Period ends on 02/12/2022; must have scheduled visits between 01/30/2022 and 02/12/2022 <udl>AND<udl> you must have the next Cerification Period starting 02/13/2022)

FACE TO FACE NEEDED WITHIN 30 DAYS <returntomenu>menu ↑<returntomenu>  

<udl>Face to Face Needed within 30 Days<udl> - provides you with a list of Patients that need a "Face to Face" with a physician within the next 30 days.  The new sections added appear down the left side, at the bottom of the screen.

Interactive Tutorial