Home Health, Home Care, Home Hospice
System Architecture Components
CSM/PCS -- Practice Management Core
Security
- HIPAA Compliant
- Double password
- Optional Biometric / barcode badge user identification

- Roles: professional, adminstrative, site manager, program manger, practice manager, supervisor, auditor, accounting, billing, HRS
- Users restricted to assigned clients and folders by role
- Internal Audit trail records user acttions and inactions
- Users restricted to assigned clients and folders by role
- Internal Audit trail records user actions and inactions
Access Management
- On Site -- Access via LAN
- Off Site -- from Laptop via internet
- Off Site -- from hand held (I-Phone, I-POD -Touch, Blackberry) via internet
- Multiple Sites via internet
Ease of use
- On line documentation
- Streaming video tutorials, on menu

- Templates: programs, service plans, goals, progress notes
- Preloaded data: ICD9/10 Diagnostic codes, WHO meds list
- Document Wizards: Info & Consent, Evaluation Questionnaires, Logs, Checklists
- User defined evenst
- Entire client file and history accessible from a single form
- Set Up Wizard

- Tile Interface for Touch screens

Client Management
- Profile
- Demographic Data
- Notes
- Geographic Mapping
- Google directions
- File Access Log
- Family, friends, associates, Insurance, etc.
- Engagement/program history summary
- Chronological image file(s)

Practice Management
- Define Products and Services
- Define programs and Program Requirements
- Define Program Work Flow, rules, terms, etc.
- Administer Practice Members
- Visual displays (Client Coverage, Caregiver Assignment)
- Define Member Roles (Administrator, Program Manager, professional, Consultant, Clerical)
- Assign Client to Programs/Engagement
- Assign Member(s) to engagement steps(e.g. intake, Diagnosis, Treatment, Consult, Discharge)
- Track Members (Assignments, schedules, engagements, certifications, licenses)
Work Flow Management
- Administrator defined program requirements
- Requirements assigned to professional or resource team
- Completion and progress tracking
- Event alerts
Scheduling
- Client and caregiver
- Visual Scheduling
- Filter resources by Skills
- Schedule in 1 hour blocks
User Messaging
- Secure person to person messaging for practice members
- Event Alerts
- Interfaces with Outlook email
Engagement Management
- Enables Site/ Service Manager to manage all their clients
- Prompted work list
- Schedule / reschedule (supervisory review, appointments, meetings, personal time, training, etc)
- Service Plan/ Maintenance
Caregiver Management
- Track Assignments and work sheets due from Caregivers
- Verfiy and record Worksheet/hours
- Maintain Caregivers Work Scedule, Vacation, and Days Off
- Update Caregiver HRS Notes
- Schedule Client Coverage
- Review Caregiver schedule and work History
- Monitor On-site Caregiver Status (Requires Optional IVR Module)
Meds
- RX Manager
- OTC Authorizations

- E-prescription
- Allergies

- Formulary: WHO and OTC

- Wikipedia/Drugs.com/WebMd on-line reference
- Meds Administration
Billing
- Administer price per service or product / program
- Administer – professional fees payable per member and professional certification level
- Produce Billable events report
- Produce AR/AP Invoices and Payables – (requires accounting modules)
- Produce electronic EDI transmissions -- (requires EDI Module)
HRS
- Personnel Profile
- Certification tracking
- Job Descriptions
- Applicants
- Skills/assessments
- Attendance/ days off/ work schedule
- Performance reviews
- Staffing/ Scheduling
- Training
- Job history
- Incidents/ grievances
- Employee Photo Id /bar code badge
- more..
Web Portal -- Options
- Guardian Updates - Bi-directional Notes and images
- Addmission Forms
- Case Worker Updates
- Personnel Applications
- Follow Up Surveys
Document Management
- User document wizards enable easy creation of information, consent and evaluation questionnaires
- Provides Printing of paper forms and documents
- Management of forms and document versions
- Forms can be bar coded and pre printed with client tracking data
- Paper forms issued / tracked
- Paper forms signed and returned tracking
- Paper files can be scanned, classified and digitally filed
- E-files (word, PDF etc) can be classified and digitally filed
- All Client/ engagement scanned and e-filed documents are filed in archive-able folders
- Optional e-signatures
- Optional Barcode document tracking
Technology
- 100% Microsoft Office Compatible
- Source Code Available
- MS SQL Server
- Microsoft Servers (32 and 64 bit)
IVR -On Site Validation
This module is an optional IVR (interactive voice recognition) system. The system can be configured to automate many activities, e.g.:
- Validate Caregiver on Site
- Provide off- hours message reception
- Capture employee time off requests
- Capture and route emergency service requests
- Provide client account balance and payment receipt verification
- Dial out for on-site appointment confirmation
CSM2GO - Caregiver System Interface
This module provides the caregiver data entry, client information, geographic maps and work instructions. Allows caregivers to:
- Update their availaibility schedule
- Mark off task check sheets
- Record client data
- Send person to person messages to co-workers and managment
- Supports real time data interfaces with 3g/4G devices: blackberry, Iphone, Notebook/Netbooks, or store and forward with WiFI equipped: Notebooks or Netbooks
Client Signature Capture
Mobile signature capture pad for use with CMS2GO Netbook or Notebooks solutions above
EDI Billing Interface
Optional EDI translator/ transmission module for sending/ receiving EDI 835/837 information to Medicaid and Medicare trading partners. Mapping to Insurace carrier trading partners is avaialble on a case by case basis
Accounting Interface
Optional UA Accounting System Module provides:
- HR records
- Payroll
- Customers / Third Party Accounts Receivable
- Invoicing, Statements, Payments, Deposits, Collections
- Vendors -- Bills / 1099 Employees
- Check printing, Bill payment, check book(s) reconciliation
- General Ledger -- Financial Statements/ Budgets
