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OCS-Visit

OCS-Visit. Importing Your Utilization Data Using the OCS-Visit Tool Provided by OCS Education E-learning Network. Articulate Presenter -Control Features. Our Mission To contribute to client success by providing information that improves organizational performance and patient outcomes.

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OCS-Visit

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  1. OCS-Visit Importing Your Utilization Data Using the OCS-Visit Tool Provided by OCS Education E-learning Network

  2. Articulate Presenter-Control Features

  3. Our Mission • To contribute to client success by providing information that improves organizational performance and patient outcomes.

  4. Agenda • Overview of Importing • What’s the Point? • The Basics • Getting Started • The Detail • OCS-Visit (Visit Import and Statistical Information Tool) • Final Thoughts • Resources Available

  5. 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: ___________________

  6. OCS-Visit - The Detail • What is it? • A software tool to pull utilization data from the electronic claim files (EDI) into the OCS-OASIS database • Functions? • 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

  7. 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

  8. OCS-Visit • Data Flow

  9. OCS-Visit-Getting Started Login to OCS-Gateway with your unique User ID and Password

  10. OCS-Visit - Getting Started

  11. OCS-Visit

  12. OCS-Visit - Setting User Preferences OCS-Visit - Setting User Preferences

  13. 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

  14. 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

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

  16. 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

  17. OCS-Visit - Setting User Preferences-(cont.) • Save and Close • Once User Preferences are complete • User Preferences can be changed at any time

  18. OCS-Visit - Importing Utilization Data

  19. OCS-Visit - Importing Utilization Data (cont.)

  20. OCS-Visit - Importing Utilization Data

  21. 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.

  22. OCS-Visit - Importing Utilization Data (cont.) • 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.

  23. OCS-Visit - Importing Utilization Data (cont.) • 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)

  24. OCS-Visit - Importing Utilization Data (cont.) • 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.

  25. OCS-Visit - Importing Utilization Data (cont.) • 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

  26. OCS-Visit - Importing Utilization Data (cont.) • Error Guide

  27. Resources • OCS Website www.ocsys.com • OCS e-Learning Network http://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.asp • Group WebEx Presentations • OCS eDGE (electronic Discussion Group & Education) • http://ocsedge.activeboard.com/

  28. Additional Resources • OCS-Visit User Guide • http://marketing.ocsys.com/e-learning.asp • OCS Client Services • Call 1.866.641.TECH (8324) • Email tech@ocsys.com • Live Chat • The OCS-Website: www.ocsys.com • Additional training courses and educational seminars • Important information • Software updates

  29. For More Information

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