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Deleted tasks may be restored by someone with the “Access Patient Schedules Roles” To restore deleted task from the patient’s Episode Page perform the following steps: 1. Click Tools from the toolbar. 2. Select Show Deleted Tasks. 3....
Inactivating can also be called a "soft delete"--while the episode is no longer a part of the patient's record, it can be reactivated later, if needed. To inactivate an episode, from the patient's Episode Manager page perform the following steps: 1. Cl...
You can schedule tasks such as clinical assignments from the patient’s Episode Manager page. Once a task is scheduled, it's accessible from the assigned user's HotBox. To schedule a task from the patient’s Episode Manager page perform the f...
After discharging a patient, you may need to bring that patient back on to service. In that case, you will readmit the patient by creating a new admission/episode by performing the following steps: 1) Click Go To and select Patient Manager. 2) Click th...
Episode comments may be used to communicate general information, e.g., primary caregiver contact info, patient comprehension limits or preferred educational method, presence of animals in the home, or co-morbid conditions impacting patient behavior to e...
Step 1. Log out of WellSky Step 2. Select Settings Icon Step 3 Scroll down and on the left hand side select Safari Step 4 Scroll down and on the right hand side select Request Desktop Website Step 5 Turn the Toggle Switch Off. Step 6 Log back into WellS...
It is recommended that you save your work frequently while in process of completing a note - many clinicians save each section of work completed before going on to the next section so that if they lose their internet connection, you won't lose the entir...
You must select the correct benefit period on which the patient was admitted. It is likely that the benefit period on which the patient was admitted was incorrectly selected. For your reference: First and second benefit periods are 90 days in length Thi...
You are only able to update the LOC if the claim is in a Pending Creation or Pending Approval status. Any claims after this status is considered "locked down". Claims in In Pending Payment tab: Mark the claim as rejected, then go to the Rejected/Cancell...
To create an episode for an existing patient, from the patient's Episode Manager page:
ClickFileon the toolbar, then selectNew, then selectEpisodefrom the submenu. Select theStart of Care Datefor the episode. Existing admission periods are displayed; i...
If you accidentally created and scheduled in two episodes for the same cert period, you can consolidate them into a single episode.
Steps
From Episode Manager: ClickView Episode List.
ClickTools Merge Episodes.
Select the two episodes you want to merg...
Test/mistake patients cannot be ‘deleted’ entirely from the system, but they can be hidden which will prevent them from pulling to reports in WellSky. Users with the Add and Edit Patient Information and Access Reports/Admin roles can make t...
Create an auth request from the toolbar
If you want to create an auth request from the toolbar, you must first be looking at a patient's chart--this "tells" the application which patient the auth is being created for.
From the toolbar: ClickFile, then s...
The Medical Record Number can be only added or changed if the Auto-Gen MRN setting is "Not" enabled or disabled. The Patient's MRN can be added or changed from the Edit Admission page and the Edit Episode page. To change the MRN for the episode, fr...
Users with the Add and Edit Patient Information user role can add a Level of Care for the patient. To do so, from the patient's Benefit Period Manager page: 1. Click View 2. Select Level of Care 3. Click the Add LoC button 4. Enter the Leve...
Users with the Add and Edit Patient Information user role can add a Level of Care for the patient. To do so, from the patient's Benefit Period Manager page:
1. Click View 2. Select Level of Care 3. Click the Add LoC button 4. Enter the Level of Care in...
Steps
To edit an admission period, from the patient's Episode Manager page: ClickViewin the toolbar.
SelectEpisode List.
Select theAdmissionyou wish to edit.
Editdetails as necessary. Changes made to the Start of Care Date and Referral Date will reflec...
Delete a task
To delete a task, from the patient's Episode Manager page: Select the task discipline.
SelectDeletefor the desired task.
There is no confirmation warning upon deletion, so be sure to confirm the tasks you have selected before continuing. ...
Steps
From Billing Manager: ClickRAPorEOE, depending on the type of claim you wish to correct or cancel, then selectRejected / Cancelledfrom the drop-down list.
Filter by branch, payer, and/or search, as desired.
Select thetype of claimyou wish to corre...
For deceased discharged patients Medicare requires two pieces of information on the claim.First, is the Patient Status of 20-Expired. Second, you'll need to add an Occurrence Code of 55 with the date of the death. This can be accomplished in Billing Man...
To record and submit a missed visit, from the HotBox: Click themissed visit iconon the task row to access the Missed Visit form.
Indicate whether or not youtraveled to the patientfor this missed visit. IfYesis selected, you must indicate the time you at...
Invite a physician to use Physician Access
To invite physicians to register, from the Physician Manager page: Click thephysician's nameto view the Physician Profile page.
ClickToolson the toolbar.
SelectInvite Physicianto create invitation.
Confirm the...
Patient Count / Unduplicated Census Information Patient Rosterprovides: The Date Range Beginning/End option restricts included patients to only those with a visit scheduled in that date range A listing of unduplicated patientsifthe agency has entered re...
Steps
To use dual signature functionality: Assign the Case Manager user role to the assigned therapist.
Review the user roles assigned to the assigned therapy assistant.
Add license information to the therapy assistant. 1. Assign the Case Manager user ...
Eligibility checks only function for Medicare patients, based on the patient's entered Medicare number. Schedule a Medicare instant eligibility check
From the patient's Episode Manager (alt + e) page: ClickMiscto view the miscellaneous task scheduling ...
Steps
To revert the status of an order, from the patient's episode: Click theOrderstab and locate the order you want to revert.
Click theDetailslink to open the order.
ClickTools Revert Status. Clicking Revert Status a single time reverts the order by a...
By default, the oldest items are at the top of the page and the newest items are at the bottom; however, you can filter, group, or sort your HotBox to gain easy access to your most important tasks.
Remember that patients whose names appear in red are pa...
Steps
From the Reports/Admin page: Click thePending Admissionslink.
Click theNon-Admissionbutton on the patient's row.
Selectreason(s)for non-admission status.
Enter acomment, as appropriate.
Click theComplete Formbutton. Results The patient is added to...
Steps
From the patient's Episode Manager page: ClickDetailsfor the task you wish to reopen.
ClickToolsfrom the toolbar on Task Details page.
SelectReopen Task. Results The task now has the status of Reopened and can be edited by the appropriate personn...
From the report, you can review what tasks have been completed or assigned for a given user and reassign visits as needed.
Report options
The Schedule Report has a number of filter options that you can use to customize the report to fit your needs. The ...
To edit an episode, from the patient's Episode Manager page: ClickEditfrom the toolbar.
SelectEpisode.
Click on a field to modify the episode information you wish to edit. Multiple fields may be edited before changes are saved. Changes to the Start of...
Patient Communication Tasks allow you to communicate patient-related information and document it within the patient's chart. Use the "Send as K-Mail" option to send the text of the communication to those involved in the patient's care.
Steps
To complete...
To print a claim, from Billing Manager: Click theclaim status tabin which the claim is located. You cannot print a claim from theNot ReadyorReadytabs, as the claim has not yet been created at either of those points.
Click theprinticonfor the claim you ...
Edit a single user's roles
From the toolbar: ClickGo To Reports/Admin.
From theAdministrationsection, clickUsersto access the User Manager page.
Clickthe first letter of the employee's last nameto display a user list.
Click theemployee username.
ClickE...