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

2. www.ocsys.com  © 2008 OCS, Inc. 2 Articulate Presenter -Control Features

3. www.ocsys.com  © 2008 OCS, Inc. 3 Our Mission To contribute to client success by providing information that improves organizational performance and patient outcomes.

4. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 8 OCS-Visit Data Flow

9. www.ocsys.com  © 2008 OCS, Inc. 9 OCS-Visit-Getting Started Login to OCS-Gateway with your unique User ID and Password

10. www.ocsys.com  © 2008 OCS, Inc. 10 OCS-Visit - Getting Started

11. www.ocsys.com  © 2008 OCS, Inc. 11 OCS-Visit

12. www.ocsys.com  © 2008 OCS, Inc. 12 OCS-Visit - Setting User Preferences

13. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 17 OCS-Visit - Setting User Preferences- (cont.) Save and Close −Once User Preferences are complete −User Preferences can be changed at any time

18. www.ocsys.com  © 2008 OCS, Inc. 18 OCS-Visit - Importing Utilization Data

19. www.ocsys.com  © 2008 OCS, Inc. 19 OCS-Visit - Importing Utilization Data (cont.)

20. www.ocsys.com  © 2008 OCS, Inc. 20 OCS-Visit - Importing Utilization Data

21. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 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. www.ocsys.com  © 2008 OCS, Inc. 26 OCS-Visit - Importing Utilization Data (cont.) Error Guide

27. www.ocsys.com  © 2008 OCS, Inc. 27 Resources OCS Websitewww.ocsys.com OCS e-Learning Networkhttp://marketing.ocsys.com/e-learning.asp ◘ Anytime! Anywhere! ◘ Self-Paced −On-line trainings ◘ Recorded ◘ WebEx presentations −Access Training Calendarhttp://marketing.ocsys.com/training_calendar.asp ◘ Group WebEx Presentations OCS eDGE (electronic Discussion Group & Education) − http://ocsedge.activeboard.com/

28. www.ocsys.com  © 2008 OCS, Inc. 28 Additional Resources OCS-Visit User Guide − http://marketing.ocsys.com/e-learning.asp OCS Client Services −Call 1.866.641.TECH (8324) tech@ocsys.com −Email tech@ocsys.com −Live Chat www.ocsys.com The OCS-Website: www.ocsys.com −Additional training courses and educational seminars −Important information −Software updates

29. www.ocsys.com  © 2008 OCS, Inc. 29 Speaker Information Sue Blockberger-Miller RN BSN OCS Director of Education sueb@ocsys.com 206.569.3084 Leslie Knudsen-Wells, RN BS Performance Improvement Educator lesknu@ocsys.com 866.641.8324 tech@ocsys.com 866.641.8324 www.ocsys.com For More Information