New Features and Updates
Following are the changes in this release:
This release introduces enhanced role-based filtering for Care-Coordinators and Supervisors across key system displays. The new Care-Coordinator and Supervisor filters are now available in Client Listing, Caregiver Listing, Schedule Calendar, and Time Tracking views, with the logged-in user’s name selected by default. In Time Tracking views both filters are available, while Meeting View now supports the Supervisor filter. By default, users in these roles will only see Clients or Caregivers assigned to them.
Please note, in the current release, if the user does not have any clients or caregivers assigned to them in the hierarchy (care coordinater, supervisor, or manager), the user will see nothing in the list as a default filter. Admin users are also affected by this workflow. If you haven’t restricted the access in the Role Permissions, then the user selecting All in the filter, followed by Apply, will show the full list. This has been identified as a pain point and we are working on a fix to be deployed on priority. The fix is currently scheduled for deployment on Thursday, November 13th. We appreciate your patience as we work through this change.
Workaround: Deselecting the Show on Care Coordinator List, Manager List, and Supervisor List for the users will allow those users to see all clients and caregivers in their office by default rather than having to Select All and Apply on the list filters.
If you plan on using this function once it is corrected, you will have to reselect these items after the release.
These selections can be found in each user profile under Settings>>User Management>>Admin Users and Agency Users.
Schedule Calendar (Group by Client):
Schedule Calendar (Group by Caregiver):
Time Tracking Views
A new office setting, “Restrict Supervisors/Care Coordinators to Their Own Caregivers/Clients”, allows agencies to control visibility. When enabled, these filters are locked, and users are limited to viewing only their assigned records. If this setting is updated, users must re-login for the changes to take effect.
When the setting is disabled:
When the setting is enabled:
Upcoming releases will introduce this feature to more displays. To ensure the setting updates are reflected, users should log out and sign in again.
Caresmartz360 is now integrated with HHAeXchange via API in the state of Oklahoma for the following payers.
| MCO/Payer | Initials |
|---|---|
| Aetna Better Health of Oklahoma | ABHO |
| Oklahoma Complete Health | OCHC |
| Humana Health Horizons – OK | HHHO |
System will allow the users to add the Location code wherever the clock-in and/ or clock-out is more than 1500 ft from client’s primary address. Users will enter the Location reason code on the CareBridge Manual data post screen where the visits are not posted, a new tab with Location Reason will appear. A list of schedules will be populated where the clock-in and / or clock-out has been done via GPS i.e Caregiver app / Caregiver portal or done Manually. List of Visits will be populated where the clock-in & clock-out is done more than 1500ft for PCS visits. Once the data is posted, visits will be shown under successful status & move out of the Location reason tab.
Please note that the user will have the option to add the reason codes in single visits or in bulk as per their preference. This will be required only in case of PCS visits, that is where the type is personal care.
Late reason codes will be shown to the user on the Time tracking screen → Missed view for both PCS & Home health on the following lines:
1. For Personal Care Services, a visit is considered late if check-in occurred between 15 and less than 60 minutes after the scheduled start time.
2. For Home Health, a visit is considered late if check-in occurred between 60 and less than 180 minutes after the scheduled start time.
Missed reasons & action taken will be required in the system on the time tracking screen ->Missed Visit view for PCS under the following conditions:
1. For Personal Care Services, a visit is considered missed if check-in occurred greater than or equal to 60 minutes after the scheduled start time.
User will have the option to add reason codes / Action taken in Bulk as well as it does in the current functionality.
For PCS & Home health Services, this will be linked to the configuration where Service type is configured under settings. Based on the type selected, the above logic of considering when late will have to be taken care of.
The file naming convention for CO Medicaid EDI file has been updated as per the suggested by CO Medicaid.
Below is the standardized file naming convention that trading partners must use to name all files before uploading them:
<TPID>-<TransactionType>-<yyyymmddhhmmssSSS>-<MiscParameter>.<File Extension>
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