Finale Health logo

Call Sales: +1-800-668-7601

Demo
Login

Knowledge Base

Table of Contents

Export

  • Generate Export
  • Download / Submit
  • Manage Archived Batches
  • HHCAHPS
  • Managing Scheduled Visits
  • Editing Visits
  • Calendar Overview and Filtering
  • Finalizing Visit Details

Plan of Care

OASIS

How to Add Patients | Intake

  • Enter Required Fields
  • Birthday
  • Address
  • Insurance
  • Check Eligibility
  • Prior Authorization (Skip if N/A)
  • Diagnosis (Skip if N/A)
  • Patient Condition (Skip if N/A)

Admin tab

  • Agency
  • Care Staff
  • Caregiver Skills/Qualifications
  • Certificates/Licenses
  • Market Source
  • Event Types
  • Insurances
  • Supply Items
  • Intermediaries
  • Note Templates
  • Health Care Facilities
  • Care Plan
  • Physicians
  • Clinical Lookup
  • Service Type
  • QA Checklist
  • Types of Care
  • Roles
  • Hashtags
  • Users
  • Users Logs

Key boxes and features

  • Patients
  • New Patient
  • New Care Staff
  • Export
  • Document Tracking
  • File Upload
  • Events
  • Weather

Homepage features

  • Search Bar
  • Switch Agency
  • Bell Icon
  • Envelope Icon
  • Printer Icon
  • Message Icon
  • Care Coordination Icon
  • Video Icon
  • Profile Icon

Main tabs overview

  • Dashboard
  • Admin
  • Payroll
  • Reports
  • Billing
  • Calendar
  • Applicants

Additional tabs

  • Today's Visit
  • Currently Hospitalized
  • Daily Eligibility
  • Patient Alerts/Notifications
  • Birthdays
  • Daily PECOS
  • OASIS 30 Days

Calendar

  • Accessing the Patient Schedule
  • Scheduling a Visit
  • Visit Time Management
  • Plotting Visits on Multiple Dates
  • Managing Scheduled Visits
  • Editing Visits
  • Calendar Overview and Filtering
  • Finalizing Visit Details

Payroll

  • Generate Payroll
  • Print Payroll
  • Search Payroll

Billing

  • Generate Payroll
  • Print Payroll
  • Search Payroll

EXPORT

Generate Export:

  • Access the export tool.
  • Set the payer option and SOC date range.
  • Generate the export file and select all items for export.

Download/Submit:

    • Define the date range for the exporteddata.
    • Download the XML file.
    • Revert if necessary and mark the export as accepted.
    • Select all items and generate a PDF if required.

Manage Archived Batches:

    • Specify the date range for archived data.
    • Download the XML file of archived batches and revert if needed.

HHCAHPS

  1. Batch Surveys >Payer Option> Month > Year
  2. Download/Mark As Submitted> Refresh > Un batch> Mark As Submitted
  3. All Submitted Surveys

 

Tips:

  • Double-Check Dates: Ensure the SOC and exported dates are accurate to avoid exporting incorrect
    data.
  • Validate Before Export: Validate the data before generating the export file to ensure correctness.
  • Keep Records: Maintain records of downloads and submissions for future reference and compliance.
  • Monitor Status: Regularly check the status of exports and updates to ensure proper processing and
    acceptance.
Demo
Login

schedule a demo