Encounter Date Report

Encounter Date Report – Overview

Reports>General>Encounter Date Report

Note: To access the Encounter Date report, you need to have the appropriate privilege granted by the Netsmart Homecare administrator.

Using the Encounter Date Report, you can track what patients need clinical face-to-face encounters based on the information entered on the Admissions & Status – Encounter Information Tab in the Admissions & Status window. According to regulations, for home health patients, a face-to-face encounter must occur up to 90 days prior to the start of care or within 30 days of the start of care. For hospice patients, an encounter is required no sooner than 30 days prior to the third benefit period and every subsequent recertification.

The report can be generated in two modes depending on the patient class:

>	Home health (see, Encounter Date Report – Home Health Patients).

>	Hospice (see, Encounter Date Report – Hospice Patients).

You may also specify the level of details you want to include in the report using the Consolidation tab For each level, you should define the values that you want to include.

Encounter Date Report – Home Health Patients

Home Health mode of the report shows admissions with the encounter records for active and prospective home health patients. Encounter records are shown in the report on the following conditions:

>	Patient's admission (or referral period) contains records on the Admissions & Status – Encounter Information Tab. Otherwise, admissions are shown in Admissions Without Encounter Records.

>	Patient's class is home health on the date when the encounter record was created.

>	Encounter record start date falls within the selected date range.

To view the encounter records, you must select all or specific encounter statuses in the Status section of the Define tab.

The following table describes the fields in details.


Field	Description
Insurance Code	Patient's insurance code entered in Patient>General>Payers. Note: Prospective patients may not have the payer assigned yet.
Patient Code	Patient code from Patient>General>Basic.
Patient Name	Patient's name entered in Patient>General>Basic.
Referral Date	Date of referral for prospective patients entered in Patient>General>Admissions & Status.
Admit Date	Date of the patient's admission in Patient>General>Admissions & Status.
MD#1	Patient's primary physician entered in Patient>General>Admissions & Status.
F2F Resource	Patient's inpatient physician (if defined) entered in Patient>General>Admissions & Status>Encounter Information.
Encounter Date	Date of documenting the updates to face-to-face encounter information entered in Patient>General>Admissions & Status>Encounter Information.
Encounter Status	Status of the face-to-face documentation (pending signature, signed, or rejected) entered or automatically completed in Patient>General>Admissions & Status>Encounter Information. If the status of face-to-face document is rejected, you can view the physician who rejected the document. If the face-to-face document is rejected in Transactions>General>Process Signed Documents, you can also view the rejection reason.
Encounter Type	Information about face-to-face encounter and its documentation entered or auto filled in Patient>General>Admissions & Status>Encounter Information.
Note	Notes that were entered during processing face-to-face documents in Transactions>General>Process Signed Documents.

Encounter Date Report – Hospice Patients

Hospice mode of the report shows admissions with the encounter records for hospice patients. Encounter records are shown in the report on the following conditions:

>	Patient's admission contains records on the Admissions & Status – Encounter Information Tab.

>	Patient's class is hospice on the date when the encounter record was created.

>	Encounter record start date falls within the selected date range.

To view the encounter records, you must select all or specific encounter statuses in the Status section of the Define tab.

The following table describes the fields in details.

Field

Description

Insurance Code

Patient's insurance code entered in Patient>General>Payers.

Note: Prospective patients may not have payers.

Patient Code

Patient code from Patient>General>Basic.

Patient Name

Patient's name entered in Patient>General>Basic.

Admit Date

Date of the patient's admission entered in Patient>General>Admissions & Status.

CTI Days

Total number of days preceding the first and subsequent 60-day benefit periods (calculated basing on CTI dates in Patient>Documents>Certification of Terminal Illness). For example, it will be 180 for the first CTI Form C, 240 for the second one, and so on.

CTI Date

Start date of the 60-day benefit period for which the face-to-face encounter is required taken from Patient>Documents>Certification of Terminal Illness.

Encounter Date

Date of documenting the updates to the face-to-face encounter information entered in Patient>General>Admissions & Status>Encounter Information.
If the patient has two 60-day benefit periods, encounter records are sorted as follows:

>	Under the first 60-day benefit period – all encounter records entered before the start date of benefit period and 30 days after it.

>	Under the second 60-day benefit period – all encounter records entered after the benefit period start date and 30 days before it.

Encounter Status

Status of the CTI Form C (pending signature, signed, or rejected) entered in Patient>General>Admissions & Status>Encounter Information.

Note: If the CTI Form C is rejected, rejection date and rejection reason are printed under the encounter status.

Encounter Type

Detailed information about face-to-face encounter and its documentation entered in Patient>General>Admissions & Status>Encounter Information.

Generating the Encounter Date Report

1.	Go to Reports>General>Encounter Date Report.

2.	On the Define tab, change the default date range for the report as appropriate.

3.	From the Mode drop-down list, select the patient class (hospice or home health).

4.	Select to include all or specific patients.

5.	If you want to preview the notes, select the Include Notes check box (for home health mode only).

6.	Select encounter statuses that you want to include.

7.	Enter the values on the Consolidation tab fields as appropriate.

8.	Click the Preview tab to generate the report.

If you change the criteria on the Define tab after preview, you should close and then open the Preview tab again to reflect your changes.

9.	If needed, print or save the report in the necessary format using the Preview toolbar.