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HFS User Manual - Health Financial Systems

1. Before we go any further let s address backward compatibility We know that many of our clients already have set up extracts in older versions of the software You may access these extracts by clicking the Open button The following screen to be displayed 2013 By Charles Jc ighis reserved 27 HES Medicare Cost Report Software User Manual 10 10 2005401 PM Ele Folder di Sarple Fee 4320081138 Fie Folder 0 001 Monday 10113 20081245 File Folder 250 96 006 158 CSDK Fie Lastest 10 20081158 CSDKFIe 102 2008140 AM CSDK File Seek filo previ CMCRIFS2 2552 96 cox You can then use this open file window to locate and select the old extract specifications Once you select a file the system will make a copy of that file in the new format csdx Any changes that you make will only be in the new extract file format The old format sd extract specification file will still be available in its original form for use with older software The same screen can be used to create a new Specification Group or to open existing Specification Groups To create new Specification Group click on the Open Folder icon as you would to access old format specifications Enter a new file name in the File Name box You now create one or more project Specifications for that Specifications Group To open an existing Specification G
2. When seeannalne bear e ries EDE pie Only if exiting detal is Only existing detai is blank O Ory ong denise Cone E O oly teeta tal E eri feng da cane sem Information 2 nomm p S Tete Fs opare aways ponet tefore starina he actora caen process After reviewing the Difference Report you may need to add change mapping information to the provider cross reference or for an individual revenue code on a specific report The advantage of using the provider cross referencing is the information can be used for the subject revenue code for all reports for all components 7 12 Delete a Report To delete a report first click on or view the report you want to delete Next click the Delete Report button on the toolbar The following confirmation dialog box wil appear before the reportis deleted 2013 by Charles Bugs Jc ighis reserved 135 HES Medicare Cost Report Software User Manual Seas pr ES 7 Tesi Mis REET FE M ema 2 fossa zs ona 3m osan ESO Note Right click on a highlighted report to import provider cross reference from a previous PSAP file into the current report create a new report or delete or rename the highlighted report 7 13 View Print the Difference Report The Difference Report shows the as submitt
3. ntes and Residents Report To components forthe selected fom 41 9 2 Import Batch ECR In addition to being able to import individual ECR files importing from the the ability to import multiple ECR files at once menu gives you 2013 by Charles Bigs Jc ighis reserved 43 medicare Cost Report Software User Manual Import Batch He ripe Orly Su acted tree wl poo Fies torpor Seet falters or tlesta be Process Cont Report les Folder Cont Report ies Potier Seca fee vere cast es bo costed Ecover The Import Batch dialog box provides the following options import all ECR files regardless of type from a folder Import certain selected ECR files Choose the folder in which you wish to save the newly created MCR files 4 1 10 Export ECR The Export ECR File function creates an EC file a Print mage file a compressed self extracting Print Image file and an encrypted Settlement Signature Page The Settlement Signature Page is a PDF file and is printed during the ECR Export process The term ECR file actually refers to three of these files the EC file Print mage file and the Compressed Print Image file Al three of these files are submitted to your FIMAC are collectively referred to as the ECR file The PDF of the signature page is not submitted The signed printed copy of the signature page is submitted with your ECR files To cre
4. The Auditor screen shows up at the bottom of your regular cost report screen so that you can still view and work on your original cost report You can re size the Auditor window by clicking on the top edge of the window and then dragging it up down The system will remember your size preference the next time you start Auditor Notice the tabs across the top of the Auditor screen The system defaults to the Main Adjustments tab This list shows the existing main audit adjustments in sequential order This screen gives you the ability to exclude or tag a Main Adjustment and you can see whether the adjustment has been applied You wil find the full text of the adjustment description in the Notes text box The first line of the note is displayed next to each adjustment number You can enter a work paper reference in the Work paper text box When you click on the next main adjustment number its information will be displayed in the Notes and Work paper text boxes When you cick on the Details tab you wil be able to enter the individual detail adjustments within each main adjustment You can customize this screen see the Auditor Options and Utilities sections in this manual withthe fields with which you want to work All you have to enter is the worksheet part program component line column action and amount While viewing the Details screen you can switch to another main adjustment by clicking on the drop down box that shows t
5. deer conor Termine moea otc db Updates on XCEL Gays Housecall Home Heath 12 20 20101223 PM Office bice C Mes Gertoceainenetiam Micon oee C dimUeWeera Bratt ame Sex ype CV otup Fe He olden Save extract fle as window This window will alow you to specify a name for the file where you want the file written and the format of that file Select the file type in the Save As Type list Click Save and your extraction specification will run and the output file you specified will contain your results A file with lines of data like this willbe produced 3023260 4 00 38860 00 2 00 3640574 D5181 37 00 2 D5181 37 00 3 PTT by Chas HBr TF TTT Data Extractor 210 E 1181 1 00 2 00 20225653 2 1181 1100 3100 00 00 00 Notice that there is only one comma in this file All worksheet identification data is located to the left of the comma This is done to simplify searching for data in Excel I the extracted data is formatted as text date or if there was no data in the specified location the extracted data will be enclosed in quotes 2013 by Gharles Briggs Jr igs reserved 21 Batch Data Extractor Batch Data Extractor is a useful adaptation of the HFS Data Extractor tool Like Data Extractor with Batch Data Extractor you can extract data from a cost report The data is extracted and formatted as a co
6. Introduction to 252 calculated lt Available Files List The administrator of the API can control what files will be exposed to the API When this listis controlled the API end user cannot add to the list of files available to the API but can query a list of those files so they can start building their requests This approach is useful when you want to limit the file set that can potentially be modified by users of the APL Extraction Formats Because our clients use our data differently different fle output formats have been requested for the API to produce Comma Separated Value CSV This is a standard format supported by almost every spreadsheet manufacturer Each field is surrounded by double quotes regardless of data type and separated by a comma from other fields Look up CSV This formatis similar to the standard CSV format with the exception that some fields are combined into a look up format that is useful when developing queries using Microsoft Excel Extensible Markup Language XML This format is a very flexible text format designed to transfer large amounts of variable type data in a way where that data can be easily extracted This format follows the W3C3 specifications To use this format more programming knowledge is required of the API end user however the resulting data typically contains more information than the CSV formats API Layout Overview The following is an o
7. w Note By clicking on a component the reports associated with that component will appear in the top of the screen Clicking on individual reports will display the report with all the revenue codes dates of senice and PS amp R amount 73 Sort PS amp R Data The default sort order is by revenue code and then by date of service You can sort by column by clicking on the column heading Qe en Loe Ps am om 2 am i im mam snes BEBE dE am om i oo m asso aay EGET AES aa Note There are no duplicate dates of service a13 8y Chas Briggs Ta TS PS amp R Reconciliation 122 74 Manually Input PS amp R Data The PS amp R feature allows you to manually enter data if extract fles are not available To do this click on the component that you wish to create a new report for and the following screen will be displayed z rw s Here you can create new reports by choosing from a list of standard reports see below 2013 by Charles Bugs Jc ighis reserved 323 HES Medicare Cost Report Software User Manual SS Place a check next to each report to add then press the Finished button Reports selected that are al
8. temena deta s bank Oniy f erstma deals ark Des ems D Oniy erstma detalis oode niy exito detal FT Aves prompt betore staring the automate sent poss There are two categories of options regarding the behavior of worksheet assignments The first option controls what happens when PS amp R data is assigned to a worksheet and there is already an existing PS amp R assignment for the same worksheet ine column etc You can replace the existing detail Oriy if the detail is blank Always Never The next series of options relates to what happens when line numbers and statistic codes are assigned to PS amp R report data Your choices are to replace the existing detail data Oriy if existing detail is blank Always Onlyif existing detail is a stat code a13 8y Chas Brg Ta TGS Taser The Main Menu 76 Only is existing detail line Never The last set of options for the controls the behavior of Audit adjustments exported to the PS amp R as worksheet assignments These options are for use by Medicare Auditors and are not used by cost report preparers 45 The Tools Menu There are many powerful features on the Tools menu Tons Window Hep CMS 339 Questionnaire Data Extractor Lookup CBSA Codes Lookup Wage Index Factors Acceptabiity Chedkist Threshold PSR Reconciation Medicare Audtor Management Rep
9. Introduction to API Overview of the HFS Application Programming Interface The HFS Application Programming interface is a set of functions made available to external programs to allow those programs a way to communicate with the HFS Medicare Cost Report MCRIF32 software This communication is performed through a structured command language that tells he MCRIF32 software what type of tasks to perform Commands can be sent to extract specific worksheet data to write specific worksheet data or to perform operations on cost report files Purpose The purpose of the API is to assist in the automated processing cost report data through user defined tools without the need to open the MCRIF32 software or use the graphical user interface GU of that software This allows your staff even with minimal programming knowledge a powerful mechanism for cost report data mining Capabilities Listed below is a list of capabilities built into the as of 4 26 2012 lt Data Extraction Commands can be sent to the API to extract data from specific worksheets within the cost report You can extract data from one or more worksheets and from any number of fields on those worksheets all with a single command Data Push Commands can be sent to the APIto push data to specific worksheets within the cost report As in data extraction you can push data to one or more worksheets and to any number of fields on those worksheets all with a sing
10. Medicare Cost Report Software User Manual 821 83 84 85 86 87 88 89 8 10 8 1 9 9 1 92 93 94 95 96 97 98 10 10 1 10 2 10 3 10 4 10 5 10 6 10 7 10 8 11 Shortcut Keys 155 Applying an Adjustment 156 Print Options 159 Auditor Options amp 164 Importing Adjustments 167 Reorganizing Adjustments 168 Add Delete Cost Centers 169 Move Change Combine 170 Impact Report 171 Same Cell Adjustments 173 Management Reports 175 Current and Prior Year Files 175 Cost Center Matching 177 Cost Center Criteria 178 Specifying Tolerance Criteria 180 Global Tolerance Criteria 182 Running Reports 185 Printing Reports 186 User Defined Groups 187 2552 10 Management Reports 189 Specifying Prior Year amp Current Year Files 190 Cost Center Matching 191 Cost Center Criteria 193 Specifying Tolerance Criteria 193 Global Tolerance Criteria 195 Printing Reports 197 Running Reports 197 User Defined Groups 199 Data Extractor 201 52015 by Charles Boge gh reserved contents v 112 113 12 124 122 123 124 13 134 132 133 134 13 5 136 137 138 14 15 16 17 18 19 20 20 1 Selecting Output Options 208 Extract Specifications 204 Extracting Data 208 Batch Data Extractor 211 Search Criteria 212 Data Specifications 215 Specification Groups 215 Data Extraction 221 Automated Account Interface 228 Import 224 T
11. Welcome 6 Software Preferences and Options The Options screen has been reformatted to show you all of the available options in a tree structure rather than in tabbed format Options for all features are located in this one place so you always know where to find them in addition to the format change new options have been added such as the Headlines option To explore these options click the Options menu and then select Preferences Improved Cut Copy and Paste These features perform like other Windows programs If you are pasting multiple cells of data into your report you can just click the first cell and the system will paste all of the information Also if the source of your data is formatted with commas or decimal places the system will automatically convert it to our screen format with no commas and no decimal places Add and Delete Line Buttons These buttons detect if the worksheet is appropriate for adding or deleting cost centers or lines While viewing some forms you can add or delete lines You can also add lines to the adjustment forms and the balance sheet form 2013 By Charles Briggs Jr ighis reserved Software User Install amp Update the Software Inthis section you will learn how to install the cost report software and how to perform periodic updates in the future See also Installation Check for Updates Network Synchronization Uninstall 24 Installat
12. ES FE ine Vno em 1984 99 oh a roges imma san u geen aam unma Verify Version will check all HFS cost report software subsystems for errors and indicate in the status column the condition of the software subsystem In this example there were errors detected in the Interface program and the ESRD 265 11 program To see details about the error detected click on error To return to the first screen and see the instructions click instructions 4 4 6 FI Options As the name indicates this section is not intended for use by cost report preparers PTF 8y Crates Brg Ta TS Taser The Main Menu 74 44 7 PS amp R Options Select PS amp R Options to configure preferences for the PS amp R feature The only option available on the PS amp R Options screen is Do not print lines with zero statistic amounts Click Assignments to see the PS amp R Assignments options 2013 By Charles Jc ighis reserved HES Medicare Cost Report Software User Manual Pelerences 4 Fom opter Assignments sep Custome your assormereprocesing for the PSSA moon spot Aser stat When a matting found Whanassginge numbers or sate cete ring deat ide rice te
13. Notice that you can have a completely separate Tolerance Criteria for Capital Cost Centers Worksheet A lines 1 through 3 This allows you to specify a more restrictive Tolerance Criteria for Capital Cost Centers since capital costs have been passed through in previous years To clear all tolerance from all reports or selected reports click the button in the upper right comer See red circle 10 5 Global Tolerance Criteria Entering Tolerance Criteria for each report can be very time consuming because there are so many reports To apply Tolerance Criteria globally to all reports or a selected group of reports use Global Tolerance Criteria To use this option cick on the Global Tolerance Criteria tab PTF 8y Crates Brg Ta TS Taser 2552 10 Management Reports 196 Toerance Rp Repon selected Rep unt Diference E Percent Difference E Difference of Percents 7 Percent Dfference Medicaid Reimbursement Enter the desired Tolerance Criteria When finished select All Reports or Selected Reports To apply the Global Tolerance Criteria click Apply Once the Tolerance Criteria have been set up and applied you can save them as a template for future use Click Settings At the bottom of the Settings screen under the heading Menu File click the Save button to save all your criteria in a menu file The extension used for the file is system specific For the Hospital
14. Recent Files Customize your acer Hes stings sent tne entente n psu B Eum p2r er poc Ego ARE pee ed Enter the number of recently used fles you want o be displayed when you select Recent Files from the File menu You will see a list of the most recently used files To clear the list and start building a new list as you open more files click the Clear List button Environment Select Environment to configure Environment options 2013 By Charles Jc ighis reserved 63 urs Medicare Cost Report Software User Manual Environment or sotare envronmert tabs for open Sow Betten po p Enid Aitor pum System pum Fan optons You can choose to display the Task Pane Show tabs for open forms Show file tips in Explorer Netsync This screen is also where you configure Netsync options See chapter 2 for a complete explanation of these options Headlines Select Headlines to customize the visible Headlines in the Task Pane 213 8y Charlas H E TF TTF The Main Menu 64 ema Scroll through the list of available RSS feeds and click to select or deselect items in the list Click to enable the option to fit
15. By default the software will be installed in CAMCRIF32 The setup program will create the default directory if it does not already exist When the setup program starts you will see a series of prompts tf this is not the first time you installed the software you will need to select the Modify option Follow the prompts until you see the Finish button Click the Finish button to close the install program A yellow HFS cube icon will be placed on your desktop automatically Double click the yellow HFS icon to start the cost report software Data files may be stored in and run successfully from any location including a shared network folder We recommend instaling the software on your local hard drive the program runs slowly when installed on a network the software should be installed on individual workstations HFS cannot predict network throughput speeds and other variables that may cause the program to run slower than expected The program can only work as fast as your network allows The cost report program runs fastest when installed on your local hard drive Storing your data files ona network should not have any affect on the software s performance a13 8y Brg Tea TS Taser Install amp Update the Software 14 2 2 Check for Updates The importance of periodically updating your cost report software cannot be sufficiently emphasized CMS regularly publishes instructions to cost report vendors regarding softwar
16. me SERE To exclude adjustments select or clear the Exclude check box for each adjustment The detail of excluded adjustments are not modified if the adjustment is excluded However if you choose Apply All Adjustments the excluded adjustments will not be applied To restore the adjustment to active status clear the Exclude check box You can delete an adjustment Select an adjustment Then on the Edit menu select Delete or right click on the selected Main Adjustment then click Delete Note The CMS Financial Management Pub 100 06 Manual requires that when MACs give the provider an updated Audit Adjustment Report the MAC must identity the adjustments that a13 8y Charles Bg Te a Ta Taser Medicare Auditor 158 have changed since the report was last given to the provider The HFS system allows you to mark the date of the Adjustment report as the date the Audit Adjustment Report was last given to the provider If an Audit Adjustment report is run in the future it would indicate in the audit description which audit adjustments have been modified since the report was sent to the provider You can view the impact of applied adjustments by opening the worksheet where the adjustment was applied Next on the View menu click Adjusted Report Then open the desired worksheet to see the impact of the adjustment in the Adjusted Report After this option is command is selected all su
17. Add imported values to exiting values Subtract imparted values from existing values Remove existng data and replace it wth imported data The Import Wizard asks you to choose a destination and action for the imported data If you will be importing one file the default destination Workbook 1 and Sheet 1 should be left as is If you have multiple files to import and you want to be able to view them cross reference them and export them individually then you should choose separate Workbooks or Sheets When importing the data you have four Action options The first and fourth options replace data The first option only replaces the values dollars days etc The other replace option Replace existing data with import data deletes the entire sheet including all accounts labels dollars and cross reference information and builds a new sheet using only the information in the impor file The system will warn you before it actually deletes the existing sheet The second and third import options add or subtract the incoming values to or from the existing values in the AAI file These two options do not change the existing cross reference information A13 8y Chas Bg Ta TGS Taser Automated Account Interface 230 import Wizard import Print Options O Pint Preview O Pintto Fle 7 Printer Setup be net Prirt You can choose to Print Preview or Print to File the report You
18. E 1181 1 00 3100 0 2013 by Charles Briggs Jc ighis reserved 221 HES Medicare Cost Report Software User Manual Notice that there is only one comma in this file All worksheet identifier information is located to the left of the comma This simplifies searching through the extracted data I the data is text or date formatted or if there was not data to extract on that line the extracted data or null value will be enclosed in quotes 124 Data Extraction The third configuration section is Data Extraction Click Data Extraction to open the Data Extraction screen Data Extractor TT Ee EUER 7 UHR I PETTEN ime Data Spectators output Type z Select fon one of your predefined dara spec select the type of le to creme ISSN V comme septa gt Gps v use reqetered search E de H Copyright 2006 2011 by Chartes Briggs AI rights reserved Closed The first step is to choose the type of cost reports you want to extract data from Select a type of cost report from the Data Source Type list Next select the data source You can select data from all cost reports in a folder or select specific cost report files to extract data from Select one option and then identify the folder or the cost report files The third step is to select a Data Specification Choose a specification from the list of av
19. I 7 LEME EG open Gose n tae open Form i Ifyou open worksheets the other buttons on the toolbar will be enabled The Add Lines and Delete Lines buttons are enabled only when you open a worksheet that you can modify by adding and deleting lines See also Opening a New Cost Report 4 1 2 Open File Click Open to open an existing cost report The process is exactly the same as previously described when opening an existing cost report from the Task Pane Note You can open more than one file at a time f you have multiple files open you can toggle between each one by clicking on the down arrow in the bottom right corner of the screen 2013 By Charles Bugs Jc ighis reserved 29 urs Medicare Cost Report Software User Manual Jevrsvanocwednes sy 06108170 28705 See also Recent Files 4 1 3 Recent Files Click Recent Files to display up to 35 previously opened files Clicking on any file displayed will automatically open that file 1 C HFSTEST 267 05 Testcase Rev4 mcr 2 C HFSWIN DcWednesday 06108170_28705 mor 3 CE VESWINVcWednesday nn mcr CH WESWINVeednesday 050 100T mcr 5 C p000test fieslz 140725 T8FD mcr 6 C 0000test files 2140725 A140725 MCR ZC HFSWIN pdThursday SENTRYO6_28705 MCR B C HESWIN DaMonday HC1206 mer 9 CHER ven mr ALC HESWIN ObTuesday HC1205 mer B CHESWIN DeMondey TFS123105 mcr CCHAWESWIN DeMonday 231064 mcr
20. inthis example the Emergency Department was selected and the Provider was already filed in When the Department was selected the Add button was enabled Click Add to add the Department 4 5 2 Restore Reorganize Data File From time to time cost report files are damaged and cannot be opened This utility is not for use on merx files The new merx file format is not susceptible to corruption errors unlike the Cobol based mcr files This utility only works with mer files When you try to open a corrupted cost report file you will see a 1520 error message like the one depicted below Unknown File Type 1520 We are unable to determine the type of file you are attempting to open because of bad or missing records in the fle To repair this fle select Restore Reorganize Data File from the Tools menu Ce As the message states this error can be resolved by running the Restore Reorganize utility the damaged file To use this feature click Tools and select Restore Reorganize Data Files Inthe Select File to Restore dialog box highlight the damaged file and click Open The process is very fast ittakes only a few seconds When the procedure is finished you will see the following message 2013 By Charles Jc ighis reserved HES Medicare Cost Report Software User Manual Information The original damaged fle is now named C MCRIFSZTEST TEST FILES 2552 test file 2552 mcr Damaged After
21. E Disk gt pp 5 Recent Places at rife we scone ORE Snorer JIMHSOTIA2M Mere ice EZS TAND DAZAM Mieco fice Eu S uber 9 Music b Homegroup computer amp ca RECOVERY D Filename NOTA es GOODI ew NOT ew ope Ris best to import the files at the same time Trying to import fles individually can cause problems if you inadvertently import one or more files more than one time Ifyou accidentally selected unrelated PS amp R extract files the files will not be imported The files willbe excluded from the import because either the cost report period or the provider number or both on the cost report s S 2 did not match the data in the PS amp R extract fles Select the files to import and click Open 2013 By Charles Jc ighis reserved 119 HES Medicare Cost Report Software User Manual TEES and Reimbursement Reports File Import O You will see the screen shown above The software will already have analyzed the files you selected to import and will show you which files have data that may be imported and will also show you files that do not See items 1 and 2 By default all components wil be selected for import If you u select any components the files that have data which may be imported may change Onl
22. The Delete Lines button works the same way as Add Lines except you delete a single line or a range of lines 4 2 3 Cost Center amp Statistical Setup This feature is used to set up cost center structures and statistics You can add and delete cost center lines by entering the line number in the Line Number box Once the cost center structure has been established for the overhead cost centers enter the stat code and label in the open cells to the right of each cost center 2 Label SS FTE MVE BRDSS SALARIES acem cast SaFT PLANT OPS A13 8y Brg Tea TGS Taser The Main Menu The following example illustrates adding subscripted line 9 01 The buttons at the bottom of the dialog box give you the option of Add Delete and Apply The Apply button will apply the cost center code indicated on the Apply button You can scroll through the list of available cost center codes and select a different code The system automatically retrieves the appropriate cost center code for the line number entered in the Line Number box EPIFT RE lsorr oLD sar ranr ors PATENT Days ascSS SALARIES GOES Stet Codes INSERVICE EDUCATION CQuMUNTCATIONS Ros coaer You can also click on the Stat Codes tab to the right of the Cost Center tab and
23. ttc Code and Description then press te Finahed button Static oes O User dered sait cea perpren Once the statistic is defined it must be entered When you define a new statistic you can either choose Cost Center based or User Defined The folowing screen shows Cost Center based The amounts you enter on each cost center will be used to allocate the account data to the lines A running total is kept at the left 2013 By Charles Jc ighis reserved Software User To modify a statistic click its Code in the top of the window You can also right click the stalistic s Code and get the option to add a new statistic delete a statistic or import a statistic If you have statistics from a Prior Year or in another AAI file you can click Import and bring them into this file 13 8 Export Click the Export button to export your data from the Automated Account interface to your cost report When you export AAI data you will be able to specify which workbook and sheet to export Click to select the workbook and sheet I there is only one sheet in a selected workbook the sheet will be automatically selected when you select the workbook TTB Charles Eggs Tr aI GS rese Automated Account Interface OK Select avevizheet to Wt ne srest sabe for exports T sheets Click the Options butto
24. 5 Fields Main Account Descripti _ ENV SVCSMGMT amp SUPEL amp Fields Sub Account Deserigtic A 7 Field Do Not Import Skip 0 8 Fields Do Not impor Skip O 9 Field DoNot impor Skip 0 10 Do Not Skip 10 E The system will read your file and show the first record in the Sample Data column Go to the Data Type column and click the down arrow to see the list of expected fields and choose the field that matches the Sample Data If the field should not be imported leave the Data Type set to Do Not Import Skip You can Save this Specification by clicking the Save As button and use this the next time you want to import a file in this format When you select an AAI file to import you will see the following screen which lets you pick what you want to import from the AAI ile 2138y Chas HBr Tea TGS Taser Automated Account Interface Import AAI Wizard Select the type of AAI data to import tom Man Account Labels sub Account Labels Unique Account Labels 2013 by Charles Bugs Jc ighis reserved 229 HES Medicare Cost Report Software User Manual Import Wizard Select where the data wil be imported Select the Worksheet Bock and sheet where you would Ike to import the data Worksheet Book Wodbodki Wl Sheet eet sj Select how the imported data wil affect exiting cata existing values that match the imported data
25. COST REPORT FILE PROCESSING ERROR 152013 by Charles Briggs Jc ighis reserved HES Medicare Cost Report Software User Manual This section shows the cost report files that were matched to a provider in the HORIS data but could not be properly processed when the system tried to verify that HCRIS data Ordered by provider number this section shows the provider name and number and the cost report file that caused the processing error This section will help you determine if all of the HCRIS data was properly processed any fles show up in this section reboot your computer and run the Wage Index Verification software again If you continue to have fles show up in this section call us so we can determine the problem Ideally nothing will show up in this section and you will see the message NONE FOUND DATAWITHOUT MATCHING COST REPORT FILE This section contains all of the HCRIS data that could not be matched to a cost report file Ordered by provider number this section shows the provider name number and fiscal year If all of the HCRIS data were matched to cost report files the message NONE FOUND will be printed inthis section This section will help you determine which cost report files you need to move into the folder that contains the cost report fles you want used for the HCRIS wage index verification D213 Chaos Eggs Tr I HGS
26. Hid 3 7 i penes 2 fepe ikl impen x m WEE pe 773 313 This screen shows an example of Worksheet S 2 with the required data entered in the cells for fiscal year and provider numbers Home Health Agencies also need to enter CBSA codes prior to importing the csv file to ensure the correct data is imported and the appropriate crosswak is applied to the imported PS amp R data HHA must enter CBSA codes in the following worksheet locations Hospital based Home Health Agency data 2552 96 amp 2552 10 is Worksheet S 4 line 20 SNF based Home Health Agency data 2640 96 is Worksheet S 4 line 17 columns 1 amp 1 01 2540 10 is Worksheet 5 4 line 22 free standing Home Health Agency S 3 ine 29 columns 1 amp 1 01 7 Open the PS amp R Reconciliation Tool Your cost report must be open before you can start the PS amp R Reconciliation tool On the Tools menu select PS amp R Reconciliation a13 8y Chas HBr Tea HS Taser PS amp R Reconciliation 116 450004 ELK GROVE HOSPITAL 4GT004 ELK GROVE REHAB 465004 ELK GROVE PSYCH 465103 ELK GROVE SNF 467004 ELK GROVE HOMECAR E Statistics System Defined User Defned E Cross Reference Standard Provider Note that the provider and sub providers and their respective provider numbers have been populated
27. Jr ighis reserved 355 HES Medicare Cost Re 8 21 Shortcut Keys CTRL P lopens print dialog box ICTRL TAB Switch to next tab CTRL SHIFT Switch to previous tab HTAB ICTRL SPACE Switch between main and detail tab ALT G Opens the Goto dialog box o jump to a specific main adjustment number HOME Move the cursor to the first cell on the row DOWN ARROW Will create a new detail line on the detail screen Execute the Finish or Ok button in any popup dialog boxes used by Auditor ENTER like apply screen Cancel any popup dialog box used by Auditor ike detail screen utilities and Esc apply screen Fi Opens Medicare Auditor Help F2 Clear date field F3 Set today date in the current date field F4 Open the calendar for the current date field Fe Show the detail screen for complex worksheet adjustments Create new main or detail adjustment depending on the screen you are lon Fo Permanently delete selected main adjustments F10 Jump to the main application menu bar BROT by Chaos Eggs Jr aU rese Medicare Auditor 156 Cut Copy Paste Commands In addition to the CTRL X CTRL C and CTRL V shortcut keys you can use the relative popup menu commands by right clicking on selected cells To select rows use the header on the left of the spreadsheet Create Adjustments From Worksheet You can create adjustments by selecting a cell or a
28. Page numbers Date and time on reports There are two additional options that restrict the types of reports that will be printed Select either option if you want to print Only Title or Only Title XIX reports The last option on this screen will Print Excluded Lines in the Management Reports feature You can select all or none or any combination of these options 700 Reports Optlons Select 700 Reports and then select the cost report type to configure available options A13 8y Briggs Ta TS Taser The Main Menu 60 Aven day Setter ce nt tay e e For each cost report type you can choose Settlement Data 2013 by Gharles Briggs Jc ighis reserved 61 ues mesic Cost Report Software User Manual 44 2 Setup Options Select Setup Options to configure the various software system options Fie Locations Sota were your are cated Click File Locations to specify one or more defaut fle locations for various types of cost report system files To change a file location select it from the list of locations and click the Edit Item button Enter the file location or click the Open File button to browse and select a location Select Recent Files to enter the number of recently opened fles to display on the File menu under Recent Files a13 8y Charlas HBr Ta TGS The Main Menu 62
29. sure that your Move Change Combine is correct before applying After the Overlay line 9 01 the From line was deleted and the data that was in line 9 01 is now in line 9 00 You can also use the Arrow buttons to Overlay or Add data from one cost center line to another a13 8y Charan HBr Ia TGS Taser The Main Menu sa 1 00 OLD CAP REL COSTS BLDG amp FIXT 1 01 OLD CAP REL COSTS BLDG amp FIXT 1 03 OLD CAP REL COSTS BLDG amp FIXT Inthe example above if you click on the down arrow the line with the green arrow triangle wil be the From cost center line and the one immediately below will be the To cost center line Likewise If you click the Up Arrow the To cost center would be the one immediately above You can then toggle between the active Add Overlay icon to the right of the arrows You can use the arrows to change the From and To lines to meet your requirements 43 The Forms Menu From the Forms menu you can open delete print and print preview active worksheets Forms Options Tool Form X Delete Form Print Form BB Preview Form Select the Open command and the following dialog box will appear Select or clear the various check boxes to choose which forms you want to open 2013 by Charles Brags Jc ighis reserved 55 ost Report Software User Manual pen Forms rans mel Fom D pre Bg O oz Apportonmen
30. the system will immediately inform you Ris Possible that a ine might be valid at the time you enter an adjustment The line could later be deleted or the cost report rules might change rendering the line invalid This error would be reported on the Audit Adjustment report ates al Another important feature of the system is that it determines the nature of the field you have specified The system determines whether a field is alpha date or numeric For numeric fields the system knows the number of decimal places needed for every field in the Medicare cost report The Action field can make the auditor s job a itle easier The Action options are Add Replace Memo Comment Del Wkst and Del Line An Add adjustment will add or subtract f the amount is negative the amount from the current value A Replace option means that the value is to replace the current value When producing the Audit Adjustment report the system will compute the adjustment amount needed to get the specified replacement value Choosing between Add and Replace is a matter of convenience for the auditor If you determine that a certain amount needs to be added or subtracted use Add If you know the amount that should be in the field Use the Replace feature The system knows that you cannot add alpha fields dates or ine references and will ignore an Add 2013 by Gharles Briggs Jc ighis reserved 153 HES Medicare Cost Report Software Use
31. uments 2 Desktop My Documerts Computer MomiReports Tolerance Date 2552962 _ v Seve IMCRIF32 Tolerance Fies j Cancel L The filename extension for template files is system specific in the example above the extension is 255296atx which is for hospital cost reports To open a template file click on Open File button whichis located upper left comer of the Management Reports window 213 8y HB Ta TGS Taser Management Reports 184 lookin PSR z Ofe m SS EE maa DO TE laces To 2 Select the template file and click Open The Tolerance Criteria saved in the template file will be applied to the current Management Reports session 2013 by Charles Bugs Jc ighis reserved 385 urs Medicare Cost Report Software User Manus 9 6 Running Reports To create one or more reports you run the report s Highlight the report s you want to run by clicking on the report s in the Reports tab You can select one report or multiple reports B B zrsneur vous anat B soo EB riz COMPARATIE ANALISIS CF BPENSE B SALARY DENSE ommers ora seese B After you select the reports you want to create click Run Report s The selected report s will inthis example three reports were run Each report appe
32. 2552 96 232 07060010 Fuli Version Long Term Care LTCIR 355 07132012 Notes Full Version Skiled Nursing Facility 2540 10 314 07260012 Notes 2540 95 aS Find the software product you want to install and click the Full Version button In the example shown below the 2540 10 2540 96 SNF cost report software was selected from the ist by clicking the Full Version button on the row for the SNF program The Download screen appears and presents you with several options 2013 by Charles Bigs Jc ighis reserved 9 urs Medicare Cost Report Software User Manual Emm Ez EE Download Center nthe Download Cantor you can download cost reporing systems You only nod to be logged to tho Syster to download completo software updates Skilod Nursing Faciily 2540 10 254090 Veson 3 1 tok one Download baton you wi sete You are about to install version 3 14 of the Skilled Nursing an Open or Run button seat 2 kn tt ton st he dood The Te vi empor toro our Te fe youre downoad is an instataton program comper Genee Sone eee a EE ster seriem Te romeo run me epcaton Gascon Pana aur sche 4 Folow prompts otal he sca ake sui nO curo 5 Her folowing hese steps your sofware update i HES End User License Agreement Gi reb Meu Cc Here e Diod 9 metr Era maj 640 Noe To requesta software CD
33. Acct Desc Sub Desc y Cross tof My detais in a format not described above My Data Formats 1 want ta define the way my detais formatted The HFS pre defined file formats are for csv files in the following formats 1 Account Subaccount Dollars 2 Account Subaccount Dollars Account Names Subaccount Names 3 Account Subaccount Dollars Account Names Subaccount Names Cross Reference Data All formats assume that the fields are separated by commas You should not have commas in the Account Name or Subaccount Name fields You cannot have commas or dollar signs in the Dollars field Inthe second format the system will determine whether you have one or two account names If you have two account names they will be stored as the Main Account and Subaccount names T you only have one name the system will store it as the unique label for that combination of account and sub account 213 8y Brg Ta TGS Taser Automated Account interface 226 The third option when importing will allow you to import the cross reference data The cross reference data must contain six components separated by commas Worksheet Part Program Component Line and Column i the Worksheet does hot have a Part Program Component enter zeros or have nothing between the commas Entering the cross reference data requires some familiarity with the system If you are not sure what needs to go into the cross ref
34. Auditor file must be the same For instance if the cost report fle named A123456 mcnx and you receive an Auditor file named AO 050001 12312009 Auditor you must rename one of the two files Either change the name of the cost report file using Save As or standard Windows commands so that the file is named AO_050001_12312009 merx or the Auditor file to A123456 Auditor Both files must be saved in the same folder Then when you open cost report and open Medicare Auditor the Audit Adjustments will already be in Auditor To open Auditor open your cost report file Then on the Tools menu select Medicare Auditor Ele Edt wew roms gptons Toos window TD celate AAI CMS 339 Questionnaire Data Extractor Lookup CESA Codes Lookup Wage Index Factors Acceptabiity Checklist Treeshoid ESR Reconciation 5 2 Part1 Hospital identifica 2013 By Charles Bugs Jc ighis reserved 345 HES Medicare Cost Report Software User Manual When using Auditor all of the cost report software functions are stil available You can open and close worksheets calculate print worksheets edit cost centers etc while simultaneously viewing or working on audit adjustments Note The system automatically creates a backup copy of the Auditor file Auditor bk incase the original becomes damaged 8 1 The Auditor Screen When you start Medicare Auditor you will see the screen below
35. Batch Export The Export options apply to HCRIS files only and therefore this is a section that does not apply to cost report preparers 444 Auditor Options Select Auditor and then Options to see the list of cost report systems for setting Auditor options Select a cost report system from the list 2540 96 Choose the diferent aptis you wart ap when enti a new uc e New ne options 9 Crate new fk Cente defaut agit inthis screen shot the 2540 96 system is selected from the list The Auditor preferences screen for 2540 96 becomes visible These options control how the new Auditor fle is created when a cost report file is used with the Medicare Auditor feature for the first ime There are two options Create the new blank or empty Auditor file There will not be any adjustment in the Auditor file unless you select the Create default adjustment checkbox Select that option and the new Auditor file willbe created and populated with three default main audit adjustments Alternatively you can have three default adjustments populate your new Auditor file PTY Chas Brg I aS Taser The Main Menu 70 Inthe screen shot shown above the new Auditor file was created with the option to create the default adjustments selected The items enclosed in the red box are the three default adjustments that are automatically created when this option is selected These options are m
36. HGS ims IRIS HFS received CMS approval for our newest cost report software product the Intems amp Resident Information System IRIS Most providers have been using the old outdated DOS based IRIS software for many years The DOS software has not changed in many years and it has not kept pace evolving operating systems or software development trends Our IRIS software is Windows application I can do everything the old software did and more and it does everything better that the old program you ve been using all these years There is a separate user manual dedicated to the IRIS program Please contact HFS if you are interested in licensing our new IRIS software See also IRIS product page 2013 by Charles Bigs Jc ighis reserved HES Medicare Cost Report Software User Manual HCRIS Analysis Tools Please see HCRIS product page on the HFS website There is a separate user manual for this product that can be downloaded from the website HCRIS product page A13 by Chas Brg Tea TS Taser Wage Index Verity 266 Wage Index Verify The Wage Index Verification tool was created to assist MACs in meeting the requirement of verifying submitted HCRIS data against the actual cost report fles used to submit that HCRIS data The Wage Index Verification software is accessed via Tools Wage Index Verification Specify the folder with the CMS Public Use File PUF
37. MCR 42537703 mer More Fies New Cost Report 3 Blank Cost Report Help Synchronize with Network The Task Pane provides easy access to information and common tasks such as opening or creating files reviewing edits and checking for and downloading software updates from the HFS website By default the Task Pane is displayed each time you start the software However you can close the Task Pane by clicking the Close X button in the upper right corner If you don t want the Task Pane to show each time you start the program remove the check mark from the Show on Start Up check boxin the bottom left hand comer The following options are available in the Task Pane Opening an Existing Cost Report File Open a New Cost Report Import an ECR file 2013 by Charles Briggs Jc ighis reserved 21 Medicare Cost Report Software User Manual Check for Updates HFS Cost Report Help Submit Feedback Ifyou click the Down Arrow located to the left of the Close X button the menu options shown below will be displayed Click File Operations to retum to the intial Task Pane screen You can set up links references to certain websites that may help you with your cost report preparation A13 by HBr Ta TGS Taser The User intertace 22 fea Francaise Health Financial Systems Headlines A CMS Web Ste The Centers for Medicare a
38. Part V f the Worksheet can have multiple occurrences programs and components the system knows this and will allow you to specify one of the appropriate programs Title V XVII or XIX and component hospital sub provider SNF etc We have given you some shortcuts to simplify the entry of the project specifications I you want to extract all Worksheet A Administrative and General costs you would need to specify all possible subscripts of line 6 6 01 6 02 etc Instead you can enter line 6 99 That will extract all subscripts of ine 6 I you wanted to extract an entire worksheet you can specify ine 999 99 and column 99 99 Notice the tabs at the bottom of the screen These can be used to change from one data extract to another When you have finished entering your project extract Specifications the next step is to export the cost report values This can be done by clicking on the selector tab at the left of the screen labeled Data Extraction The following window appears 2013 By Charles Bugs Jc ighis reserved 2 9 HES Medicare Cost Report Software User Manual Data Extraction Exact data fam a selected data so ce hased on yaur data speccetons andi search arteria Date Bunce Tro rne ali cct repo fla n the locaton Bract dts fon the ec fies CONGUE Ja orl Hen kro eas 7 me some ne Dota Scion Selec fonone of your aredereddatospeiiatonr Select
39. Setup Options select File Locations and then click ECR Files To change the target destination click on the Edit Item button and the cursor will appear in the text box and you can type the preferred destination Alternatively you can click the Open button and browse to and select the appropriate location ftne submission option and target destination are both correct click OK and the ECR export process will begin The following dialog box will appear and depict the progress and status of the ECR export process 2013 By Charles Jc ighis reserved HES Medicare Cost Report Software User Manual Export ECR O7mealMcR Provider 05 0281 EK GROVE HOSPITAL fron 01 0 2507 to 12731 2007 Overall Progress orn Casna PI ie EXT EX part vi rta i opta Tle Hes prt ries competed pesi Ifthe export process is successful the Settlement Signature Page wil be sent to the printer and you will see the following dialog box Information The Settlement Signature Page as been printed This page contains the encryption information and mus accompany the ECR diskette when submitted to your fiscal intermediary Cx 2138y HBr Submit Finished Cost Report 112 Click OK The cost report program wil display the result of the ECR export process The name of the cost report file EC file PI file pr
40. The first option causes the software to open cost Teport files created with newer versions of the software The second options enables an onscreen warning before the software converts a cost report file from an older version to a newer version The third option disables automatic cost report fle conversions Backup The of the Setup screens controls how backups will be performed Select Backup to see the thee Backup options 2013 By Charles Jc ighis reserved 67 Medicare Cost Report Software User Manual Crocs hex you woud We to backup your data fs pen cp upon che of le aen Prompt tere backup upon cose of fe vana tase You can chose one of the three options that determine when backups are performed The first option is Automatically Backup upon close of file The second option is Prompt before backup upon close of file This option also backs up whenever you close your files but will prompt you first so you can confirm that you want to perform the backup The third and final option is the Manual backup option Note To perform a backup manually you must select the third option and click OK to close the Preferences screen Then on the File menu select Backup Enter the destination folder where you want the backup files to be copied Next select the types of associated files you want to includ
41. and a mouse or some other compatible pointing device video adapter and monitor with 024x768 or higher resolution higher is recommended Microsoft Windows XP with Service Pack SP 2 Windows Server 2003 with SP1 or later operating system such as Vista Can use Windows 2000 with Service Pack SP 4 Note f running Windows Vista or Windows 7 we recommend you have a minimum of 2 GB RAM and you must run as an Administrator You may need to disable User Account Control to run setup and to run Check for Updates Internet Explorer 6 0 or later 32 bit browser only Internet functionality requires Internet access fees may apply Microsoft XML Core Services MSXML version 3 0 4 0 8 6 0 click here to see if your computer meets the MSXML requirements Many HFS customers install and use the software in non Windows environments e g Citrix The software works in various types of network operating environments but it is developed in and for Microsoft Windows based personal computers HFS cost report software is not compatible with Apple computers although some HFS customers run the software on their Apple computers by instaling a virtual instance of a Windows operating system and then they run the cost report software in the virtual instance of Windows 1 3 What s New amp Different This section describes some of the main differences between the new 32 bit software and previous versions of HFS cost report software Every at
42. as the ECR file and the Pl file are saved in the same folder when you click the CMS Print Image command the Print Image version of the current worksheet will open 2013 by Charles Bugs Jc ighis reserved HES Medicare Cost Report Software User Manual eve Loc Wy Donners gs hey are not saved in the same folder you will be given the option to browse and locate the PI file PI Options Print Selection O Current Worksheet O Entire PI Fie Once the PI File worksheet is open click on Forms gt Print Form and the dialog box shown above will appear You can print the entire PI File or the active Pl worksheet Select the ECR Import Report command to display a report with information pertaining to the ECR import process a13 8y HBr Ta The Main Menu 90 ETT 202 20 204 205 33 402 so The Adjusted Report view will only be available if you are using the Medicare Auditor feature learn more about this feature please refer to the Medicare Auditor section in this manual 4 6 1 Pl Viewer and Print You can view the print image of a worksheet from any open worksheet in the cost report if the and the ECR files are in the same folder as the cost report file From within an open worksheet click on View and select CM
43. batch gt lt CEATA C Files 2552 S F oz en eiue F nstzuczion nane batch gt id A0000007 line nane G apos 1 00 o estu nasce lat 2 rseobem manet nto ines D Heioseractionsy emit ELLE Eype 2552 96 ere 0 gt lt properties gt cpapeety nane tilelabel e lt property mamec osisulated falaec prcperzyo haseertyb o 01 81 2008 proie gt lt property ve 12 31 2000 lt prore rty masc provides o c 1 lt gt Elana 1 00 type honber xin 9959993899999 nax 3989999995995 precior u s 1004 cols xe fem line nane 6 00 gt CSIR pamc 2 00 type homber min 9999999999999 nax 9999999090090 Vcn SESS taerapgo000 gt pop ESIR Rank 3 00 ry precision 0 90 Ine eni c prugeetio 1 eroperty 2013 by Charles Jc ighis reserved 262 HES Medicare Cost Report Software User Manual There are too many potential uses for API for us to show examples of all of them This tools is incredibly useful and its already installed with your cost report software I you are interested in using API and you need help writing commands for API please contact our technical support staff for assistance D213 Chaos Eggs Tr I
44. column For Provider Number the only available option in the OP column is Immediately below the Search Criteria input table are four buttons D yThe Open button allows you to select and open a search criteria file A search criteria fle is a saved instance of search criteria tis a template that can be used over and over to select cost reports with certain characteristics The Save As button enables you to save the currently specified search criteria ina search criteria file with a dsc extension for future use The Clear button clears all text from the Search Criteria input table The Define button opens up another specification screen The Search Criteria screen allows you to specify data within the cost report that must match the criteria for the cost report to be included in the batch extract Enter the worksheet program where applicable provider where applicable line number column number and other details where applicable After you have defined a field it can be used on the previous screen as an identifier and included in the Search Criteria These criteria will be compared to the data contained in the group of potential cost reports that may be included in the batch extraction to help determine which reports willbe used and which wil not 2013 by Charles Bigs Jc ighis reserved 2 5 urs Medicare Cost Report Software User Manual 122 Data Specifications The second configuration section in t
45. cost report You can choose to only export data to certain components by selecting or clearing the check boxes associated with the individual components Data will only be exported for the Components that are selected Click OK to export to the cost report Note If you run a Difference Report after exporting data to the cost report the data in the difference column will be 0 because the cost report is populated with the PS amp R dat Note If you export more than one time a warning message will display the time and date of the first export and ask your to confirm that you want to proceed with the subsequent export 2013 By Charles Brgs Jc ighis reserved 143 HES Medicare Cost Report Software User Manual 7 16 Gross Up Charges Often when a provider prepares its Medicare cost report not all claims for the cost report period have been paid The provider may know the total amounts of these claims but not the revenue codes or the cost center where the charges should be assigned also possible that when a provider submits a cost report to a MAC they may have made some kind of error that can be identified in the aggregate but again cannot be associated with a revenue code We have included the ability to statistically allocate charges not in the PS amp R file to all cost centers based on the amounts already in those cost centers To do this you can add your own revenue code to Report 110 in this exampl
46. e l brery ms d36 ves 08 espe API can selectively retrieve data This example retrieves cost centers and statistics from the cost report 2013 by Charles Bags Jc ighis reserved 261 HES Medicare Cost Report Software User Manual API has the capability to extract the sec of oost centers and ei CDATA le Filet 2852 SE 2OL02 merl 1 gt t slo s alent pee merecen 7 amp 00 lt aanez 3 01 fc limese read lt gt mue cemiring atariatics and cost centers grouped in this way nen 2 01 3285935 lt 1 an gt lines 1 007 CDATA SQTARE 2 00 02 COREA IDOLLAR VALUE Dij delered tfalse gt lt COATAIOLD BEL gt lt cos5oester gt deleted false CTATA OLD CAP CAP RELI gt lt Wt lines API can query the cost report data file and return data and retum specific characteristics of the data elements it retrieves a13 8y Chas HB Tr aT Taser Introduction to 262 AUI bas the capabilizy co query deva cewurninq in addition to the original value all characteristics of tne cava liie type and precision Here is the request format efile efile cypes 2552 86 instroction
47. icon a brief dosoripton of Fa function wil be displayed All ofthese functions will bo desoribed in detail further along in this user manual Click the Help button to open the Auditor section of the HFS User Manual 82 Data Entry When you start a new Auditor file you will see the screen below You can elect to have the system start with boilerplate adjustments from a personalized template or blank a13 8y Chas Brg Ta TGS Taser Medicare Auditor 148 2 Auditor always displays the Main Adjustments tab on startup create a new main adjustment click on the Create New Main Adjustment button A new sequentially numbered Main Adjustment will be created Right click in the Main Adjustment screen to see the following options 2013 By Charles Jc ighis reserved 149 HES Medicare Cost Report Software User Manual Next New Adjustment 1 Go TO A Select New and the Auditor Adjustments dialog box appears Enter 1 to create new Main Adjustment or enter a range of numbers to create multiple new Main Adjustments Auditor Adjustments Create new adjustments 3j Enter adjustment number to be created From 1 Tef 3 om j e a13 8y Brg Tea TGS Taser Medicare Auditor 150 Auditor keeps track of the next availabl
48. in the Component section of the PS amp R Reconciliation screen This will occur automatically when you start the PS amp R feature There are numerous options that can be selected for the PS amp R See PS amp R Options 2013 By Charles Brags Jc ighis reserved 117 HES Medicare Cost Report Software User Manual 72 Import PS amp R Data To import the PS amp R data click on the Import Extract icon The following screen will appear stica and Reimbursement Regorts File Import m The import function is context specific Only data associated with providers identified in the opening screen and with dates of service that fall within the cost report period can be imported To import data click on the browse button to locate the PS amp R extract files The system handle a single TXT or PRN file containing all the splits or multiple files containing the splits addition the new CSV format that CMS has introduced can also be imported We do not expect you to examine the files to determine if they are complete The system will do that for you cal and Reimbursement Reports File Import Import Reports CMS PS ae om a13 by Charlas HBr Ta TGS Taser PS amp R Reconciliation 118 Highlight all the PS amp R extract fles you obtained and want to import and then click Open sarsan
49. is an example of two worksheets displayed horizontally 12181 T i i i n addition you can minimize all open worksheets by clicking Minimize All or close only the active worksheet by clicking Close Active Window Ir you have multiple windows displayed simultaneously the active window is the window within which your cursor is active Ifyou have multiple worksheets open you can switch back and forth between them by selecting the worksheet from the list of open worksheets on the bottom of this menu Note The fastest and easiest way to toggle between multiple open worksheets is to click on the worksheet name tab located at the upper left comer of any open worksheet When multiple worksheets are open their respective tabs are aligned next to each other at the top edge of the worksheet window 2138y Chas HBr Tea TGS Taser The Main Menu 94 The worksheet tabs in this screen shot are highlighted in yellow Click on any of these tabs to immediately switch to that worksheet 4 8 The Help Menu Click on Help and the menu shown below will appear Click on Contents and the complete user manual will appear on your screen E Contents 2552 96 CMS Instructions Select CMS instructions to display the complete CMS cost report instruct
50. lower right border of the screen as is the CMS form number for the type of cost report you are working on 3 3 Calculate Indicator Inthe top right of the screen is a calculate indicator CET Any data entry or edits cost report form will be interpreted by the program as a change to your cost report file and the Calculate box will show Not Calculated The button wil tu to Calculated after you calculate the cost report Click the Calculate button or on the Tools menu select Calculate Clicking on the Calculate box wil not calculate your cost report 3 4 Data File List Box The Data File list is box located on the lower right edge of your screen to the immediate left of the text box that displays the CMS form set number A13 8y Chas HBr Ia TGS Taser The User intertace 24 The Data File list box displays the path and filename of the open cost report data file I you have more than one file open you can click on the down arrow and select another open cost report You can have two cost reports open at the same time The Data File list box will display the name of the cost report file that presently has the focus For example if two cost reports are open and one form is open in each cost report and both forms are displayed by splitting the screen horizontally the Data File ist box wil display the name of the cost report file that corresponds to the form that the cursor is active within 3 5 Too
51. powerful capability However mistakes can be difficult to reverse You may want to experiment with this capability before you use it on a Medicare cost report 87 Reorganizing Adjustments The Reorganize utility eliminates excluded adjustments and sequentially renumbers the remaining adjustments You can also reorder the adjustments You can click one or several adjustments You can then move the highlighted adjustments up or down using the up and down arrows 2013 by Charles Bigs Jc ighis reserved 0002 Traon Method Exe S 0003 Excandes etal 0 2 Part A 1 0005 A exercer 100681595 2 0007 5 Adhanges FEM 2 0008 xa Note that the icon to the left of the adjustment number is sometimes blank and other times it has writing The icon is blank when there are no detail worksheet ine and column entries The icons for the remaining adjustments contain ines This indicates that there are detail entries for these adjustments 8 8 Add Delete Cost Centers You can add ard delete cost centers by clicking on the Adjusted Cost Centers tab You can use the Add Lines fields to add single or multiple ines f you want to allow the addition of sub lines click on the Include Sub Lines checkbox Without this box checked the system will not add any sub ines After you have entered the desired lines sub lines to add click the Add button 6 You can delete lines
52. report program not only prints a Signature Settlement page but also creates a PDF file Adobe Portable Document File which is an exact duplicate of the printed form This PDF file can be used to re print the Signature Settiement page without any changes to the encryption code or any of the characters on the form itself The PDF file is stored inthe current year data directory The PDF file is useful if the Setlement Signature page is lost damaged or if the user simply needs another copy The PDF filename is generated automatically A PDF file created by the cost report program during ECR export follows the same naming convention as the first eight characters of an EC file The Signature Settlement page filename differs from the EC filename because the three character filename extension is pdf instead of 05A as in the example used above The filename for the pdf file for the hospital with provider no 123456 would be EC123456 pdf Note that this filename is the same from year to year If the file remains in the current year data file directory it will be overwritten whenever a cost report for provider no 123456 is exported to an ECR file DXUSEyChaWes Eggs Tr SUUS Submit Finished Cost Report 108 6 2 Howto Create ECR Files The cost report must be open and calculated and free of Level errors Point to Export on the File menu and select Create ECR File 2952 96 Version 18 010523 ei vev roms
53. standard and provider Both are automatically created by the software The Standard Cross Reference comes with the software The Provider Cross Reference is generated when you import data The Provider Cross Reference only uses revenue codes that are in your PS amp R extract fles The Standard Cross Reference contains all revenue codes regardless of whether they are in the imported extract files Under the Cross Reference heading you will see Standard and Provider The Standard Cross Reference is for informational purposes only The Standard Cross Reference shows you what the default assignment will be for each revenue code The Provider Cross Reference will show up on your imported or manually entered reports You will customize this for your provider We will explain how you can use the Provider Cross Reference in future years 2013 By Charles Jc ighis reserved 325 HES Medicare Cost Report Software User Mani 7 6 Update Provider Cross Reference You can view and edit the Provider Cross Reference by clicking Provider under the heading Cross Reference on the left side of the screen see below E Statistics Systen Defined User Defined E Cross Reference Standard The following picture is an example of the Provider Cross Reference screen the line numbers are for the 2552 96 The first time you view the Provider Specific Crosswalk all worksheet A li
54. the first ime you will see this dialog box A13 by Chas Brg Tea TS Taser The Main Menu 78 ALLERGY amp INMUNOLOGY GENERAL Departments FMERGENCY DEPARTMENT ADMINISTRATION AS PROGRAM A ZHFIMER S CLINIC AMRI ATORY CARF UNIT ANESTHESIA ANTEPARTUM TESTING ALIIIARYANOI LINTFFR BEAUTY CLINIC RIOMFDICAL FRIGINFFRING RLISINESS SERVICES CANCER CENTER CARDIAC CATH IAR CARDIAC REHAB CARDIO NONINVASIVF AR CARDIOLOGY b DEVELOPMENT DREN S CENTER CONTINUING CARE CONTINUING MEDICAL FDUCATIC _ DIABETES To enter data in the 339 you must first setup Departments Physicians and Specialties Ineach of the three tabs you can also select Edit or Delete Using these options you can Edit or Delete Departments Physicians and Specialties When finished click Close to return to the 339 Exhibits 2013 By Charles Bugs Jc ighis reserved 79 urs Medicare Cost Report Software User Manual When finished you must print the 339 exhibits The 339 exhibits are not part of the ECR file and therefore they must be printed and submitted with the rest of your cost report 45 1 1 Add Physicians inthis example the Physicians tab is selected The Emergency Department is populating the Physician s Department box To populate the box with a Department you select Department form the Departments list on the left When you sele
55. the left column of the report screen When you select report it appears in the Selected Reports column You can select one report or multiple reports DEZUICTLEUTONEEETUETITTS 255240 Management Reports 198 EF 51 ACO 1 Say Expense CIPY A7 PLL Recon of Cap Cos Inthe example above we selected two reports 51 59 After you select the reports you want to see click Run Reports The following screen will appear in the main window and the selected report s will be displayed Inthis example two reports were selected and run The selected reports were created and are available by clicking on the respective tabs You can switch back and forth between these reports by clicking on the various tabs 2013 By Charles Jc ighis reserved 399 HES Medicare Cost Report Software User Manual 10 8 User Defined Groups You can save the currently selected reports and any applied tolerance criteria as a group of reports by clicking the Save As Group button 51 ACO 1 pense 458 1 PT Recon ol Cap Cost IPY Torrance Sacr tcu P peace tton Days PY E FIT S3 Cal Bay abt ctae Enter the name for your group and click OK The name of the group will appear under the heading Report Groups at the top
56. vendor of the California healthcare reporting software systems There are some differences between the functions available in the California systems and the Medicare systems but those differences are relatively few and insignificant Such differences are identified as applicable throughout this manual This manual is extensive and contains detailed descriptions of the software functions features and utilities Many topics include step by step instructions on how to use the functions features and utilities The software is Windows based application and that means that those of you who are familiar with how to use other Windows based applications will immediately be able to begin using the software without reading this manual For those of you who are new to HFS cost report software products we offer these convenient resources to help you quickly learn how to use the software BRUT Chaos Eggs Tr I HGS Welcome Getting Started gt See Installation chapter to leam to setup update the software gt Review What s New amp Different gt Work through Feature Tutorials to familiarize yourself with the software gt Read Frequently Asked Questions on HFS website for answers fo questions Learning More gt Read about Medicare Auditor Management Reports PS amp R AAI Batch AA Data Extractor Batch Data Extractor Batch Print Batch Batch Export gt Visit our w
57. within the workbook by clicking on the tabs at the bottom of the window 213 8y Charlas H Bgas Jr Tig Taser Automated Account Interface New Workbook Tr An Triroducien Account 4 Workbooks Worlbonk t GIGAZS NURSING AD Statstcs 502019 NURSING FL Accounts 02130 NURSING FL Recounts 602040 NURSING FL Urique Accounts NURSING FL 502060 NURSING FL 02111 NURSING FL 62113 NURSING FL 602114 NURSING FL E2115 NURSING FL 62163 NURSING FL 02270 NURSING FL 602272 NURSING FL 02273 NURSING FL 2814 NURSING FL 502650 NURSING FL 62870 NURSING FL 602750 NURSING FL 02010 NURSING OR 03020 NURSING OR 02020 NURSING OR 602040 NURSING OF 23050 NURSING OR 613060 NURSING 603111 NURSING OR 802112 NURSING OR 603270 NURSING OF 03272 NURSING OR NURSING UF E Lm anders Sub cenar Assiorment Rules 2013 By Charles Bigs Jc ighis reserved 233 HES Medicare Cost Report Software User Manual The Main Account Descriptions Sub Account Descriptions and Urique Account Descriptions can be viewed by clicking in the Left hand task pane tree on Accounts The Account Descriptions can viewed on the main screen at the bottom left of the screen individually as you scroll through your accounts Descriptions can be edited on this screen i you enter a Unique line label then that label only applies to that sp
58. you want to apply the Revenue Split to Part B only enter the statistic in the Statistic Code Part B Only column Note Wherever the statistics are added the previously assigned line has to be zeroed and the statistic added The folowing is an example of statistic 110 that has been assigned to Revenue Code 200 in report 110 Inpatient Part A I TENTI FA EET EXIRET HEE EEE EE DS E There are two important things to remember when entering a statistic the statistic code has to be entered exactly as it was set up e itis case sensitive and if you are using a statistic you must delete the previously assigned line number The Difference Report will highlight the Revenue Code subject to a statistic by including the statistic code used next to the amount See the example below 213 by HBr Ta TGS Taser PS amp R Reconciliation 130 Note The Revenue Code 200 in report 110 has both a and the stat code 110 to denote that a stat was used to allocate the amounts accordingly 7 9 Importa Statis You can import statistics from an mep file Click the Import Stats button on the toolbar Then select the file you want to import from 2013 by Charles Bugs Jc ighis reserved E HES Medicare Cost Report Software User Manual Components 460004 ELK GROVE HOSPITAL 467004 ELK GROVE REHAB 465004 ELK GROVE PSYC
59. 2552 10 form set the extension is 255210mne You also load previously saved menu files by clicking the Open File button under the Menu File heading Select the menu file and click Open and the Tolerance Criteria will be applied 2013 By Charles Jc ighis reserved 197 HES Medicare Cost Report Software User Manual 10 6 Printing Reports To print one or more Management Reports select Print from the File menu while in the Management Report feature The Print Management Reports dialog box will appear Print Management Reports 29 9 NL aeree 4 0m Vires pe ded Quee T 8 CAMCRES2I06 MIGT Regori Ek Grove Hosptal V Pm exces Cri neon s Select which reports to print by checking the appropriate boxes There are several options buttons at the top of the dialog box Button 1 expands all branches of the list of reports Button 2 collapses any open branch levels Button 3 selects all reports Button 4 clears all check boxes Button 5 prints the selected reports to a file Button 6 prints all ines of data including those lines that did not meet or exceed your tolerance criteria You can print or preview the reports 10 7 Running Reports To create one or more on screen reports you run the report s Select the report s you want to run by clicking on the report s in
60. 6 while the cursor is in any part of the Adjustment Detail ine The third method is to cick the Adjustment Detail buton on the Auditor Toolbar These special audit adjustment screens save considerable time When the Audit Adjustment reportis printed the report will show only the pieces of the adjustment that were changed a13 8y Chas Brg Ta TS Taser Medicare Auditor 154 The HFS Medicare Auditor can assist you with the entry of audit adjustments to Worksheet Hospital B 1 allocation statistics When HFS converts an ECR file to a cost report file we analyze the allocation statistics f the same statistics are used to allocate two columns we only store those statistics one time We use a statistics code to accomplish this All overhead cost centers are assigned a statistics code If the allocation statistics in the ECR file are the same for two columns we assign the same statistics code to both lines being allocated When you adjust a statistic that is used multiple times a single change affects all columns using that statistic your single adjustment affects multiple columns of statistics the adjustment report will show each column as a separate adjustment entry If you need to override the accumulated cost statistic you enter the column and the line you want to override You can then enter 1 in the Amount column to force the accumulated cost allocation for that line to zero 2013 By Charles Briggs
61. AN mei Prod are EK QUE OSA Heath Frares ier Pret n po inet Eent Yea Perodi0LD 2001 T6 revs Year ern 9403700170 2512001 Cost Center Deserta Garret Year Tarver Urine reg Fata Medie 207 CAPRE COSS ANLE Eque E D 5 a D NEN CAP REL COSTS OG EPIT a o 2 a costs que D D 5 a o lima semasa m D 87 B GENERAL Axes nem E o dis ENGINEERING masa o asa B OPERATION CF PLANT zens am Gus D LA CRY AUER SERICE eam omm E D nd aras nes o 12 00 NARTENANCEOFFERSOWEL 1 o 2 a B 1400 NURSING ADMINISTRATION 16567 assa D 1607 cama aces 42 PAV f o 5 o 1602 aranma 1 D 5 2 o RECORDS _ E D Neca DIRECTOR E NES D 18 03 REHA ADMINISTRATION E o From the Cost Center Matching window click Print Form or Print Preview to create the Cost Center Matching Report 9 8 User Defined Groups Ifyou print the same reports periodically you should set up a User Defined Group of reports Soroll to the very end of the list of reports in the Reports window until you see the User Defined Groups item at the bottom of the reports list a13 8y Brg Ta Ta Taser Management Reports 188 To create a User Defined Group of reports right click User Defined Groups and select Create New Grou
62. CTROPHIISIOI OGY MEDICINE CARDIO OGY NAL MFDICINF CARDIOVASCULAR DISEASE MEDICINF CRITIA CARE MEDICINE MEDICINE DIAGNOSTIC 1 ABORATORY IMMUNOL OGY MEDICINF FNDOCRINO OGY AND MFTARO TSM MEDICINE CASTROFNTEROI OGY NAI MEDICINE CESTATRIC MEDICINE Click Hore a13 by HBr Ta HS The Main Menu 2 Select a Specialty from the list of Specialties f you dont find the Specialty you want you can enter the name of the Specialty in the New Specialty box Click Add to add the selected Specialty or the new Specialty 2013 By Charles Briggs Jr ighis reserved 83 medicare Cost Report Software User Manual 45 113 Department Click on the Departments tab to see the Add Department dialog box ADMITTING NDS PROGRAM N ZHFIMFR S CI NIC sun ATORY CARE IFSTHESIA ANTEPARTUM TESTING RYAN UNTEFR SERVICES REALITY CINIC BIOMEDICAL FNGINEFRING R SINESS SERVICES CANCER CENTER CARDIAC CATH TAR CARDIAC REHAB CARDIO NONINVASIVE AR CARDIOLOGY N D DEVEN OPMENT Cn DREN S CENTER CONTINUING CARE CONTINUING MEDICAL FICATION DIABETES CARE PIRENOSTIE IMAGING DIA YSIS DIETARY DISEK PI ANNT REVIEW FDXICATION R ORGANIZATION FAM PRACTICE RES PROGRAM HEALTH INFO SERVIMED REC a13 8y harles H Bgas Jr esere The Main Menu
63. D CWESWIN ObTuesday V123106A mcr Note You can choose how many recent fles to display in the Preferences screen DEZUICOTLEDTONEEETUETITTS The Main Menu 30 414 SaveAs Click the Save command to save the open cost report file to a new location or to the same location but with a different filename addition you can choose to save all or some of the files that are associated with the cost report file File Type Fie Name lindude Other Fies CMS 339 Questionnaire PRQ Medicare Auditor Auditor Temporary TMP Note When you close a worksheet or close your cost report all data is automatically saved 4 1 5 Close amp Close All Select the Close command save and close the cost report that is currently active on the screen more than cost report is open select the Close All command and all the files will be closed Note Any information entered in the cost report file is automatically saved when you close the fie 2013 By Charles F Briggs Jc ighis reserved E HES Medicare Cost Report Software User Manual 4 1 6 Backup Select Backup to open the Backup Locations dialog box Click the Add button to add backup locations Click the Include Other Files check box to include associated files in the up Click the check boxes to include or exclude the various associated files GGNIESETESDTES
64. ES Click the checkbox at the top of the dialog box to enable the print fiters Clear the checkbox it you don t want to use the fiter feature You can filter by one or multiple criteria For example you can select only adjustments created on particular dates and created by a particular Auditor The Auditor name field and the Identifier field are case sensitive The filter settings are saved and remain in effect until you deselect them or disable the filer feature Whenever you apply your adjustments the same filer settings are applied The Clear button will deselect all check boxes and data on the screen Whether you clear the current fiter settings or enable and enter filter settings the changes you make in this dialog box are only saved if you subsequently apply audit adjustments If you close the dialog box without applying the adjustments your changes will be discarded and the options will revert to their previous state A13 8y Charlas H Bgas Jr g esere Medicare Auditor 164 Print Filters Keyboard Shortcuts F2 Clear a field date or text F3 Automatically fill date cell with today date In a date field pops up a calendar the calendar can be also invoked by d F4 pna date cell TAB Move cursor to the next button on the screen ENTER Move cursor to the next field or execute the command if cursor is on the Esc Close the screen cancelling the current command 85 Auditor Op
65. H 465103 ELK GROVE SNF 467004 ELK GROVE HOMECAR amp Statistics System Defined This will import the statistics from the selected mcp file 7 10 Apply Provider Cross Reference After you import data and setup and or review the Provider Cross Reference you must apply the cross reference to the data associated with the various reports and components Click the large check mark on the tool bar to apply the Provider Cross Reference to the imported PS amp R data You will see the screen depicted below A13 by Chas Brg Tea TS Taser PS amp R Reconciliation 132 Generate Worksheet Assignments CREE Assornents Select one or more of these providers to when worksheet assignments E suos v pare pc EXGRO ASIC ELE GROVE HOMECARE Select the components you want to cross reference and click OK When the cross reference is finished you can change a specific revenue code at the report level without changing the Provider Specific Cross Reference 2013 by Charles Brgs Jc ighis reserved E HES Medicare Cost Report Software User Manual signments stan your ass ent processing for the PSaR Worlahest assignments Stat Code edens Viten a matting found replace te When soning ine numbers or sto codes replace Seng Gel dt Onl ening dta Hank only Fexstny decas b
66. Open Recent Files Save As Close Close All Backup Batch Print Import Export Exit Each of these commands are discussed in the topics that follow this section 2013 by Charles Bigs Jc ighis reserved 27 Medicare Cost Report Software User Man New File Click New to open the New File dialog box This is where you enter the details to create a new cost report file The process is exactly the same as previously described when creating a new file from the Task Pane 255210 Fle Name COMCRES2 006 Fles 01 Hospital 2552 10 new mex Dy Year Use dates from the template fle updated by 1 year use Tempate C MCRIF32 002 Tuesday westfid 2011 jan mcrr a IV worksheet 5 2 Part 1 Facity Data 7 Cost Center Structure Includes statistics set up without tatis V Worksheet B 1 Statstics set up and square feet 7 8 Adjustments to Expenses wthout amounts 7 8 1 Related Organizations without amounts V 58 RHCIFQHC Stotsticl Dota V 5 2 Part I Hosptal Rembursement Questionnaire e ene J 1 Inthe File Type list box select the type of cost report file you want to create 2 Inthe File Name text box entera filename for the new cost report Do not accept the default name which is New or NewO1 etc Give your file a meaningful name that will enable you to identify the contents of the file Click the Use Template check box is you w
67. S Operating and Capital cost to charge ratios for Outiers and DSH adjustment This is run at Tentative and to Settle reports but may also be used to set interim payments i e used to calculate the Medicaid ratio for FISS to pay DSH during the year You can Print File Print SR 917 at the bottom ofthe list the report or Preview it You can also print to a file PDF Pass Through Per Diem Report or SR 918 this report computes the Allied Health and Med Ed pass through costs on a per diem basis tis SR 918 in the 32 bit system and can be printed File Print SR 918 atthe bottom of the list You can also print to a file PDF BRUT Chaos Eggs Jr I HGS Special Reports 248 12 Rehab Rate Report formally Special IRF Report and now SR 920 P M A 01 131 and Change Request 1921 2978 also see Pub 100 04 section 140 2 6 You Preview or Print the SR 920 We compute the Medicaid ratio for LIP payment purposes Fis use this report to update the provider payment history This can be run each time the report is processed Tentative Final Reopening The to Average Daily Census Report was incorporated in this report to make all Rehab info available in one report and is per Change Request 4037 The Medicaid ratio was added to this report per Change Request 1851 Use the Print Preview Icon to viewiprint the Report You can also print to file PDF We compute the Under Ov
68. S Print Image The Pl version of the active worksheet willbe displayed see below 2013 By Charles Bigs Jc ighis reserved HES Medicare Cost Report Software User Manual To print a Pl file or a single worksheet from within a PI file while viewing the PI file using the PI viewer click the Print Form button on the toolbar special dialog box will appear on the PI Viewer screen 2138y Chas HBr Tea TGS Taser The Main Menu 92 CAP REL COSTS MVELE E New Bet CASTS AIDG xe E PI Options 1 AND You may print either the current open worksheet or the entire Pl file Select either option by clicking on one of the two radio buttons in the dialog box and then click Print 4 7 The Window Menu The Window menu allows you to configure the User Interface screen in the cost report software Click Window to open the Window menu E Tile Horizontally mie Vertically X Close Active Window T cascade Arrange Minimize All 1 8 1 Cost Allocation Statistical Basis A Trial Balance of Expenses 2013 by Charles Bigs Jc ighis reserved urs medicare Cost Report Software User Manual Ifyou have more than one form open you can display multiple forms simultaneously Depending on which display option you choose you can display open worksheets horizontally vertically in cascade style Here
69. S amp R data to the Auditor feature and audit adjustments willbe automatically created If you are a provider the PS amp R amounts can be exported to the cost report See details below 7 15 1 Export to Auditor Before an auditor exports PS amp R data to Auditor itis important to first set up certain Adjustment Preferences Adjustments ch Cani te trast eto 9 cmm exon Ben Fr its 28 a e pus es z 8 ETE ET ee TET pane Aa Desai formaton Rep wom TOD Eben uS GIG Pub 1915562084 E B veraz 5 py a Deeps O export wth zero z T feee x ceo One af the components of the Export to Auditor function are Audit Adjustment Descriptions Not all MACs want the same Audit Adjustment Descriptions To getto the screen where you change the descriptions you must be in the PS amp R window Click Options and them Preferences and scroll down in the Preferences dialog box and select Adjustments under the PS amp R Options section see above After setting the Adjustment Preferences you ready to export the adjustments Note Auditors can also reference work papers and enter their names at this screen 52013 by Charles Brgs Jc ighis reserved 141 HFS Medicare Cost Report Software User Manual Click the Export button and the Export PS a
70. TFIES 28920 fle 2552 mer ix poe feats EE The backup location you specify is the destination or output folder for the backed up files The source directory cannot be modified The source directory is the folder in which the currently open cost reportis stored You can specify multiple output directories 4 1 7 Batch The Batch feature includes several utilities that process multiple files Batch Print Batch Import Batch Export Batch Data Extractor Batch AAI The Batch Print feature is discussed in the section that follows this topic Batch Import Batch Data Extractor and Batch are each covered in their own topic sections in the chapters that follow Batch Export is a feature used by FIMACs to export HCRIS files in a batch process The HCRIS batch topic is not discussed in this manual a13 8y HBr Ta TGS Taser The Main Menu 32 4 1 8 Print Refer to the Printing the Report section in chapter 4 of this manual om Seeman Summary Descipion Settement Summary oso SNF Reimbursement Questornare Voluntary Contact Information Stata Dara SNE Wage Index SNF Wage dex SN Wage Rented Costs SNF Drect Care Expenditures HHA Sutstka Data roms for tese us 1 show ony forms tat contan caa IE Tee xun 4 181 Batch Print The Batch Print feature allows you to print selected worksheets and report
71. These files will be copied to a network location The network folder must be visible to your users through a mapped drive Next setup the other computers to Synchronize with this network location The other computers must have the cost report software installed Open the software On the Options menu select Preferences then click Set and choose Environment 5 Form Options Environment Tite tins Gio yar dito open Sprene Ed Task Pane Zsa e Tsk Pane hen the lc ta Tielacins un Show tabs for apan Forms puris Pear simin oder nate Esta nera rona deine Ouver sence Sae chee pds Lol Osiretvonse onstacup 0579 Yau e rehe p Later uv prd Sewn a 1 SHI Fes m 08 Ce A13 8y Chas HBr Tea TGS Taser Install amp Update the Software 18 Specify the synchronization folder in the Synchronize Folder box This must be the folder where the Netsync files were copied You may choose how the software synchronizes with the network The Synchronize on Start Up option will cause the software to check the network for the latest updated software each time the software starts If you choose Synchronize on Demand the software can be manually synchronized by selecting Synchronize on Demand on the Help menu Bthere are updates available the software wil close and the updater program will run After the update is complete your software
72. User Manual O HFS Cost Report Software ii HealthFinancial f Systems User Manual Health Financial Systems Cost Report Software Systems revised published 4 10 2013 version 3 1 Contents Contents 1 Welcome 1 1 Introduction 12 System Requirements 1 3 What s New amp Different 2 Install amp Update the Software 2 1 Installation 7 22 Check for Updates 14 2 3 Network Synchronization for Multi User Sites 15 24 Uninstall the Software 18 3 The User Interface 19 3 1 Task Pane 20 3 2 File Information 23 3 3 Calculate Indicator 23 34 Data File List Box 23 3 5 ToolBar 24 4 TheMainMenu 26 The File Menu 26 New File 27 44 2 Open File 28 4 1 3 Recent Files 29 44 Save 30 4 1 5 Close amp Close All 30 4 1 6 Backup 8 Batch 4 8 Print 32 4 18 1 Batch Print 32 TTT by Charles Higgs Jr GRE reserved II _HFS Medicare Cost Report Software User Manual 4 19 Import ECR Files 4 1 9 1 700 Series Reports 4 1 9 2 Import Batch ECR 4 1 10 Export ECR 4 1 11 Exit 42 The Edit Menu 421 Cut Copy amp Paste 422 Add Delete Lines 423 Cost Center amp Statistical Setup 424 MovelChange Combine Cost Centers 4 3 The Forms Menu 44 Options Menu 441 Form Options 442 Setup Options 443 Import and Export Options 444 Auditor Options System Options Fl Options PS amp R Options The Tools Menu 451 CMS 339 Questionnair
73. User Sites Network Synchronization is designed for use by clients with multiple users This feature will allow one computer or workstation to be updated and all other computers will be updated automatically based on the software installed on the administrator s computer This feature assumes that there will be an administrator responsible for keeping the designated workstation up to date The administrator will install the latest software to a local hard drive or network location When the update or install is complete the administrator must publish files to a shared network location that will update the rest of the workstations with the updates installed by the administrator To start the Netsync program click the Windows Start button Select All Programs and point to Health Financial Systems then Tools and select HFS Admin Suite a13 8y Brg Ta TGS Taser Install amp Update the Software 16 TEE rane TOD Publication information eof Last pubicaton 10 12 22 52 m oto Users network snewonzaton ulate new te roa e Te publish network software press the Publish for Network Synchronization button uch for Network Srneronizaton Instructions 1 Entar a nete to your users You can opticnaly erter a note that your usas il 299 on ther updates screen that descrbes this syncronization udate Enter up to 255 theracters 2 Ente the Publication Date The
74. V Look up Can retrieve data including line and column labels Can retrieve the worksheet list used by a specific sub system can also retrieve component and ttle lists Can retrieve Cost Report file basic information Can query data returning characteristics of the type of data along with the data itself Can write to the Cost Report file with Add or Replace value type of action The following are examples of commands that may be used to accomplish typical tasks using the APL a13 8y Chas HBr Ira TS Taser Introduction to 256 The following code snippets illustrate methods of programmatically instructing APIto perform certain useful tasks the following example illustrates a sample call from a Client program 2013 by Gharles Briggs Jc ighis reserved 257 HES Medicare Cost Report Software User Manual Sample from Client Program Delphi Pascal function LocalGecData instruccione iocsticn String WideStringi TAPICaL procedure instructions LPWSTR oat ret LEWSTR stdcall an Thandie diame String proc TAPICall fes cmL LPRSIRI s array 0 65536 of WiceChar 6 begin sizeof resulta Ay Result instructions gt 1 HFSRSAPT DLL LoadLibrary FAnsiChar dllNenc Proc i Get rochddress dil GetHCRData Bf Assign
75. about the data imported from the EC file the provider identified in the EC file the software vendor and other relevant information Settings Notes Edts Import Summary ImportEros PROVIDER INFORMATION 100 Number NPI 202 1 05 state LECTROMIC COST REPORT INFORMATION 72 00 Date Imported 201 Specification Date Create Date Tine 2 03 ranma 2 04 TotalRecer st 205 2 05 Batch Import ECR Files 700 Series Reports 4 1 9 1 700 Series Reports series of worksheets called the 700 series are created during the ECR import process You can locate these by clicking on Forms and Open and then scrolling to the bottom of the list of worksheets The 700 series of worksheets shows pertinent data from the ECR file compares it to the same data in the newly created cost report file and then displays any differences Below are examples of the 701 and 702 worksheets that relate to Worksheets S and S 3 2013 by Charles Brags Jc ighis reserved The example below contains a list of 700 series reports generated during the ECR import process Yellow highlighting added for emphasis Please note that with the 2552 10 system we combined the 700 series into one report 700 Report A13 by Chas Brg Tea TS Taser The Main Menu 42
76. actor the system will set up a default Specification Group The defauit Specification Group is the based on the cost report form set number followed by csdx e g hospital is 2552 96 csd This is a file on your hard drive in the same folder as your cost report software usually cAMCRIF32 In addition to specifying a Specification Group filename you will need to enter a name for each extract project In fact if you have not previously created a Project Specification the system will prompt you for a name when you launch Data Extractor Each Specifications Group can have many extract project Specifications There will not be a separate file for each project Specification You can have mutiple Specifications Groups You might have budget group an audit group etc Within the budget group you might have a wage specification and a depreciation specification m Many of our clients created extracts in earlier versions of the software You still use these extracts by clicking the Open button on the Data Extractor toolbar 2013 by Charles Bugs Jc ighis reserved Afta ome n Date modified Tre I ona rot Tepes MA 5 Racan Paces IE xconeson sant xoma L 2 Xue Mal IN woocmens 2 Xt onc arie 1 poies Pci I E Bien Qo Des Exec Foe fc At pata acer ris Cast Then you can browse and
77. ades of experience with cost reports and the cost report software We encourage every customers to email us at support hissoft com or call us at 888 216 6041 The software is designed to make your job easier Yl you are bogged down with a confusing cost report issue or if youre not sure how to do something in the software contact us Dont wait until you are frustrated discouraged Send us an e mail or call us and we wil be able to answer your questions and resolve any problems you encounter AtHFS we make an extra effort to be responsive to the needs and desires of our customers Many of the features in our software were developed at your request and some of them continue to evolve as a result of input from you If you have ideas for enhancements comments about any aspect of the software please share them with us Please use these convenient links to contact us request Information HFS Sales representative technical Support We hope you enjoy using our software On behalf of everyone here at HFS we thank you for choosing our software and we look forward to a long working relationship with you 12 System Requirements The minimum hardware and software requirements for HFS cost report software include v 13GHzor faster processor CELLU FELL Welcome 4 minimum 1 gigabyte GB of RAM minimum 1 5 gigabytes GB of available space on the hard disk v floppy fash or CD ROM drive keyboard
78. ailable specifications You can also click Options to open the Data Extractor Options dialog box where you can select the options discussed in the previous chapter A13 8y Chas Brg Ta HGS Taser Batch Data Extractor 222 The final step is to select the output file type from the list of file types After you select the type of file click Extract to extract data and create the output file 2013 By Charles H Briggs Jr This reserved 223 HES Medicare Cost Report Software User Manual Automated Account Interface The most time consuming part of preparing a Medicare cost report excluding the data collection is data entry So itis important to use every available tool to reduce that burden The Automated Account interface was designed to reduce data entry to an absolute minimum AAlallows you to import a csv or ais file cross reference your data and then export it to your cost report AAlis designed to automate the mass download of data from a provider s general ledger organize and map that data and export the data to any data entry enabled in the cost report 7 M tormated Account Interface Introduction Automated Account Interface The AAl screen allows you to getto all of the main functions of the system with the tool bar buttons You can navigate between screens by selecting them in column on the left side of the screen While using AAI you can
79. al to SNF You can compare cost reports mcr or mcn to adjusted cost reports mca or mca To use the Management Reports feature you must have a cost report open To open Management Reports click on Management Reports on the Tools menu Ifa cost report is not open the Management Report feature is not available on the Tools menu When you launch Management Reports you will see the Management Reports User Interface screen The cost report file s must be calculated If the cost report files are not calculated when you start Management Reports you will be prompted to calculate the report s 9 1 Current and Prior Year Files At the top of the User Interface screen you will see the Current Year and Prior Year files identified The Current Year file will always be the cost report file that was open when you started Management Reports f a Prior Year file is not specified click the Browse button and select the file you want to use Ifthe text that identifies the Prior Year file is red the specified file doesn t exist 213 8y Charlas H Bge Jr angr esere Management Reports 176 Before you do anything else click Browse and selecta valid Prior Year fie Io in PSR yore sasona Mc wee Booman uments Pla 2 The Prior Year file you select will also be the default for Wage Index and PDR Likewise if you select a Prior Ye
80. ant to extract from the files This is where you specify which files data will be extracted from 2138y Chas HBr Tea TGS Taser Batch Data Extractor 214 You can elect not to specify any criteria here in which case the software will use all files in a specified location To use file Selection criteria select the option labeled Use search criteria when searching for matching files You can search by provider number and or fiscal year end dates hn the provider number line you can specify the beginning and end of a potential range of provider numbers In this example the range is limited to only one provider number in the fiscal year end line you can enter a beginning date and an ending date for a potential range of fiscal year ends in this example files with a fiscal year end date as early as October 11 2006 and as late as October 10 2009 may be included in the batch extract Beneath the provider number line and the fiscal year end line is a table where you can specify Custom Search Criteria C Jthat will be used when selecting those files to include in the batch extract On each of the lines in the table you can click on the line in the Identifier column and you can select from a list of criteria Possible selections are FYB FYE and Provider Number For FYB and FYE you can select an operator in the OP column of either greater than less than or equal to You indicate the value to be used for the comparison in the Value
81. ant to use a template file to populate your cost report with data as itis created 4 you selected the Use Template option click the Open Folder or Browse button and find the file you want to use as the template and select it When finished entering information in the dialog box click OK to create and open your new cost report file A13 by HBr Ta TS Taser The Main Menu 28 When the file creation process is finished your screen will sort of go blank However if you look closely you will notice significant changes occurred in the main User Interface window after you created the new file There will be screen elements that display information about your new cost report file The filename will appear in the lower right edge of the window The cost report period beginning and ending dates visible if present in the template file inthe upper right portion of the screen The provider name is visible beneath the menu bar if present in the template file The provider number is visible beneath the menu bar if present in the template file and Some of the Toolbar buttons will be enabled because your cost report is open Before any files are opened the toolbar has limited functionality It looks like the example below a gt B Enty New Open close Prnt Ferm Preview Ferm When a cost report file is open the tool bar changes and looks like this
82. ar file in Wage Index or PDR that file will by default be identified as the Prior Year file when you open Management Reports 52013 By Charles Bigs Jc ighis reserved 177 HFS Medicare Cost Report Software User Mani Note When the cost report periods are not the same the system makes appropriate adjustments to the comparison data The software calculates the number days in each cost report period and uses the resulting ratio to adjust the Prior Year cost report data For example if the Current Year file cost report period is six months and the Prior Year file cost report period is one year the software will reduce the Prior Year data values by applying the ratio of days which in this example will reduce the Prior Year data values by 50 the Prior Year file cost report period is six months the inverse ratio is applied and the Prior Year data values wil be doubled The Current Year file cost report data is never adjusted in this process The adjustment ratio is only applied to the Prior Year fle cost report data The system will not perform the adjustment if the variance between the cost report periods is six days or less 92 Cost Center Matching Many comparison reports require similar or matching Worksheet A cost centers in the Current Year and Prior Year files Any cost centers that are not matched to a corresponding cost center inthe other fle will not be compared All data in an unmatched cost center is
83. ars in a separate window A tab on the top of each window contains the name of the report Click on the report tab to view the corresponding report You can switch back and forth between these reports by clicking on the various tabs IUSEyChaWes Eggs a GS rese Management Reports 186 9 7 Printing Reports While working in Management Reports you can print reports On the File menu select Print Selectthe reports to print tetris ou ou n EIR ssa 3 1 ANALYSIS OF EXPENSES EB 22 OB 3 STATISTICAL ANALYSIS LIB 28 SALARY COMPARISON 5 1 BENEFITS STAT 5 ell AL mo e tcs VB OA OTHER aps Tora Een 13 RECLASSIFICATIONS mm NE NES You select which reports to print by checking the appropriate box In the example above the Salary Expense two year report is selected for printing Select Print to File to create text or PDF version of reports Click Preview to view reports on your screen Select Print Excluded Lines to include lines that did not meet or exceed your tolerance criteria When this option is selected lines that met or exceeded tolerance criteria are marked with an asterisk 2013 By Charles Jc ighis reserved 387 HES Medicare Cost Report Software User Manual wanageren Report reven 12 pem ne 32532
84. ate a set of ECR files open the File menu and cick Export and select ECR File This function is discussed in greater detail in chapter 6 See also 213 8y Chas Brg Tr aT Taser The Main Menu 44 Submit Finished Cost Report ECR Filenames How to Create ECR Files 41 11 Exit Selecting Exit from the File menu closes the cost report software Any cost report currently open is automatically saved and closed 42 The Edit Menu The Edit menu contains seven commands or links to features See also Cut Copy amp Paste Add amp Delete Lines Cost Center amp Statistics Setup Move Change Gombine Cost Centers 4 2 1 Cut Copy amp Paste On the Edit menu select Cut Copy or Paste commands Yew Forms prone Toas window Hep ex amp amp E cec Oe references Open Fom col ard unes Delete Lines Cast Center ard States Set Ln These are the standard Windows commands that allow youto Cut Copy and Paste data You these functions to move data from Excel or any other Windows application to a cost report file or from a cost report file to any Windows application You can also use the standard Windows keyboard shortcuts for each function CTRL C Copy CTRL X Cut and CTRL V Paste to achieve the same results 2013 by Charles Bags Jc ighis reserved 45 urs Medicare Cost Report Software User Manu I you use y
85. be in the same folder too Specifications The HFS API has the following functions currently available procedure GetFileList ret LPWSTR stdcall procedure GetFileListA ret LPCSTR stdcall 52013 by Charles Jc ripis reserved 255 HES Medicare Cost Report Software User Manual procedure GetMCRData instructions LPWSTR ret LPWSTR stdcall procedure GetMCRDataA instructions LPCSTR ret LPCSTR stdcall and some test functions procedure TestGetMCRData instructions LPWSTR ret LPWSTR stdcall procedure TestGetMCRDataA instructions LPCSTR ret LPCSTR stdoall GetFileListA GetMCRDataA and TestGetMCRDataA functions have been added to support regular string types TestGetMCRData and TestGetMCRDataA are for testing purposes any text can be passed as instruction the returned value is API TestGetMCRData instructions received if a text any text has been passed to it and API TestGetMCRData no instructions passed if no instructions were passed As part of the above message you also get the size of the allocated memory by the calling program for the ret result Capabilities Currently the API can operate on Cost Report files in several ways Can process muttipl files in one single request Ability to select different type of data output format XML CSV and Lookup read data and return the result in one of these formats XML CS
86. bove My Data Formats Twant to define the way data amp formatted The third step in the process requires you to select from pre defined data formats for the data to be imported into or if there are none that are appropriate you have to define the name of the data format A13 8y HBr Ta TGS Taser Batch AAI 244 Using the Fed Information section below describe how the data beng imported formatted a fel does not match one of the Data Types simply select eid to have that fied skipped when the data mported You can save your Fed Information as a specficaton using the Save As button Feld Information Untied Dae Type Sarge Bala in ecec rt umber 2 Do Net nga Si Neue Velie Do Nat Inga EFE Fes Do Nat Imaan Sel Mike Hare Washes Nene iViolancet Fat wiches Pan Dot oer S Fs Do Nat Inga Sk Wwotsheet une Lire Washes Can Washer After you click Next you will enter the details of your data import specification just as you would if you were using the regular AAI feature When you are finished you can click Save As to save the specification under a new name or click Specs to open another specification file When you finish entering specifications click Next The fifth step in the process is to select from the available options regarding how
87. bsequently opened worksheets willbe from the Adjusted Report Ele Edt View Forms Options Tools Window Help Ear al oon HIER Task Pane Close Calculal Bean MS Print Inage ECR Import Report Adjusted Report E testen Deis N F6 Sume Cel Adjustments CHS When you open the worksheet in your original cost report you will not see the effect of your audit adjustments because Auditor never modifies your cost report However after you open the worksheet in the Adjusted Report you will see the adjustment s The adjusted worksheet with have Read Only as part of the worksheet name on the tab at the top of the worksheet window as shown in the picture below 2013 By Charles Jc ighis reserved 159 HES Medicare Cost Report Software User Manual uec Bl 84 PrintOptions When you apply an adjustment you will be presented with the options shown in the below window Your responses will be saved and used when printing reports until you change them You make changes on this screen or click Finished to continue with the current settings BROT by Chaos Eggs Jr rese Medicare Auditor 160 Applying Audit Adjustments Print Options Specify if you want to print any avaiable reports after ap
88. by clicking on the line you wish to delete and then clicking the Delete button X You can also use this screen to change the statistic codes a13 8y Charlas H Bgas Jr g esere Medicare Auditor 170 8 9 Move Change Combine The Move Change Combine utility moves data from one cost center and either adds it to the data in another cost center or replaces the existing data in the other cost center com men eee ase TE rs Sls o mex mE et o M wy 2 00 OTHER CAP RELATED cost 4100 ENPLOYEE BENEFITS Oy 5 00 ADMINISTRATIVE amp GENERAL 599 MAINTENANCE amp REPAIRS 7 00 OPERATION OF PLANT a LAUNDRY amp LINEN SERVICE HOUSEKEEPING 00 Dr TARY 11 00 Cre TERZA 12100 MAINTENANCE OF PERSONNEL 13100 NURSING ADMINISTRATION 14 00 CENTRAL SERVICES amp SUPPLY 15 00 PHARMACY 16 00 weBicAL RECORDS 1 17100 SoczaL 2013 By Charles Jc ighis reserved m Here you can add the data from cost center to another of take the data from one cost center ard repiace the data in another cost center overlay When you use either of these functions the source line From in the Adjusted Report wil be deleted To use this feature enter the cost centerline you wish to take the data from From and then enter the cost center lie you wish to addteplace T
89. by mal Ck Hore To proceed with the download you must check the box indicating you viewed and agree to the HFS End User License Agreement You can click a link to view the EULA or another link to download a copy of it to your computer You can also click a link if you want to have the software mailed to youon a CD After you indicate your willingness to be bound by the license agreement click the Click Here to Download button The installation file will be downloaded to your computer When the download is complete the install program will start Ifthe setup program does not start automatically locate the downloaded file and double click it to run the setup program I you previously installed the cost report software you will be advised that the setup program will upgrade your existing instalation a13 by Brg I a TGS Taser Install amp Update the Software 30 Custom Selection dialog in which you can change the way Features are installed Instellaton errors in the program This option fes missing or corrupt fles shortats and registry entries Remove MCRIES2 Hospital from your computer Cancel Click Yes to proceed You wil see the opening screen for the setup program 2013 By Charles Brags Jc ighis reserved 11 Medicare Cost Report Software User Manual di cars SNF reared Wa 0 Welcome to the InstallShi
90. can also choose Do Not Print The following report shows an example of an Imported file into aaix file that did not have any data You will notice that the Action column repeats Record Added if the file had previous matching data the Action column would read Record Updated This report is very helpful when existing data is in place because it will show Records that have been Added and may need further attention 2013 By Charles Bigs Jc ighis reserved 231 HES Medicare Cost Report Software User Manual 13 2 The Main AAI Screen Your imported data will be displayed on the main AAI screen ERI ARA EAR Ifyou did not import the cross reference information you can enter the Page Part Program Component Line and Column information directly on this screen You can sort the Account screen on any column just by clicking on the column heading The first click on a column heading will sort tinto ascending order and the second click will change it io descending order This can be very helpful if you have an unexpected value on a particular line you can sort by that line and find all the accounts that contribute to that ine The system has the ability to store multiple csv files in separate worksheets or workbooks These can be set up as you import or by clicking on the New Workbook button on the AAI tool bar You can switch between workbooks by clicking on the left hand task pane tree and worksheets
91. ce criteria are specified and you run or print reports you will not see any data on the reports you run or print However if you select the option to Print Excluded Lines you can run and print any report and alllines of data willbe included Tolerance criteria can be set for individual reports or globally To set the tolerance criteria for a specific report select a report by clicking on it The tolerance criteria window for the selected report will appear In the example below the Other Expense is selected WARTS Ces Eggs Tr I HGS 2552 10 Management Reports 194 Note Tolerance criteria do not apply to single year reports Tolerance criteria may be set globally or for individual reports You cannot set tolerance criteria for a group or category of reports You can use Global Tolerance Criteria to set Tolerance Criteria for groups of reports 1 Tolerance Criteria Unt Difference Percent Diference Dierence of Per Medicare Rembursement Medicaid Reimbursement capital Cost Center Tolerance Criteria Override Unit Diferen Percent Dfference Medicare Reimbursement Reimbursement There are several types of tolerance criteria The first is Unit Difference The Unit Difference is the difference between last year s and current year s amounts the Unit Difference tolerance criteria is 15 000 any line that changed more than 15 000 will be printed or flagg
92. clicking OK reopen the cost report file and the problem should be resolved Ifthe message you see indicates that the file was not restored or if the file still won t open you should e mail your mcr file to our support email address support htssoftcom and we wil try to fix your file for you 4 5 3 CBSA Lookup Tool The CBSA lookup too will find any CBSA number in the United States To find a particular CBSA code you need to select the name of the County and the State from the two list boxes The CBSA Lookup Tool wil find the corresponding CBSA code and display it The Tool will also retrieve and display the Old MSA Code and the Old MSA Name The MSA Codes are no longer used in the cost reports and these items are for reference only a13 8y Charlas HBr Ta TGS The Main Menu 33860 Montgomery AL 5240 MONTGOMERY AL Some CBSA codes are two digit numbers Inthe cost report you must input a five digit CBSA code When you enter your CBSA code in the cost report and a two digit code was returned by the Lookup Tool precede the two digits with thtee nines 999 For example ifthe displayed CBSA code is 01 you would enter 99901 for your CBSA code in your cost report 2013 by Charles Bigs Jc ighis reserved HES Medicare Cost Report Software User Manual 4 6 The View Menu There are certain options under View to customize the screen and to view certain
93. cost center in the Prior Year fle You can usually match these unmatched cost centers by assigning an appropriate parent ine number from the Current Year file If there is no matching cost center in the Current Year file you should leave the dissimilar cost centers unmatched and the cost centers wil not be compared to any cost centers in the Current Year fle To assign an unmatched Prior Year cost center to an unmatched Current Year cost center click on the Prior Year cost center and drag and drop it on the Current Year cost center 2013 by Charles Brgs Jc ighis reserved 193 HES Medicare Cost Report Software User Manual Note f the Prior Year report had an unmatched cost center parent ine that is not present in the Current Year leave it blank it will not be used in comparisons In addition clicking on the Reset Cost Center Matching button located in the upper right comer of the Current Year cost center window reverses any changes you made to the cost centers and everything reverts back to its original state You can return to the Report view by clicking on the Report tab 10 3 Cost Center Criteria We recently added the ability to use cost center criteria in addition to tolerance criteria Cost center criteria allow you to include or exclude certain cost centers from your comparisons regardless of tolerance criteria Click the Cost Center Criteria button to view this feature To enable cost center matching select U
94. cost report fles are located This should be the same folder you decided upon in step 5 above You may also press the Browse button next to the Cost Report Folder box to browse for the desired folder 9 created sub folders and those folders contain cost report fles you want to search place a check mark in the box titled Include sub folders in cost report fle search 10 If your HCRIS data file has data from other Fis in addition to your own and you do not want to process the other FIs data enter your Fl number in the FI Number box and make sure you DO NOT check the box marked Do not check FI number during processing I this is only for your number check the box Do not check FI number during processing 11 When you have finished with the above steps press the Run button 12 When the Wage Index Verification software Is ready to print the results of the verification process the following screen will appear A13 8y Chas HBr Tea TGS Taser Wage Index Verity 268 13 Ifthe printer indicated is not the correct printer press the Setup button to select the correct printer Press the Preview button to preview the results of the Wage Index Verification process 14 On the preview screen you move through each page by pressing the Next Prev buttons When you are ready to print press the Print button 15 To close the Wage Index Verification software press the Cancel button on the Wa
95. cost report is not open the Management Report option is not available on the Tools menu To open Management Reports select Management Reports from the Tools menu The Management Reports window wil appear on your screen A13 by Charlas Brg Ta HGS Taser 255240 Management Reports 190 The cost report file s must be calculated If one or both cost report files are not calculated when you start Management Reports the software will detect the problem and prompt you to calculate the reports 10 1 Specifying Prior Year amp Current Year Files Click Settings to see detailed information regarding the Current Year and Prior Year files The Current Year file will always be the cost report file that was open when you started Management Reports Ifthe Prior Year file is not specified click the Browse button or the Select PY File button and select the file you want to use If the text that identifies the Prior Year file is red the specified file was not found Before you do anything else you must click Browse and select a valid Prior Year file to use for comparison E a m rapt ED e et co comete sen coc en sen Current Year aes tio e oan Deer 35 Prior Year Bia arie cinursons rico ear true on t Hen peces nodes rms neenon fedem e Depe Vw 368 DeyeinDegitat Lott Cate Ves 4 Daye te Daye Rates sedis rer year data n arde toma an a
96. ct a Department it willbe highlighted Click the right arrow to move the selected Department into the Physician s Department box You can move multiple Departments into the list Youcan move Departments back and forth between the boxes by clicking the left and right arrows If you select multiple departments at the same time you can move them all using the move multiple left and right arrows located beneath the regular arrows After you select the Department you need to enter the physician name in the New Physician list box n a new 339 file the list will be empty As you add physicians their names will populate the list and can be chosen from the list Before you can actually add the physician you must also select his or her specialty Select a specialty from the Specialty list When you have data in the New Physician field the Specialty field and the Physician s Department field the Add button will be enabled D213 Chaos Eggs Tr I HGS The Main Menu Click Add to add the physician Repeat the process as needed to add more physicians 2013 By Charles Bigs Jc ighis reserved 81 Medicare Cost Report Software User Manual 12 Add Specialty Select the Specialties tab to add a Specialty The Add Specialty dialog box appears TERGY IMMIINOI OGY DIAGNOSTIC I AR TMMINOI OGY MEDICINE GENERAL MEDICINE CARDIAC FI F
97. d 327 HES Medicare Cost Report Software User Manual DPR v Od em Batmane Fle name MWNamok files oftype Fies mco Browse to and select the file then click Open The cross reference will be imported you satisfied with the Provider Cross Reference you are ready for the next step 7 8 Allocate with Statistics Ifyou have a revenue code that should be assigned to more than one cost center you can use a statistic The first step is to assign a statistic code to the revenue code that needs to be split You can enter this statistic code on the report or on the Provider Cross Reference cteate a statistic click on User Defined under the Statistics heading to open the New PS amp R Statistic screen Give your statistic a four character stat code and a description Note Stat codes are case sensitive When you use a user defined stat code you must type it exactly as it was typed when you created it For instance user defined stat code 110F is not the same as user defined stat code 110i a13 8y Charlas H Bgas Jr Tig esere PS amp R Reconciliation 128 Once you have entered the code and description click Finished The following screen will appear ve Desten lee TUREWSEEESEBEEE Enter your allocation on this screen In this example this statistic that will assign a re
98. ded the Data Extractor feature You can extract any data in the cost report entered or calculated The data is extracted and formatted in a comma separated file csv That fle can be imported into Excel or any other spread sheet program Data Extractor extracts data from a single Medicare cost report The Data Extractor is also used to build the specifications for our Batch Data Extractor The Batch Data Extractor applies the extract specifications to multiple cost reports The Batch Data Extractor instructions can be found in the next section of this manual To use Data Extractor the cost report software must be running and a cost report fle must be open Start Data Extractor by selecting Data Extractor trom the Tools menu Ee Eh Fras yrs Tov i t S onte Sue tom DT p een ra E Data Extractor will extract whatever data you want You create an Extract Specification which is a line by line instruction that tells the software what data you want to extract from the cost report You will see window where you create or edit specifications on the bottom half of the screen The top half of the screen will still be available for viewing worksheets This can be very helpful when determining exactly which Worksheets ines and columns you want to extract Youcan see the worksheet on the top of the screen and enter the reference information on the bottom of the screen a13 8y Charlas Brg Tea TS Taser Data E
99. ds will automatically print or print preview the active worksheet See also Form Options 44 The Options Menu Woere are Preferences and Login commands under the Options menu 2013 by Charles Bre Jc ighis reserved 57 urs Medicare Cost Report Software User Manual You should not select Login unless you are an auditor The Lo that are not available to cost report preparers command opens features Select Preferences to open the Preferences dialog box Notice the tree view on the left side of the dialog box Click on any in the lst to expand or contract an item 4 4 1 Form Options Select Form Options to see the various options applicable to worksheets or forms The Form Options screen is the default screen and will always appear whenever Preferences are selected from the Options menu You should always select the first two options Display column headers and Display row headers When these options are selected you will see row and column headings on the outside edges of all your onscreen worksheets 213 8y Chas HBr Ia TGS Taser The Main Menu se restes t co Center Decor m Ps Es EE COST TERS Aon onton Cos SU a FT EEE EE i ovam Cae ne costava EQIP sem 0 an onson OTHER CAPITAL costs 0 0 1 n oto aeta neers comis anassen amamus Sanf osoo INE GENERAL sere ci
100. e 4 5 1 1 Add Physicians 4512 Add Specialty 4 5 1 3 Add Department 452 Restore Reorganize Data File 453 CBSA Lookup Tool 46 View Menu 4 6 1 PI Viewer and Print 47 The Window Menu 48 Help Menu 5 Enter Data 37 40 42 43 44 44 44 46 47 51 54 56 57 61 68 69 70 78 74 76 7 79 81 83 84 85 87 90 92 94 97 2013 by Charles Boge Jr all gis reserved Contents 5 1 Opening a Worksheet 52 Data Entry 53 Calculating 54 Printing the Report 6 Submit Finished Cost Report 6 1 Filenames 6 2 How to Create ECR 7 PS amp R Reconciliation 7 1 Open the PS amp R Reconci 7 2 Import PS amp R Data 73 SortPS amp R Data 74 Manually Input PS amp R Data 7 5 Standard Cross Reference 7 6 Update Provider Cross Reference 7 7 Import Provider Cross Reference 7 8 Allocate with Statistics 79 Import a St 7 10 Apply Pro 7 1 Re Assign Crosswalk 7 12 Delete a Report 7 13 View Print the Difference Report Print 7 15 Export PS amp R Data 7 15 1 Export to Auditor 7152 Export to Cost Report 7 16 Gross Up Charges 8 Medicare Auditor 8 1 Auditor Screen 82 Data Entry r Cross Reference 97 99 101 102 105 106 108 114 115 n7 121 122 124 125 126 127 130 131 138 134 135 137 140 140 142 143 144 145 147 B2013 by Chaves Higgs Jr GRE reserved
101. e changes These changes do not occur at predictable intervals What is predictable is that mandatory changes will always happen and you may or may not be aware of them Itis a certainty that if you don t update your software your cost report will not reflect recent changes Depending on the seriousness of the changes or of the impact the changes have on the cost report your cost report may be incomplete and incorrect because you used outdated software to prepare your report When you submit your cost report to your FYMAC your cost report may be rejected and the MAC may withhold Medicare payments to the provider and if the problem persists the MAC may treat any payments to the provider during the cost report period as over payments and require the provider pay back all payments for the year You can easily prevent this from happening if you check for updates when you have not used the software for a few months or even weeks You should also check for updates before you finalize and submit your completed cost report to your MAC If there are updates available install them Dont put it off until later Install the updates restart the software open your cost report and recalculate it to see if there are any new edits or any unexpected reimbursement impacts Then you can be confident that the cost report you submit was prepared using the most current available version of the program The software is designed to communicate with our servers and deter
102. e we are using GRS Then key in the total gross up amount 100 000 Next enter the worksheet D 4 program 18 component Hospital and column 2 You can view the list of existing statistics by clicking View Statistics In this Example we chose IC8a because that will use Worksheet D 4 Tite XVII Inpatient Charges lines 37 through 68 stats A13 by Chas Brg Tea TS Taser Medicare Auditor 144 Medicare Auditor The Medicare Auditor feature was developed with input from many of our users This powerful toolis used by MACs to audit cost reports and by providers to perform What analyses and to view the impact of their MAC s audit adjustments We included every foreseeable capability our users may need and we have made those capabilities easily accessible You access the Medicare Auditor feature while in a cost report mcr or mers file You enter adjustments through Auditor s data entry screens The adjustments are stored ina file with a Auditor filename extension You can choose to apply all or some of the audit adjustments When you apply adjustments Auditor creates a copy of your cost report and calculates the copy using your adjustments Auditor never modifies the original cost report Ifyou receive an Auditor file from your FIMAC or another HFS user you can view or apply the audit adjustments in the Auditor file to your cost report First the names of your cost report file and the
103. e 7 00 Using the Overlay feature will take the data in the From box and Overlay Replace the data in line entered in the To box 2013 By Charles Jc ighis reserved 53 medicare Cost Report Software User Manual Move Chat 2 Move Line gt From 52 01 To E 45 00 OOCCUPATIONAL THERAPY 2 46 00 OSPEECH PATHOLOGY 47 00 OELECTROCARDIOLOGY 48 00 OMEDICAL SUPPLIES CHARGED TO PATIENT 49 00 ODRUGS CHARGED TO PATIENTS 50 00 ODENTAL CARE TITLE XIX ONLY 51 00 OSUPPORT SURFACES 52 00 DOTHER ANCILLARY SERVICE COST CENTER 52 01 OTHER ANCILLARY SERVICE COST CENTER 60 00 OCLINIC 61 00 RURAL HEALTH CLINIC 62 00 FQHC 63 00 DOTHER OUTPATIENT SERVICE COST CENTE 70 00 HOME HEALTH AGENCY COST m Ready Sus Ready inthis example if you click the Overlay button all the expense data present in cost center line 52 01 wil replace the expense data currently present in cost center line 52 00 Note Whenever this feature is used the From cost center line is deleted if itis a subscripted line i e line 1 01 This is true for both the Add and the Overlay commands Using the second Overlay example note that line 9 01 is setup to Overlay the data in line 9 00 Click the Apply button to perform the Overlay Note Once an Add or an Overlay has been performed there is no way to undo the results Be
104. e Main Adjustment number and will prompt you to select that number If you want to leave a number blank for future use you can key the actual audit adjustment number you want or a range of adjustment numbers Youcan also choose Next New Adjustment from the menu and the system will automatically create the next sequential Main Adjustment You wil need to type the description of the Main Adjustment and the work paper reference The next step is to enter the adjustment details Click the Details tab to switch to the Detail Adjustment window You can adjust any non calculated cell in the cost report You can modify any type of data including dates text fields and numeric fields When you enter the details of your adjustment Auditor checks to see whether the adjustment refers to a valid cost report location Auditor will display No Errors if the location is valid or Invalid if your Adjustment Detail refers to an location that does not exist or cannot be modified I you have a worksheet open you can click on the cell you want to adjust and then click the Create an Adjustment from the Active Worksheet button The selected cell s detail information will instantly populate the cells on the Detail ine You can even select multiple cells to create multiple new Detail Adjustments Below is an Example of two adjustments that were created by highlighting worksheet E Part A lines 1 00 and 2 00 for column 1 00 and then clicking the Create an Adjustmen
105. e and Column references If you import a file that has a duplicate accountsub account combination but different cross referencing the system will change the sequence code 13 4 Manually Enter Cross Reference Information There are three ways to tell the system where your data should go in the cost report The first is to enter your data on the AAI screen You can manually type your entries into the Worksheet Program Component Other Line and Column cells This sounds like a big job but the system helps by repeating the above entry with whenever you press Enter Usually groups of accounts share most cross referencing information so this process goes pretty quickly Also this file can be copied and used for the next facility s report or next year s report so you will only have to do the cross referencing once EXUSEyChaWes Eggs Tr I HGS Automated Account Interface 234 13 5 Import Cross Reference Information When you import your data you will be given the option to choose a format that includes the cross reference data in your import file The cross reference data must contain six components separated by commas Worksheet Part Program Component Line and Column Ifthe Worksheet does not have a Part Program or Component enter zeros or have nothing between the commas Entering the cross reference data requires some familiarity with the system you are not sure what needs to go into the cross refer
106. e in the backup Click OK and the backup willbe performed and copies of your cost report file and related files if you selected related files to be backed up will be in the backup folder you specified 2138y Chas HBr Tea TGS Taser The Main Menu 44 3 Import and Export Options Click to open Import select Batch to setup preferences for Batch Imports of ECR files spel fen tem er vir p CRO sn FOIT SIT Doriy e srt pest po rer OD ries rotter pre pd Serra fie yee Turon i wt pi Follow these steps to Import Batch ECR files Select the File Types you want to import Then select fles or file locations as described in 2 or 3 below You cannot select both The next two options are mutually exclusive 2 Specify the folders that ECR files will be imported from Add to the list of folders by clicking the Add button b Remove folders from the list by selecting a folder and clicking the Remove button 3 identify ECR files to import 4 Select the output folder for the cost report files created during the Batch Import Click ECR sto set additional options for ECR Import You can select cost report subsystems and set options for each type of cost report file These options include printing various reports and the destination for the reports 2013 by Charles Bugs Jc ighis reserved 69 urs Medicare Cost Report Software User Manual
107. e the cost report After the report is calculated all edits will be displayed in the Calculation Edits dialog box land all calculated changes will be reflected throughout the cost report Print Form Preview Form Click these buttons to quickly Print or Print Preview the active worksheet The active worksheet is the worksheet visible on your screen When you click these buttons the form is instantly printed or previewed The usual preliminary option dialog boxes are skipped Cut Copy Paste These buttons perform the Cut Copy and Paste commands Use them to Imaripulate data within in worksheet or between worksheets and lapplications Open Form Click to open the Open Forms dialog Add Lines Delete Lines Click these buttons to add or delete lines When you click either button the Cost Center and Statistics Setup dialog box wil open enabling you to ladd and delete lines You can only add and delete lines to from certain worksheets See also Toolbar Options EUSByChares H Erg Jr I TRS reser The Main Menu 26 The Main Menu Inthe upper left region of the cost report user interface screen you will see a standard Windows menu bar with various drop down menu commands See also File Menu Edit Menu Forms Menu Options Menu Tools Menu View Menu Window Menu Help Menu 4 1 The File Menu The File menu contains various commands New
108. ea proc then begin proc LPWSTA instructions resultiML Result resulti end finally Freshinrery a11 end E Instructions lene Eile type 2552 86 inscrucsion becch gt lt ODRTA o Data Files 2552 86 20202 ncr gt IER type 2552 6 inscrucsion becch gt lt ODATA o Data Files V2552 56 140695 mor gt tastiest Vnecructicn name barch o i Tread 13 A000000 gt lt 1ine nana S 00 gt column name 7 00 gt lt Lana gt lt zeads eremi 13 A600000 obere code Apte diae nane 1 00 gt 4 lt eoluna rans i oo lt colunn nene 4 00 gt sereni 10 A310002 gt lt Line nane erinstruczions 4 1 00 ccorumm 1 007 gt lt 11ne gt lt read gt DXUISEyChaWes Eggs Jr SUUS Introduction to 258 This next example retrieves MCR data and a list of files Sample calls GettrcRDatastr and Getretitstr from Client Program Visual Bas Claes Foret Declare Sub GethoRDatoA Lib c VCRIFS2WESNSAPT GIL ByVal p As String 1 ret As String Declare Su GetrilelistA Lib WREST S11 ret ae String Private Sub Updsteser lal status As Boolean Priv e Sub sender Ae Syste Db jest BEL As Spem Eranti rss SpaceS 1048576 atlocate 1b for the result Upaatescr Faise Toxtbo
109. ebsite www hissoft com Technical Support gt Send an email support hfssoft com gt Call technical support 888 216 6041 The more you know about the software and its features the easier your job will be Once you start using our cost report software you will wonder how you ever prepared a cost report without it 2013 By Charles Brags Jc ighis reserved 3 Hrs Medicare Cost Report Software User Manual 1 1 Introduction Since 1981 Health Financial Systems HFS has been developing and marketing CMS approved Medicare cost report software HFS cost report software is used by Medicare health care providers CPA firms and reimbursement consultants to prepare and submit Medicare cost reports HFS Medicare cost report software is used to prepare more Medicare cost reports than any other cost report software making HFS the largest automated cost report software vendor in the United States HFS software is used by more Medicare Administrative Contractors MACs and Fiscal Intermediaries to accept and audit cost reports than any other cost report software Most likely your FIMAC uses HFS cost report software to process your cost report Our users choose HFS software because of its quality dependability range of feature ease of use and live customer support that is unmatched in the industry We offer live technical support every hour of every day of the week Our ful time staff of support professionals have dec
110. ecific account and sub account combination Unique line labels can be edited and added using this screen When you enter or change a unique line label it only affects the one entry Unique labels can also be imported There is a snap line dotted line between the left hand task pane and the Account View Window If you click on this snap line it will remove the task pane view and allow the Account View Window to use the whole window Another click on the snap line will estore the left hand task pane Accounts can be added by typing them at the end of your worksheet The account descriptions can then be added on the Accounts listing Accounts can be deleted by zeroing the account and sub account information on the worksheet screen or by highlighting the line and choosing CTRL X to cut it The amount column can be cleared by highlighting the entire column and choosing CTRL X to cut the values If you are Using the same cross reference for multiple providers you can make a copy of the file and Clear all the values Then when you download the new provider s data it wil not have any of the previous values The same process can be applied to use last years file for this year make a copy and clear the file 13 3 Sequence The Sequence number gives you the ability to have the same Main Account and Sub Account go to multiple places or to manually spit the amount Utilizing the sequence number you can have two Worksheet Part Program Component Lin
111. ed The next type of tolerance criteria is Percent Difference I the criteria is 15 only those lines that have changed 15 or more wil be printed or flagged The third and least commonly used tolerance criteria is Difference of Percents This type only applies to Worksheet B 1 Management reports On the Management Report for Worksheet B 1 report 85 there is a column which computes the percent of the total allocation statistic for each line For example if one year a provider allocates equipment depreciation on square feet and then next year on dollar value the comparison of the values could be very large However the change in the percents between the years is more indicative of the actual impact on the allocation This percentage is the number used in the Difference of Percents criteria In the example above this criteria is available because report 85 is the selected report The criteria will only appear as an option when a worksheet B 1 report is selected or when you enter global tolerance criteria Ifyou specify mutiple criteria you have the option of evaluating the criteria conjunctively AND or disjunctively 2013 By Charles Bigs Jc ighis reserved 195 ost Report Software User Manual v unt ofference 15000 00 Z Percent Dflerence 1500 oR 151 Difference of Percents 10 00 END Medicare Reimbursement Medicare Rembursemen Medicaid Reimburser
112. ed values the grouped PS amp R values and the difference between the two You can view the Difference Report by clicking the Difference Report button on the toolbar The software will produce a Difference Report for the entire facility if you select Components onthe tree located on the right edge of your screen 2138y Chas HBr Tea TGS Taser PS amp R Reconciliation 136 432123 TEST SWB 4 Statistics System Defined User Defined 4 Cross Reference Standard Provider Ifyou select an individual component the Difference Report will apply only to the selected component Whether you chose to run the Difference Report for all components or a single component he software will run the report and you will see the print preview version of the Difference Report on your screen The diagram below shows a print preview of the Difference Report 2013 By Charles Brgs Jc ighis reserved The first section Line Not Assigned will show any revenue codes not assigned to a worksheet We recommend you review these lines to see if there are revenue codes that need to be assigned f there are go back to either the provider cross reference or to the report level and assign a line number For revenue codes that were successfully assigned the report shows the PS amp R amounts the cost report amounts and the difference between the two You cannot set prin
113. ed cost report fle contains audit adjustments applied in Yes if using Auditor X Auditor TMA Temporary storage for MCA fle created during calculate Recommended Autor Stores audit adjustments used in Auditor Yes using Auditor Auditor BK Auditor backup of adjustments Yes Automated Account Interface Extensions AX Stores assignment rules Yes Contains account amount and cross eference information Yes using AAT 399 Extensions IPRA data that contains 339 information Yes if you are using x9 Management Reports 255296 Management report groups and global tolerance criteria Yes BROT Chaos Eggs Tr I HGS File Extensions 250 Extension Description Do you need this PS amp R Extensions Contains al information Yes Xu PS amp R We Yes Data Extractor CSDX Contains specifications of data to be extracted Yes CSV Comma separated Yes DSC Batch Data Extractor Specification Criteria fle Keopidelete user generated DSS Data Extractor Specification fle Koopidelete user generated Professional Desk Review PDAX Data fle Yes POT Template Yes Wage Index WC Data fle Yes wit Template tie Yes 2013 by Charles Briggs Jc ighis reserved 251 HES Medicare Cost Report Software User Manual
114. eld Wizard for MCRIF32 SNF Tra Wird vat MORE SNE your To true c Ner WARNING The program is protectad by and romana etes Click Next to proceed You will see the HFS license agreement displayed in the dialog A13 by harles HBr Ta TGS Taser Install amp Update the Software J MCRIF32 SNF Installshield Wizard eo from mni EXCLUT E IMPORTANT PLEASE READ THIS LICENSE AGREEMENT CAREFULLY BEFORE INSTALLING THIS SOFTWARE PROGRAM HEALTH FINANCIAL SYSTEMS End user License Agreement EULA AGREEMENT is a legal agreement between you CUSTOMER HEALTH FINANCIAL SYSTEMS HPS for the licensed use of cost report software SOFTWARE PRODUCT By downloading installing copying or otherwise using the SOPTWARE PRODUCT you are confirming occae tems nthe agreement Prat 1 not accept the terme th ones agreement er To proceed you must indicate you accept the license agreement and click Next The next dialog box will display the progress of the installation process 2013 by Charles Bigs Jc ighis reserved 13 Hes Medicare Cost Report Software User Manual MCRIF32 Hospital Installshield Wizard ma ie gle ae ake seve nes Copying new fies
115. em a neon sasama ne nzo remo oF PLANT ama sot LANDRY a vem sev loea j EES 2j asosa ionam E inthis screen shot you can see line or row numbers on the left outside edge of the worksheet For columns there are letters at the top outside edge of the worksheet Both areas are circled in red Selecting these two options give the worksheets the same appearance as a standard spreadsheet These options must be selected to enable the Cut Copy and Paste functions Other options on this screen include Columns are resizeable Rows are resizeable Mark notes on cells Show cell hints Show progress bar You may customize the appearance of worksheets using Cell Color Options You can also choose from a range of possible behaviors for the ENTER key and the ARROW keys in the Key Action options Form Print Options Click Print Options to open the Form Print Options screen 2013 By Charles Jc ighis reserved 59 urs medicare Cost Report Software User Manual tons Mire Mame on ReportS nume pate an te on Ras T Onhe texa Flory lex reng Node This screen is a submenu of the Form Options screen All of these options apply specifically to worksheets or forms You can choose to print different text elements on printed worksheets Select which items to include in your printed worksheets Filename on reports
116. ence Values go into the Automated Account Window and enter the worksheet for which you will be supplying cross reference data The following are some examples of cross reference data Worksheet A line 1 column 2 A 0 0 0 1 2 Hospital Worksheet E 3 Part III Title 18 SNF line 7 column 2 E3 3 18 7 1 27 SNF Worksheet E Part III Title 18 SNF line 9 column 1 E 3 18 1 9 1 HHA Worksheet D Part II Title 18 line 13 column 2 D 0 0 13 2 Ifyou are downloading cross reference data you must include two account names Account Name and Subaccount Name ff you do not have a Subaccount name enter an extra comma or space and comma Account Name or Account Name 13 6 Assignment Rules The third option is to use our Assignment Rules feature Most GL systems can generate a list of accounts sub accounts and the names of those accounts Not all can generate the worksheet part program component line and column where the value belongs in the cost report simplify this task we added the assignment rules capability Let s say that you have an overtime salary sub account 123 likely that this sub account occurs in 100 different departments Instead of keying the cost report location 100 times you generate a single assignment rule that states for the range of expense accounts every time you See Sub account 123 it goes to Worksheet A column 1 When you apply the assignment rul
117. er the Threshold amounts and then transfer this Under Over to the Acceptability Checklist 13 HITECH FISS Data Report or SR 921 this report displays the days discharges charges and charity care and cost of EHR equipment for both and Non hospitals This data is to entered in FISS within 5 days of acceptance 2013 By Charles Briggs Jr ighis reserved 249 HFS Medicare Cost Report Software User Manual File Extensions Extension Description Do you need this file MCR Data fle for Medicare cost reports 2552 96 ete Yes CLT Data fle tor Long Term Disclosure Report LTCIA Yes MCRX Data fr 2552 10 2540 10 and 265 11 cost report Yes MCRXIs Temporary fle Yes ifthe cost report fle s open CDA Main data fle for Hospital Disclosure Repon fle Yes CHOR TMP Temporary storage created during calculate Recommended TXLPDF Text or Adobe PDF format created if you select Print to No File DAMAGED Created by Restore Reorganize tool No this damaged fle BPL Program File or HFS sofware Yes DAT Data fie for eror descriptions Yes LBL Temporary label fle No RAV _ Repos formatting forthe HFS software Yes UPDATED wlormation fle for updates No Acceptability Checklist ACC Associated with Acceptabilty Checklist Yes Auditor Extensions MCA Adjust
118. er out articles by date and then enter the number of days before articles are no longer shown Select the option to limit the maximum number of displayed articles and then enter the maximum number of articles to allow Toolbar Select Toolbar to customize the toolbar at the top of the User Interface 2013 By Charles Jc ighis reserved 65 urs Medicare Cost Report Software User Manual Preferences Form options Fe Locators The first of the two lists contains all Available Commands that may potentially be used on the Toolbar The second list contains only Displayed Commands Displayed Commands are the commands that are currently assigned to and appear on the Toolbar To add items to the Toolbar select an item in the list of Available Commands Then click the Right Arrow button gt Pi move the selected command from the Available Commands to the Displayed Commands To remove items from the Toolbar select an item from the list of Displayed Commands and click the Left Arrow button Is remove the selected item from the Toolbar and move it onto the list of Available Commands Versions Select Versions to customize the way fles are converted or not converted CELLU FACIL The Main Menu 66 Versions te he conversion proces pcc CENE lebe s Select any or all of the three options available
119. erance criteria are saved in template files You can re use these report groups by simply loading the template fle containing your report group s 2013 By Charles Jc ighis reserved 389 HES Medicare Cost Report Software User Manual 2552 10 Management Reports The Management Reports feature is redesigned for the 2552 10 software This chapter only applies to Management Reports in the Hospital 2552 10 software Providers and MACs Ft s both use Management Reports MACs usually refer to the reports as Uniform Desk Review UDR reports The Management Reports feature produces a wide variety of reports using data from one or two cost reports Some reports are single year reports Single year reports provide information from a single cost report Single year reports do not perform comparisons Most management reports are comparison reports These reports gather data from two cost reports and perform various analytical functions The reports that are Compared are referred to as the Current Year report and the Prior Year report These names are for convenience only The Prior Year report does not have to be older than the Current Year report You can only compare similar cost reports i e hospital to hospital You cannot compare dissimilar reports i e hospital to SNF You can compare cost reports mcr or mors to adjusted cost reports mca or mcax To open Management Reports you must have a cost report open f a
120. erence values go into the Automated Account Window and enter the worksheet for which you will be supplying cross reference data The following are some examples of cross reference data Worksheet A line 1 column 2 A 0 0 0 1 Hospital Worksheet E 3 Part Il Tite 18 SNF line 7 column 2 E3 3 18 7 7 2 SNF Worksheet E Part Il Title 18 SNF line 9 column 1 E 3 18 1 9 1 HHA Worksheet D Part I Title 18 line 13 column 2 D 0 0 0 13 2 Ifyou are downloading cross reference data you must include two account names Account Name and Subaccount Name f you do not have a Subaccount name enter an extra comma or space and comma Account Name or Account Name If your file is not in one of the formats above then select My data is in a format not described above You can tell the system how the fields in your file are organized 2013 By Charles Briggs Jr ighis reserved HES Medicare Cost Report Software User Manual Using the Field Information section below describe how the data being imported is format 1f a feld does not match one of the Data Types simply select Skip Field to have that field skipped when the data is imported You can also save your Field Information as a specification using the Save As button Field Information Untitled Field Name Data Type Sample Data gt gt Fel 510010 2 Field2 10 3 Field 14077 4 Fields HQUSEKEEPI
121. eria Tolerance criteria must be entered before reports can created If no tolerance criteria are specified when you run reports you will not see any data in the reports However if you select the Print Excluded Lines option you can run and print any report and all lines of data wil be included Tolerance criteria can be set for individual reports or globally to all reports To set the tolerance criteria for a specific report select a report by clicking on it The tolerance criteria window for the selected report will appear In the example below the Other Expense report is selected Note Tolerance criteria do not apply to single year reports 2013 By Charles Brags Jc ighis reserved 181 HES Medicare Cost Report Software User Manual There are several types of tolerance criteria The first is Unit Difference The Unit Difference is the difference between Prior Year and Current Year amounts The second type is Percent Difference The third and least commonly used tolerance criteria is Difference of Percents This type only applies to Worksheet B 1 Management reports On the Management Report for Worksheet B 1 report 19 there is a column which computes the percent of the total allocation statistic for each line For example if one year a provider allocates equipment depreciation on square feet and then next year on dollar value the comparison of the values could be very large However the change
122. es the system makes the 100 references for you Perhaps this same accounting system has an account or department 654 This account has 100 sub accounts expense classifications You would need to type the cost report location 100 times Or you can type a single assignment rule that says whenever you see department 654 putit on line 41 of the cost report When you apply the assignment rules the system makes the 100 references for you To access the Assignment Rules click Assignment Rules inthe task pane 52013 by Charles Briggs Jr ighis reserved Introduction Workbooks Workbook 1 Statistics Accounts Main Sub Accounts Unique Accounts Assignment Rules You can then enter or modify your rules in the Assignment Rules screen I you do not enter a value like the line number field in the following example this field wil not be completed for this rule when you Apply the rules Entering a good description helps you recall what the rule does Rules can be inserted by keying CTRL L The order of the rules can be used to make exceptions to an already existing and broad rule You can create a rule that affects a large range of accounts Then add rules that replace the cross referencing for selected accounts Apply Rules Load AIR Save AIR As The last three icons on the Automated Account interface tool bar are for the Assignment Rules When you are finished creating or editing the Assignment Ru
123. escription Also in the upper left comer of the User Interface directly under the menu items there is a drop down text box 2013 by Charles Bigs Jc ighis reserved HES Medicare Cost Report Software User Manual Entering a worksheet name in this box and press ENTER to open that worksheet As you work on your cost report the names of worksheets you have opened will be stored in the drop down list The ist box will automatically display the name of the worksheet in which the cursor is active f no worksheets are open the list box displays the name of the last opened worksheet To re open a worksheet select it from the list of previously opened worksheets MCRIF 32 2552 96 Version 1 File Edit View Forms Options Tools W nce of Ex Cost Alocation Statistical Basis 52 Data Entry The screen depicted below is a blank worksheet S 2 in the CMS 2552 96 form set Once a worksheet is open you can enter data in any open white cell Colored cells are not open for input but will usually be filed in after the cost report is calculated 2138y Chas HBr Tea TGS Enter Data 100 5 wem You may calculate the cost report as often or as seldom as you want There is no limit on the number of times you may calculate a cost report Note Many worksheets have tabs for worksheet parts or sections See tabs for wo
124. excluded from comparisons Therefore itis important to match all or almost all cost centers before you run reports Click onthe Cost Center Matching tab to match cost centers r Inthe example above the Prior Year file has subscripted cost centers that have no matching cost center in the Current Year file You can usually match these unmatched cost centers by assigning an appropriate parent ine number from the Current Year file i e roling up the subscripts to a total for comparison to Current Year If there is no matching cost center in the Current Year file you should leave the dissimilar cost centers unmatched and the cost centers will not be compared to any cost centers in the Current Year file a13 8y Charlas Brg Ta TGS Taser Management Reports 178 Note f the Prior Year report had an unmatched cost center parent ine that is not present in the Current Year leave it blank ttwill not be compared By checking the Hide Assigned Cost Centers checkbox at the bottom of the screen unmatched cost centers will be displayed This makes it easy to verify if cost centers are matched Click the Reset Cost Center Matching button to undo any changes you made on this screen during the current session and everything reverts back to its previous state You can retum to the Report View by clicking on the Report tab 9 3 Cost Center Criteria We recent
125. fle lays prompt for afie name Orly prompt fie exists overnite an ext Sip printing fie ateady exists Next you may select the option to print to PDF file and if you do when the file is created you can choose to Always prompt for a file name Only prompti file exists Always overwrite an existing file Skip printing if the fle already exists Click the Printer Setup button to configure your printer Click Next to proceed If you chose the PDF option you will be prompted to enter the destination folder Click Finish to print the batch of worksheets and reports 2013 By Charles Bugs Jc ighis reserved 37 urs Medicare Cost Report Software User Manual 4 1 9 Import ECR Files This option will import an electronic cost report file You can also import by going to the File menu and selecting Import The import files dialog box allows you to select the electronic cost report file you want to import Change the Files of Type box to show the type of ECR file you want to import When you import an ECR file the software creates an mcr or merx file that is an exact duplicate of the cost report file from which the ECR file was originally exported Import files Lookin ECR pjoo F zc181308 06z rcx o0 Nr Computer After you click on the Open button the ECR file will be imported and cost report file willbe created The new cost report file wi
126. from the File menu and select the Reports from the list of all worksheets Enter data in the Reports and then calculate the cost report The following is a detailed list and summary of the thirteen HFS Special Reports 1 Interns Residents Bed Census Report or SR 902 see CMS Pub 100 04 Section 20 2 3 This is used to compute the Intern to bed ratio for IME payments ard Capital part of FISS This is run for audit settiement purposes It may also be used for interim payment calculations Itis SR 902 in the list of worksheets displayed in the Print Form dialog box and can be printed To print the report from the Print Form dialog box select SR 902 at the bottom of the worksheet list and click Print You can also print to a file PDF 2 Long Term Care RCC Report SR 903 A 02 093 and Change Request 5202 This can be used to compute Long Term Care hospital s PPS payments and Outiers This can be run at Tentative and Final Settlement for interim payment purposes FISS The I amp R to Beds Ratio Report the I amp R to Average Daily Census Ratio Report and Medicaid Ratio were incorporated in this report in 2 2007 to consolidate all info on one Report and to incorporate changes made to the short stay outlier computation initiated in Pricer on 7 1 2006 per Change Request 5202 This includes the Bed Size and Average Length of Stay calculation ALOS for this report Ris SR 903 in the list of worksheets displayed in t
127. g in the new description or changing the existing one Ris important to understand that you can add and delete and edit the information in this dialog box but none of the changes are saved to the cost report unless you click OK you click Cancel all of your changes are abandoned and the cost centers remain unmodified 424 Move Change Combine Cost Centers The Move Change Combine feature is a convenient way to add data from one cost center to another or replace data from one cost center over another A13 by Chas Bg Ta TGS Taser The Main Menu bunny pn ES 838383888 OLO CAP REL LDG FIXT LDG amp FIXT OLD CAP REL OLD CAP REL COSTS BLDG amp FIXT OLD CAP REL COSTS BLDG amp FIXT OLD REL COSTS NVBLE EQUIP OLD CAP REL COSTS NVRLE EQUIP OLD CAP REL COSTS NVBLE EQUIP NEW CAP REL COSTS BLDG amp FIXT NEW CAP REL COSTS NVELE EQUIP EMPLOYEE BENEFITS ADMINISTRATIVE amp GENERAL MAINTENANCE amp REPAIRS LAUNDRY amp LINEN SERVICE TT El All the cost center lines will appear in the dialog box There are several ways to perform an Add an Overlay action Using the Add feature will take the data from the line indicated in the From box and add the data to the cost center ine indicated in the To box inthis example the expense data from cost center line 6 00 will be added to cost center lin
128. ge Index Verification software s main screen THE WAGE INDEX VERIFICATION REPORT The headings on the Wage Index Verification Report contain the software version date and time prepared the section tile and the fiscal year begin date range for the data being verified This date range is determined from the HCRIS data you provided to the software At the foot of each page is the HCRIS data file used and the page number There are four different sections on the report HCRIS DIFFERENCES FOUND This section contains of the differences found between the HCRIS data PUF and the actual cost report fle Ordered by provider number this section shows the provider name number fiscal year and any differences found These differences are ordered by worksheet and line number on that worksheet If no differences are found for any provider the message NO DIFFERENCES FOUND wil be printed in this section SUMMARY OF COST REPORT FILES USED FOR COMPARISONS This section shows the cost report files that were used for the data comparisons Ordered by provider number this section shows the provider and number and the cost report file used to compare against the HCRIS data This section will help you locate the correct cost report when you are researching any differences the system may have found I for some reason no cost report files could be matched to your HCRIS data the message NONE FOUND will be printed in this section
129. ght click on an edit and choose Online Edit Help pertinent information about the edit will appear in Edit Information and the Edit Index located in the Task Pane Detailed information is available for many of the listed Edits The Edit index includes all CMS Edits for the current form set You can suppress some categories of edits Right click on the heading for a category of edits and then select Suppress You can suppress Serious Edits Warning Edits Informational Edits HCRIS Serious Edits HCRIS Warning Edits and HCRIS informational Edits When a category of edits is suppressed the heading for that type of edits is highlighted in yellow Whenever a category of edits are suppressed that option will remain in effect for cost reports ofthe same type For example if you suppress Serious Edits for a Hospital cost report Serious Edits will remain suppressed for all Hospital cost reports you work on unless the option to suppress the edits is disabled Serious Edits will not be suppressed for other types of cost reports You can enter notes in the Notes tab in the Details section of the Calculation Edits dialog box for any edit This enables you to leave notes about why an edit may not relate to the report or to aid other users on how to resolve the edit Notes will be displayed as right aligned text in your edit listing The Print feature gives you many options to print exactly what you want The dialog box shown below contains various op
130. gusia carpanar 5 cent Veris nl er E aera A RARO ant ANTENE YEST e MEI dm medici Options ove Cantata rer unes rore 1F he pter hen bo Curent ent error Ye es MUST be nes befre ep repre wi be sone Tu DA MEY Ty ret ies Rte swore ures Ts ot cin rcton with esed eae Tf 1wa opon i checied then ALL retur ccce dated e fl teen cea Ten al dala esed ace os NOTE A oa mos arem Sal aspi w maed ordre dt crede cee eens Menu File B3 ld cen tare coments t 7040980 20 CERN Monee 2013 by Charles Bigs Jc ighis reserved 191 HES Medicare Cost Report Software User Manual The Prior Year file you select will also be the default for Wage Index and PDR Likewise if you select a Prior Year file in Wage Index or PDR that file wil by default be identified as the Prior Year file when you open Management Reports Note When the cost report periods are not the same the system makes appropriate adjustments to the comparison data The software calculates the number of days in each cost report period and uses the resulting ratio to adjust the Prior Year cost report data For example it the Current Year file cost report period is six months and the Prior Year file cost report period is one year the software will
131. he ECR file CD a CD must be inserted into the writable CD drive sending the ECR file on a Flash drive a Flash drive must be inserted into an available USB No MAC information may be entered in the MAC screen or under Options lt Aprinter must be set up and ready to print BROT Chaos Eggs Tr I HGS Submit Finished Cost Report 106 6 1 ECR Filenames You do not chose the name of your ECR file The cost report software will generate a name for the EC file and the Pl file according to CMS regulations You should understand the nomenclature or rules that determine the filenames of ECR files Understanding this aspect of the process will enable you to verify the appropriate files were created and are on the diskette or CD submitted to the intermediary The EC file name will start with two letters depending on the type of cost report followed by a 6 digit provider number For 2552 10 2540 10 and 265 11 systems the file name extension the three or four characters that follow the dot or period at the end of the 8 character file name is 4 characters in the following format where YY is the year in which the cost reporting period ends L is a letter A Z to distinguish between multiple reports filed in the same year C is the number of times the cost report has been submitted For the other systems the file name extension will be three digits The first two digit be
132. he Main AAI Screen 281 Sequence 233 Manually Enter Cross Reference Information 233 Import Cross Reference Information 234 Assignment Rules 234 Statistics 236 Export 237 Batch AAI 1241 Special Reports 246 File Extensions 249 Introduction to API 251 WIS O 264 HCRIS Analysis Tools 265 Wage Index Verify 266 Using the Wage Index Verification Tool 266 B2013 by Charles Higgs Jr al TGR reserved 1 HES Medicare Cost Report Software User Manual Welcome This User Manual contains detailed information about the Health Financial Systems cost report software This manual is for all users of our software especially those who prepare cost reports HFS is approved by the Center for Medicare and Medicaid Studies CMS as an official vendor of nine different cost report software systems This manual is applicable to eight of those nine subsystems Hospital 2552 10 amp 2552 96 SNF 2540 10 amp 2540 96 HHA 1728 94 ESRD 265 11 RHC FQHC 222 92 Hospice 1984 99 CORF CMHC 2088 92 Home Office 287 05 This manual does not discuss the amp Residents information System IRIS program There is separate manual dedicated to the IRIS software This manual is also intended for HFS clients who use our California cost report systems CHDR and LTCIR HFS is approved by the State of Califomia Office of Statewide Healthcare Planning and Development OSHPD as an official
133. he Print Form dialog box and can be printed by selecting SR 903 from the bottom of the list and clicking Print You can also print to a file 3 CAH Medicare Impact Report or SR 905 this report calculates the Medicare utilization days to days and applies this utilization factor to adjustments to estimate Medicare Impact tis SR 905 in the FILE Print menu File Print SR 905 at the bottom of the list You can also print toa file PDF 4 Florida Medicaid Settlement Summary SR 908 this report has the special attestation for Florida Hospitals on the WIS S settlement summary page ttis SR 908 in the FILE Print menu File Print SR 908 at the bottom of the list You also print to a file PDF 2013 by Gharles Briggs Jr rights reserved 27 HES Medicare Cost Report Software User Manual 10 Per Diem with Bad Debt SR 909 this similar to the SR 910 but includes Bad Debt cost in the per diem calculation Itis SR 909 in the FILE Print menu File Print SR 4909 at the bottom of the list You can also print to a file PDF CAH Per Diem Report or SR 910 this report calculates the per diem for Hospital both Part A and Part B as well as SW Bed Part A and B Itis SR 910 in the FILE Print menu File Print SR 910 at the bottom of the list You can also print to a file PDF Psych Rate Report SR 911 Change Request 43541 After the cost report is calculated cl
134. he last option in his dialog box allows you to select an Impact Report showing individual results or a cumulative result 2013 By Charles Jc ighis reserved 173 HFS Medicare Cost Report Software User Manual Reprint Impact Res T Process Tagged Adjustments Only When apply adjustments show the accumulated result When apply adjustments show individual result exa f For example for an Impact Report ona file that has 3 adjustments the cumulative impact Report will create a report that depicts the impact first for adjustment number 1 then the impact of adjustments 1 2 then the impact for adjustments 1 2 3 An individual Results Impact Report will produce a report showing the impact of only adjustment 1 then the impact of only adjustment number 2 and finally the impact of only adjustment 3 You can reprint the impact Report from the last time it was generated This allows you to print the Impact Report without having to reapply the adjustments 8 11 Same Cell Adjustments Auditor can identity all adjustments to the same worksheet ine and column cel To run this utility select a line in the Detail Adjustment section Then click the Same Cell Adjustment button Notice how the screen below shows both audit adjustments that affect Worksheet A line 6 00 column 2 00 The window shows you the amounts and the actions that have affected the cell The New Value amo
135. he left column of the main screen is Data Specifications Data Specifications Gest sten spestestos for extacing data fon cost report e B a Open z T a new nata specicaton ente the nane af the speeaton in he Sl bos and press Creste bution ane Gens Toce eOataSpesicstors kom te amente Nen Data ant start over prems tha Reget Fie bution are Hs CWGUF INESIS mir When this screen is opened for the first ime you will be prompted to enter the name for your new Data Specification You may also choose to reset or clear all Data Specification and start from scratch If you previously created a Data Specification you can click Open and select the file you want to work with 123 Specification Groups Specification Groups This topic is identical to the material covered in the Data Extractor section Il you read that section already you may wish to skip ahead to the next topic Each Specifications Group can have many extract project Specifications There will not be a separate file for each project Specification You can have multiple Specifications Groups You might have a budget group an audit group etc Within the budget group you might have a wage project specification a depreciation project specification etc 213 8y HBr Ta TGS Taser Batch Data Extractor 216 Extract Group A E N Extract Group B
136. he main adjustment number and description A13 8y Charan HBr I aT Taser Medicare Auditor 146 Faeroe S SIRO Eee You can switch between adjustments by clicking on the Main Adjustment drop down box and selecting the adjustment The Auditor Toolbar on the left side of the Auditor window gives you quick access to the following functions 2013 By Charles Jc ighis reserved wr HES Medica Software User Manual Click on this izon and the system will apply all adjustments using your current settings This icon wil show you the of an adjustment This is especialy helpful when you are working with auditor adjustments to reclassifications and adjustments This icon willinvoke the Same Cell Adjustment function This icon will take you to the Auditor Options and Utilities When you click on this icon tre system pill create an adjustmert from the active worksheet cell This icon acts as a quick key to starting a new adjustment When you click this ican the system will print reports based cn the last Apply You wil be given a selection sereen so you can pick which reports youwant to print Click ths icon to print the Impact report Yau not have to remember the function ofeach of these icans When your mause havets ovor the
137. he type of fle v Germa Separate vaueriet v 7 search arera Ba You can select the type of files to extract data from Currently the options are mcr and mca files Both of these are selected by default Next you must either specify a location such as directory or disk where the files are located or specify the names of files to be included in the extract Then choose a Data Specification from those that have been defined and saved if you click Options the following dialog box appears 2138y Chas HBr Tea TGS Taser Batch Data Extractor 220 You may chose to limit extraction to only ines that contain data You may also choose to include the cost report file name and the fiscal year end date as part of the data extracted from the cost reports When you are finished click Ok Next select the type of output file The defauitis comma separated value file and that is the one we will use for this example Next click Extract You will be prompted to enter a file name for the extract file Click Save The extract will proceed and you will see a dialog box that will provide information about the export When finished click Close The following is an example of the contents of the file that will be produced 1 00 3023260 4 00 4 00 38860 0021 00 D 4181 37 00 2 00 3640574 D5181 31 00 2 00 3077773 sie 37 00 2 01 D5181 37 00 3
138. he way you want to print the Adjustment Report Startpage numbering at fr Adjustment Report Options v Sort adjustments by worksheet 0 Print empty adjustments Print one adjustment per page Adjustment Report Cover Page Print adjustment cover page Note The CMS Financial Management Pub 100 06 Manual requires that audit adjustments should be in order by worksheet Youcan specify whether you want adjustments with no worksheet ine and column references empty f you have the three standard adjustments at the beginning of your report these will print even if you specify that you do not want to print empty adjustments You can print the Adjustment Report cover page through the HFS system with the option of showing how many pages are included in the report and with extra blank lines for notations When printing the Adjustment Report or the Detail Adjustment Report you can choose to print a particular group of applied adjustments 2013 by Charles Jc ighis reserved 363 HES Medicare Cost Report Software User Manual Applying Audit Adjustments Print Filters To filter what applied adjustments are printed on your reports select from the filters below and specify the filter range or value Iv Filer applied adjustments using the folowing c from to Iv Created date 10 01 2011 12 31 2011 T Modified date T Reviewed date IW Auditor name Bloggs I Identifier
139. ick on Forms Print SR 911 at the bottom of the list and you can Print or Preview the report This is the cost to charge ratio report for Psych Hospitals or Subproviders effective for FY Begin 1 1 2005 and after This provides the RCC for the interim rate setting The I amp R to Average Daily Census Report was incorporated inthis report to make all Psych info available in one report per Change request 3541 Use the Print Preview on to viewiprint the Report You can also print to a file PDF CAH 96 Hour Verification Report or SR 913 Used to verify the 96 hour maximum stay for inpatients We use the actual hours on Worksheet 5 3 part L column 4 but if these hours are 1 just to pass the edits we also compute an estimated length of stay by dividing days by discharges and multiplying by 24 hours Use the Print Preview kon to view print the Report You can also print to a file PDF OPPS RCC Report Excluding Paramed Ed and Allied Health cost or SR 916 Change Request 5238 and P M A 03 004 is used to compute interim TOPs Payments and Outpatient PPS outiers This is run for settlement and interim payment purposes This Report replaced the OPPS RCC Report in 2 2007 as itis the same Report if there no Paramed Ed costs Kcan be printed File Print SR 916 at the bottom of the list You can also print to a file PDF Cost to Charge RCC Report or SR 917 Change Request 3966 This is used to compute the acute care PP
140. ight of your screen Check for Updates The system is Internet accessible You wil select the Check for Updates option and the system wil see if there are any updates you need to download I updates are available you will be prompted to install the updates The updater program will shut down the software download the update files install the updates and restart your software When the program restarts the opening screen will display the version notes for the update s that were just installed Net Sync for Multi User Sites This feature replaces our Version Checker feature The feature runs faster and uses a more reliable installation process Task Pane The Task Pane is located on the right hand side of the main user interface screen The purpose of the Task Pane is to provide an easy access location for you to perform common tasks such as opening or creating fles reviewing edits and checking for software updates or news from the HFS web site Customizable Tool Bar The toolbar is not new to the software but the ability to customize it to suit your needs is Virtually all commands that appear on the menu are accessible through the tool bar tems on the tool bar may be added or removed and even the order of those items can be customized This is great for including only those items you need while hiding those you don t need You can even hide the entire toolbar if you prefer not to see it WROTE by Chaos Eggs SUUS
141. in the percents between the years is more indicative of the actual impact onthe allocation This percentage is the number used in the Difference of Percents criteria In the example above this criteria does not appear as an option The criteria will only appear as an option when a worksheet B 1 report is selected or when you enter global tolerance criteria inthis example the Other Expense Report compares the values in Worksheet A column 2 from both reports The tolerance criteria are Unit Difference of 15 000 and Percent Difference of 15 The report will only print or flag lines that changed 15 000 or more and 15 or more This evaluation is conjunctive because the And Operation selected The evaluation would be disjunctive if the Or Operation is selected The Upper Limit column is usually only used by MACs that audit both Medicare and Medicaid It the MAC has already run the report for Medicare and is now running the reports for Medicaid they do not need to print or flag those items that were already identified in the Medicare Management Reports For example if the tolerance criteria for Medicare was 15 000 and those reports were run previously I the threshold for the Medicaid review was 7 500 you would enter 7 500 in the Lower Limit Column and 15 000 in the Upper Limit column The reports would only include lines with a variance between 7 500 and 14 999 The result would not include lines already identified in the prior Medicare revie
142. ing the fiscal year followed by a letter A or B indicating whether the EC file is a first or second submission For example a first submission HH file by a home health agency with provider number 123456 and a fiscal year ending on October 31 2005 will have the following file name HH123456 05A Ifthe HHA submits another cost report for the same cost reporting period e g 2005 the letter designation for the three digit file extension changes to This might happen due to a change in ownership or change in the provider s fiscal year The HH file name used in the previous example would be HH123456 058 if it was the provider s second submission of the HH for the same cost reporting period The following list contains the CMS file name designators for the various types of cost reports According to this naming convention the first two characters of an EC file will be one of the following two letter combinations TYPE OF PROVIDER FILE NAME DESIGNATOR HOSPITAL 2552 96 2552 10 EC SNF 2540 96 2540 10 SN HOME HEALTH AGENCY 1728 94 CMHC 2088 92 12013 By Gharles Briggs Jr ighis reserved 107 HES Medicare Cost Report Software User Manual RURAL HEALTH CLINIC 222 92 RF ESRD 265 94 265 11 RD HOSPICE 1984 99 HS The HFS software will also create a print image file when it creates the ECR file The print image file is literally a printab
143. ion ou will download the software from our website www hfssoftcom HealthFinancial Systems ation and Efficien To download the software from the website click on the orange Download tab at the top of the page You will be prompted to enter your user name and password f you don t have a user name or password click on the New User button and fil in the blanks on the web page form f you don t know your user name or password you can send us an email request or us and we will ook it up for you Forgot my password After you enter your user name and password you will see the download page See picture below EAUSEyChaes Eggs a GS rese Install amp Update the Software 8 Download Center To download any of the products listed below press on the download button Software Systems The Download Center provides complete versions of all licensed HFS sollwere Date Product Version Notes Download Home Health Agency 1728 84 1523 072500129 Notes Full Version Hospice 1984 39 912 Notes Full Version CMHC 2088 92 73 071300108 Notes Full Version Rural Heath Cinic FOHC 22292 1018 070600129 Notas Full Version Home Office 287 05 133 08020019 Notes Full Version California Disclosure Report CHDR 379 0622 202 Notes FullVersion Renal Dialysis Facility 265 11 20554 118 07 26 2012 Noles Full Version IRIS R s 42620 02 232012 Notes Full Version Hospital 2552 10
144. ions Select the topic you want to read and the CMS instructions will be displayed for that topic As previously mentioned if you have a worksheet open press F1 to display the CMS instructions for the open worksheet 2013 By Charles Bigs Jc ighis reserved Clicking the Search tab to use the Search feature where you to enter a keyword to find all occurrences of the word wherever it appears throughout the CMS instructions Ihe Network Synchronization feature is being utilized you can synchronize to the network version at any time by clicking Synchronize with Network There is also an option to Check or Updates under the Help menu this is the same process as previously mentioned when we discussed the Task Pane and in the section discussing The Version Update Information feature takes you to a screen that displays the current version of the software I you are not running the displayed version we advise you to use the Check for Updates feature immediately inancial Systems jon Update Information The About option displays a dialog box with pertinent software data 213 by HBr Ta TGS Taser Main Menu 96 2013 By Gharles Briggs Jc ighis reserved 97 urs Medicare Cost Report Software User Manual Enter Data This section explains how to enter data in your cost report See also Ope
145. is ready to use 24 Uninstall the Software You can uninstall the software by clicking the Windows Start button and selecting Control Panel Windows XP users wil then select Add Remove Programs Vista and Windows 7 Users will select Programs Windows will show you a lst ofall curently installed programs Scroll down the list for MCRIF32 preceded by a yellow HFS kon You may also find entries for the various cost report modules such as 2552 96 or 287 05 or 2540 96 Select the program you want to uninstall and click Change Remove or Uninstall 2013 By Charles Briggs Jr ighis reserved 39 urs Medicare Cost Report The User Interface Start the HFS Medicare cost report software by double clicking on the yellow HFS icon on your desktop Medicare Cost Report Interface 32 Alternatively you can start the software by clicking the Windows Start button point to All Programs and Health Financial Systems then select Medicare Cost Report Interface 32 The cost report program will start and you will see the User Interface screen Copy 2 00 oy hes te Ar rene See also Task Pane le information Calculate Indicator Data File Drop Down Box Tool Bar BROT by Chaos Eggs rese User intertace 20 3 1 Task Pane The Task Pane is located on the right hand side of the screen Open an Existing Cost Report A6490089 MCR P280060 MCR 77015507 mcr MEDAUD
146. l show oy Forme dat ries For worksheets that have different titles or components associated with them you select which component and or title you wish to print A good example of this would be E Part Title XVII in the 2552 96 software You can limit the forms that will be printed by selecting the option to print only forms from either Title Title XIX To printto file click the Print to File checkbox A dialog box will appear that will allow you to select a location to save the file You can choose to save as a PDF file or a text file 2013 By Charles Jc ighis reserved 305 HES Medicare Cost Report Software User Manual Submit Finished Cost Report With the exception of the Home Office cost report 287 05 all Medicare cost reports must be submitted electronically These include Hospital 2552 10 Skilled Nursing Facility 2540 10 Home Health Agency 1728 94 Hospice 1984 99 CMHC 2088 92 Rural Health Clinic FQHC 222 92 and ESRD 265 11 To file electronically the user must export the cost report data to special types of fles that are required by CMS These files are collectively referred to as ECR files In fact CMS requires providers to submit two different computer generated files an EC file and a Pl fle The EC file is the electronic cost report file and he Pl file is known as the print image file The HFS software creates both files si
147. lBar By default the system displays the following buttons on the Tool Bar New Open c gt A To customize the Tool Bar open the Options menu click Preferences and select Set Up Tool Bar Note Some buttons are not active unless a cost report fle is open Starting from the left hand side of the Tool Bar and working to the right the following are the default items on the Tool Bar Worksheet List Box You can enter the name of a worksheet A A 6 B 1 etc in this box After you type the name of the worksheet and press ENTER the worksheet will open on your screen If you enter an invalid worksheet name the system will open the Open Forms dialog box and highlight the name of the worksheet in the list that is most similar to worksheet name you typed Select a worksheet from the list to open the worksheet A Trial Balance of Expenses v This box remembers all the forms that you opened during the current session If you close form you can re open it by clicking the down arrow and selecting it from the list 2013 By Charles Jc ighis reserved 25 urs medicare Cost New Open Close Click to create a new file open an existing file or close the current file HES saves data as you enter it so when you close a cost report all data is saved There isnt a separate Save command Calculate Click the Calculate button to calculat
148. le version of the as submitted cost report The print image file follows the same naming convention as the ECR file except the file name always starts with PL For example the print image file for the cost report referred to in the previous example would be PI123456 05A The cost report software compresses the Pl file into a self extracting archive file The filename of the self extractor wil have an exe file extension Inthe example above the self extracting file would be named PI123456 exe The self extractor contains the file PI123456 05A The self extracting file should be submitted with the EC file For the 2552 10 2540 10 and 265 11 systems the print image file willbe created as a PDF file and wil contain an additional file extension of PDF For example the print image file for the cost report referred to in the previous example would be PI23456 05A PDF The HFS software will print an encrypted Settlement Signature page at the same time it creates the EC and Pl files This document must be signed and submitted to the MAC with the diskette or CD containing the ECR file Please note that the Signature Settlement page printed contemporaneously with the creation of the ECR file is the document that must be signed and submitted with the ECR file Copies printed before or after the ECR export will not match the encryption code of the ECR file and may lead to the cost report being rejected by the MAC Users should be aware that the cost
149. le command Multiple File Processing The API command language allows for multiple files to be acted upon with single command request Using this feature provides for faster processing when requesting larger amounts of data from the Worksheet Fleld Information Commands can be sent to the API to request all known field information in addition to extracting the value of the worksheet field This type of information is useful when you need to know how the data might be formatted For example if the field is a date the API will retum date information about the field such as our acceptable date range and date formatting e g mmidd yyyy Cost Centers and Statistical Basis Sending a cost center command to the API will return the cost centers and statistical basis information for the cost report Cost center information includes the Worksheet A1 line number cost center code and cost center label Statistical basis information includes the overhead cost center column number Worksheet B 1 and statistic code statistic label for that column Basle File Information Commands can be sent to the API to retrieve basic information about the files available Once you extract a list of the files available you can then tell the to give you information about one or more of those files The information returned gives the provider name and number fiscal year begin and end dates and whether or not the file is WROTE Chaos Erg Tr I HGS
150. les you will click on the Apply Rules icon to have the assignment rules fil in your cross reference data on the AAI Account screen When you apply rules you will be able to specify which workbook and sheet the rules should apply to The Assignment Rules are stored ina file with an extension of After you have entered data you will save this file by choosing the Save AIR As icon You can choose the location and name of the file at this time DELUICTLEUTONEEETUETITTS Automated Account Interface 236 To select an existing incor air fle click the Load AIR button You can use the inc fle that you create for your next year s cost report another facility with the same GL set up or share it with another cost report preparer 13 7 Stat tics The system has the ability to statistically distribute accounts The first step in this process is to define the statistics to be used To add a statistic click Statistics in the left hand task pane On the Statistics Screen you will see all the existing statistics listed at the top of the window The bottom of the Statistics screen will allow you to add a new statistic Type a new statistic code and a description of the statistic The statistics code will be entered in the Basis column onthe accounts screen for those accounts to be allocated using that statistic New AAI Statistic Stats are gated usina your m cab cade and destekten Stc can fly comiti
151. lk mnm awaye never Fenstng detalis astat coce Fencing detal aire ro I alnars prompt before starting he crocs There are options for the Apply process on the Assignments tab The defaultis Always overwrite worksheet and line number stat code assignments This means that if you make changes at the report level that differ from the Provider Specific Crosswalk and then click Apply those changes will aways be overwritten I this is not your intention you can change what would be replaced 7 11 Re Assign Crosswalk Before re assigning the crosswalk check the assignment preferences These preferences are accessed by selecting Options and then scroling down to the PS amp R Options section and then clicking Assignment The default preference is that only the worksheet assignments should used if the existing detail is blank The line number and stat code assignments should be used it the existing detail is blank If changes have been made at the report level these are the ideal settings changes have been made to the Provider Crosswalk you will want to select the Always option This will change the existing mapping and replace it with any changes you made to the Provider Crosswalk a13 8y Chas HBr I aS Taser PS amp R Reconciliation 134 EE Assignments em Customize your assignment processing for the PS Eos ie
152. ll be calculated as part of the import procedure You will see the Import Completed dialog box depicted below when the process is finished 2138y HBr Ta TS Taser The Main Menu EC304000 06Z Provider 30 4000 NEW HAMPSHIRE HOSPITAL EEE far 0701 2005 teste aae sero nos Eds Inportsummary inpoterore GENERAL ERRORS TOFORHATION No data for he secon TINALID RECORDS AND RECORDS THAT COULD NOT BE PROCESSED Ne dats Runs fr he sector The dialog box displays information regarding the results of the ECR import and cost report file creation There are five tabs in the dialog box Each tab wil display different information regarding the ECR import The above example depicts the information shown when you click onthe Import Errors tab In the example below the Settings tab is selected Seting Notes Edits Import Summary Import Errors ECR Fie C MORIFS2 EC050251 07A PIFle CHMCRIF32V1050231 07A MCR File C MCRIF32WMCR files A000 1 MCR Set date received none The Settings tab displays the name of the ECR file name of the Pl file and the name of the cost report file 2013 by Charles Bigs Jc ighis reserved 39 urs medicare Cost Report Software User Manual The Notes tab shown below shows the name of the imported file the name of the new cost report created by the import process the results of the encry
153. locate and select your old extract specifications Once you selecta file the system will make a copy of that file in the new format csdx Any changes that you make will only be in the new extract file format The old format sd extract specification file will still be available in its original form PTF by Chas HBr Ta TS Data Extractor 206 This same screen can be used to create a new Specification Group or to open existing Specification Groups To create a new Specification Group click on the Open Folder kon as you would to access old format specifications but leave the Files of Type set to New Data Extractor Files Enter a new file name in the file name box You can now create one or more project Specifications for that Specifications Group To open an existing Specification Group you can use the browse capabilities of this window to select the drive and folder for the desired Specification Group The system will only display those files with the csdx file extension Select the Specifications Group that you want to use by double clicking on the Specification Group name or click once on the name and then click Open Once you have selected the correct Specification Group its time to enter Specifications There are two ways to start a new Specifications project You can click on the New Specification button or you can click the New tab at the bottom of the Data Extractor window Either of these will al
154. low you to enter a new Specification name Data Extractor Specfications g a esme CAMCRIF32 006 Files 01 Hospital 2552 1 Program Provider Line Number OUMA other Data 0 00 0 00 new spe New Enter a name in the New Specification dialog box and click OK to save the name and close the dialog box The name can have spaces and special characters Remember the Project Specification name is one project in a Group Specification Each Group Specification can have multiple projects The Group Specification name is a file name You can delete a Project Specification using the Delete Specification button I cite Delete Specification button and the current specification will be deleted Whether you select Create a New Specification or Open an Existing Specification you will see the following screen 2013 by Charles Jc ighis reserved 8 atl B Pat 202 00 B Pati 202 00 B atl 202 00 B Pat T 202 00 Pati 202 00 2552 10 SDK Naw This screen allows you to identify the cost report elements you want to extract You must completely identity the data elements you want to extract If the worksheet you select has multiple parts those will be listed in the Worksheet pull down For example you would enter or select Worksheet D Part V If the Worksheet can have multiple occ
155. ly added the abilty to use cost center criteria in addition to tolerance criteria Cost center criteria allow you to include or exclude certain cost centers from your comparisons regardless of tolerance criteria Click the Cost Center Criteria tab to setup criteria 52013 by Gharles Briggs Jc ighis reserved 379 HES Medicare Cost Report Software User Manual sas aK GROVE rem P CVCRETOSSE 6 OOOO 200220287 CEASA nto eran verse resta enr mappa Mar ee ae BERE a o ELE To enable criteria checking click the Use this criteria when running reports checkbox or to disable criteria check click to clear the Use this criteria when running reports checkbox Select one of the two options to choose the criteria that you want to apply The first option is to Use the Worksheet B Part percent to total comparison This option uses the data in Report 19 to evaluate whether a particular cost center should be excluded based on the cost center s comparison to the percentage you specify on this screen This criteria only applies to reports 12 13 14 15 19 44 46 and 47 Next enter the percentage to use as the criteria to evaluate whether or not cost centers will be included in Management Report comparisons then click Apply The software will e
156. mine if you need to download and install updates You do not have to visit the HFS website to perform updates Registered users will receive periodic email notifications of updates The software can be updated while using the cost report software On the Help menu select Check for Updates You will be prompted to enter your username and password Enter your username and password and click Ok The Updates installer dialog box will open after your usemame and password are verified 2013 by Gharles Briggs Jr reserved HES Medicare Cost Report Software User Manual Updates Installer 1 1 0 16 m TEES pdates p 18 emm RG GR na tox No new updates available cae Notes Current action NE B ss Ifihere are any updates to download they will be displayed in the Available Updates section Click Installto download and install the available update s The update installer will ask your permission to close the cost report software Click Ok to close the cost report software and proceed to download and install the updates The installer program will download the updates After the download is complete the install program will start and the updates wil be installed When the update installer is finished click Close The cost report software will re start automatically and you may resume working on your cost report 2 3 Network Synchronization for Multi
157. mma separated file csv file that can be imported into Excel or any other spread sheet program Unike Data Extractor Batch Data Extractor extracts data from multiple Medicare cost reports The Batch Data Extractor applies extract specifications to multiple cost reports The extract specifications are determined by the software user Search criteria are used to determine which cost reports to extract data from Specifications used to determine what data will be extracted from the selected cost reports To use Batch Data Extractor the cost report software must be running Do not open a cost report file Start Batch Data Extractor by selecting Batch Data Extractor from the Batch submenu on the File menu Non batch Data Extractor is started from the Tools menu Because of the batch processing capabilities of Batch Data Extractor the feature is assigned to a location shared by other batch functions The picture below depicts the location of Batch Data Extractor on the File menu Batch Data Extractor will start up and you will see the Batch Data Extractor screen The picture below shows the opening screen a13 8y Chas Brg Ta TGS Taser Batch Data Extractor 212 Ti Et et Forms Ger Tock nd ep E j te See also Data Extractor 12 1 Search Criteria On the left side of the screen there is a column which contains selector buttons for the various cost report software m
158. mp R dialog box will appear The default is to export all components at once but you can select individual components to export The To Cost Report option will only be used by providers to populate their cost reports with PS amp R data MACs will select the To Auditor option because this will create their audit adjustments Selecting To Auditor moves the PS amp R data into the Auditor feature You can print and or apply the Audit Adjustments You can also modify the Audit Adjustments If you want to modify the PS amp R data and re export to Auditor you must delete the related Audit Adjustments Otherwise you will have duplicate Audit Adjustments Note When the PS amp R adjustments are exported to Auditor the adjustments follow the same order as the Difference Report a13 8y Chas Brg Ta TGS Taser PSR Reconciliation 142 7 15 2 Export to Cost Report Ifyou are a provider you wil want to export your PS amp R data to the cost report so that your cost report will be populated with your PS amp R data To export to the cost report click the Export lt button 3 and the Export PS amp R dialog box vill appear Eee est Report o o rere of ese orovders to hen expert lv V I Mans Select the to Cost Report option By default data associated with reports for all components willbe exported to the
159. multaneously and writes them to the same destination The files are stored on either a hard disk drive a 3 5 diskette a compact disk CD or a flash drive and then mailed to the MAC Once submitted by the provider the fles are processed by the MAC The ECR file is not automatically transmitted to the MAC by the HFS software You must mail the diskette CD or flash drive containing the ECR files to the MAC You should consult with your regarding its submission requirements and must seek advanced approval to use other media such as magnetic tape telephone transfer i e modem electronic mail e mail or a secured website Generally you are also required to submit a signed signature setllement page a completed 339 questionnaire and a printed copy of your as filed cost report The questions contained within the 839 have been incorporated into the S Worksheet series for the 2552 10 2540 10 and 265 11 As a result providers filing on those cost reporting forms will not need to submit a separately completed 339 These requirements may differ and you should not rely on this document itis your responsibility to review your MAC s submission requirements and to comply with those requirements Before an ECR file can be created certain steps have to be completed The cost report must be calculated There must be no Level lerrors sending the ECR file on a floppy disk a formatted diskette must be inserted into the drive f sending t
160. n Worksheet Data Entry Calculate Print the Report 5 1 Opening a Worksheet Open a worksheet to enter data in your cost report Click the Open Form button or from the Forms menu select Open Form Either method will open the Open Forms dialog box 2138y Chas HBr Tea TGS Taser Enter Data Setement Summary Hospital Statistical Data 5 3 Parts Hospital Wage Index Data 5s Renal Dialysis Statistical Data 56 Outpatient Rehab Statistical Date 57 Prospective Payment for SNF E Data 59 Hospice dertcaton E Unconpenseted Care Date alu jaa a ele components conporents for the selected form T ov oa fore tatonan dra Click the checkbox to the left of any worksheet or combination of worksheets and then click Open to open the selected worksheet s You can also double click a worksheet to open it For worksheets with multiple parts or iterations you will see an additional list of worksheets in the Components box You must select one or more Components to open these worksheets Another method of opening worksheets is to use the Find box Enter the CMS worksheet name inthe Find locate a worksheet in the list of worksheets If a matching worksheet is found it will be highlighted in the list of worksheets but you must stil select it by checking the appropriate check box or double clicking on the highighted d
161. n to configure the available options 2013 by Charles Bugs Jc ighis reserved 239 HES Medicare Cost Report Software User Manual ARI Export to Cost Report the accounts nth eo amounts tothe cot resort severe sgr on alabi and revenos LI Suppress printing rect Sat now page fer each new worksheet O Pinter DL O einen ET The first option allows you to not export accounts with zero amounts to the cost report For this option you need to consider whether you already have data in the cost report that you do not want replaced with zeros from the AAI file If you choose to apply accounts with zero amounts AAI will replace existing cost report values with zeroes Some users have very large charts of accounts Individual providers may not use many of these accounts We give you the option of not applying the accounts that do not have any dollars The second option allows you to reverse the sign on liability and revenue accounts ina true trial balance all revenue and liability accounts are negative In order to get these into the cost report correctly itis necessary to reverse the signs AAI will reverse the signif the destination field in the cost report is a revenue or lability amount Replace v fadd 2138y harles HBr Ta TS esere Automated Account Interface 240 The third options the type of Action Chose to either
162. nd Medicaid Services CMS is a Federal agency within the U S Department of Heath and Human Services Published LE CUS Program Transmitals Program transmittals are used to communicate new or changed policies and or procedures that are being incorporated into a specific Centers for Medicare amp Medicaid Services CMS program manual The cover page or transmittal page summarizes the new changed material specifying what is changed Click Headlines to display links to web addresses Click on the hyperlinks to open the corresponding websites in an internet browser window The Edits and Forms options are only available when you are in a cost report The Edits pane shows the edits from the most recent calculate Click any of the form sets available such as 2552 96 287 05 and so on to open the specific Task Pane view for the selected cost report form set See also Task Pane Options 2013 by Charles Brgs Jc ighis reserved n HES Medicare Cost Report Software User Manual 3 2 File Information After you open a cost report the screen will display information about the data file you opened 050123 ELK GROVE HOSPTIAL The top lett of the screen will show you the provider number and name Focal Year The top right of the screen will show you the fiscal period for this report Craw ve si e The directory path and filename of the open cost report is displayed on the
163. ne numbers will be set to HFS s assumptions You will customize the crosswalk for the provider whose cost report you BABII by Chaos Brg I aI GS rese PS amp R Reconciliation 126 are preparing There are four columns on the provider specific crosswalk screen Worksheet A Line Number Statistic Code Override for Part B Line Number and Override for Part B Statistic Code The Worksheet A Line Number field should be filled out with the appropriate cost center If the revenue code should be allocated to multiple cost centers type O for the Worksheet A Line Number and enter a statistic code in the Statistic Code column See section 7 8 for further details The Override for Part B Line Number column and the Override for Part B Statistic Code column are used if you need to assign revenue codes to one place for Part A reports and another place for Part B reports These entries act as overrides for the Part B reports and only need to be filled out if the first two columns of information cannot be used for the Part B reports 7 7 Import Provider Cross Reference Ifyou used the PS amp R feature ina prior year and you want to start this cost report with the Provider Cross Reference that you previously customized you need the mep file from the prior year Click the Import Cross Reference button on the toolbar 2 port Cross Reference The following screen will be displayed 2013 by Charles Bigs Jc ighis reserve
164. nt year files location is where the backup is made For a hospital you would see 09 Phoooxx 09 or 09A PDF and EC xooox 09A PDF the signature We also compress the Pl fle as Plioocoo exe this the same file as Pboooox 09A so if you need to resend the files use the 09 or 09A PDF not the exe 2013 By Charles Brgs Jc ighis reserved E HES Medicare Cost Report Software User Manual BRUT Chaos Eggs Jr I HGS PS amp R Reconciliation 114 PS amp R Reconciliation The HFS PS amp R Reconciliation tool is an integrated component of the Medicare cost report software The PS amp R Reconciliation tool is a very efficient to import PS amp R data directly into the cost report Provider Statistical amp Reimbursement reports PS amp R are produced by a standard system provided by CMS The PS amp R system collects Medicare Part A claims data processed on the standard claims processing system The two primary reports produced by the PS amp R system are the Provider Summary Report and the Payment Reconciliation Report The Provider Summary Report contains a summary of Medicare Part A charges Medicare patient days deductibles coinsurance payments etc for each provider for a specified period of time Providers use Provider Summary Reports to prepare their Medicare cost reports The Payment Reconciliation Report provides detailed claims data that
165. nto the new file Also the template file name can be changed for each cost report type Now click on Detail Headings Auditor Utilities is accessed by clicking the Options icon or by going to Options Auditor a13 by HB Ta Ta Taser Medicare Auditor 166 You can pick and choose which fields you want displayed on the Detail tab The Additional Headings pick list displays the fields that are not currently displayed and the Current Headings pick list shows fields that wil be displayed Use the right and left arrow buttons to move the fields between the two lists You can also choose the order in which the current headings are displayed Use the up and down arrows to the right of the Current Headings list to change the field order Audor Nome hocce the hes roe an ther order hat you odd Ike to have appear Dele endhas port esi Deli 2 9 Worineet ram eae Provide eased ne Golan reared Beton eased Value Pere Feared Colores selbe for lay Colums displayed are ther order Ex o Now expand Auditor Utilities and click on Auditor Name You can enter your name and indicate whether you want your name associated with the adjustment when you create new adjustments and or when you modify adjustments You will be able to see your name and the date on the screen for each audit adjustment that y
166. nts with descriptions references and affected worksheets lines and columns You have the ability to import these adjustments You can mark single or multiple adjustments in the Adjustments to Import field or you can use the Select All option to mark all adjustments When you click on the right facing arrow the highlighted adjustments are added to Current Adjustments ist a13 6y Charlas H Bgas Jr ag reser Medicare Auditor 168 CT ius Cos he asserts you oul to and order hey appear fe 7 rang 2012 12 15 ard 713 12 Qten Fear ud np io pee EN g E 0001 To meke eames dr Fi 2 0002 radonal Method Exon 2 cons Expanded Detal E G sped io md Insert into enoly postions Ifyou have deleted adjustments not excluded but actually deleted you can have the adjustments fil those empty positions by clicking the Insert into Empty Positions option Usually you would click on the Append to End option to have the adjustments add to the end of the Current Adjustments list We have added the ability to avoid importing empty adjustments no worksheet line and column details At any point in the process you can renumber the adjustments using the 1 999 button The Undo button to the right of the 1 999 button will undo all the changes you have made since selecting the Import Auditor Adjustments option You can also select Cancel to abort this process This is a very
167. o Click the Add button to add the data rom the From amp line to the data in the To line Selecting the Overlay button From line and replace it over the data in the To ine willtake the data from the Inthe above example the data in cost center ine 1 00 willbe added to the data in cost center line 2 00 and cost center line 2 00 willbe deleted To undo an action simply click on the Left Arrow This will remove the add or replace command and the cost centers will revert to their original state 8 10 Impact Report The Impact Report determines the impact of each audit adjustment To run the Impact Report cick the Impact Report button The Impact Report Print Options dialog box will give you the option of printing to a printer previewing the report on the screen or printing it to a file You may also choose to print the cost centers report with your Impact report A13 by Chas Brg Tea TS Taser Medicare Auditor 172 Audit Impact t Print Options Specify if you want to print any avaiable reports after applying your adjustments C Printer Printers G Preview Print to Fle Reports V Impact Report C Adjustment Cost Centers Report C Generate xs fle Select all _ Select None I Reprint Impact Report T Process Tagged Adjustments Only When apply adjustments show the accumulated result When apply adjustments show individual result T
168. odules The first in the list is the 2540 96 In the example below the 2552 96 cost report type is selected When a cost report type is selected the three configuration sections Search Criteria Data Specifications and Data Extraction appear immediately below the selected cost report type 2013 By Charles F Bags Jc ighis reserved 213 ost Report Software User Manual EEE Search Criteria E cision tra 1 use vie search fer roig cost recort deta eee Re sea ene when semrehn es Oro oum m WH Facai vear enc E T Inthe erent ony er amen fate TS mis TTF Va NI gt T e i E 1 md a a seater cvs B Inthe screen shown above there are five screen elements identified The first area A is the group of selector buttons discussed above and the three configuration sections The default is the fist item in the group Search Criteria Click Search Criteria to view the Search Criteria screen displayed above Because itis the default selection itis the screen you will see first whenever you select a cost report software type in the left column and when you start Batch Data Extractor B is the Search Criteria screen This section contains various controls that allow the user to specify criteria the system should use when finding matching files Remember that this section is not where you specify what data you w
169. of the ist of reports Inthe example below a Report Group named New Group was created and now appears under the Report Groups heading 550049 ELK GROVE HOSPITAL xx Management Reports EI EF um 51 A 959 2 Comparatve Analyss Tolerance C 424 5 Add or remove reports from the group by selecting the group and then selecting reports Reports wil be added to the group as you select them Remove reports in the group by selecting them from inside the Selected Reports window and dragging them out of the window You can rename groups and delete groups by clicking on the appropriate button CELLU FECL 2552 10 Management Reports 200 a m save As Group Rename Group Delete Group User defined groups are saved in the template file menu file You can share report groups sharing copies of Menu files I you share a copy of your Menu file s with someone else they can open the Menu file and will be able to use the report groups and tolerance criteria saved in the Menu file There is not limit to the number of Menu files you can create 2013 by Charles Bigs Jc ighis reserved 201 HES Medicare Cost Report Software User Manual Data Extractor Forseveral years our focus was helping clients get data into their Medicare cost reports Then we started getting requests from users to get data out of the Medicare cost report In response to that demand we ad
170. one type of cost report file during a batch Then select any of the Cost Report Template Options You can use a cost report file of the same type as a template You can do the same with 339 file You can also select an AX and AIRX file to use as templates The cost report file and 339 template files wil populate parts of your new cost report files with the data in those template files The AIRX and AAIX templates allow you to create a batch of cost reports based on the same set of assignment rules and account structures General Ledger Hes to Import 4 Import al fies n this folder only 2 Import only these selected fies CEWMCRIF32 005 Fri NTests csv Cost Report Hes Locaton Create al cost report fles n ths location Inthe next dialog box you select a folder that Batch AAI will import data files from Alternatively you can identify individual csv files to import data from during the batch processing You also enter the output location for the files that wil be created in the batch Click Next when finished 2013 By Charles Brgs Jc ighis reserved AAI Batch Import Wizard My data amp in one of the folowing pre defined formats Predefined Formats G Account Sub Account value Account Sub Account Value Main Rect Desc Sub Acct Desc Main Account Sub Account Value Main Acct Desc Sub Acct Desc Cross tef My data in a format not described a
171. ore commonly used by Medicare auditors but they are also used by cost report preparers The other option is to use a template file when the new Auditor file is created The template file may contain many or no main and detail adjustments Whatever is present in the template file willbe used to populate your new file See also Auditor Options amp Utilities 44 5 System Options The next series of screens are available under System Select System and you will see two items Information and Verify Version Click Information to view the System Information screen 2013 by Charles Bugs Jc ighis reserved This screen is used for diagnostic purposes by HFS support staff The yellow highlighted areas contain important information about your computer and the software installed on it Another diagnostic tool is accessed by choosing Verify Version a13 8y Charlas HBr Ta TGS Taser The Main Menu 72 Very Veron eee ert entrees CO Sees This is the introductory screen that describes the Verify Version utility Click the Start button to run Verify Version 2013 by Charles Bigs Jc ighis reserved Preferences Ea Fam options ee Sas pum T sw 55 m EUM ia E Boot im imma e dr n isum Son pau
172. orts Notice of Program Reimbursement Wage Index Verifcaton Batch Acceptance HCRIS Transfer Fi WirHTF Admnstrative Tasks 2013 By Charles Brgs Jc ighis reserved 77 Medicare Cost Report Software User Manual Most of the features that are started from the links on the Tools menu are discussed in other parts of this manual or in other publications This section will discuss those features and utilities that are not discussed elsewhere See items highlighted in screen shot above Specifically this section briefly discusses these items CMS 339 Questionnaire Restore Reorganize Data File CBSA Lookup Tool 4 5 1 CMS 339 Questionnaire The CMS 339 must be submitted with each Medicare cost report with the exception of the 287 05 On the Tools menu select CMS 339 Questionnaire to open the CMS 339 Questionnaire When you open the 339 for the first ime for any cost report the software creates a separate file with the same name as your cost report data file but it has a file name extension of xprq There are six exhibits in the 339 for the HHA Hospice and CMHC In the 2552 10 2540 10 and 265 11 systems the 339 questionnaire is now incorporated into the cost report on Worksheet S 2 Part I We continue to have the 339 option under Tools for the two exhibits in the 339 in the 2552 10 2540 10 and 265 11 systems You can complete all exhibits using the software When you open the 339 for
173. ou have created or modified You can print this information by choosing to print the Audit Adjustment Detail report 2013 by Charles Bigs Jc ighis reserved 167 E Auditor Name udar tiame Set Neme or Austor etin code fo be used when Deisi Headnor ese new adusments eet information Reorganize enter EE When working with adjustments Viren working with ad tonewadsments fed to new durent ned to moafed adinen ned to moded adusinente Update Nane Enter an Auditor Nane then oes he update button meaty alor Bank Air ane Update a Update Update The identifier Information section provides an optional level of detail You use identifier information to associate a group or team of auditors Multiple auditors can have the same identifier you enter an identifier you should check both the new and modified boxes As with the auditor name the identifier will be updated whenever you create or modify an audit adjustment The Update Existing Adjustments options at the bottom of the Auditor Utilities dialog box allows you to enter your name and then update either all or just the empty adjustments by clicking the Update button See also Auditor Options 8 6 Importing Adjustments Some Contractors have established a list of standard audit adjustme
174. our mouse pointer to highlight and select a or multiple cells you can right click the highlighted area and chose one of the three commands from the context menu that wil appear RC GROVE HOSPITAL i raeno of expenses Note The Cut Copy and Paste commands will only work if the Display Column Row Headers options are checked on the Form Options dialog box BABII by Charles Broa Jr SUUS reset The Main Menu 46 422 Add Delete Lines The Add Lines and Delete Lines buttons are enabled when you have a worksheet open that allows lines to be added and deleted for example Worksheet A 8 in the Hospital cost report Inthe example below we are adding lines to A 8 Enter the range of lines you wish to add in the From and To boxes and click the Add Range button To add one line enter the line number you want to add in the Line box and click Add Single Cost Centers Wrichort A other neve arc Sytner neveu OFFSET Atos neve arc ll orien meer ors neve OFSET O rtr li ore reve rs anis neve OFFSET Bete ort TE ENOTES mee ors Ba OER cuc FEET AUTEN mur arse ort romao Tora ome 3400 The worksheet specific tab will show you the lines that can be added 2013 by Charles Brgs Jc ighis reserved a HFS Medicare Cost Report Software User Manual
175. ovider name provider number and fiscal year will be displayed Either cick Print to produce another copy of the Settlement Signature Page or click Done Export ECR Result Information screen skout the process ot Export completed successfully Dosereton Gata Cost Reser Fie CCAPPSWTUOD Truveo MCR rre ECES QOL QUA mee Pros Name lk GROVE HOSPITAL Pro uber Begining 01 01 2007 Frim Pnt acopy of the Sianatiro Pace The Signature Settlement Page must be submitted with the disk CD or flash drive containing the EC and Pl files If submitting using a system other than the 2552 10 2540 10 or 265 11 the user must also submit a printed copy of the CMS 339 Questionnaire because it is not part of the EC or Pifiles always a good idea to confirm that the ECR files are on the diskette or CD before submitting the ECR file Using Windows Explorer or My Computer navigate to the disk where the files are supposed to be and confirm they are there and that they were created at the same time on the same date Every year numerous provider cost reports are rejected because the preparer made a mistake and the ECR files are not on the disk submitted to the MAC HES makes an automatic backup of the ECR files and the encrypted signature page in the folder where you opened the cost report If you click on Options Preferences Setup File Locations the curre
176. p the Create Group dialog box enter the name of the new User Defined Group then click OK The new User Defined Group will appear at the bottom of the list of reports Drag and drop reports onto the new User Defined Group to add reports to the group Click on the User Defined Group to view the list of reports within the group The example below shows a user defined group named New Main User Group that includes the Salary Expense Inpatient Days Total Charges and Statistics reports To remove reports from the group right click on a report in the group and select Remove ReportiGroup E WB a CO TO ARGE RATO ASIS Cos TO CHARGERATIO OMER B COST TO CHARGE RATIO TEFRA tt4 STATISTICAL Basis 18 45 COST ALLOCATION IGICATOR zer Defmed Grace New Man Use Group o 12 CONPARATNE ANALYSIS OF PENSE B saav orme B 21 MeATENTDATS COL 0 Enora ances STATISTICS To change a group name right click on the group and select Rename Group Inthe Rename Group dialog box enter the new name for the group and click OK Report names cannot be modified You can run all the reports in a User Defined Group by selecting the group and clicking Run Report s Print Form or Preview Form You can also print a group using the Print command onthe File menu The reports will be created using the tolerance criteria previously applied to and saved with the reports in the group User Defined Groups and tol
177. plying your adjustments printer Printers C Preview C Print to File Reports v Adjustment Report is V Adjustment Detal Report V Adjustment Error Report 0 Adjustment Not Appled Report Adjustment Cost Centers Report Select al _ Select none Te oe The first section allows you to print the reports to a printer preview the reports or print to a file If you choose to print to a printer you can also select which printer by clicking on the Printers button to the right It you select Preview you will be able to view the report on the screen You can stil print the entire document from the Preview window The Preview feature has the additional advantage that you can print a single page You can also print to a text or PDF file This is a useful feature if you want to email a copy of the report The selected options will remain in effect until you change them The next section allows you to choose what to include in the printed reports The first report is the Audit Adjustment Report This report contains all the detailed audit adjustment information and is the report sent to the provider 2013 by Charles Bugs Jc ighis reserved 161 Medicare Cost Report Software User Manual The Adjustment Detail Report contains all the information in the Audit Adjustment Report plus the administrative information date created date last modified auditor name date reviewed reviewe
178. ppten Ies ance tep tee 5 D ET The Export ECR dialog box will appear You can select first or second ECR submission The default is First Submission The destination for the ECR file may be changed by entering a valid location in the ECR Location box or by clicking the Open button and selecting a location Valid destinations include a diskette drive hard disk drive CD or other valid data storage location such a flash drive 2013 by Gharles Briggs Jc ighis reserved 109 HES Medicare Cost Report Software User Manual Export ECR Options Select options to apply to the Export process Submision The sete s brin crues 1k Submission resukrg ECR le raren EC050231 07A Locaten whore tho ECR tie be a the end af the rcs E hz beatin cece the lester ef Has the Preferences Click on the file folder icon next to the ECR Location text box and a window appears where you may browse and select the destination drive and or directory for the ECR file 213 8y HB Ta TGS Taser Submit Finished Cost Report 110 Browse For Folder e7b6779c06726e09261be15a33fa0266 amp CQ HESWIN intel D Law Office Fies a C mcriFsz 88 MSOCache Make New Folder Note The target drive directory for the ECR file may also be modified in the Preferences window under
179. ption code verification the number of ECR records imported any errors encountered during import and the results of the first calculate performed on the new file setinas Notes Edis Inport Summary _ Imported file process File C MCRIFS2 EC050231 07A Imported 7 18 2008 102558 Cr HO G2 MOX oooo1 MC setungs Notes Inport Summary Import Errors Level 1 Edits There are no eds n te Leve I Edits catagory tevel T1 Edits 53 Part Une 601 Cok 600 ONS Edi 21105 FS Code 197 TOTAL D 1 Une 25 00 Col 1 00 CMS Edit 21000 HFS Code 4 NOT CO Serious Edits D Part IR Codet ALL Code ALL HFS Code i WORKSHEET NOT ENTE 0 1 Code ALL Col 0 09 HFS Code 697 BASED ONS 2 ANSWERS THIS Partt Line 10 00 Col 1 00 HFS Code 4 TEMNOT COMPLETED Warning Edit At une 47 00 2 00 H5 Code 16 ADJUSTMENTS SHOULD BE NEGA A Line 12 2 00 HFS Code IS ADJUSTMENTS SHOULD BE NEGA v The Edits tab above displays detailed information derived from the first calculate performed onthe new cost report file The information displayed is the same as the information displayed when a cost report is calculated a13 by Chas Brg Ia TGS esere The Main Menu 40 The Import Summary tab below displays additional detailed information
180. publeatien date i the date the user s machine lli atta consder f new network software s aalala the users machine al orly Synchronize to the network software F ths date B nemer than their last date cf Synchronization 3 Publish network software Pross the Publish for eto Syndrorizatien butten to create the fles users reed to synchronize ther software to the network Note Publshing will overwrite any evil published rFcrmation Ifyou have done this before you will see the Date of Last Publication You may optionally enter a description in the Note to Users box Your users wil see this note when they synchronize their software The New Publication Date will default to today s date This field is important because itis used as a control mechanism to help the client machine recognize new network content I the date is not what you want enter the date manually or use the popup calendar Click the Publish for Network Synchronization button to create the files your users need to synchronize their software to the network Because the new publication data will overwrite any existing publication data you will be asked to confirm that you want to publish new files 2013 by Charles H Briggs Jr This reserved 17 nes medica ost Report Software User Manual Confirm qu Are you sure you want new Network Synchronization data Ce JC J Bwo files will be created Netsync exe and Netsync xml
181. r good example of this would be the capital related cost centers 1 00 2 00 3 00 and 4 00 as these generally use square feet as a statistic you enter 01 as a stat code for all four capital elated cost centers i e 1 00 2 00 3 00 and 4 00 only capital related column that will be open for input on B 1 will be column 1 00 Once the stats have been added in column 1 00 these stats will be duplicated in columns 2 00 3 00 and 4 00 after calculation In addition if you would lke to enter salaries charges or accumulated costs as statistics the following automatic stat codes have been set up S Gross Salaries C Gross Charges I Inpatient Charges Outpatient Charges P Total Patient Days or negative number Accumulated Cost Note The is no longer used in the 2552 10 2540 10 and 265 11 form sets The automatic stat codes O and P are used in the 2552 10 2540 10 and 265 11 systems 2013 By Charles Briggs Jr ighis reserved 51 medicare Cost Report Software User Manual sarey we sss sns cost PATENTER IPATIENT OAs Inthe example above line 9 01 was added with a cost center code of 0901 ard a Stat Code of 08 Note that the Cost Center Description for line 9 01 is a white cell I can be edited modify the Cost Center Description double click on it and then edit it by typin
182. r etc The Adjustment Error report is a list of problems in the Auditor file Ifyou want to see the CMS Level I edits or the HCRIS edits you need to check the Calculation Edits checkbox The Adjustment Not Applied Report shows a report of all adjustments that have not been applied because they were excluded or not tagged The Adjustment Cost Centers Report shows all adjustments made under the Adjusted Cost Center tab Any changes made to the cost center structure or to the cost center statistical setup will only be shown in this report You can choose to print the Settlement Summary and the NPR Report To customize your Adjustment Report click on the Adjustment Report and then click on the Details button The screen below will appear You may start your adjustment page number at 1 or if you insert additional pages before the adjustment report you can specify a number based on the number of pages you include You can choose to sort your adjustments in worksheet order f you don t choose this option the adjustments will be printed in the order in which you entered them When you choose to sort your adjustments the Adjustment Report will print a reference number that will tie back to the adjustment number on the screen Note f you choose to print in a certain order the Detail Adjustment Report will print in the same order D213 Chaos Eggs Tr I HGS Medicare Auditor 162 Report Options Customize t
183. r Manual When a Memo adjustment is used the system does not apply the value You might use a Memo adjustment to indicate that a retroactive change in the CMS instructions has caused a value to change The Comment action is similar to the Memo action except that the information for the adjustment is not applied nor is it even printed on the Audit Adjustment report You can use Del Wkst to delete a worksheet This option requires that you enter the Worksheet Part Program and Component if applicable The line and column do not have to be entered and they are entered they are ignored Some adjustments can be very time consuming For example to make an adjustment to one line on a reclassification i e A 6 or an adjustment worksheet i e A 8 you need to reference several cells HFS has special screens that simplify this process When you enter an adjustment for one of these worksheets the system will automatically bring up the specialized screen for entry Original data willbe placed in both the Adjusted Values column and the Values column This makes it easy to adjust a single piece of the entry Fae Slate Ifyou want to go back to the expanded audit detail screen you can get there in one of three different ways The first way is to press ENTER while the cursor is in the Worksheet column of the Detail Adjustment line The second method is to press F
184. range of cells directly from the active worksheet Once you select cellis use the Create adjustment from active cell bution located on the auditor toolbar for the detail screen 83 Applying an Adjustment To apply adjustments and review the settlement impact of one or more adjustments click on the Apply button Elon the Auditor toolbar or on the File menu Apply Bile Edit View Forms T OL Q 9 Batch Print Ctrl P EN k 2013 By Charles Bugs Jc ighis reserved 157 HES Medicare Cost Report Software To see the impact of one or some of your adjustments select one or several adjustments using the Tag option You can select or deselect an adjustment by clicking the Tag check box in the Tag column on either the Main Adjustment window or the Detail window When finished selecting the adjustments you want lo app cick the Apply button n tne Apply Options dialog box click the Apply All Tagged Adjustments option button Applying Audit Adjustments Apply Options j Adjustments to Apply Apply All Adjustments Apply All Tagged Adjustments Adjustments to Indude in Reports C Include Al Applied Adjustments Indude Only Tagged Applied Adjustments None donot print Date Adjustment Report Sent to Provider After applying adjustments record this date ac the date Adjustment Report was sent to provider T Date
185. ready in use wil not be added New PS amp R Report Standard Reports 110 Inpatient Part A i10719 Inpatient Part Title XIX 1s I P Leng Term Care Part PPS i20 Inpatient Part B 120 18 Outpatient Title XIX lize Inpatient Part B OPPS 139 Outpatient 11 Other 150713 outpatient All Other Title XIX 131 outpatient Renal 131713 Outpatient Renal Title XIX 132 Outpatient Part 100 Percent n addition you can create customized reports by selecting the Custom Reports option You will see the following screen New PS amp R Report Custom Reports Custom reports are reports created using your own report code and description Enter the Report Code and Descrptor then press the Finished button Report Code 110XX Description Hosp Inp Medicaid Description can be up to 255 characters Inthe example above you entered 1 10XIX and Hosp inp Medicaid to create the custom report A13 8y Charlas Brg Ia TS Taser PS amp R Reconciliation 124 Click Finished to create the new report The report screen for the new report will open You can type data into the various cells You can also type data on a report that was created automatically when you imported the PS amp R data You may need to add amounts that were not included in the extract file 7 5 Standard Cross Reference There are two types of cross reference
186. reduce the Prior Year data values by applying the ratio of days which in this example will reduce the Prior Year data values by 50 I the Prior Year file cost report period is six months the inverse ratio is applied and the Prior Year data values will be doubled The Current Year file cost report data is never adjusted in this process The adjustment ratio is only applied to the Prior Year file cost report data The system wil not perform the adjustment if the variance between the cost report periods is six days or less 10 2 Cost Center Matching Many comparison reports require similar or matching Worksheet A cost centers in the Current Year and Prior Year files Any cost centers that are not matched to a corresponding cost center inthe other fle will not be compared All data in an unmatched cost center is excluded from comparisons Therefore itis important to match all almost all cost centers before you run reports Open the Cost Center Matching screen by clicking the Cost Center Matching Screen button The following screen appears D213 Chaos Eggs Tr I HGS 255240 Management Reports 192 cH Sa E segs Send Pye pos Screen Cost Cert ating seen Cost Citra Seen EF matched i Inthe example above the Current Year fle has subscripted cost centers that have no matching
187. replace existing cost report data or add AAi data to any existing cost report data If you had sheets set up with monthly or quarterly data ard you imported them one at a time you would choose Add because you would want your data to reflect the cumulative total of the data of all sheets you imported If you were only using one sheet you would probably leave the default at replace You can suppress the printing of the export report However this report is one of the primary advantages of the export The report is an audit trail showing you which accounts went into each line and column and worksheet in the cost report E Pal Dearie CAMARAS SECHER Balesi cippo o 1213112008 rore GROME HEALTHCARE ENTER eath aranca ye oder wer Medicare Cost Report Reference Customer Account Line Mom Account Sub Account Sequence Amount Basi A tolum 1 00 sm meto RESO IDENY ICSMGMT amp SLPERVISION o E noo tat RESO 21 EWV SHCSIECH o mm EHO ALIA RESO OHECSLPEWOCATIONAL LIN a 17 307 00 PIScsc HUMAN RESO E2 ENY SyescLERIC OT ADMIN 2 20 36 00 916111 van RESO LIL SKCSHISCHONEROD Pe o iem nentz tat RESO SHCSVISCNONEROQ Pe o aussen Penta uoti RESO NSG FLONIPISC ON ROO PAY o 22 00 rents HLM RESO 116 NUTR SKCSMISCIONEROD PAY D 20 The report is organized by cost report worksheet i e A 1 C part L You can choose to start a new page of the report each time you change worksheets The
188. report can be printed to your printer previewed or printed to a file 2013 by Gharles Briggs Jr rights reserved HES Medicare Cost Report Software User Man Batch We have many customers who use AAI to create multiple cost reports every year We recognized the need for a batch process that would eliminate the repetitive steps required to create numerous cost reports one at a time using AAL We developed Batch AAL Batch AAI will create any number of cost reports in batch process using the AAI feature With Batch AAI itis possible to create many cost reports all at once using the powerful AAI feature To start Batch AAL open the File menu and select Batch then click Batch AAI The Batch AAI dialog box opens on your screen Batch Type and Options Create this type of cost report fle 265 11 Aways create new output fles Cost Report Tempiate Options 19 Use this fle as a cost report tempiate OFS2 006 le 05 ESRD 265 11 265 11 Th s El Use this fle as 339 template 2 Use thi fle as a AAD template jussi m Las Use this fle as a AIRY template CIWCRESZI006 AAI TESESRD 265 11 A cocsarsavos Fe os ESRD a6 a13 8y Chas HBr Tea TS Taser Batch AAI 202 Inthe Batch AAI dialog box you select the type of cost report files you want to create in the batch process You can create only
189. reports files v Tool Bar Task Pane Edis CMS Prnt Image ECR Import Report Adjusted Report Clicking on the Toolbar or the Task Pane will simply close or reopen these features As long as you have calculated a report clicking on Edits will show the Edit report from the last calculate A13 by HBr Ta TGS Taser The Main Menu hetero ithe ee gy ies sien A OG ee es aie ee ines cien A OG ee es Cote 322 Dae en em ine son cm a OG ee es i 322 Dae em onte A he Ot cn AL OS t Oke scence in 190 chem AL eco T2030 eS Code 0 Ox Cer Code mis Ae 200 chem AL OS ot 2091 S Gs Cer Code be va Acte so chem AL Cisco 2030 5 Cot 0 Co cer Cd mot te v A me 500 chem AL c 2030 Fs Cot n ot Cer Cd mnt te v ime chem AL sco 00 5 Cot n Co Cd matte v A e 7O0 chem AL OS e com 2030 15 Con Crt Cle must D ra A he BOO cem AL OS e co IVDO eS Cox 20 Crt Cole must D ra A cm AL OS e com 2030 tPS Cox 20 Cost Ct Cole must D a cim A ara eS B Cot Ctr Cae mt chem A Oe cd a rS Cote n cot ctr oderunt tit ciem ecd i eS Cote n cot cer oderunt The CMS Print mage and ECR Import Report will only be available if the open cost report was created by importing an EC file As long
190. rksheet S 2 above Questions 17 27 Questions 28 29 etc n addition most worksheets have a scroll bar to the right of the active worksheet Scroll up down to show more of the worksheet Dates are entered in the following format and do not require the to be entered mmddyyyy There is a drop down box that will display a calendar that you can use to enter a date Some forms will open with default data populating one or more cells In the example displayed above columns 4 5 and 6 are populated with N by default You can edit the default values by typing over them or deleting them Note You can choose which cell the cursor will move to when you press the ENTER key in the Key Action section of the Form Options part of Preferences To delete text in any cell double click on the cell to select the text and press the DELETE key your keyboard You can also delete an entry any cell by being in that cell and using the Cut command CTRL X or Cut on the Edit menu 2013 by Charles Briggs Jc rts reserved 101 HES Medicare Cost Report Software User Manual 53 Calcul ing calculate the cost report click Calculate on the Tools menu or click the Calculate button Calculate The Calculate dialog box wil appear and will display Edit List which lists all edits found in your cost report shows all the Level Level land Serious edits plus Warnings and other informational edits Yo
191. roup you can use the browse capabilities of this window to select the drive and folder for the desired Specification Group Select the Specifications Group that you want to use by double clicking on the Specification Group name or click once on the and then click Open CELLU FECL LL Batch Data Extractor 218 Once you have selected the correct Specification Group it is time to enter project specifications Click the New tab in the lower left corner of the Data Extractor window This will allow you to enter a new project Specifications name The name can have spaces and special characters Remember the project Specification name is one project in a Group Specification Each Group Specification can have multiple projects The Group Specification name is a file name You can delete a project Specifications using the Delete Specification paper with red X through it icon Simply click on this icon and the form appearing in the specifications window willbe deleted Whether you select Create a New Specification or Open an Existing Specification you will be see the following screen EXEC HIMEN This screen allows you to identify the Medicare cost report elements you want to extract You must completely identify the data elements you want to extract f the worksheet you select has multiple parts those wil be listed in the Worksheet pull down For example you would enter or select Worksheet D
192. s from multiple cost report files From the File menu select Batch and then click Batch Print You wil be prompted to select the type of cost reports you want t print 2013 by Charles Bigs Jc ighis reserved 33 medicare Cost Report Software User Manual Select the type of report fies to process Report Type 2540 96 um Els El Lowo Els 53 Part Oss Partt Os Part m Elsa Ess Ess Flea Inthe Batch Print Options dialog box click to select the worksheets and reports you want to print or select the option to Select Forms After you make your selections click Next CELLU FACILE The Main Menu 34 T Acceptabity Checkist Threshold Click to select which reports to print and if you want to calculate the reports before you print from them When finished click Next 2013 by Charles Briggs Jc ighis reserved 2 Print from only these selected fles Aad Remove You can either specify certain files to print from or choose folders containing reports to print from If you identify particular files to print you can add and remove files from the list by clicking Add and Remove Click Next when youre finished identifying the fles or folders to print trom 2138y Chas HBr Tea TGS Taser The Main Menu 36 emt To PDF Fle When creating
193. se this criteria when running reports Then you select one of the two options available to choose the criteria you want to apply The first option is to use the Worksheet B Part percent to total comparison This option uses the data in Report 19 to evaluate whether a particular cost center should be excluded based on the cost center s comparison to the percentage you specify on this screen This criteria only applies to reports 12 13 14 15 19 44 46 and 47 Next enter the percentage to be used as your criteria to evaluate whether or not cost centers wil be included in Management Reports Comparisons After you enter the criteria click Apply When the criteria is applied the software checks to see if any of the cost centers meet or exceed the criteria Those cost centers which meet or exceed the criteria will be used in subsequent management report comparisons You see which cost centers met the criteria by scrolling down the list of all cost centers Cost Center lines that met the criteria are indicated by a check mark The second option for cost center criteria is the Custom option If you select Custom you pick and choose which cost centers will be used in comparisons by selecting one or more cost centers by checking one or more check boxes No percentage or other criteria is applied when this option is used 104 Specifying Tolerance Criteria Tolerance criteria must be entered before reports are run or printed If no toleran
194. select which Stat Code to apply to the line you are about to add 2013 By Charles Bags Jc ighis reserved HES Medicare Cost Report Software User Man ip Cost Centers Sun Bose moss SALARIES PLANT OPS PATIENT DAYS PLANT OPS PATENT DAYS GROSS SALARIES and bae C ares Charges Number Acumulsted Cost E GROSS SAARES disques orem osaman me 03 04 SOFTEN ME 08 SQFT I you highlight cost center in the top section of the dialog box and then activate the Stat Codes tab you can easily change the Stat Code ard Stat Label The screen shot above shows the Stat Code drop down list with 09 PATIENT DAYS selected To apply that Stat Code you would select it from the list and click Apply HFS has incorporated certain automatic statistical codes and also the ability to duplicate statistics from one B 1 column to another Allowable statistical codes are 01 through 99 If you enter a stat code unique to a specific cost center then that corresponding column on B 1 will be open for input A13 8y Chas HBr Ta TGS Taser The Main Menu 50 When the same statistics are used for more than one cost center entering duplicate stat codes will copy stats from one B 1 column to anothe
195. supports the Provider Summary Report The PS amp R Reconciliation tool enables providers to prepare more accurate cost reports and also dramatically reduces the amount of data entry required to complete the cost report HFS makes this tool available to both provider and MAC clients The CMS PS amp R website Fitps hhs qovlamserver UI_ogin goto htips 3A 2F 2F pst i cms hhs cov 3A443 2Fpsr u offers PS amp R extract files as an output file option you will need to request a csv format to import into HFS These are the files that the cost report software can import into the PS amp R tool Requirements You must have a Medicare cost report file mer file with the correct fiscal year entered and all provider sub provider Medicare provider numbers entered on Worksheet S 2 The provider component information on Worksheet S 2 is used to match to the PS amp R data The fiscal year information on Worksheet S 2 wil be used to split the PS amp R data Other information such as Payment System will be used to correctly cross reference PS amp R Data 2013 by Charles Bigs Jc ighis reserved 115 HES Medicare Cost Report Software User Manual Tse Haroon aes Daa Na MEER ST RARUS eT z mu c en etti oreet ener E Lu eas Es iu a a ou n Ea Tl
196. t from the Active Worksheet P button 2013 by Charles Bugs Jc ighis reserved 151 HES Medicare Cost Report Software User Manual pner a nee JN p Em 5957 mE EET Eesti eerie mise tras ai E i xil MEME oh ea a The more traditional method is to click on the first Worksheet field in the Details tab If you know the worksheet you want to adjust type the name of the worksheet eee e HE T EE Rm Rm You can also click on the worksheet drop down box and then click the down arrow to scroll to the desired worksheet ee AM Sa ois M A13 by Chas HBr Ta TS Taser Medicare Auditor 152 Depending on the worksheet you select the system knows whether you need to specify a part program and component I these additional qualifiers are needed the system will give you a pick list of allowable values for each field Once the worksheet part program and component are specified the next step is to enter the line and column As you enter the line and column the system will display their descriptions After you have entered a complete cell reference the system will display the Original value If you should submit an invalid ine column reference
197. t of Cost of Service by 18 09 03 Fara ovis Cest Apartment Do E Pam O patat Rembursement Settlement D gt crete Rembursement Settlement D enc Rembirsement sertament Rembursement Settlement Corennents Ty 2 O subororder3 mew THe Spore T Shon forme hat contar data Note When choosing to open a worksheet that has a component or title associated with it you must specify one or more components itles to open Note When a worksheet is open press F1 to display the CMS instructions for the active worksheet The Delete Form option works exactly the same as if you were opening a form For every form you select to be deleted a warning box will appear after you click the Delete button asking you whether you are sure that you want to delete the chosen worksheet This is because once a form is deleted the data is lost and cannot be recovered 2138y Chas HBr Tea TGS The Main Menu 56 En Fen gt Geri Rabo oF cont to Charges 019 OP Serve CCR L Crear peoi analary Cost E RPOHIP Operatia Cost L OP Costper vist E gt LI D gt Draen hor hatcontan data Ifyou have a worksheet open the Print and Print Preview comman
198. t options when you run the Difference Report by clicking the button on the toolbar The options are accessible if you run the Difference Report by clicking Print on the File menu at the top of the screen For example you can print individual lead schedule reports the standard or provider cross reference and any statistics The next section discusses the print options in more detail 7 14 Print Printed copies of the reports can be used as the PS amp R crosswak that should be submitted with the cost report To view or modify printing options select Print from the File menu lane PAR Repent neg E E N Secta category te ie aval reporta Ta Test axis Test su der Defined Statice E eer Dated sans T Cross Refrence Avalale Recor Report 77 Report IncatentLend Shedd Lest Shedle 2 d E outpatentLead sched Lead schede 72 Lead Schade Cim octentfartA 1 IngatentPari 12 upatent ab Nonpatent a Em Flere tre m iis PTT by harles Brg Tea TS Taser PS amp R Reconciliation 138 You can select one or more reports to print or print preview in the example below if the second component is selected only the reports associated with this component will appear Catagory to ts bol repo test V 4az 23 TEST W 7 s
199. tempt has been made to make the software look and feel like previous versions while adding enhancements to make the software more flexible more powerful and easier to use By New we mean relatively new not necessarily new this year 2013 by Gharles Briggs Jr reserved 5 Hrs Medicare Cost Report Software User Manual New Data File Format With the introduction of the 2552 10 2540 10 and 265 11 cost report systems HFS introduced a new type of data file that replaced the mer file we used for many years The mor data files were indexed data files and were susceptible to corruption anytime their indexes were damaged Our software included the Restore Reorganize utility to repair damaged files and rebuild their indexes in the new cost report systems HFS uses XML data files These new data files are merx files The merx files are not susceptible to corruption or data loss We introduced this new data file format approximately two years ago and there has never been a single instance of a merx file that was corrupted Bad or missing data file records are no longer anissue Long File Names You are no longer limited to an eight digit filename HFS still reserves the extension of your filename but you may use of the other 256 characters Open Multiple Files You can open two cost reports in one session of the HFS software You can switch between open cost reports by clicking on the drop down box in the bottom r
200. that you have saved to a csv format then specify the folder where the MCR MCA fles are located See below 20 1 Using the Wage Index Verifica n Tool The Wage Index Verification software will examine the HCRIS data you received from CMS PUF and compare that data to the actual cost report files To do this you must follow these simple steps 1 2 Open the CMS HCRIS XLS PUF fle into Microsoft Excel From the Excel File menu choose Save As From the Save As dialog select the folder where you want to save the HCRIS data Next in the Save as type drop down box choose CSV comma delimited csv Final press the Save button f you want to improve efficiency save only those fles records specific to your MAC number Close Excel Decide which folder wil contain all of your cost report and copy those files to that folder location Note This folder may contain sub folders with cost report fles Also these cost report fles can be either MOR or MCA fles Start the Wage Index Verification by clicking on Tools Wage Index Verification 52013 by Charles Briggs Jc ighis reserved weh nemere Bes po 7 Inthe HCRIS File box type the name of the HCRIS data file you created in step 3 above You may also press the Browse button next to the HCRIS File box to browse for the HORIS file 8 In the Cost Report Folder box type the name of the folder where your
201. the imported data will affect existing data Choose from the same four options available in regular AAI When you click Next the Batch AAI process will start and you will see the Batch AAI Progress dialog box which shows the status and progress of each file imported during the batch process 2013 By Charles Bigs Jc ighis reserved Inthe example shown above the AAI import process was successful except that there was a Level ledit in the cost report file created and therefore an ECR was not created When this happens you would have to open the cost report and resolve the condition that caused the Level ledit recalculate the cost report and export the ECR files See also AAI a13 8y Charlas HBr Ta TGS Special Reports 246 Special Reports All ofthe HFS Special Reports currently there are thirteen Special Reports have been converted to worksheets Like other worksheets you can copy and paste to or from these worksheets as well as print them to a file just like any other worksheet You can also Batch Print any of the Special Reports from the File menu point to Batch and select Print Batch These reports are also accessible from the Print command on the File menu If there is no input required the report is calculated along with the rest of the cost report and can then be printed Reports 910 and 920 require user input Open the reports by selecting Open
202. tions You can preview any print job show only forms that contain data and print to file 2013 By Charles Briggs Jr ighis reserved 103 HES Medicare Cost Report Software User Manual Print Forms ssec summary rri Dessipton 02 Apporsarment of Cot of Serace by D TP fry Service Cost portion D Forti Ej Parta RembursonentSetiovent ED Rembrsementsetlevent Erate Rembrsenentsetievent Rembirsenent Setlevent EE Reimbursement Setlenent oms fom n n a n a E n B B meets 7 Respratory Trerapy Orcupstona Therapy Speech Patloay anna rn forms or Base bes TF Show oriy Forma hat conta data To print individual worksheets click on the check boxes to the left of the worksheets you wish to print and then click Print To print all worksheets check the All Forms checkbox and click Print PTF 8y Crates Brg Ta TS Taser Enter Data 104 Print Forms Currant Ferm Selacton LI C Part V OP CostPer Vat 005 T Ds Kidney DE Pata mew LE Part A Te Hospital Reinbursemant Settlement G3 Saterert of Revenues and Expenses PERRA L154 HA Staisicd Data D 5 5 Renal Dialysis Statist Date Dome fle E 1 1 Analysis af aaral ias Dept Costs RS I 5 3 Port T Hospital Statistic Date E T 5 3 Parts Wage nde Crypt fr ae E
203. tions amp Utilities You can view and set Auditor Options by choosing Auditor and Options from the Preferences dialog box You can set options for each type of cost report software subsystem Click Options and then select a cost report subsystem and you wil see the following screen 2013 by Charles Bigs Jc ighis reserved 365 HES Medicare Cost Report Software User Manual 2552 10 Chee the erent optons you vant when new Auer fi Mew Se colors Cente ren fe 07 Crente cefadtedustments Cuime spen tl SIR Options Ex a You can have different decisions or template files for each type of cost report f you select the Create Defauit Adjustments option on this screen for the 2552 10 you wil get the first three standard audit adjustments for every new 2552 10 audit adjustment fle you open I you do not want to include these three standard adjustments leave the box unchecked I you want to have a different set of default adjustments put those adjustments in a file and select the Use Template File option You can then have standard adjustments with exactly the wording you want You can enter the fle name for the template fle or use the Browse option to locate your template file Although the design concept was to use a consistent template file to preset a small number of audit adjustments the template file specified can contain an extensive number of adjustments that will be put i
204. u can print the edits displayed in this dialog box by clicking the Print button located in the lower left comer of the dialog box ET 5573 Uns 10 ca 400 PS BAN SN et Code S23 5S TPA emen ALT co 101 c 20 s STATE DOES NT ATO TUDES Ca ce ins es cade i am SADE Aires 100 Cak 7100 CASE HS DT A PART MT AGREE ES Ades 20 Cot ORE 35 HFS Coe I VRAT ARTIST GREE THIS 145 991 uae A ec CHS 0059 HFS Cade 54 WIORKSHET NOT EYEE ese MEE Dra F5 Cader gt BUT CRORE ctos COT code gt o tur RIOT e 1 CNS E EN FS Code WOHT 14 LPE 17 COL 2 MUST ITA 2860 1 90 CSE es cote ps wert UNE 29 WORT 9 3 Prt Loe 10 02 GE 600 OX s F5 Code TOTAL PATIENT DAYS 52 he 200 Cis 0836 HS Code i INA FRONTIER NER Note The Edit Report will also display all the HCRIS edits These edits are important to the when they process the report The Consistency and Relational edits are equivalent to Level land Level Il edits a13 8y HBr Ta TGS Taser Enter Data 102 There are several helpful features in the Edit List Click on a particular edit to see a detailed description of the edit displayed in the Detail section at the bottom of the dialog box If you ri
205. unt at the bottom of the window is updated as you enter data Note that same cell adjustments are also referenced on the actual Audit Adjustment report 2138y Chas HBr Tea TGS Medicare Auditor 174 Auditor Adjustments LAdiusted Cost Centers Mave Chanae Combine e gt n 6 00 2 00 Add EIS Worksheets a Lire 620 com 2 00 Orignal veke 000 Mon Adjustment Action New valie Oy 2 500 Add 1800 5 100 100 amp Ven voe ES 2013 by Charles Bugs Jc ighis reserved 375 HES Medicare Cost Report Software User Manual Management Reports Providers and MACs use Management Reports MACs usually refer to the reports as Uniform Desk Review reports Management Reports produces a wide variety of reports using data from one or two cost reports Some reports are single year reports Single year reports do not perform comparisons Most management reports are comparison reports These reports gather data from two cost reports and perform various analytical functions The compared reports are referred to as the Current Year report and the Prior Year report These names are for convenience only The Prior Year report does not have to be older than the Current Year report You can only compare cost reports of the same type i e hospital to hospital You cannot compare dissimilar reports i e hospit
206. urrences programs and components the system knows this and wil allow you to specify on of the appropriate programs Title V XVII or XIX and component hospital sub provider SNF etc You can use wildcards to simplify entry of project specifications If you want to extract all Worksheet A Administrative and General costs you would need to specify all possible subscripts of ine 6 6 01 6 02 etc Instead you can enter ine 6 99 That will extract all subscripts of ine 6 If you wanted to extract an entire worksheet you can specify line 999 99 and column 999 99 Notice the tabs at the bottom of the screen These can be used to change from one data extract to another a13 8y Chas Brg Ie aT Taser Data Extractor 208 11 3 Extracting Data When you have finished entering your project extract specifications the next step is to extract the cost report data Click the Extract button CAMCRIF32001 Monday 2552 10 03262012 csdx You will be prompted to enter a filename for your output file 2013 by Gharles Jc ighis reserved 209 urs Medicare Cost Report Software User Manual eemper t Sa vu Tm Sos maoe oo aan Buia Meetme c Pd maanen oct este dum omeen Alen MANILA Mowe ere E Sooner Mowe ea E a Sine
207. valuate whether any cost centers meet or exceed the 5 criteria Cost centers which meet or exceed the criteria will used in subsequent comparisons You see which cost centers met the criteria by scrolling down the list of cost centers Those that met the criteria willbe identified with a check mark in the box to the left of the cost center The following example shows cost centers that met the specified 10 criteria a13 8y HBr Ta TGS Taser Management Reports 180 T ECT EZE use ms con wen naeg rao hese me rat mat you visn agote B Parta Percentto Totalcomg Percentage 1000 EERE ove steed page Tecan pepe fy E ERE prom TS EL ea aT p ianc msme t He evane EE o HE fniemowizicns De x X DE x 2 emere m He no He 2 e 1 hane sea The second option for Cost Center Criteria is the Custom option If you select Custom you pick and choose which cost centers will be used in comparisons by selecting one or more cost centers Click the check boxes to select and deselect cost centers No percentage or other criteria is applied when this option is selected 94 Specifying Tolerance Crit
208. venue code to cost centers 25 27 and 28 The allocation entered is 50 25 and 25 50 willgo to cost center 25 and 25 to cost centers 27 and 28 Note If you know the exact dollar amount that you wish to assign to certain cost centers you can enter these amounts instead of using a percentage You can create splits between an actual cost center and a 999 line e g No LINE The 999 00 Not Allocated Non Allowable option is at the very end of the Stat Setup Cost Center screen The PS amp R feature has certain statistics that have already been defined Click System Defined and the pre defined stats will appear in the top section of the screen Click on individual pre defined stats to show the allocations To modify a system or a user defined statistic select the statistic and modify it 2013 by Charles Bugs Jc ighis reserved 129 HES Medicare Cost Report Software User Manual Next assign the statistic You can assign the statistic to each similar revenue code in all reports orto only one report To add the statistic globally add it in the statistic code column in the provider cross reference Enter the statistic code in the Allocation Basis column for a revenue code in a report when you only want the assignment to apply to a particular report The image below is an example of how you apply statistics at the Provider Cross Reference level T Tus ifthe
209. verview of where the API fits into the realm of the end user program and the MCRIF32 software 2013 by Gharles Briggs Jr igs reserved BETS by Chas HEU Jc TGS retard Introduction to API 254 Wis Data BxractorAPI Network Cent program Additional HFS files for AP Current MCRIFS2 softwar Ges pm pm Client Program is a custom made program capable to load the HISWSAPLDLL library and use its entry points procedure GetHletisret LPWSTA procedure Getretistafet LPCSTR deal procedure GetMCRData rctrctions LPWSTR re LAWSTR steal Procedure GetMCRDataA rstruetions CSTR ret LRCSTR GelFiclist and GetFilelistA use the searchconfige fle must be present to determine which parameters and elders t search As the A is meant to run ona network or even over Internet the system teli to the user What fles are avallable and not viceversa This configuration fles is meant to expose only specifie and folders example f scarcconfi fe lt searchoonfiguration gt lt searehalder mask mer ircldesubolders true gt I CDATAI CAMCRIF32 I gt lt searehflder gt lt searehfalder mask mea Incdesuhfoiders lse eI CDATALC pata Fles JJ gt lt searchfolder gt lt searchconfiguration gt HSWSAPLAI has to be coped into the curent MCRIF32 software folder The adstonal_serc conigg fle f used has to
210. w You can specify completely separate Tolerance Criteria for Capital Cost Centers Worksheet A lines 1 through 4 This allows auditors to specify more restrictive Tolerance Criteria for Capital Cost Centers since capital costs were passed through in previous years a13 8y Charlas H Bige Jr angr esere Management Reports 182 9 5 Global Tolerance Criteria Entering Tolerance Criteria for each report can be time consuming because there are so many Management Reports Tolerance Criteria can be applied to all reports using the Global Tolerance Criteria function To create Giobal Tolerance Criteria click the Global Tolerance Criteria item in the Report Tree under the Reports tab The Global Tolerance Criteria window will appear in the bottom half of the screen Enter the desired criteria When you click on a report or another area in the Management Reports window the Global Tolerance Criteria are saved automatically To apply the Global Tolerance Criteria to all Management Reports click the Apply Global Tolerance Criteria button of the Management Reports window whichis located in the upper left comer You can save tolerance criteria in a template for future use Click the Save As button which is located in the upper left corner of the Management Reports window in the Save As dialog box enter a name for the template file and click Save 2013 by Charles Bigs Jc ighis reserved
211. work on your cost report in the top half of the cost report window The AAlinformation is stored in a fle with an extension of aaix I you used the AAI feature in older versions of our software you will be able to open your AAI files and the system will convert them to the new aaix format The Automated Account interface is available in the 2552 10 2450 10 1728 94 1984 99 2088 92 CHDR and the LTCIR systems See also Batch AAI 5213 8y HBr Ia TGS Taser Automated Account Interface 224 13 1 Import To import the file that you have created from you general ledger system or other accounting software click the Import File button on the tool bar E Select the Files of Type box to select either a csv xs or AAI file m EK ten OMAR 2 52540 95 t Exc Den semen 2 MoDccunens 93 MyNewerk Flesofpe Covina Spat uae Fles ss Next the Import Wizard will let you choose a file layout or define your file layout if it does not match one of the options 2013 by Charles Bigs Jc ighis reserved 225 HES Medicare Cost Report Software User Manual Import Wizard My datas n ne of the folowing pre defined formats Pra defned Formats Main Account Sub Account Value Man Account Sub Account Value Main Acct Desc Sub Acct Desc Main Account Sub Account Value Main
212. xtractor 202 a EEE e E TTE de ec m E EX E D or ime i c OT m ipm E Eo D 24 ES E 3 See also Batch Data Extractor 2013 by Gharles Briggs Jc ighis reserved 203 HES Medicare Cost Report Software User Mani 11 1 Selecting Output Options There are several options regarding the format of your extracted data To view and select Data Extractor options click the Options button on the Data Extractor toolbar oniy ines conning dca I7 Cost report fie Z Cost report fecal year end date a13 8y Charlas H E TF TTT esere Data Extractor 204 The first option determines if the output file will include zeros and spaces for fields in the cost report that did not contain data or contained zeroes Select Extract only lines containing data to omit lines without data from your output file The Additional Extracted Fields options allow you to automatically extract the file name and or cost report fiscal year end date and embed that data in each line of extracted data This is a very useful option because it helps identify the source of the extracted data After you choose the options you want click Ok 112 Extract Specifications The first time you access the Data Extr
213. xtut workings Upaatescr Teve Private sub btn amp etFlleLLstStr cLlck yal sender As Systen dblect ByVal e As System Eventarss CHC in b As string Spoce8 1048576 allocate Im For the result Uindateser saiss Tevetoxbrtpis Text workings stato Upamteserctrve Private Sub berclose sender ie System ect Uyun e Ae System Event rgs The next code snippet retrieves a list of files from Excel 2013 By Charles Bigs Jc ighis reserved 259 Sample calls GetMCRDalaStr and GetFiletiststr from Dx VBA code Declare Sub GetMOBDetel Lib rs URITSLVITSNSASILSI ByVal a As String ByVal zet de uim es V2 O2 men ve televess le agun instruction The following picture shows a sample XML file containing data retrieved by API from cost reports A13 by Chas Brg Tea TS Taser Introduction to 260 retums mme couloving sangle XE containing the dara Teom the cost report 1212 31 pam eei perty name tiielabelus pert name eyb gt 01 01 2008 lt 70rcrerty gt pp 0 mant provider COLIN CATEDRA gt eresoperei gt ire Ele 16 AB10D0A gt Windows ayaten error code The complete List of Windova errora can be found at the following URL metpijivscn msersscte em en
214. y files with data for the selected components may be imported There is a check box underneath the component section Check the box if you want to overwrite any existing report detail when you import the data in the selected files This option will wipe out any existing report data and replace it with the data you are about to import Click Importto import data for the selected components from the extract files you identified 213 8y HB Ta TGS Taser PS amp R Reconciliation 120 istical and Reimbursement Reports File Import Import Reports CMS PSAR Files mee Se corper to meert tenores he Dot tn mks ott E oe crane nas Mae Mnao DT VEND EK GE ecu menek morte m amaan Meses ovate estra recort datat After the import is complete the results will be displayed Note that the five PS amp R Extract files that relate to the cost report have a check mark IV that denotes a successful import Note that five of the ten files were not imported These files are marked with a red X B3 This is because these files did not contain data relevant to the cost report Click the Finished button and the Import screen will close The Report screen will be displayed 2013 By Charles Jc ighis reserved 121 HES Medicare Cost Report Software User Manual M c2 pisses w poc ww
215. ystem stares Usar Dafna Gator cos Reference Reports Report Deum eerance Resor npstert Lead sere Lead 1 Lead Schetue T ovteatent Lead Sc Lead Schedule 22 Tio Salm Bet Jome to re Likewise if you select System Defined Statistics User Defined St only reports available for printing for the selected item s will appear 2013 By Charles Jc ighis reserved 139 HES Medicare Cost Report Software User Man Select a Category to view ale reports E E sws E sysem Statstis User Defined Statisties Sand F Provider Cose Rafa m Pint to Fi Pme ro Fle CAWCRIFSD 006 Fes O13 PSER tast spar taning mar PSRReports pa After you click the Print to File check box and before you click the Print button you must specify the folder where you want to save the PDF file Enter the drive letter directory path and filename in the text box the right of the Print to File check box or cick the Browse button The example above will save the PDF file to CAMCRIF321006 Files 013 test filesipsr training mor PSRReports pdt A13 8y Crates Brg Ta TGS Taser PS amp R Reconciliation 140 715 Export PS amp R Data Ifyou are an auditor you can export the P

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