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Intelicode 14 User Manual

1. O 2015 Technology Solutions Inc sos Intelicode sample Office InteliNote Report 260 555 1212 123 Anywhere Lane 260 555 1215 Midwest IN 46723 Patient Name Gender DOB Visit Date Bebee Betty Female 7 27 1952 8 28 2014 Attached Document SampleCase 1 Page The Ant of E amp M Auditing SAMPLE CASE 1 Cynthia Brown Date 02 16 04 Record 254545 Chief Complaint HPI Ptisa6y o female here for a sick visit Pt has had nasal congestion for 4 5 days getting worse T 102 yesterday T 100 6 on the day belore Getting Motrin helps Sight cough Sneezing persists ear ache sore throat Rill eating amp drinking Pt c o dry throat Pt vomited once on yesterday diarrhea Some ill contacts at school Sib here last week with strep throat Mor concerned Pt may be developing strep Allergies NKDA Chronic Problems T amp Ain past Seasonal allergies Asthma mild intermit Current Medications Motrin pen Physical Exam General NAD Neck normal Head normal Chest CTA wheezes Eyes perri Abdomen Sft Nose Gear rhinorrhea Sin No rashes Mouth Throat normal Lymph Nodes No nodes in neck Assessment Plan Referrals 1 URI suspected Supportive Care 2 Asthma Mild Intermit Albuterol MDI prn Nebs Pro Renewed scripts Medications Labs Needs Aero chamber UrineDip Ph 6 0 Prot trace and teaching Rapid Strep Neg Instructions Patient Education Albuterol amp chamber J
2. Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 7 Visit Summaries The Visit Summaries screen displays the audited encounters for selected office s You may sort by using no filters one filter or multiple filters at the same time The information displayed on this screen can be sorted in multiple ways to make your reports as specific as you desire To access the Visit Summaries screen click on the Visits menu at the top of the screen Then click on Visit Summaries 2 Offices 2015 Technology Solutions Inc ne Intelicode a Notice first the lower left portion of the screen There is a white box beneath the heading that says Office Department s to Query The office that is selected is the office that is being used to display the data in the grid on the right side of the screen b To switch to another office click on the office name c To display data from multiple offices hold down Ctrl key and select other offices You can also hold down the Shift key to select a group of offices at one time 3 Grid a Visits Each row in the grid is a visit You can select a visit by clicking on it You can select multiple visits by holding down the Ctrl key as you select You can select a group of visits at one time by holding down the Shift key while selecting W
3. Default Conversion Factor Y Require Consult Verification Y Use Visit Summary Filter Criteria for saved Reports C Include Other Services in Fees and RVUs C Default to Quick Print for Reports L Order Service and Subservice alphabetically V Use Absolute values to calculate Financial Error L Do not notify me of future updates Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 134 Intelicode 5 5 1 Reports and Printing Intelicode is best known for its easy to understand reports Intelicode now gives you the option to customize reports giving your physicians valuable information Whether printing an Encounter Detail Report or customizing a report the following sections give easy to follow steps on each report found in Intelicode Encounter Detail Report The Encounter Detail Report can be printed at the end of the audit from the Finish screen or later from Visit Summaries To print from Visit Summaries follow these simple steps Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs In
4. Home Insert Pagelayout Formulas Osta Renew View Team aQon Cut O pe 1 fy E Autosum A Calibri u na D Biwra ter General E i ij y hd A Za copy Jm gt Paste i Bru p A EZ EE En mer s 29 Conditional Format Cell Insert Delete Format Sort a y Format Painter u py 2 4 E rA Formatting as Table Styles bs bd r lt 2 Clear Fitter Select Clipboard A Font Alignment Number a Style Cell Editing Al bd fe Modifier B c D E F 6 H 1 J K L M N on Modifier Description 2 52 Reduced services 3 57 Decision for surgery 4 GE Certifies that all of the exception requirements are met 5 GC TP present for key part of service amp immediately available for remainder of visit 6 7 8 51 Multiple procedures Al Principal Physician of Record 24 Unrelated E M service by same physician during post op period 9 21 Prolonged evaluation and management services 10 25 Separately identifiable E M service Same physician Same day 11 32 Mandated services mar Modifiers E 4 i 90 Reedy 7 og w o Y O Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved Importing Specialties e Required Columns these columns must have data o Specialty Code o Specialty descriptive text e Optional Columns these columns may or may not be included o None O 2015 Technol
5. Fort Microsoft Sans m Revised Date Audit Date a y Mia 4s Size 825 Color m oa 3 10 2015 12 28 2012 Er Some ponora o thes entre note includes dooumertaton where legbity a at least questonable o extremely a E oe a A A Am prea Record Documentaton nude The medical record should be complete and P General Prrscpies of Medcal Record Documentation include The medcal record should be complete and A ogbilty a Aat ta be legtile to someone outside the practice or facity Dictaten hos Y Agos definition of logblty a that t m2 be logbie to someone atado the practice orfieciity Dictation houd Y o oe ETrEOec O O 2 An Open pop up window will appear Select the file name containing your saved report s and click the Open button or double click the file name 2015 Technology Solutions Inc Navigation 115 Open Saved Report Ea T Je gt ThisPC Local Disk C Users VM8 Desktop v Sea Desk p Organize New folder v w 1 a Wi Program File Name Date modified Type Size ProgramData di Users Default de Defauit mic de MsDtsServe Je MSSQLFDL d MSSQLSER Ji MSSQLServ de Public a ReportSern de vme AppData B Contacts de Desktop LE Documer g Audit Summary docx 8 22 2014 12 48 PM Microsoft Word D 32 KB i Local Disk C Shortcut 29 5AM ortcut File name Audit Summary docx v Intelicode Report doc docx v
6. 10 1 5 1 Print Report Options e Quick Print Prints the Bell Curve Report to your Default Printer e Print Preview in Word Allows you to print multiple copies of the Bell Curve Report along with Previewing the Report before Printing as seen below e Save to PDF Saves the Bell Curve Report to PDF Format e Save to Word Saves the Bell Curve Report to DOCX Format e Save to Excel Saves the Bell Curve Report to XLSX Format O 2015 Technology Solutions Inc Additional Products 285 e Display Page Numbers When this is checked the Page Numbers will be displayed on the Report If it is unchecked the page numbers will not appear e Print Prints with the method chosen above e Close Clicking this will close the InteliCurve Report Options and will bring you back to the Main Page of InteliCurve O Quick Pree 0 Pret Preview in Word O Save To POF O Save To Word O Email Report O Save To Excel Display Page Numbers O 2015 Technology Solutions Inc 286 Intelicode a Home Insert Page Layout References Mailings Review View Developer Design Layout 3 g gt TAN Bie 4 P BA Find f 9 ANA D 24 nasoccoc aaeoccoc AaBbC AaBbce MA B 4aBbCe AoBbCcDi aabbcedt A th Replace Ba Bae Paste 2 Change te a oa ii mz U abe x x vA a TNormal No Spaci Heading1 Heading 2 Title Subtitle Subtle Em Emp
7. 2015 Technology Solutions Inc Getting Started 55 File tsi that you are looking for iii Select the file and click Open c Rename Office i Select from the list the office that you wish to rename You can also change the address and other information ii Click the Rename Office button on the Manage Offices tab The Office Management screen appears with the current information filled in iii Change the Office Name or any of the other fields iv Click OK when finished d Delete Office i Select from the list the office that you wish to delete ii Click the Delete Office button on the Manage Offices tab A Deleting Office alert appears iii Click Yes if you indeed wish to delete the office 2015 Technology Solutions Inc ss Intelicode File Administrator Preferences 5 Manage Permissions a User Permissions To create a custom level of permissions click on Custom and check the appropriate permission settings You can also click Select All to select all permissions or click Select None to select no permissions If you wish to set a User to have a certain User Group outside of Custom there is also Read Only Administrator and User Permission sets O 2015 Technology Solutions Inc Getting Started iii The permissions associated with these groups cannot be edited and are already designated to the appropriate Group An example of an un editable Group is Read Only this Group
8. A good definition of Tegb ty is that maz be lngbie to someone outside the practice ortaciity Dictation shoud Y EE Once or char toute vk fore even d aerea cf an enticed patart a aa componerts an tory an expanded protien focused examination and a lesson making of low complexty Counseling and mane abia focused medal coordination of care with other providers or apencies are the ratre of the pebiemis and the parents and or farnty s reeds Usually the preserting problema are of low to modernte 5 Other Services a Provider Section i The Other Services tab allows you to choose for both Provider and Reviewer an unlimited number of Procedure Codes and an unlimited number of Diagnosis Codes for each Procedure Code ii Begin typing the first Procedure Code in the white box under the Provider Procedure Code lheading A list of procedure codes will pop up You can then select the 2015 Technology Solutions Inc Navigation 111 appropriate code iii If appropriate select a modifier by clicking on the box underneath the Modifier heading just to the right of the Provider Procedure Code iv Then click in the Dx text box just below the procedure code and begin typing the first Diagnosis Code for this procedure code A list of diagnosis codes will pop up You can then select the appropriate code Repeat as necessary for as many diagnosis codes are needed v For any additional procedure codes repeat the pr
9. The Yes option will tell Intelicode to overwrite this one particular fee schedule and only this fee schedule The No option will tell Intelicode to not overwrite this one particular fee schedule and only this fee schedule The Cancel option will stop the entire Send process 9 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its Fee Schedules O 2015 Technology Solutions Inc Management 201 c Click OK The Fee Schedules from the office s you selected are now a part of your current office s Fee Schedule list d The Fee Schedules from the office s you selected are now a part of your current office s Fee Schedule list e If there is a Fee Schedule Name from the selected office s that is the same as a Fee Schedule Name from your current office you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all fee schedules from this point forward in this process that have a Fee Schedule Name that matches a Fee Schedule Name in the data you are copying ii The None option will tell Intelicode to not overwrite any fee schedules for this particular copy from this point forward in this process The Yes option will tell Intelicode to overwrite this one particular fee schedule and only this fee schedule iv The No option will tell Intelicode to not overwrite this one pa
10. c The current active columns are shown in order just above the gauge d As you add or remove columns the bar lengthens or shortens accordingly letting you know how much more width is available on the report 10 Miscellaneous Columns 2015 Technology Solutions Inc 12 Intelicode a The Audit Summary and the Custom Provider Accuracy are the only ones with Available Columns and each column adds something different b Pat ID this adds the Patient ID into the Report c Visit Dt this adds the Visit Date into the Report d Stat this adds the Status of the Patient into the Report e Service Type this adds the Service Type of an audit into the Report f Sub Category this adds the Sub Category of an audit into the Report g History this adds the History level obtained for an audit in the Report h Exam this adds the Exam level obtained for an audit in the Report i Decision this adds the Decision level obtained for an audit in the Report j Reviewer Code this adds the Reviewer Code achieved in an audit in the Report k DC this is otherwise known as Determined Code DC and shows DC when Medical Necessity was used to alter the Reviewer Code IT this is otherwise known as Incident To IT and shows either Y or N depending on if IT was met or not in an audit 2015 Technology Solutions Inc Reports and Printing m m Provider Code this adds the Provider C
11. d Click Save to save the CSV file 10 When you are finished with the Modifiers screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen 2015 Technology Solutions Inc Management 217 ME ETT ME IZ Certifies that all of the exception requirements are met TP present for key part of service 4 immediately available for remainder of visit Multiple procedures Principal Physician of Record Unrelated E M service by same physician during post op period Prolonged evaluation and management services Separately identifiable E M service Same physician Same day Mandated services Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 8 Specialties Add a Specialty a Click on the text box just below the Specialty Code heading b Type in the Specialty Code c Press the Tab key or click on the text box just below the Specialty Code heading d Type in the Specialty Name 2015 Technology Solutions Inc 28 Intelicode e Save the new Specialty by clicking on the Save button 2 Select Records a To select one Specialty record click anywhere on the row in the table b To select multiple records that are contiguous within the current table display click on the first record th
12. Importing Payors e Required Columns these columns must have data o PayorlD O 2015 Technology Solutions Inc Importing Requirements 249 o Payor e Optional Columns these columns may or may not be included o None e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o Default Fee Schedule required data can be blank enen Vies E 2 St E AutoSum gt z yo gt lt ca Calibri u Ka gt E Wrap Text General E i ly xu Br am A ESS EE Y 2 c insert Delete F st E Sort amp Find amp mme PZU le Se Ay SSS SE Fierce gt 2 inert Delete Format FO SORA Find 29 Conditional Format Cell Formatting as Table gt Styles Styles Editing AL C fe Payor iD role A B c D E F G H 1 J K L M N o P a R 1 PayoriD Payor Default Fee Schedule 2 600 Medicare 201301 INDIANA STATEWIDE 3 400 Blue Cross Blue Shield 4 5 6 7 8 9 10 11 12 1 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 2 30 31 32 33 J 24 X n ai payors 43 ie aai a 0 Ready Z3 W 100 E y o Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 250 Intelicode 8 8 1 Offices Intelicode allows you to maintain multiple databases or offices Learn how to create offices rename
13. SQL Server Sample Office CEN Elo Management Yiets LiserCammecton Office CMS Guidelines Tools Help EIN ME e il pesto pr MA Past medical suryical history History of alcohol tobacco and lat drug use Current medicators and supplements Diet Family history Ptmical activities Review Potertial Fisk Factors for Depression Review Functional Aly and Level of Safety Aeoropriate screening for depression and other mood disorders Hearing impairment Fall risk Activitios of daily living Home safety Examination Examination Endol Ufe Planing Height weight and blood pressure Measurement of body mass index End of We planning discussed information provided oR Visual scully screen Other factors deemed appropriate Patient dechned end of Me planning Counseling Education Counseling and Referral P dod od Ang and solemi as tok aps 5 rn A A e a Fort ly el la Biss 4h nene ene Note Macros Reviesd Date Anii Data Size 825 Coor E 39 2015 12 28 2012 lepoa f Some potona oF ths entre note nudes documentation where legbity a a least quesbonabie o extremely A fegba 6 Some pomora or Pws entre note includes documentation where legbity s at least guestornable or extremely A paR F General Prricpies of Medcal Record Documentation naude The medical record should be complete and q Legbity F Genera Prrscpies of Medical Record Documentation include The medcal record should be complete and hegble A good definition of legit a that t
14. appropriate c To change the Level Of Risk or Type Of Risk click on the corresponding drop down box and select a different option d Save your changes by clicking on the Save button 5 Print a Report See the Management Reports help page for instructions on how to print a report 6 Send to Another Office a Select the Risk Element record s that you want to be sent copied to the Risk Element table in another office s b Click the Send to Another Office button The Pick Office s pop up window will appear c Select the office s that you would like to send this record s to d Click OK to send the record s The Risk Elements remain in this office and are now copied to the Risk Element table in the other office s selected e If there is a Risk Element from the selected office s that is the same as a Risk Element from the data you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Risk Element records from this point forward in this process in the selected office s that have a Risk Element that matches a Risk Element in the data you are sending 2015 Technology Solutions Inc 226 Intelicode ii The None option will tell Intelicode to not overwrite any Risk Element records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular
15. 5 3 Audit Summary Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs 3 Click the Reports button located in the lower left portion of the 2015 Technology Solutions Inc 150 Intelicode screen The Report Options screen pops up Audit Summary is selected by default 4 If the format for your Audit Summary was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen 5 Choose the desired columns and options you would like for your Audit Summary See the Report Options help page for more information on how to format your report 6 When you have the desired format Select a Print Option and click Print O 2015 Technology Solutions Inc Reports and Printing 151 sample Office Audit Summary Report 260 555 1212 123 Anywhere Lane Cotcabtiorn tamed on EM Servicon 260 555 2215 Midwest IN 46723 Carrington MD Lotta Visit Date Range 08 25 2011 to 08 25 2014 Patient ID Visit Dt Stat Service Category Sub Category History Exam Decision ProvCode Rev Code Var Diff OC IT 3 13 2012 Est Office or Other Outpatie
16. INTELICOD Intelligent Coding Software Intelicode 14 User Manual O 2015 Technology Solutions Inc Intelicode Version 14 User Manual Thank you for choosing Intelicode Whether you are new to Intelicode or have used it in the past the following sections will help you get Intelicode installed on your computer and ready for use Intelicode O 2015 Technology Solutions Inc All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this documentor from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for anyloss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed March 2015 Special thanks to Publisher All the people who contributed to this document the Intelicode Unde re
17. _4 201301 INDIANA STATEWIDE 1719 6 9 2006 4 Henry 1234 2 20 2013 99203 New Georgeann Male 100 5 201301 INDIANA STATEWIDE 4896 8 30 1952 2 Werlington 1234 2 20 2013 99204 Established Wilma Female 100 6 2013Q1 INDIANA STATEWIDE 639149 10 31 1954 9999 Reither 1234 2 20 2013 99205 New Esther Female 100 7 201301 INDIANA STATEWIDE 57854 6 26 1972 5 Babble 1234 2 20 2013 99211 Established Durcilla Female 100 8 2013Q1 INDIANA STATEWIDE 3982 6 23 1952 1 Greenfield 1234 2 20 2013 99212 New Joanne Female 100 9 2013Q1 INDIANA STATEWIDE 669979 2 9 1949 3 Sayre 1234 2 20 2013 99213 Established Hank Male 100 10 201301 INDIANA STATEWIDE 636350 9 30 1932 6523 Horn 1234 2 20 2013 99214 New Ralph Male 100 11 201301 INDIANA STATEWIDE 1512 2 16 1954 4 Swartz 1234 2 20 2013 99215 Established Gary Male 100 12 201301 INDIANA STATEWIDE 672737 3 21 1929 2 Sund 1234 2 20 2013 99217 New Eric Male 100 13 201301 INDIANA STATEWIDE 641748 8 29 1924 9999 Bailey 1234 2 20 2013 99218 Established Fred Male 100 14 201301 INDIANA STATEWIDE 803615 2 9 1949 5 Sayre 1234 2 20 2013 99219 New Hank Male 100 15 2013Q1 INDIANA STATEWIDE 5982 3 15 1926 1 Sullivan 1234 2 20 2013 99220 Established Maria Female 100 16 201301 INDIANA STATEWIDE 167 7 27 1952 3 Bebee 1234 2 20 2013 99224 New Betty Female 100 17 201301 INDIANA STATEWIDE 707567 2 9 1949 6523 Sayre 1234 2 20 2013 99225 Established Hank Male 100 18 201301 INDIANA STATEWIDE 8945 1
18. 7 5 Importing Residents e Required Columns these columns must have data o ResidentlD o Archived e Optional Columns these columns may or may not be included o First Name o Last Name O 2015 Technology Solutions Inc 242 Intelicode 7 6 e Prior Data Columns these columns have data that must be in Intelicode already to successfully import E Bere aa aw M 2o 8 28 Conditionsi Format Cel Insert Delete Format Sort amp Find amp Formatting as Tabie Styles Filter Select Font gt o umber Style Celis Editing Al Fe Resident ID X B c D E F 6 H 1 J K L M N o P a R s T u E Resident ID First Name Last Name Archived 2 3434 Mary Johnson FALSE 3 1406 Patricia Mackey TRUE 4 1301 Steve Oats FALSE 5 2735 Grant Robertson FALSE 6 7195 John Steinle FALSE 7 8 9 10 u 12 13 14 15 16 17 18 19 20 21 22 2 24 2 26 27 28 25 30 a 22 E 33 Y M4 Resident 93 ga u eN Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved Importing Fee Schedules e Required Columns these columns must have data o FeeScheduleName o Code o Facility Fee at least value of 0 O 2015 Technology Solutions Inc Importing Requirements 243 o Non Facility Fee at least value of 0 o WorkRVU at least value of 0 o FacilityPERVU at least v
19. 7 639149 Reither Esther 10 31 1954 0 00 Female 8 57854 Babble Durcilla 6 26 1972 0 00 Female 3 3942 Greenfield Joanne 6 23 1952 0 00 Female 10 669979 Sayre Hank 2 9 1949 0 00 Male 1 636350 Horn Ralph 9 30 1932 0 00 Male s 12 1512 Swartz Gary 2 16 1954 0 00 Male 13 672737 Sund Eric 3 21 1929 0 00 Male 14 641748 Bailey Fred 8 29 1924 0 00 Male 15 803615 Sayre Hank 2 9 1949 0 00 Male 16 9876 Smith John Male 17 5982 Sullivan Maria 3 15 1926 0 00 Female 18 167 Bebee Betty 7 27 1952 0 00 Female 19 707567 Sayre Hank 2 9 1949 0 00 Male 20 8945 Silverton Denise 1 24 1968 0 00 Female 21 7896 Jumpup Johnny 5 21 1961 0 00 Male 2 6465 Johnson James Male 23 608353 Hennin Mark 2 6 1937 0 00 Male 24 861127 Sayre Hank 2 9 1949 0 00 Male 25 842506 Reither Esther 10 31 1954 0 00 Female 26 860354 Health Joan 12 23 1534 0 00 Female 27 633369 Kalb Carrie 1 15 1943 0 00 Female 28 7878 Santos Miguel 11 15 1967 0 00 Male 29 156 Singleton Suzie 8 14 1945 0 00 Female 30 878 Bodine Gerald 2 25 1921 0 00 Male 31 814531 Lacey Mitchell 3 8 1940 0 00 Male 32 801077 Hennin Mark 2 6 1937 0 00 Male 33 615547 Lacey Mitchell 3 8 1940 0 00 Male a 321 Carlins George 1 2 1934 0 00 Male 4 109 Patients Y Mm af Ready maa 300 SO Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved Importing Attending Providers e Required Columns these columns must ha
20. Esther 10 31 1954 Female 57854 Babble Durcilla 6 26 1972 Female 3942 Greenfield Joanne 6 23 1952 Female 669979 Sayre Hank 2 9 1949 Male 636350 Horn Ralph 9 30 1932 Male 1512 Swartz Gary 2 16 1954 Male 672737 Sund Eric 3 21 1929 Male 641743 Bailey Fred 8 29 1924 Male 803615 Sayre Hank 2 9 1949 Male 5982 Sullivan Maria 3 15 1926 Female 167 Bebee Betty 7 27 1952 Female 707567 Sayre Hank 2 9 1949 Male 3945 Silverton Denise 1 24 1968 Female 7896 Jumpup Johnny 5 21 1961 Male 6465 Johnson James Male 608353 Hennin Mark 2 6 1937 Male 861127 Sayre Hank 2 9 1949 Male 842506 Reither Esther 10 31 1954 Female 860354 Health Joan 12 23 1934 Female 633369 Kalb Carrie 1 15 1943 Female 7878 Santos Miguel 11 15 1967 Male 156 Singleton Suzie 8 14 1945 Female 878 Bodine Gerald 2 25 1921 Male 814531 Lacey Mitchell 3 8 1940 Male 801077 Hennin Mark 2 6 1937 Male 615547 Lacey Mitchell 3 8 1940 Male 321 Carlins George 1 2 1934 Male 739321 Reither Esther 10 31 1954 Female 641629 Reither Esther 10 31 1954 Female 776004 Horn Ralph 9 30 1932 Male 1308886 Armstrong Denise 1 1 1952 Female 5544 Hollywell Holly 6 5 1968 Female 134 Finestein Fred 6 30 1959 Male 708519 Hennin Mark 2 6 1937 Male 135 Swizzle Cindy 3 22 1971 Female 123 Public John 1 5 1963 Female 6236 Millford Millie 9 27 1933 Female 707652 Sund Eric 3 21 1929 Male 65465 Courtner Gerald 3 21 1957 Male 718831 Lacey Mitchell 3 8 1940 Male 3223 Finkleman Henry 9 9 1929 M
21. Intelicode enforced to the maximum extent permissible and the other provisions of this Agreement will remain in full force and effect 17 4 Waiver The failure by either party to enforce any provision of this Agreement will not constitute a waiver of future enforcement of that or any other provision 17 6 Force Majeure Neither party will be responsible for any failure or delay in its performance due to causes beyond its reasonable control including but not limited to labor disputes strikes lockouts shortages of or inability to obtain labor but excluding any of the foregoing as they relate to Licensor labor or employees shortages of or inability to obtain energy raw materials or supplies war riot act of God or governmental action 17 7 Relationship of Parties The parties to this Agreement are independent contractors and this Agreement will not establish any relationship of partnership joint venture employment franchise or agency between the parties 17 9 Non Solicitation Non Hire The parties acknowledge that soliciting and hiring each others employees may have a material adverse effect on the parties on going relationship For a period of three 3 years from the Effective Date and so long as Licensee is receiving Support Services from Licensor and for one l year thereafter neither party will directly or indirectly recruit solicit or hire any employee s or ex employee s of the other party Each party s so
22. Search Desktop P Organize Newfolder de Users A Name j Date modtied Type Sue Defaut de Default migrated de MiDtsServer110 de MSSQLFOLauncher de MSSQLSERVER le Local Disk C Shortcut 10 29 2012 9 05 AM Shortcut 1 K8 v Mortis Load Billed Visits lo lo lo lo lo lo lo o Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 2 Search Criteria e Search Codes You can type in any code that is available in Intelicode here As you type in a code the grid will search the codes for you eg if you type 993 the grid will display 99304 As you type the results in the grid become more refined e Search Service Subservice Types You can examine the lists of codes either by Service Type and or by Subservice Check the boxes next to the Service Type and or Subservices you wish to see 2015 Technology Solutions Inc 282 Intelicode displayed e Code Frequency amp Percentage Here is the list of codes along with the frequency used and the percentage therein When frequency changes in the grid so does the percentage The percentage takes a range of codes e g 99201 99205 and calculates the percentages by taking the individual frequency divided by the total frequency for that range of codes The selections of codes that InteliCurve calculates are based upon Serv
23. The number and percentage of the Total Visits that were coded within the wrong category f Total Billed The total amount billed for the visits currently showing in the grid 2015 Technology Solutions Inc Navigation no g Financial Error The percentage of difference between the amount inaccurately billed and the total amount billed h Under Billed The total amount of the Total Billed that was under billed i Over Billed The total amount of the Total Billed that was over billed j Non Compliant Teaching Reflects only those services the number and percentage that are non Compliant teaching services or those services that did not meet the teaching physician guidelines For Intelicode P A T H only 5 Filters a Visit Date Audit Date i This filter will determine if the encounters displayed will be filtered by the Visit Date or by the Audit Date ii The Visit Date Audit Date filter is found in the upper left corner of the screen iii The Visit Date is the date of service of the audited encounter iv The Audit Date is the actual date the audit was performed Intelicode automatically stores the date each audit is performed v Select which criteria you want to filter with by clicking on Visit Date or Audit Date in the upper left corner vi The date fields which are located directly below the Visit O 2015 Technology Solutions Inc 120 Intelicode C Date Audit
24. d Click OK to send the Macro The Note Macro remains in this office and is now copied to the Note Macro table in the other office s selected e If there is a Macro Name from the selected office s that is the same as a Macro Name from the data you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all note macros from this point forward in this process in the selected office s that have a Macro Name that matches a Macro Name in the data you are sending O 2015 Technology Solutions Inc 207 208 Intelicode ii The None option will tell Intelicode to not overwrite any note macros for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular note macro and only this note macro iv The No option will tell Intelicode to not overwrite this one particular note macro and only this note macro v The Cancel option will stop the entire Send process 10 Copy From Another Office a b Cc d Click the Copy From Another Office button Select the office s from which you wish to copy all of its Note Macros Click OK The Note Macros from the office s you selected are now a part of your current office s Note Macro table If there isa Macro Name from the selected office s that is the same as a Macro Name from the data you are sending you will be asked if yo
25. many as you deem necessary to achieve the results you are 2015 Technology Solutions Inc 160 Intelicode looking for This will filter the information to suit your needs 3 Click the Reports button located in the lower left portion of the screen The Report Options screen pops up 4 If the format for your Billed Code Totals report was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen 5 Otherwise click on Billed Code Totals under Standard Reports in the upper left portion of the screen 6 If you want a graph on your report check the box near the top of the screen for the With Graph option by clicking on the box or on the text itself 7 Change the Office Name Address and Phone Number information if needed See the Report Options help page for more information on how to format your report 8 When you have the desired format Select a Print Option and click Print O 2015 Technology Solutions Inc Reports and Printing 161 sample Office Billed Code Totals Report 260 555 1212 123 Anywhere Lane Cabcalaticen benedon E M Services 260 555 1215 Midwest IN 46723 Carrington MD Lotta Visit Date Range 08 25 2011 to 08 25 2014 Patient 1D Patient Visit Date Rev Code Prov Code Difference Count 156 Singleton Suzie 3 13 2012 99213 99213 0 00 134 Rinestei
26. right click on the grid and then click Reset Grid to Default 8 To filter the data based on a particular field use the drop down boxes on the left side of the screen Intelicode will remember your filter settings even after exiting the program and returning To reset the filters to their original settings click Clear All Filters 2015 Technology Solutions Inc 272 Intelicode 9 See the Visit Summaries help page for more information Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 9 5 Date Of Birth In Intelicode the Date of Birth D O B is not required Various E amp M codes are age driven and require a Date of Birth to be entered to generate a code i e Preventive Medicine Critical Care Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 9 6 EZ Help EZHelp As you move your mouse over various elements within the Intelicode program you will notice that the text in the light blue window offers useful tips and helpful reminders We call this EZHelp Hosptal patient Services 99221 99239 These codes are used to report evaluation and management services provided to hosptal ipaberts Hosptial npatiert services nclude those services provided to in a partial hosptal
27. setting These codes are to be used to report these partial hosptalization services See also psychiatry notes in the ful test of CPT Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Miscellaneous 273 9 7 Provider vs Reviewer E8M To indicate the Provider or Billed code click on the appropriate or not so appropriate as the case may be code in the list of E amp M codes under the Provider E amp M heading on the End Screen and Intelicode will calculate a Variance and an Overbilled or Underbilled amount based on your currently selected fee schedule 2 If you don t have a fee schedule you can still report on those services that are inappropriately coded The Variance is calculated by looking at the Service Category and Sub Category 3 If the software calculates a 99215 for example and the provider billed a 99214 Intelicode looks at both codes being from the same category 99211 99215 and calculates the difference between the Provider Billed and Reviewer Audited code 4 Regardless of whether or not you use a Fee Schedule Intelicode will keep a running total on Overbilled Underbilled Wrong Category and Non Compliant Teaching Physician visits O 2015 Technology Solutions Inc 274 Intelicode Intelicode Enterprise 14 020
28. under the title of the report if you check the box 9 The Order Service and SubService alphabetically checkbox is available too This will order the Service Types and SubService Types from A Z instead of the order the CPT book has them You can always revert back by unchecking the box in the Preferences 10 When the Do not notify me of future updates checkbox is checked you will not be notified through the Intelicode software when an update is available Use Visit Summary Filter Criteria for saved Reports will allow the User to save a report with the Visit Filters except the date attached 12 The Default to Quick Print for Reports makes the option of Quick Print selected by default instead of Preview or Print in Word for your convenience Check this box if you would like to print quickly without a preview or uncheck to leave at the original default 13 The Use Absolute values to calculate Financial Error when selected uses the Over Coded amount plus the Under Coded amount otherwise known as Gross Financial Error When unselected it uses the Over Coded amount minus the Under Coded amount otherwise known as Net Financial Error 2015 Technology Solutions Inc Navigation 133 14 Once you are done with the Preferences window click the X in the upper right corner Your Preferences will be saved upon exit Default Exam Type ee Enter Dx Codes by Code Enter CPT Codes by Code
29. x86 SQL Server Sample Office CEM Ele Management Yiets UseriConnecton Office CMS Guidelines Jools Help Patient Jl History ff Exam Finish cater Visit Information Comparison Vist Date 102072012 Ag 0 Tasa Provider EAM Variance Conversion Fee Rw 7 Fi 0 Mn Fi Fi Mn Patient ID 167 ace to Face Prolonged Face to Face ow GEE 10000 Eam 00 000 215 Patiort Name Enter gt Other 000 000 Su Counseling O Mn Paychetherapy Face to Face 0 Mn pees Fee Schodde Status Extab shed Se f a v vj Tea 9000 0 00 Servico Typo es Ohne Outpatient intial Viet EAM Services Other Services Modical Necossity Provider Rewowor 99213 99213 Miler John 23999 Add On Add On Provider Code Moditier a Add on Reviewer Code Mt Ad om 99213 va y 99213 vo 1 Dx Ox Same Reviewer Adta A SIO Payor History Expanded Bosses 97 Low Compiexty 5 Fort Microsoft Sans Revised Dat Adi Dat Es B8 a z e e y Ga z A a 825 Note Macros vans 12 28 2012 Legblty 1 Some potons or ths entre note includes documentation where legbity a at least questonable or extremely a flegbaey C Some pomora oF ys entre note cludes documentation where legblty s at least questorable or extremely a Legbllty F General Prricpies of Medical Record Documentation include The medcal record should be complete and Legblty F General Prrscpies of Medos Record Documentation include The medical record should be complete and Jegbie A good definiti
30. 82 Intelicode b Intelicode will load all patients as new patients the first time they are entered into the software and will subsequently default existing patients those already loaded into the software as established patients for any additional encounters audited c This should be changed if necessary for the encounter being audited 5 Patient Gender The gender of the patient can be selected by clicking on the circle next to the gender heading or by clicking on the appropriate text itself 6 Attending Provider a This is the provider who rendered service for the encounter being audited b Attending Providers can be added all at one time on the Attending Providers screen or they can be added as needed by clicking on the drop down arrow for the Attending Provider field c Next click on the New Attending Provider option The Attending Providers screen will appear d You may also access the Attending Providers screen by clicking on the Management menu at the very top of your screen and then selecting Attending Provider 7 Visit Date a Enter the date of service for the encounter being audited b This can be done by clicking on the Month Day 2015 Technology Solutions Inc Navigation s or Year with your mouse cursor and changing the value c You can also click the drop down arrow to the right of the date which will display a calendar 8 Requesting Provider a This is the provid
31. All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 3 3 Step Three Exam Screen Select the Exam Type General Multi System 97 Cardiovascular Exam Eye Exam etc from the column on the left side of the screen 2 For a 1997 Exam the exam system areas are now displayed in a second column just to the right a To select the documented examination elements click on the appropriate body areas organ systems to check the check boxes O 2015 Technology Solutions Inc e Intelicode b Once the appropriate check boxes have been selected the corresponding examination elements will appear on the right side of the screen c Select the desired individual examination elements by clicking on the element listed on the right side of the screen Once the element has been selected the font will change to maroon d To unselect an element simply click it again and the font will return to black 3 Fora 1995 Exam once the desired 1995 examination is selected in the column on the left side of the screen the examination body areas organ systems elements will appear on the right side of the screen There are also limited extended and complete examinations in the 95 Exams a These examinations are left up to you the User and or your team to decide as to when and how they should be used b To select the desired individual examination eleme
32. Caton tesadcn t M Serve Hatory PPE re Midwest IN 46723 Required Screening PPE s All Providors 4 End of Lie Plarring PPE Arena tia EN Patient IO Vis Dt Stot Service Category Sub Category y wing and ahah 167 S222014 Est Officer Other Outpatient Followup Potertal Risk Factors and Level of Safe Hd Provider Code 99213 rst r CA ow Log bitty 1 Some portions or this entire note includes documentation whore legibility is at least Personalized Heath Advice AWV D Exam Legbility R General Prinicples of Medical Record Documentation include The medical recor Decision must be legible to someone outside the practice or facility Dictation should be considered to im 1 Note Macro facility for any provider with poor penmanship Summary Comments fr Total Visits Accurately Coded Under Coded Billed Over Coded 1 1 100 0 0 0 0 00 0 00 0 00 lt Combined samber of Accerately Ueder Over and WC con exosed umber of Total Visits WC may abo be counted as lt gt Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 2 4 Reports e Clicking Print in the InteliNote will as stated previously print only the image or document along with any elements in the image or document e The Encounter Detail Report will print any image or document attached to the visit automatically e The Audit Summa
33. Code Diagnoses Correct Diagnoses Incorrect Procedures Correct Procedures Incorrect Carrington MD Lotta 156 3 13 2012 Singleton Suzie 99213 99213 2 100 o ax o a 1 100 Provider Code 59213 Reviewer Code 99213 Provider Procedure Code 1 Reviewer Procedure Code 1 93000 Electrocardiagram complete 134 11 24 2012 Finestein Fred 99213 98214 1 100 o om o a o m Provider Code 99213 Reviewer Code 99214 sss 9 17 2012 Siverton Denise 99395 9395 o ox o ox o ox o 3 10 20 2012 Jumpup Johnny 8 2 2012 Swizzle Cindy Provider Code 98244 Reviewer Code 99243 Total Diagnoses Diagnoses Correct Diagnoses Incorrect Total Procedures Procedures Correct Procedures Incorrect 7 6 85 71 1 14 29 1 o o 1 100 Summary Comments Total Diagnoses Diagnoses Correct Diagnoses Incorrect Total Procedures Procedures Correct Procedures Incorrect 7 6 85 71 1 14 29 1 o 0 1 100 INTELICODES pyon peana wasana anaa m iyana Copa o mam sn mora Confidential Page 1of1 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 11 Management Reports The Management Reports are printouts of the management data that is maintained under various tables under the Management menu Follow the steps below for any type of Management Report Click on the Management menu at the top of the screen 2015 Technology Solutions
34. Inc Additional Products 289 over if your license has expired or if InteliCurve is not in the menu above please either contact us or contact the Administrator for the company b If you need to purchase a license for InteliCurve or need an extended time to demo the product call 1 800 786 423 and ask for Sales 4 First select the Provider you wish to create a Billed Frequency List for The Billed Frequency List is a list of frequencies and percentages for codes that you can compare against the National Data or a certain specialty from the National Data 5 The Provider Specialty should load the Default Specialty that you have assigned to that Provider If it is blank that means that no default has been set for that Provider a InteliCurve SQL Server Sample Office CEN Ele Data Search Criteria Ust Criteria D Search Codes Search Seevice Subservice Types Provider 5 Obie or Other Outpatient A Welmoce MO Marcus 1 v Hosptal Observation Services Hosptal rosert Services Provider Specialy Observation or npatert Hosptal Care aniy Practice H Constatons Ye Emergency Department Services Osta Your 4 Ceca Care Services 2014 A 4 Nurng Facity Services Domcthary Rest Home or Custodal Care Osta Sampling Domciiary Rest Home Home Care Plan Oversight 2 vw Morthis D Home Services Omianand Comm in Kann te Sonn A Clear Data New List Load Billed Visits Marcus Weimore Welnore MO Marcus 51 Eaton Fattington MD
35. Issues of Diagnosis Variotion 1 The documentation for this encounter reflects a diagnosis coding variation from what was listed on the HCFA 1500 or superbill 1 Encounter s had the Issues of Assessment 1 The assessment is not clearly stated for this encounter Documentation Guidelines states The documentation for each patient encounter should include assessment clinical impression or diagnosis 1 Encounter s had the Issues of Documented Lower Level 1 The documentation substantiates a lower level of service than charged Recommendations Diagnosis Variation R Diagnosis coding errors may cause claims processing delays or denials as well as leaving the provider and or practice open to potential false claims allegations Accurately assigning diagnosis codes provides justification for services performed medical necessity and decreases resubmitting claims CPT and Diagnosis ICDS coding should be reviewed prior to charge entry by qualified individuals to ensure coding accuracy and compliance Assessment R The assessment should be clearly documented for each encounter Since each note must stand alone it is imperative to accurately document the most specific diagnosis in the assessment impression section of the note a a INTELICODES Report generated on BY 25 2024 12 10 00 PM by INTELICODE Copyright 2004 TSL Al Rights Reusrved Confidential Page 1 of1 Copyright O 1998 2015 Technology Solutions Inc
36. Licensee s Taxes or for failure to make payment of such Taxes Licensee will reimburse and indemnify Licensor for any and all fees and Taxes including penalties and interest levied or imposed by reason of the transactions contemplated by this Agreement 7 Infringement Indemnity Licensor at its own expense shall indemnify and hold harmless Licensee and its and their respective directors officers employees and agents and defend any action brought against the same and pay all costs expenses and damages with respect to any claim demand cause of action debt or liability including attorneys fees to the extent that it is based upon a claim that the Software infringes or violates any patents copyrights trade secrets licenses or other property rights of any third party Licensee may at its own expense assist in such defense if it so chooses provided that as long as Licensor can demonstrate sufficient 2015 Technology Solutions Inc 18 Intelicode financial resources and engages in a vigorous defense of any such claim Licensor shall control such defense and all negotiations relative to the settlement of any such claim Licensee shall promptly provide Licensor with written notice of any claim which Licensee believes falls within the scope of this paragraph In the event that the Software Application or any portion thereof is held to constitute an infringement and its use is enjoined Licensor shall have the obligatio
37. Lywrencio 26523 Lora Comington Camngon MO Loma 53 Load Edit wind Frenne Seen Delete Save Reports Exit 2015 Technology Solutions Inc 290 Intelicode 6 Select the Data Year when the audits were done that have a Billed Provider Code assigned to the visit s This will also load codes on the left side that you load or enter frequencies into at any time 7 Next we will select the Data Sampling which the numbers are months To understand more about what the numbers mean here are some examples 3 means January March 8 means January August and so forth 8 If you do have any visits that do have a Billed Provider Code assigned to it then click Load Billed Visits This will load all those visits corresponding to the Data Year you put in earlier 9 If you want to load in numbers into the Frequency and Percentage list that are not in Intelicode yet click Data then Import Utilization Billed Frequencies This will open a browse window where you can select an Excel file csv xls 8 xlsx and put it into the InteliCurve a For more information about the Importing Process see Menu under the InteliCurve Main Page b You must import no sooner than this step If you change the Data Year the Data Sampling or the Provider then the list will be automatically cleared and you will have to reenter the data again O 2015 Technology Solutions Inc Additional Products 29 a InteliCurve SQL Server Sampl
38. Minutes Counseling O Minutes Psychotherapy 0 Minutes Prolonged Face O Minutes Pace to Pace to Pace Provider Code 99713 Reviewer Code 99213 Provider RVU o Reviewer RVU 0 Points 100 Provider Fee 000 Reviewer Fee 3000 No Difference 20 00 Variance o 4 Provider Code 99213 Reviewer Code 99213 Provider Diagnosis 1 401 9 Hypertension Unspecified Reviewer Diagnosis 1 401 5 Hypertension Unspecified Provider Diagnosis 2 427 3 Cardiac Dysrhythenia Unspecified Reviewer Diagnosis 2 427 3 Cardiac Dysrhythenta Unspecified Provider Proc Code 1 Reviewer Proc Code 1 93000 Electrocarciogram complete History Expanded Chief Complaint Documented History of Present Illness HPI Brief Quality Severity Review of Systems ROS Extended Constitutional Symptoms Cardiovascular Respiratory Past Family amp Social History PFSH Pertinent PAST Current Medications FAMILY SOCIAL Examination Body Areas Organ Systems 95 Expanded 95 Medical Decision Trailblazer Moderate Complexity Risk MODERATE Presenting Problem 2 or More Stable Chronic llinesses Diagnostic Procedures Laboratory Tests Requiring Venipuncture EKG EEG Management Options Prescription Drug Management f Encounter Notes EKG with report found in medical records however there was no charge submitted and it was not signed initaled Teaching Physician Documentation e INTELICODES Beport generated on 1 23 2014 112921 AM By INTEUCOCE Cogprigtet 2014 TS
39. Moro Cheon Ilinesses with Severe Exacerbaton Progression or Side Effects of Treasmert Acute or Chronic Itinesses or Injuries that may Pose a Threat to Life or Bodily Function An Abrupt Change in Neurologic Status Font Mcrosof Sane Revised Date Auda Date Noto Macros 7 Size 825 Che 3 10 2015 12 28 2012 E Some porters of Drs entre note Naudes documentation where legbity s at least questonable or extremely A E 804 Ba 4 C gt Some potions oF ths entre note includes documentation where legbily a a least questonable or extremely a R General Perscples of Medical Record Documertation include The medical record should be complete and R General Princpies of Medcal Record Documentation include The medical record should be complete and legble A good definition of legbilty i that t must be legble to someone outside the practice or facility Dictator shoud Y legble A good dirion of lagbilty is hat t mat be lngble to someone cutede the practice orfieciity Dictation shoud Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 4 3 2 Diagnostic Procedures The Diagnostic Procedure s screen of the three Risk screens is used to indicate the level of risk associated with the review or ordering of diagnostic procedures or services documented if applicable To select the desired level of
40. Point System Intelicode now includes the ability to assign a point value to each variance level There are also points to assign for the Note Macros via the Note Macros Management Screen Errors for O 2015 Technology Solutions Inc Introduction 11 Diagnosis via Per Diagnosis or per Encounter and Errors for Procedures via Per Procedure or Per Encounter along with Teaching Physician TP and Incident To IT The point system will track the degree of accuracy your providers obtain due to their respective visits e Simultaneous use of Multiple Offices You will now be able to query sort and run reports for data from multiple offices simultaneously e SQL Server Intelicode allows you to store your data in Microsoft SQL Server giving your organization more flexibility e Audit Prep Screen Get a head start on your audits with the Audit Prep Screen There you can enter and save information about a visit prior to actually starting the audit When you are ready to audit the visit simply select the audit prep that you had saved and the information will automatically fill in the appropriate fields e Management Screen The Utilities menu is now called Management Enjoy the new Management screen where you will be able to add delete and update data from various tables e Import and Export Data The Management screen now includes the new ability to import data from an existing Excel spreadsheet or CSV comma separ
41. Reference to Testing 1 lt appears that some form of diagnostic testing was performed in conjunction with this encounter yet there is no clear order or reference made to indicate the re WR Clear Reference to Testing R An order or clear reference should be made to diagnostic testing in the progress note As stated in the Documentation Guidelines tf a diagnostic service test or BI Consult Requirements 1 One or more of the criteria required for a Consult have not been met or has not been documented in the patient s medical record or is not present in the inform 14 R Consult Requirements R The provider should always dearly document the requesting provider the reason for the consultation or condition problem to be evaluated the necessary Hist 151 Consultation vs Referral A reterral typically new patient charge should be submitted if another physician has transferred a patient to you for care A consultation should be clh 161 Counseling 1 It appears based on the documentation that this visit was spent counseling the patient however the time element was not documented 17 R Counseling R If more than 50 of the face to face or untt floor time visit is spent counseling the code may be determined based on the entire time of the visit Documentati 18 Critical Care Code Unsubstantiated 1 The documentation does not support the use of Critical Care codes 151 Diagnosis Variation 1 The documentation for this encounter ref
42. Send process 7 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its Modifier records c Click OK d The Modifier records from the office s you selected are now a part of your current office s Modifier table e If there is a Modifier from the selected office s that is the same as a Modifier from your current Modifier table you will be asked if you want to overwrite The All option will tell Intelicode to overwrite any and all Modifier records from this point forward in this process that have a Modifier that matches a Modifier in the data you are copying The None option will tell Intelicode to not overwrite any Modifier records for this particular copy from this point forward in this process The Yes option will tell Intelicode to overwrite this one particular Modifier record and only this record iv The No option will tell Intelicode to not overwrite this one particular Modifier record and only this record 2015 Technology Solutions Inc Management 215 v The Cancel option will stop the entire Copy process 8 Import From File a You can import Modifiers from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up c Browse to the location of the file you wish to import d Using the drop down box in th
43. Software Presented by Documentation Guidelines for Evaluation and Management Services This is an update of the guidelines jointly produced by the American Medical Association AMA and HCFA in May 1997 It incorporates revisions to the gastrointestinal section of the general multi system exam and the skin section of the single organ system exam of the skin These revisions were approved by the AMA and HCFA in November 1997 American Medical Association Y gt w sa om Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 11 Preferences To access the Preferences click on the Tools menu and then click Preferences menu at the top of the screen A new window will pop up in which you can set your Intelicode preferences Select the desired Exam Type by clicking on it 2 To set which Exam Type will be entered by default click on the O 2015 Technology Solutions Inc Navigation 131 drop down box just below the Default Exam Type heading in the upper left part of the Preferences screen 3 On the End screen diagnosis codes are entered by typing in either the code or the description and a list pops up with possible entries to select By default Intelicode looks for the user to type in the diagnosis code To set Intelicode to look for the diagnosis descr
44. Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 7 4 Importing Requesting Providers e Required Columns these columns must have data o Provider ID o Archived e Optional Columns these columns may or may not be included o First Name o Last Name e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o Specialty required O 2015 Technology Solutions Inc Importing Requirements 241 Home Imset Pagelayout Formulas Osta Rewew View Team aQ oF o gt th E AutoSum Calibri nh As DwrapTet General E TX Y Ay A Fi E rm Zz Paste Pye ae it E Ar ESBS Megh Center gt 8 Conditional Format Cell Insert Delete Formst d Sort amp Find amp GF Format Painter 2 1 2 A Mero 23 2 Formatting as Table Styles gt Zear Futer Select Clipboard A Font Alignment a Number Stytes Celis Editing AL bed fe Provider ID Y B c D E F G H 1 J K L M N o P a R s T u E Provider ID First Name Last Name Specialty Archived 4 John Smith Oncology FALSE 5 Sam Smith TRUE 32 33 m M gt M Requesting Providers 93 Ja u gt Ready ZJ og 100 D Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved
45. Technology Solutions Inc All rights reserved O f INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved Export Offices This tool is only available and applicable when using the SQL Server database type rather than Local Standard 2 To Export an office from SQL Server to a Standard database O 2015 Technology Solutions Inc click on the Tools menu at the top of the screen 3 Then click the Export Office menu item A Save As dialog will appear 4 Browse to the location where you would like to save the exported office 5 Change the file name if you wish but it is highly recommended that you retain the tsidb extension 6 Click Save The Export should be completed shortly a Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEN Filo Managemert Vets UsoConnecion Ofico CMS Guidelines Tools Help Coo METEO MEET IEC IT micro Pending Audeta Lo 4 Prolonged Seraces w o Focetofare Case Management Services D Care Plan Oversight Services Prevertore Moderne Services Nonfacetoface Pryscan Services pe 1 The need to manage maladaptive communicanon for example high reactivity or disagreement among family members O 2 Emotions oe behavior by the caregiver that moede imelementation of the treatment plan y a 3 Mandated reporting such as im situation involving abuse or neglect Y a 4 Use of play equipment or other physical dev
46. Visit Information Companson Vist Date 10 20 2012 Ne e Tee Provider EAM Vartance Conversion Foo RvU Patient ID 167 Face to Face 0 Mn Prolonged Face to Face Mn au n 0 v 100 00 5 ELM s00 000 015 Patient Name Enae gt Schodde Other 0 00 000 Say Courseting Mn Psychotherapy Face to Face 0 Mm poe Fee Status Estabiared Sex F 9219 v v Tota 90 000 Servico Typo ore ce Other Outpstert nea Vist EAM Services Other Services Modical Necossity Provider Rewoweor 99213 99213 Provider Miler John 23353 Add On Add On Provider Code Meat mr a Add on Reviewer Code td Addon Requester 99213 v viin Y 19213 vt Resident Dx Dx Same Reviewer Aitor A SKO Payor History Expanded Gam Bosses 37 Decision Low Compiexty A 3 Fort Microsoft Sans Revised Dat Audit Dati y 8 7 z A Note Macros gt 7 Y i a a Sze 825 Coo E 33 2015 12 28 2012 Legblty 1 Some potons of ths entre note roides documentation where legbity a a leat questonabie or extremely A Legblky f Some portons or Pis entre nate includes documentation where legbilty is at least questonable or extremely A poor jpoce Legblty F General Prrscpies of Medical Record Documentation nciude The medcal record should be complete and Legbity F Genera Prrscpies of Medical Record Documentation include The medical record should be complete and Jegbie A good definition of Tegblty a that t m be legbile to someone outside the practice er facity Dictaten shoud Y bogie
47. at the top of the screen Then click on Deleted Visits 4 To permanently delete deleted visit s select the deleted visit s O 2015 Technology Solutions Inc Navigation 127 you wish to permanently delete and right click on the grid Then click Permanently Deleted Visits You will be asked if you want to permanently delete the visit s Click Yes to permanently delete the visit s 5 To restore deleted visit s select the deleted visit s you wish to restore and right click on the grid Click Restore Deleted Visit s The visit s is removed from the Deleted Visits screen and can now be found on the Visit Summaries screen 6 The Deleted Visits screen is very similar to the Visit Summaries screen with a few differences a The visits showing on the Deleted Visits page are only those visits that have been deleted The Visit Summaries screen does not show any deleted visits b While you are allowed to edit a visit from the Visit Summaries page you cannot edit a deleted visit c Reports are not available from the Deleted Visits screen 7 For further instructions on how to use this screen see the Visit Summaries help page 2015 Technology Solutions Inc 128 Intelicode Accurately Coded UnderCoded Bled OverCoded Bled Wrong Category WC Procedure Accuracy Diagnosis Accuracy C o o xf of o jxf 1 w jx o o x o woo x 2 100 x Copyright O 1998 2015 Technology Solutions Inc All ri
48. choose what columns you want available for the report by right clicking anywhere on the grid and clicking Select Grid Columns For the other reports the columns are fixed and cannot be changed 4 For the Audit Summary and the Custom Provider Accuracy Report you can determine the order in which the columns will appear on the report To change the position of a column click on its heading and drag it to the location that you desire Repeat this procedure with other columns until you have the column order you are looking for 5 Choose which office s you want to report on by selecting the appropriate office s located in the white box just below 2015 Technology Solutions Inc 140 Intelicode the Office Department s to query heading Select multiple offices by holding down the Ctrl key or the Shift key 6 When you have the desired data set in the grid click on the Reports button in the lower left portion of the screen The Report Options screen will pop up 7 Standard Reports a Located in the upper left portion of the screen the Standard Reports section lists the various standard reports that are available in Intelicode b To select a standard report click on its title in the box Notice that there are different options available for different reports For example for two of the reports Audit Summary and Custom Provider Accuracy Report you are able to choose which columns are in the report a feature new t
49. fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions 2015 Technology Solutions Inc z0 Intelicode Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Note Macros see Importing Note Macros help page 12 Export to File a If you d like to export your Note Macro table to a Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 13 When you are finished with the Note Macros screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen 2015 Technology Solutions Inc Management 211 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI
50. file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 O 2015 Technology Solutions Inc 190 Intelicode j Your imported data will appear in the table k If you have questions about importing Requesting Providers see Importing Requesting Providers help page 10 Export to File a If you d like to export your Provider table to a Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 11 When you are finished with the Requesting Provider screen click on a different maintenance table from the menu on the left side of the screen or click Close to close
51. has no Permissions associated with it and cannot have any permissions associated to it iv After you have finished making the necessary changes remember to click the Save button on the left side to save your changes b Password Settings i To set the number of minimum characters for a user s password click on the dropdown box just under the Minimum Characters heading and select the desired number ii To set the number of maximum characters for a user s password click on the dropdown box just under the Maximum Characters heading and select the desired number iii To require the user to change his her password after a set amount of time click on the dropdown box after it says Change Every and select the desired number of days iv To require the user to have at least one uppercase character and at least one lowercase character in his her password check Mixed Case v Torequire the user to have at least one letter and at least one number in his her password check Alphanumeric 2015 Technology Solutions Inc se Intelicode vi To require the user to have at least one special character ie in his her password check Special Characters vii Once you have selected the Password Requirement Settings click the Save button on the right side to save your requirements 6 Manage Users a Create New User 2015 Technology Solutions Inc Getting Started s i Tocreate a
52. implementation of the treatment olan y al 3 Mandated reporting such as in situation involving abuse or nesiect Y a 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lack of fluency or underdeveloped verbal skills Y a Y Fort Microsoft Sans Y e u xa 4 Note Macros Revised Dato Arit Dato Sire 825 Color m 3 10 2015 1 10 2015 r 3 Click Audit Prep and then put in the information you would like for more regarding Audit Prep see the Audit Prep section in the Patient Screen under Navigation Once you are ready to assign a document or image click the Documentation button This will open the InteliNote for you to use 2015 Technology Solutions Inc 302 Intelicode 4 Once InteliNote is open you can either click Browse to open a window that will allow you to open an Image or Document in InteliNote You can also drag and drop an Image or Document in the InteliNote at any time to add it to a list you can add elements to a InteliNote 0 Eile Management Visit Date Attending Provider Patient 107 z First Name Last Name Gender Date Of Birth 8 28 2014 D v j Malo Female Type to set SAMPLE CASE 1 Date 02 16 04 Chief Complaint Coughing fever HPI Ptisa6y o female here for a sick visit Pt has had nasal days getting worse T 102 yesterday T 100 6 on the lt c Motrin helps Sight cough Sneezing persists ear
53. in the table b To change the data click on the text box corresponding to the field that needs to be changed then change the text as O 2015 Technology Solutions Inc Management 193 appropriate c If you would like to archive this Resident check the box next to the Archive Resident heading or click on the heading itself d Save your changes by clicking on the Save button 5 Print a Report See the Management Reports help page for instructions on how to print a report 6 Search a Choose the field that you would like to search on by clicking on the preferred field name just above the long text box next to the Search heading b Next click on that long text box and begin typing your search Intelicode begins selecting records as you type 7 Send to Another Office a Select the Resident record s that you want to be sent copied to the Resident table in another office s b Click the Send to Another Office button The Pick Office s pop up window will appear c Select the office s that you would like to send this record s to d Click OK to send the record s The Residents remain in this office and are now copied to the Resident table in the other office s selected O 2015 Technology Solutions Inc 194 Intelicode e If there is a Resident ID from the selected office s that is the same as a Resident ID from the data that you are sending you will be asked if you want to
54. office d You can even run any report using the data from multiple offices Date By D Audit Dt O Audit Date Visit Date y yan B 3 92015 B 02 06 2012 02 10 2012 08 30 2012 08 30 2012 Status Vor O EAM 08 18 2012 10 19 2012 o MO vil hiza 12 28 2012 Provider Attending O Requesting ensam 09 03 2013 1270672012 01 0 2013 lovee 12 04 2012 08 17 2012 09 07 2013 02 10 2012 02 10 2012 02 10 2012 02 10 2012 11 24 2012 12 10 2012 09 01 2912 0 0 2013 lanaz iongn hizo 010272013 lonum 02 10 2012 09 17 2012 09 04 2013 10 01 2012 01 02 2013 1 16 2012 12 10 2012 c8 2a 2012 08 24 2012 09 29 2012 31372013 FRLEKKKK PK KKK EK RRE AEHORHAHHHOHHAHHHEHE lt Preventive Vists are shown in red Sick Vests are shown in biye Total Vists Accurttely Coded Under Coded Biled Over Coded Biled Wrong Category WC Procedure Accurecy Diagnosis Accuracy 8 A 2 375 12 X 2 338 x 12 1875 16 375 82 6341 Total Bled Financial Geer Under Biled Over Billed Non Complart TP ProwRVU UserRVU s 37459 36 87 as 370 80 s 1 010 46 o O x 5 577 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 8 6 Copy and Send Between Offices In Intelicode you have the ability to Copy or Send various 20
55. offices and how to manipulate your databases in the following sections Some information does not apply to Intelicode Solo Create Office To create a new office After logging in the next screen to come up is the Offices and Departments screen You can also access this screen after selecting and office and then clicking on the Office menu at the top of the screen and then clicking on Create Change Offices Departments You must have permission to create an office If you do not the Create Office button will have gray text If this is the case you will have to either be given permissions by your Administrator or you will have to have your Administrator create the office To learn more about managing offices permissions and users see the Administration help page 2015 Technology Solutions Inc 3 Click Create Office The Office Management screen will come up 4 Fill in the necessary information and click OK The Office Management screen disappears RVU Place of Service Non Facility Facility 5 To begin using this office click the office name on the Offices and Departments screen and click OK 2015 Technology Solutions Inc 252 Intelicode es Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 8 2 Renam
56. our example below we chose Dr Carrington from the Provider list 2015 Technology Solutions Inc Reports and Printing 135 gt 3 so x 1 wer x 2 mx jx o o jx 1 o x 9 s889 Financial Eve X Under Blod Over Billed TPC ProwRVU UserRVU Total Ports 3 Select a visit by clicking on a row in the grid Or select more than one by using the Ctrl key or the Shift key 4 Next click the Print Selected button located in the lower left corner of the screen and choose your Report Options 5 Click Print to print the report 6 See the Print Options section of the Report Options help page for more information about how to use the features on this screen 2015 Technology Solutions Inc 136 Intelicode Select A Print Option O Quick Print O Save To Excel 0 Preview Print in Word Save To PDF O Save To Word O Email Report O 2015 Technology Solutions Inc Reports and Printing 137 sample Office Encounter Detail Report 260 555 1212 123 Anywhere Lane Calcalaticra benedon E M Services 260 555 1215 Midwest IN 46723 Audit Date Range 08 25 2011 to 08 25 2014 Patient Name Sex DOB Visit Date Audit Date Singleton Suzie F 08 14 1945 03 13 2012 12 04 2012 Provider Carrington MD Lotta Specialty Cardiology Service Category Office or Other Outpatient Sub Category Follow Up Requester Reviewer Auditor 8 Fee Schedule Conv Factor 100 Status Est Pace to Face O
57. overwrite i The All option will tell Intelicode to overwrite any and all Resident records from this point forward in this process in the selected office s that have a Resident ID that matches a Resident ID in the data that you are sending ii The None option will tell Intelicode to not overwrite any Resident records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular Resident record and only this record iv The No option will tell Intelicode to not overwrite this one particular Resident record and only this record v The Cancel option will stop the entire Send process 8 Copy From Another Office a b Click the Copy From Another Office button Select the office s from which you wish to copy all of its Resident records Click OK The Resident records from the office s you selected are now a part of your current office s Resident table If there is a Resident ID from the selected office s that is the same as a Resident ID from your current Resident table you will be asked if you want to overwrite O 2015 Technology Solutions Inc Management 195 i The All option will tell Intelicode to overwrite any and all Resident records from this point forward in this process that have a Resident ID that matches a Resident ID in the data you are copying ii The None option will tell Intelicode to not over
58. page at intelicode com support e Technical Support Call technical support at 800 786 423 1 Our business hours are from 9am 5pm Eastern Monday Friday O 2015 Technology Solutions Inc Getting Started st Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 62 Intelicode 3 3 1 Walkthrough Now that Intelicode has been successfully installed on your computer and ready for use you can follow these step by step instructions to complete an audit using Intelicode Each step not only gives you the required elements on each screen but it also gives you important information for each screen Step One This topic will show you a walkthrough of INTELICODE as we go through an audit step by step Once you have opened your Intelicode program and logged in as a user you will see a blank Patient screen Please note that the field names followed by an asterisk are required fields Patient Screen To begin an audit in the Patient ID field you must enter a number letter symbol or combination of earlier mentioned by which you can identify the patient i e medical record number account number etc The Patient ID we have entered for our audit see below is 167 2 The First Name and Last Name fields can then be completed with the patient s name C
59. parties agree to O 2015 Technology Solutions Inc Introduction 23 be bound by the terms and conditions of the Business Associate Agreement BAA attached hereto as Exhibit A and hereby incorporate the BAA into this Agreement in its entirety 15 Term and Termination 15 1 Term This Agreement remains in effect for one 1 year from the Effective Date and may be renewed for consecutive one year terms upon payment by Licensee of the annual license fees for the number of workstations for which the Software Application is installed 15 2 Termination for Breach Each party will have the right to terminate this Agreement if the other party breaches any material term of this Agreement including but not limited to nonpayment and fails to cure such breach within thirty 30 days after written notice thereof 15 3 Effect of Termination Upon any termination of this Agreement Licensee will promptly return to Licensor or at Licensee s request destroy Licensor Confidential Information cease using the Software Application and uninstall it from all workstations or network servers and all copies and portions thereof in all forms and types of media and provide Licensor with an officer s written certification certifying Licensee s compliance with the foregoing 15 4 Nonexclusive Remedy Termination of this Agreement by either party will be a nonexclusive remedy for breach and will be without prejudice to any other right or
60. sections Choose any of the following topics to see what is required on each tab under Decision 4 4 3 1 Presenting Problems The Presenting Problem s screen of the three Risk screens is used to indicate the level of risk associated with the presenting problem documented for the encounter being audited To select the desired level of presenting problem risk click the element on the right side of the screen The selected risk element will be shown in a bold maroon text 2 The elements are categorized by level The highest corresponding Risk Level e g minimal low moderate high will appear in the upper right part of the screen 3 To unselect any element simply click that element again It will turn back to a black text 4 Toadd a risk element right click in the area where the risk elements are listed and click Add Risk Item This will take you to the Risk Elements screen where you can add a risk element 2015 Technology Solutions Inc 104 Intelicode la Intelicode Enterprise 14020 x86 SQL Server Sample Office CEM Ele Moamagement iets UseriConnecton Office CMS Guidelines Jools Help One Self Limited or Minor Problem 2 or Meee SeltLimted Problems 1 Stable Cheese llinoss E H 1 or More Cheonic Ilinesses with Mild Exacerbaton Progression or Side Effects of Treatment 2 or More Stable Chronic llinesses Symotome Acute Iliness with Systemes Bote Compbcated Iingury Y or
61. the Billed Visits visits with a Provider E amp M Code from the Office you are connected to into the grid in InteliCurve for Frequency es It will be based upon the Data Year and that Data Sampling that you had selected previously Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 4 Billed Frequency Lists e Lists that are created Shows the lists that you have created and saved e Delete This will delete the selected list s you have chosen from the 2015 Technology Solutions Inc 264 Intelicode Main List e Load Edit This will load a list that you created and saved from the list into the grid for you to view and or edit at any time e Save The Save button will save the grid and put into a list on the right side once you give it a name e Reports The Reports button will take you to the Reports Options Screen in InteliCurve See the Print Report Options help page for further clarification e Close If you click the Close button InteliCurve will close and you will be back on the Intelicode Screen you were last on Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 5 InteliCurve Reports The following topics show the functionality of the InteliCurve Reports
62. the Management screen 2015 Technology Solutions Inc Management 191 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 4 Resident l Add a Resident a Click on the text box just below the Resident ID heading b Type in the Resident ID c Press the Tab key and type in the First Name of the Resident d Press the Tab key and type in the Last Name of the 2015 Technology Solutions Inc 192 Intelicode Resident e If you would like to archive this Resident check the box next to the Archive Resident heading or click on the heading itself f Save the new Resident by clicking on the Save button 2 Select Records a To select one record click anywhere on the Resident s row in the table b To select multiple records that are contiguous within the current table display click on the first record then hold down the Shift key and select the last record in the range c To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Residents a Select the Resident record s you wish to delete b Click the Delete button 4 Edit a Resident a Select the Resident record you wish to edit by clicking anywhere on the Resident s row
63. the Reviewer E amp M based on what has been selected in each of the screens History Exam Decision Select the Provider E amp M from the list of E amp M codes in the middle of the screen at the top A Variance is calculated based on the code difference When the Reviewer E amp M and the Provider E amp M are from different Service Categories i e Office Outpatient vs Consultation the Variance will show as WC or Wrong Category You are allowed to select a different variance from the drop down list if you wish The Conversion Factor you set in the Preferences will show here You can still change it for the visit if you wish Just click the up or down arrows to change the percentage by one hundredth 01 or type the number in Fee differences will also be calculated for E amp M Other Services and Total based on the information in the Fee Schedule that you have selected RVU numbers are also calculated for each of the above three categories based on the information in the Fee Schedule that you have selected Provider E amp M The code used by the provider for billing 2015 Technology Solutions Inc Navigation 109 the encounter being audited Reviewer E amp M The audited reviewed code the code produced by the information entered by the reviewer will appear in the upper right corner of each screen in yellow font and in the Reviewer E amp M field in the Comparison area m Modif
64. the links for the O 2015 Technology Solutions Inc 4 Intelicode programs necessary and have a step by step walkthrough as well 4 Have Microsoft SQL Server installed on your network server A database will need to be created named Office and one named Provided 5 Configure your user access and permissions to those databases for the users that will access them Write permission will be required 6 Install Intelicode on a machine that will have network access to the SQL Server 7 Start Intelicode and then at the Login click on the Options menu Login SQL Server Ez Options D Welcome to Intelicode Please log in User Name Auditor A y Password Cone CPT codes copyright 2014 American Medical Association All Rights Reserved CPT is a registered trademark of the American Medical Association 8 Select Administrator Panel from the menu If you have not yet been into the Administrator Panel it will prompt you to create and then verify the password into the two boxes 9 If one box is present then an administrator password has already been created and you will have to enter the password that was previously created Please contact your system administrator for assistance If the administrator panel password cannot be 2015 Technology Solutions Inc Getting Started a obtained contact Intelicode Support Password reset fees may apply 10 Once you have opened the Administ
65. to COVERED ENTITY any 2015 Technology Solutions Inc s Intelicode Incident that TSI has reason to believe has or may have violated the Confidentiality Integrity or Availability of PHI not more than four 4 business days after TSI learns of the Incident Said report shall identify 1 the nature of the Incident 2 the PHI known to be the subject of the Incident 3 the person s known to have information regarding the Incident and 4 the corrective action that TSI took or will take to mitigate and or correct any deleterious effect of the Incident TSI shall submit a written report to COVERED ENTITY for review upon request c Agents Contractors and Subcontractors TSI shall ensure that any agent contractor or subcontractor to whom it provides PHI agrees in writing to the same restrictions and conditions that apply to TSI under this Agreement d Resident s Access to Information TSI shall act in a manner that permits COVERED ENTITY to provide Resident access to PHI in accordance with 45 CFR 1 64 524 e Amendment of PHI TSI shall act in a manner that permits COVERED ENTITY to amend PHI in accordance with 45 CFR 164 526 f Accounting of Disclosures TSI shall act in a manner that permits COVERED ENTITY to account for PHI disclosures in accordance with 42 CFR 164 528 g COVERED ENTITYs Books and Records TSI shall make its internal practices books and records relating to the use and di
66. will be in the Report Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 5 3 Report Filters e Select Data Year This function allows you to select the Year you wish to view both for the Reports that you can select and the Codes on the left side e Available Lists for Report You need at have at least 2 lists on the Report selected and you can have up to 5 to compare against at one time You cannot have just or more than 5 selected e Office Info This is the information about the Office you are logged into and it loads automatically You will see the Office Name Address City Phone Number Fax Number State and Zip Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 5 4 Report Grid This will load the codes automatically based upon your selections for the Codes on the left side and the Data Year It will also load the information from the lists you check in the Available Lists for Report You can sort by column by clicking on the column e g Click the Code column to sort by code 2015 Technology Solutions Inc 288 Intelicode Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI
67. wish to edit by clicking anywhere on the Provider s row in the table b To change the data click on the text box corresponding to the field that needs to be changed then change the text as appropriate c To change the Specialty Sub specialty Default Exam Type or Default Fee Schedule click on the corresponding drop down box and click on the appropriate option d If this Provider is a Physician Assistant check the box next to the Physician Assistant heading or click on the heading itself e If you would like to archive this Provider check the box next to the Archive Provider heading or click on the heading itself f Save your changes by clicking on the Save button O 2015 Technology Solutions Inc 180 Intelicode 5 Print a Report See the Management Reports help page for instructions on how to print a report 6 Search a b Choose the field that you would like to search on by clicking on the preferred field name just above the long text box next to the Search heading Next click on that long text box and begin typing your search Intelicode begins selecting records as you type 7 Send to Another Office a Select the Provider record s that you want to be sent copied to the Provider table in another office s Click the Send to Another Office button The Pick Office s pop up window will appear Select the office s that you would like to send this record s to C
68. 0 0 Total Diagnoses Diagnoses Correct Diagnoses Incorrect Total Procedures Procedures Correct Procedures Incorrect 7 6 85 71 1 14 29 1 o 0 1 100 Combined number af Accurately Under Over and WC can exceed number af Total Visits WC may also be counted as Under or Over Coded a INTELICODES Report generated on 6 23 2024 12 11 70 PM by INTELICODE Copyright 2034 TSL Al fights Reusrved Confidential Page 1 of1 Copyright O 1998 2015 Technology Solutions Inc All rights reserved O 2015 Technology Solutions Inc 158 Intelicode INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 7 Provider Net Fee Totals Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs 3 Click the Reports button located in the lower left portion of the screen The Report Options screen pops up 4 If the format for your Provider Net Fee Totals report was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen 5 Otherwise click on Provider Net Fee Totals under Standard Report
69. 0 2012 02 10 2012 Herry Georgesmn Est Oce NA 57854 02 10 2012 02 10 2012 Babbie Durcila En Oce n 134 11 24 2012 12 10 2012 Frezen Fred Ez Oce a 878 09 01 2012 09 03 2013 Bodine Gerald Ex Nuriy 665 09 04 2012 10 19 2012 obrero tomes New Host Note Macro s 8945 12 10 2012 01 02 2013 Siveton Denise Es Procee 1308886 02 10 2012 02 10 2012 Amatrong Dense Es Otice pas eee gt 6455 09 17 2012 09 04 2013 Jobraon James Ext Cons 135 10 01 2012 01 02 2013 Swiatie Ondy Est Postop 156 11 16 2012 12 10 2012 Srgieton Suse En Emerge 878 08 24 2012 08 24 2012 Bodine Gerald Ex Oce 167 09 29 2012 09 13 2013 Esos Betty New Conad y lt gt Prevertve Viets are shown in red k Vets are blue Total Viets Acountely Coded Under Coded Biled Over Coded Biled Wrong Category WC Procedure Accuracy Diagnosis Accuracy a cs A 375 12 1875 2 438 12 1875 UW 375 82 6341 a Total Bled Financial Eve Under Biod Over Bled Non Complart TP ProvRVU UseRVU Total Ports E Cay Query Now L_3745 90 3687 S 37080 5 101046 o o 5 57 982 6 400 Reports Print Selected Edit Visit Close 6 To alter the width of any given column use your mouse to put the cursor on the column heading bar on the line that separates the columns hold down the mouse button and drag the column divider to the desired position Intelicode will remember your column widths even after you have exited the software and returned 7 Toreset your columns to their original settings
70. 04 MANAGEMENE OPIO NS e tn As 105 2015 Technology Solutions Inc A 1 E A NO 107 6 Retrieve Saved Reports icon ia d 113 T MIS SUMMA OS etsy eleeel e aa a a aAa geccectabers peed piece a ar aiaa Toa 115 8 Visit SUMMATFIOS Arehiv iiini aa coda 124 9 Delete d Visits spana arannana aai aa aa r Eaa eddy raara aAa gee qed cose cossgaveesecdsveladudvess 126 10 CMS Guideline Sierran aaea na ea aa Aa aa ea aA e aa a a dA a a aa KAA aaa aa aAa aia aaa 128 11 Preference iii T 130 Part V Reports and Printing 134 1 Encounter Detail Report lt miixoicsrii cctvees i eevvcesieverieiaceenededeventeedeeenese 134 2 RE POrtOptlonsy pec2sicc a AA AAA AA 138 O 149 4 Issues and RecoMMendatiONS cconcconnconconnconnnonanenanenanencnnnronarencroneroneraneranernnrrnnrennrenarenans 151 5 Diagnosis and Procedure S n inenen eais nenna aae eae ar iaae manaa aa Ea anaa naaa sedan nasa nan 154 6 Provider SUMMATy ico a 155 T Provider Net Fee Totals iaraa arara the dene sen sheen seb a can eveuslecvectedavseeteee tice 158 8 Billed Code Total sic iii sae 159 9 Provider Accuracy Re porte ccc cic ccveeteediecciec cence deca ac 162 10 Customer Provider Accuracy RepOTt ooooccccnonnccccconnncccncnnnnnnnnnnnncnnnnncncnnnnnrrnnnnnnrrnnnnnnrrennnnnanes 164 11 Management Re ports viicccicicccticcceccctesecdetecteveeccte deeds airis cancion 165 Part VI Management 171 1 Patito TOET 171 Z Attending Provide iii ta iaa 177 3 Requesting Providers ic
71. 15 Technology Solutions Inc 258 Intelicode items from office to office Copying and Sending from the Management Screen a Send to Another Office Select the record s that you want to be sent copied to the corresponding table in another office s ii Click the Send to Another Office button The Pick Office s pop up window will appear Select the office s that you would like to send this record s to Click OK to send the record s The records remain in this office and are now copied to the corresponding table in the other office s selected If there is a record from the selected office s that has the same ID as a record in the data you are sending you will be asked if you want to overwrite The All option will tell Intelicode to overwrite any and all records from this point forward in this process that have an ID that matches the ID in the data you are sending The None option will tell Intelicode to not overwrite any records for this particular copy from this point forward in this process The Yes option will tell Intelicode to overwrite this one particular record and only this record 2015 Technology Solutions Inc The No option will tell Intelicode to not overwrite this one particular record and only this record The Cancel option will stop the entire Send process b Copy From Another Office i Click the Copy From Another Office button ii S
72. 1996 and the 2015 Technology Solutions Inc 28 Intelicode Privacy and Security Regulations promulgated thereunder in 45 CFR parts 160 and 164 as amended the Regulations 2 Pursuant to the Underlying Agreement COVERED ENTITY will disclose or otherwise make available certain PHI and other forms of nonpublic personal information PHI to TSI in conjunction with the particular function activity or services to be performed or provided by TSI for or on behalf of COVERED ENTITY 3 COVERED ENTITY and TSI desire to enter into an Agreement as required by the Regulations as amended to provide satisfactory assurances to COVERED ENTITY that TSI will appropriately safeguard that PHI Agreement NOW THEREFORE COVERED ENTITY and TSI agree as follows Definitions All capitalized terms and phrases in this Agreement shall have the same meanings as defined by the Regulations as amended by the Health Information Technology for Economic and Clinical Health HITECH Act and those regulations promulgated thereunder in 45 CFR parts 160 and 164 as amended collectively the Regulations 2 Restriction on Use and Disclosure of PHI Except as permitted or required by this Agreement or as Required by Law TSI shall not access create use or further disclose any PHI hereunder 2015 Technology Solutions Inc Introduction 3 Authorized Uses and Disclosures TSI is hereby authorized to us
73. 2015 Technology Solutions Inc z Intelicode remedy of such party at law or in equity 6 Disclaimer of Warranty THIS SOFTWARE AND THE ACCOMPANYING FILES ARE PROVIDED AS IS TSI DOES NOT AND CANNOT WARRANT THE PERFORMANCE OR RESULTS YOU MAY OBTAIN BY USING THE SOFTWARE OR SUCH FILES TSI MAKES NO WARRANTIES EXPRESS OR IMPLIED AS TO MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE Good data processing procedure dictates that any program be thoroughly tested with non critical data before relying on it The user must assume the entire risk of using the Software Application ANY LIABILITY OF TSI FOR A DEFECTIVE COPY OF THE SOFTWARE APPLICATION WILL BE LIMITED EXCLUSIVELY TO REPLACEMENT OF YOUR COPY OF THE SOFTWARE APPLICATION WITH ANOTHER COPY OR REFUND OF THE INITIAL LICENSE FEE TSI RECEIVED FROM YOU FOR THE DEFECTIVE COPY OF THE PRODUCT IN NO EVENT WILL TSI BE LIABLE TO YOU FOR ANY CONSEQUENTIAL INCIDENTAL OR SPECIAL DAMAGES INCLUDING ANY LOST PROFITS OR LOST SAVINGS EVEN IF TSI OR ANY OF ITS REPRESENTATIVES HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR FOR ANY CLAIM BY ANY THIRD PARTY 7 General 2015 Technology Solutions Inc Introduction 25 17 1 Assignment Licensee may assign this Agreement upon notice to Licensor and without Licensor s consent to any subsidiary or affiliate or entity owned or controlled by Licensee or to any entity succeeding to Licensee s business pursuant to any me
74. 24 1968 4 Silverton 1234 2 20 2013 99226 New Denise Female 100 19 201301 INDIANA STATEWIDE 7896 5 21 1961 2 Jumpup 1234 2 20 2013 99221 Established Johnny Male 100 20 2013Q1 INDIANA STATEWIDE 6465 6 22 1972 9999 Johnson 1234 2 20 2013 99222 New James Male 100 21 201301 INDIANA STATEWIDE 608353 2 6 1937 5 Hennin 1234 2 20 2013 99223 Established Mark male 100 22 201301 INDIANA STATEWIDE 861127 2 9 1949 1 Sayre 1234 2 20 2013 99231 New Hank Male 100 22 201301 INDIANA STATEWIDE 842506 10 31 1954 3 Reither 1234 2 20 2013 99232 Established Esther Female 100 24 201301 INDIANA STATEWIDE 860354 12 23 1934 6523 Health 1234 2 20 2013 99233 New Joan Female 100 25 2013Q1 INDIANA STATEWIDE 633369 1 15 1943 4 Kalb 1234 2 20 2013 99238 Established Carrie Female 100 26 201301 INDIANA STATEWIDE 7878 11 15 1967 2 Santos 1234 2 20 2013 99234 New Miguel Male 100 27 201301 INDIANA STATEWIDE 156 8 14 1945 9999 Singleton 1234 2 20 2013 99235 Established Suzie Female 100 28 201301 INDIANA STATEWIDE 878 2 25 1921 5 Bodine 1234 2 20 2013 99236 New Gerald Male 100 25 201301 INDIANA STATEWIDE 814531 3 8 1940 1 Lacey 1234 2 20 2013 99241 Established Mitchell Male 100 30 201301 INDIANA STATEWIDE 801077 2 6 1937 3 Hennin 1234 2 20 2013 99242 New Mark Male 100 31 201301 INDIANA STATEWIDE 615547 3 8 1940 6523 Lacey 1234 2 20 2013 99243 Established Mitchell Male 100 32 201301 INDIANA STATEWIDE 321 1 2 1934 4 Carlins 1234 2 20 2013
75. 5 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 2 InteliNote InteliNote allows you to add an image or document to any visit Show your team exactly where you documented ROS HPI exam elements etc InteliNote is an add on product Like InteliCurve it can be evaluated free for 15 days The evaluation begins when InteliNote is first launched O 2015 Technology Solutions Inc Additional Products 295 a Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEN File Management Visits UseriConmecton Office CMS Guidelines Tools Help Cre Domcitary Pest Home Home Care Pian Oversight D Home Sorsces 2 Prolonged Services w o Faceto face Management Servces vi Tudy Mach 10 2015 Reviewer vw Auditor AIO gt Care Plan Oversigt Services E Prevertve Medicine Services m NonFaceto Face Praon Services K lt gt Preventivo Sola Visa L Teaching Physician A 1 The need to manage maladaptive communication for example high reactivity or disagreement among family members Y a 2 Emotions or behavior by the caregiver that impede implementation of the treatment plan Y a 3 Mandated reporting such as in situation involving abuse or neglect a 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lack of fluency or unde
76. 99244 New George Male 100 33 201301 INDIANA STATEWIDE 739321 10 31 1954 2 Reither 1234 2 20 2013 99245 Established Esther Female 100 34 2013Q1 INDIANA STATEWIDE 641629 10 31 1954 9999 Reither 1234 2 20 2013 99251 New Esther Female 100 ICC Audit Prep El Ha M Resey 2I El wo Y Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 7 2 Importing Patients e Required Columns these columns must have data o Patient ID o Gender e Optional Columns these columns may or may not be included O 2015 Technology Solutions Inc 238 Intelicode 7 3 o First Name o Last Name o Date of Birth e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o None C Home Inset Pagelayowt Formulas Data Review View Team e a amp Cut Tar o m Sm E Bom Pk Hh E Autosum gt A o Calibri u nx e E wrap Text General E g y a ES ICH Em ww a PE GS romarata P 7 11 MA EED P E meeacener gt 142 mor Bowne sues o cue Com fe eee ic Clipboard Font Alignment gt Number Styles Cells Editing Al f Patient ID Y B c D E o P a R s T uE Patient ID Last Name FirstName Date of Birth Gender 2 849949 Bailey Fred Male 3 65432 Dooley Jamison Male 4 32414 Scratch From Male 5 1719 Henry Georgeann Male 6 4896 Werlington Wilma 8 30 1952 0 00 Female
77. All Rights Reserved 10 1 6 InteliCurve Walkthrough Let s Login and then go to Sample Office a If you don t have access to Sample Office or have a different Office you wish to follow this walkthrough with please do so b NOTE The screenshots that we take may not match what Providers and or Billed Frequency List you may have 2 Click Tools then InteliCurve a Intelicode Enterprise 14 0 2 0 x86 SQL Server Sample Office CEN Ele Managemert ysis UserConecton Office CMS Guidelines Tools Help Pending Audits Visit Information Audit Preo_ Import Peer 1D Provider lt gt Re Audits Assign Points Interactive Complenty incident To a 1 The need to manage maladaptive communication for example high reactivity or disagreement among family members Y 2 Emotions or behavior by the caregiver that imoede implementation of the treatment plan Y a 3 Mandated reportina such as in situation involving abuse or neglect Y a 4 Use of play equipment or other physical devices or an interpreter os translator required because of the patient s lock of fluency or underdeveloped verbal skills Y x v Feet Microseft Sans Revised Dat Aud Dat y BO z A Note Macros u ud Sze 825 Color m 39 2015 29 2015 3 If you are prompted that you only have so many days left please click Ok a If you cannot access the InteliCurve either by being told your trial is 2015 Technology Solutions
78. All Rights Reserved 6 7 Modifiers Add a Modifier a Click on the text box just below the Modifier heading b Type in the Modifier c Click on the text box just below the Modifier Description heading d Type in a description for the Modifier 2015 Technology Solutions Inc 212 Intelicode g If you wish to have Help Text associated with this modifier click on the text box just below the Help Text heading Type in the help text Save the new Modifier by clicking on the Save button 2 Select Records a To select one Modifier record click anywhere on the row in the table To select multiple records that are contiguous within the current table display click on the first record then hold down the Shift key and select the last record in the range To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Modifiers a b Select the Modifier record s you wish to delete Click the Delete button 4 Edit a Modifier a Select the Modifier record you wish to edit by clicking anywhere on the Modifier s row in the table To change the data click on the text box corresponding to the field that needs to be changed then change the text as appropriate O 2015 Technology Solutions Inc Management 213 c Save your c
79. All rights reserved O 2015 Technology Solutions Inc 154 Intelicode INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 5 Diagnosis and Procedures Choose Visit Summaries from the Visits menu at the top of the screen Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs Click the Reports button located in the lower left portion of the screen The Report Options screen pops up If the format for your Diagnosis and Procedures report was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen Otherwise click on Diagnosis amp Procedures under Standard Reports in the upper left portion of the screen If you want graphs on your report check the box near the top of the screen for the With Graph option by clicking on the box or on the text itself Change the Office Name Address and Phone Number information if needed See the Report Options help page for more information on how to format your report When you have the desired format Select a Print Option and 2015 Technology Solutions Inc Reports a
80. Date toggle buttons correspond with whichever type of date is selected vii For example if Visit Date is selected and the date boxes display 7 19 2010 and 7 19 2015 the encounters displayed in the grid will be only those encounters with a visit date service date between those two dates viii Of course the same applies to Audit Date When the Audit Date button is selected the date range displayed in the date field will control the encounters displayed by their actual date of audit Status i This represents whether the patient is a New patient or an Established patient ii The Status filter is located just below the Visit Date Audit Date filters on the left side of the screen iii To filter by Status click on the drop down box and then click on the appropriate Status Var i This filter will allow you to display only those visits that have a certain Variance between the provider code and the auditor code li The Var filter is located just below the Visit Date Audit Date filters on the left side of the screen To filter by Variance click on the drop down box and then click on the appropriate Variance O 2015 Technology Solutions Inc Navigation 121 d Billed E 8 M i This filter will allow you to display only those visits that have a certain Billed E amp M code ii The Billed E amp M filter is located just below the Visit Date Audit Date filters on the left side of the scree
81. Diagnostic Procedures Risk click the element on the right side of the screen The selected risk element will be shown in a bold maroon text 2 The elements are categorized by level The highest corresponding Risk Level e g minimal low moderate high will appear in the upper right part of the screen 2015 Technology Solutions Inc Navigation 105 3 To unselect any element simply click that element again It will turn back to a black text 4 To add a risk element right click in the area where the risk elements are listed and click Add Risk Item This will take you to the Risk Elements screen where you can add a risk element la Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEM Elo Management ists LiserCommecton Office CMS Guidelines Tools Help Fort Sara Y BO 7 Macros x y Eza 45 Size 825 Coo m Note 2 10 2015 12 28 2012 1 Some potona oF the entre note nciudes Gocumertaten where legbllty a a least quesbonabie o extremely a Some pomora er rs entre note includes documentation where legbity is at least Quesbonable or extremely a PR General Prricples of Medical Record Documentation include The medcal record should be complete and P General Princpies of Medcal Record Documentation include The medical record should be complete and legble A good defintion of legbilty a that t must be legble to someone outside the practice er facility Dicton shoud Y Agd definition
82. Dooley Heny Weingon Rather Battie Greta Sere Hom t PRRRRRRR EE F i AL FRET ee ipren Fi py 3 To change the type of report click on the title on the menu on the left side of the Management screen 4 To sort the data in the order you desire for your report click on the column heading at the top of the top of the table in the lower left portion of the screen 5 To print a report click on the Print Report button in the first column of buttons in the upper right portion of the screen The Print Options window will pop up O 2015 Technology Solutions Inc 168 Intelicode Select A Print Option D O Quick Print O Save To Excel Print 8 Preview Printin Word Save To PDF Close O Save To Word Email Report Display Page Numbers 6 Select the option by which you would like to run your report by clicking on the circle next to the preferred option or by clicking on the text itself 7 Click the Print button Your report will run in the method in which you chose O 2015 Technology Solutions Inc Reports and Printing 169 sample Office Patient Report 260 555 1212 123 Anywhere Lane 260 555 1215 Midwest IN 45723 Patient ID Patient Name Date of Birth Gender 849949 Bailey Fred 8 29 1924 Male 65432 Dooley Jamison 7 15 1943 Male 1719 Henry Georgeann 6 9 2006 Male 4596 Werlington Wilma 8 30 1952 Female 639149 Reither
83. E is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 2 5 InteliNote Walkthrough Let s login and then go to Sample Office 2 Click Tools then InteliNote a This is only one way to access InteliNote if you want to you can also access it via the Documentation button on the Patient Screen or you can access it also when doing an Audit Prep b If you are wondering about InteliNote without Audit Prep being involved skip to step 4 Intelicode Enterprise 14020 x86 SQL Server Sample Office SIEM File Management Visits UserConmecton Ofke CMS Guidelines Tools Help E o Fe Poe bene IntetiNote Pending Audits Visit information Ene E e a pa Syre co Predevonces H Patient Status Admrinictratos Penal po Otca Caro Services E Nursing Focity Services PENE r Domotsy Res Home or Cutest Care Oomoitary Rest Mome Home Care Pian Oversight Tuesday March 10 2015 gt prat Requesting Provider Reviewer Prolonged Services w o Facetoface 2 Cote Management Services hu nes A 8100 Y Cae Pan Ov we Medore Services Payor RVU Place of Service Non focete face Pracia Serce i E LA Provertivo Spit Viet _ Teaching Physician Documentaton Interactve Complexty incident To 1 The need to manage maladaptive communication for example high reactivity or disagreement among family members Y a 2 Emotions or behavior by the caregiver that impede
84. Hit Aust Summary 1 167 S 22 2014 Est Office o Other Outpaciers Followup Expar g Provider code 99213 Rev e Log bility 1 Some portions or this entire note includes documentetion where legibility is atleast n t s Leg bility R General Prinicples of Medical Record Documentation include The medcal recor must be legible to someone outside the practice or facility Dictation shoud be considered toim fachty for any provider wah poor penmanship lt gt Audited Documents Summary Comments Restore Remove r Total Visits Accurately Codod Under Coded Billed Over Coded 1 1 100 0 0 0 0 00 0 00 0 00 Combined senber of Accurotely Ueder Over and WC can exceed am ber of Total Visits WC may abo be cowated as 2015 Technology Solutions Inc 298 Intelicode Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 2 3 Elements e The elements that you can select are in a tree view All elements of History Exam and Decision are there along with Note Macros What you would do is select an element by clicking the sign next to where the element resides eg History History of Present Illness HPI Location Once you select the element move the mouse over to the image or document and draw a box over what you like As you add elements to the image or document it will also check or add thos
85. I AA lghrta Anne rood Confidential Page 1of2 Copyright O 1998 2015 Technology Solutions Inc All rights reserved O 2015 Technology Solutions Inc 138 Intelicode INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 2 Report Options When printing various reports from the Visit Summaries screen you will be presented with this dialogue Report Options gives you choices about what report to print how you choose to have the data listed how you want to print or export the report and now for certain reports you can even choose which columns you want in the report Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs In our example below we chose Dr Carrington from the Provider list O 2015 Technology Solutions Inc Reports and Printing 139 Acouretely Coded Under Coded Biled Over Coded Biled Wrong Category WC Procedure Accuracy Diagnosis Accuracy 3 so x 1 we7 x 2 3333 x o o x 1 o x 9 eseojz Financial Ess Under Bied Over Bled Non Complart TP ProvRVU UseRVU Total Ports o o jx 0 0 588 600 3 If you are going to print an Audit Summary or a Custom Provider Accuracy Report
86. Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it 2015 Technology Solutions Inc 222 Intelicode appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Specialties see Importing Specialties help page 10 Export to File a If you d like to export your Specialty table toa Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file l 1 When you are finished with the Specialties screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen 2015 Technology Solutions Inc Management 223 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 9 Risk Elements I Add a New Risk Element
87. Inc 166 Intelicode i nS eea a A 1 is this a Medicare patient or payer that follows Medicare rules a 2 15 the non physician practitioner billing the service in the physician s name and number an a a 3 The services are rendered in the office setting 4 The services rendered are for an established patient Al lt lt 22 Note Macros Revised Date dt Dato ala mea 2 Jide Bee La Siro 825 Color m 3 10 2015 A Some panora oF ths entre note ruiudos Gocumertston where ingbilty a at lesit Questionable or extremely A 1 Some potons o ths entre note mciudes documentacion mhere lngbiity is at least questonable ce extremely a F General Penicoles of Medical Record Documertaton inckude The medical record should be complete and A General Prricoies of Medea Record Documentation rcio The medea record should be complete and Agood defintion of lepbility a that t must be legbie to someone outside the practice orfaciity Octaton shod Y Agood defintion of egblty is hut t must be legble to someone cutude the practice or facility Octatonshoud Y 2 Select the type of data you would like to run a report on by clicking on it The Management screen opens showing the data for the report you selected on the right side of the screen 2015 Technology Solutions Inc Reports and Printing Pater J Fest Na Las Na Last Name Fest Nome Date of Birth Gender ONE
88. Intelicode installed on your computer and ready for use Find out the system requirements needed to install Intelicode whether locally or with an SQL Server how to activate login plus more 2 1 System Requirements Recommended System Requirements for Intelicode Hardware CPU 2 4 GHz or faster 64 bit x64 processor e Memory 8 GB RAM 64 bit e Available Disk Space 240 MB hard disk space 5 GB of free space is required during install e Additional storage for backups of data Intelicode is not responsible for lost or stolen data Software e Operating System Windows 7 SPI or Windows 8 1 e Microsoft Office 2010 or later e Adobe Acrobat Reader latest version Minimum System Requirements for Intelicode Hardware 2015 Technology Solutions Inc ss Intelicode e CPU 8 gigahertz GHz 32 bit x86 processor or faster or 8 GHz 64 bit x64 processor e Memory 2 gigabyte GB RAM 32 bit or 4 GB RAM 64 bit e Available Disk Space 140 MB hard disk space 5 GB of free space is required during install e Intelicode is not responsible for lost or stolen data Software e Operating System Windows Vista SP2 Windows 7 SPI Windows 8 e Microsoft Word Viewer with Microsoft Office Compatibility Pack for Word installed To view and print reports Optional Software e For Microsoft Excel import export functionality Microsoft Excel 2003 or later e For viewing PDF exports Microsoft Word 2007 o
89. O to z A Note Macros x y a la Size 825 Color E 33 2015 12 28 2012 Legtity 7 Some potons or this entre nate includes documentation where legibity is at leait questorabie or extemedy a fegbe 7 Some pomora or Ma ertre note naludes documentation where legbily a at least Questorable of extremely A poor or Laaa F General Prricpies of Medcal Record Documentation naude The medical record should be complete and Legbity F General Prrscpies of Medcal Record Documentation naude The medical record should be complete and heghla A good definition of Tegbity a Pat t must be legble to someone outside the practice or facility Dictaton shoud Y voce A goed definition of egblty a that t mat be lngbile to someone autode the practice orfaciity Dadon hada Y 13 Olio or ohar cp atar vet fore evelston and manegunert of an etablahes putert pet whch eur at least tee of ese Pree key components an prnl problem focused hor Id ble od anton ond a congo low Complenty Counseling and coordmston of Care wih other providers Of agances are prowided consistent wth the nature of the problem s and the patert s and or famnty s reeds A a pe lar v 3 1995 Exams a Upon clicking on a 1995 Exam Type the applicable Body Areas and Organ Systems will display on the right side of the screen b To select individual elements click on the element itself The text will become bold and maroon in color c There are exam elements in the 1995 exam that are
90. OFTWARE OR SERVICES WHETHER SUCH 2015 Technology Solutions Inc 22 Intelicode LIABILITY ARISES FROM ANY CLAIM BASED UPON CONTRACT WARRANTY TORT INCLUDING NEGLIGENCE SOFTWARE LIABILITY OR OTHERWISE AND WHETHER OR NOT SUCH PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE 12 3 THIS ARTICLE SETS FORTH THE ENTIRE ALLOCATION OF RISK AS BETWEEN THE PARTIES 13 Support Licensor agrees to provide you with support services related to the Software Application Support Services Use of Support Services is governed by TSI policies and programs described in the user manual in online documentation and or in other provided materials Any supplemental software code provided to you as part of the Support Services shall be considered part of the Software Application and subject to the terms and conditions of this Agreement With respect to technical information you provide to TSI as part of the registration of your license to the Software Application or in connection with the Support Services TSI may use such information for its business purposes including for product support and development provided however that TSI acknowledges the proprietary nature of information and agrees not to disclose or to share such information or to identify the source of such information without your advance consent Technical information does not include any data input or patient information 4 Business Associate Agreement The
91. Open If you have questions about importing an Audit Prep see Importing Audit Prep help page 2015 Technology Solutions Inc Navigation s Audit Prep CES First Name Last Name D O B 167 Betty Bebes 07 27 1952 v ae Provider Code Modifier n Add on Patient Status Patient Gender v v v New Established O Male Female Dx Provider Procedure Code 1 Modifier Attending Provider Visit Date Fiday August 22 2014 J Dx Requesting Provider Reviewer Y Auditor A3100 v Payor RVU Place of Service us Non Facility Facility Fee Schedule bd Required Relds V 8 Z U ax amp 2 A Ts Note Macros Font Microsoft Sans Senf Attached Document Size 8 25 Color W Attach Documentaton Save Close 21 Assign Points O 2015 Technology Solutions Inc To Assign Points and to set Re Audit Criteria click on the Assign Points button in the Re Audits section Enter the number of points to be deducted from a perfect score of 100 for each item on the left side of the screen Then enter the Re Audit Criteria by clicking on the appropriate dropdown arrows to select the percentage or click on the textbox itself and type in the percentage To select the dates between which you would run re audit notification for click on the dropdown arrows just below the Re Audit Notification Date Range heading to select the dates from the calendar or you can also type the dates in 90 Intelicode e You c
92. Pong romatentn 2 7 18 DA ESB HSE eg center gt A one No Pl a eae Lal Clipboard Font Alignment Number Styles Cells Editing Al lt f Macro Type El B E c 5 Macro Type Macro Name Contents 21 25 Modifier 1 Misuse of the 25 modifier ar 25 Modifier R Our recommendation of the misuse of the 25 modifier 41 Allergy Sticker Blank 1 The allergy sticker on the front cover of the medical record is blank 5 R Allergy Sticker Blank R If the patient has an allergy or adverse reaction please list it on the sticker if not list NKDA no known drug allergies A blank sticker is a risk management issue 61 Assessment 1 The assessment is not clearly stated for this encounter Documentation Guidelines states The documentation for each patient encounter should include asse 7R Assessment R The assessment should be clearly documented for each encounter Since each note must stand alone it is imperative to accurately document the most specific 81 Bundled Service 1 As documented this service can not be billed separately from XXXX on the same date of service under the Correct Coding Initiative 91 Chief Complaint 1 The Chief Complaint for this encounter is either missing or not stated in the manner identified in the Documentation Guidelines 10 R Chief Complaint R A chief complaint as stated in the Documentation Guidelines is A concise statement describing the symptom problem condition diagnosis physician recomm ni Clear
93. Provider table in another office s Click the Send to Another Office button The Pick Office s pop up window will appear Select the office s that you would like to send this record s to Click OK to send the record s The Providers remain in this office and are now copied to the Provider table in the other office s selected If there is a Provider ID from the selected office s that is the same as a Provider ID in the data that you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Provider records from this point forward in this process in the selected office s that have a Provider ID that matches a Provider ID in the provider data that you are sending ii The None option will tell Intelicode to not overwrite any Provider records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular Provider record and only this record iv The No option will tell Intelicode to not overwrite this one O 2015 Technology Solutions Inc 187 188 Intelicode particular Provider record and only this record v The Cancel option will stop the entire Send process 8 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its Provider records c Click OK d The Provider rec
94. Risk Element record and only this record iv The No option will tell Intelicode to not overwrite this one particular Risk Element record and only this record v The Cancel option will stop the entire Send process 7 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its Risk Element records c Click OK d The Risk Element records from the office s you selected are now a part of your current office s Risk Element table e If there is a Risk Element from the selected office s that is the same as a Risk Element from your current Risk Element table you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Risk Element records from this point forward in this process that have a Risk Element that matches a Risk Element in the data you are copying ii The None option will tell Intelicode to not overwrite any Risk Element records for this particular copy from this 2015 Technology Solutions Inc Management point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular Risk Element record and only this record iv The No option will tell Intelicode to not overwrite this one particular Risk Element record and only this record v The Cancel option will stop the entire Copy process 8 Import From File a You can import Risk Elem
95. Still eating amp drinking Pt c o dry throat Pt vomited or diarrhea Some ill contacts at school Sib here last wee Mom concerned Pt may be developing strep ewesese m Allergies NKDA Chronic Problems T amp Ain past Seasonal allergies Asthma mild intermit Current Medications Motrin prn Physical Exam 5 Once you have a document or image loaded into InteliNote in the Original Documents list you can select it to add elements to it You can do this by a single left click on the image or document 2015 Technology Solutions Inc Additional Products 303 a InteliNote E Ele Management Visit Date Attending Provider Patiert 1D First Name Last Name Gender Date Of Birth 8 28 2014 v Malo Female Type to set History D SAMPLE CASE 1 History of Presert lines HP o Review of Sytems ROS S ee Date 02 16 04 Past Family and Social PFSH Social n gt Regan Soraning PPE Chiet f OA Complaint Coughing fever Education Counseling and Reterals IF ni PENE HPI Ptisa6y o female here for a sick visit Pt has had nasal a iin days getting worse T 102 yesterday T 100 6 on the c D Personslzed Heath Advice AWV Motrin helps Slight cough Sneezing persists ear z 4 Still eating amp drinking Pt c o dry throat Pt vomited or a Note Macro diarrhea Some ill contacts at school Sib here last wee Mom concerned Pt may be developing strep Allergies NKDA Chronic Proble
96. a Click on the New Risk button b Click on the text box just below the Risk Element heading c Type in the Risk Element d To choose the Level of Risk click on the drop down box just below the Level of Risk heading 2015 Technology Solutions Inc 224 Intelicode g h Click on the Level of Risk in the list To choose the Type of Risk click on the drop down box just below the Type of Risk heading Click on the Type of Risk in the list Save the new Risk Element by clicking on the Save button 2 Select Records a To select one Risk Element record click anywhere on the row in the table To select multiple records that are contiguous within the current table display click on the first record then hold down the Shift key and select the last record in the range To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Risk Elements a b Select the Risk Element record s you wish to delete Click the Delete button 4 Edit a Risk Element a b Select the Risk Element record you wish to edit by clicking anywhere on the Risk Element s row in the table To change the data click on the text box corresponding to the field that needs to be changed then change the text as O 2015 Technology Solutions Inc Management 225
97. a Risk Minimal 1 D Number ol Diagnosis Or Management Options x Sell lemitod or minor problem s v Esabishod dsgrosis improved well cortrollod resolving of resolved v Establichod d gnosis inadequately controlled worsening or Lalling to change as expected v New Problem No additional work up planned v New Problem Additional work up planned Fort Microsoft Sans Revised Dat Andi Dat Y 8 x B 2 A Note Macros gt x y Ta Size 825 Coor E 373 2015 12 28 2012 gt Some podora of ths entre note nchdes doamertton where legbity a a leait questonabie or extremely a floti Some pomora o fs entre note includes documentation where legbity at least gestorable or extremely A Legblty 7 poor Legbllty F General Perscpies of Medical Record Documentation include The medcal record should be complete and Po General Prrscpies of Medical Record Documentation include The medical record should be complete and fege Agood definition of legtilty a Pat t must be legble to someone outside the practice or facility Dictaton shoud Y bene A good detiriten of agblty a that t mat be legble to someone outede the pactos orfacity Dadon houd Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 4 2 Amount Complexity of Data Recording the Amount Complexity of Data documente
98. a list of Utilization Billed Frequencies o Importing Utilization Billed Frequencies You can import utilization billed frequencies from a Microsoft Excel Spreadsheet xsl xsIx or O 2015 Technology Solutions Inc Additional Products 279 from a Comma Separated Value File csv Click on the Import Utilization Billed Frequencies menu option The Open window will pop up Browse to the location of the file you wish to import Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import Next select the file by clicking on it Click the Open button to import the file You will be prompted Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No If you clicked Yes you will be prompted to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly f you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 Your imported data will appear in the grid below 2015 Technology Solution
99. ailable to answer If the first question is answered N the second question becomes available to answer If you answer Y that you want to manually override the Reviewer E amp M based on the presenting problem a list of E amp M codes will appear Select the appropriate code by clicking on the text The third question will not be applicable or available If the second question is answered N the third question becomes available to answer If you answer Y that you want to base the Review E amp M on the MDM the code in the upper right corner of the screen will change If you answer 2015 Technology Solutions Inc Navigation 113 the Second or Third question as Y then a DC Determined Code modifier will load into the audit If you answer the third question N there is no change la Intelicode Enterprise 14020 x86 SQL Server Sample Office EN Elo Management ysn LlserCommecton Office CMS Guidelines Jools Help Peto ff Histor ff Exam Decision EE Finish pestes Visit Information Comparison Vist Date 102072012 Age 82 Tse Provider EAM Vortance Cexiversion Fee Rw Patient 10 167 Face to Face 0 Mn Prolonged Face to Face Mn ETE o 4 v 100 00 eam 5000 000 9215 gt 000 000 Patiort Nomo Bebes Betty o Mn Foce to Fi o Mn EH Foo Schedule Other Sas Exsbished Sex F 9219 v w Total 0 000 3 Do you wart to base the Review EM on the MOM Service Type ee Oher Outpatient intial Viet e
100. ained in it and supersedes all prior discussions agreements and understandings of every kind and nature between them 2 Headings The headings placed before the various paragraphs and subparagraphs of this Agreement are inserted for each of reference only do not constitute a part of this Agreement and shall not be used in any way whatsoever in the construction or interpretation of this Agreement 13 Governing Law This Agreement shall be construed and enforced in accordance with and governed by the laws of the state of Indiana without reference to the choice of laws principles thereof 14 No Third Party Beneficiaries This Agreement is to be 2015 Technology Solutions Inc 36 Intelicode effective only in regard to the rights and obligations of COVERED ENTITY and TSI to one another hereunder It is expressly not the intent of the parties hereto to create any independent rights in any third party or to make any third party beneficiary to this Agreement and no privity of contract shall exist between third parties and each party hereto Copyright 1998 2014 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Getting Started 2 Getting Started Thank you for choosing Intelicode Whether you are new to Intelicode or have used it in the past the following sections will help you get
101. al Care Services uring Fazley Services Mending Provider Visit Date D Domctary Rest Home or Cutodal Care Dormciary Rest Home Home Care Plan Overste vl Monday March 9 2015 D Home Services A t Protonged Services w o Feceto Face Requesting Provider D Case Managemert Services v dura A100 v D Care Plan Oversight Services D Prevertve Medone Serices Payor RVU Place of Service Po iii Frveican Senices s X bel Non Facality Facility Preventive Spit Visit Teaching Physician v Documentaton Interactive Comnplexty incident To 1 The need to manage maladaptive communication for example high reactivity or disagreement among family members Y In 2 Emotions os behavior by the caregiver that impede imolementation of the treatment plan Y a 3 Mandated resorting such as in situation imvolvina abuse or neglect Y 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lock of fluency or underdeveloped verbal skills Y a he gt Fort Microsoft Sane Revised Date Muda Date B Co esos x a 40 Soo 825 Calor m 33 2015 373 2015 2015 Technology Solutions Inc 278 Intelicode Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 1 Menu e File By clicking on File you can Exit InteliCurve e Data Here you can Import and Export
102. ale 757286 Bailey Fred 8 29 1924 Male 847892 Health Joan 12 23 1934 Female 796023 Herritt Tim 2 12 1947 Male INTELICODES Report generated on BY 25 2004 12 97 24 PM by INTELICOOE Copyright 2034 TSL Al Rights Reuerved Confidential Page 1of1 Copyright 1998 2015 Technology Solutions Inc All rights reserved 2015 Technology Solutions Inc 170 Intelicode INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Management 171 6 Management Even though you can add items on the fly in Intelicode you can also enter them before you begin auditing The following sections will instruct you how to enter data prior to using Intelicode while using Intelicode and even when switching from office to office Learn how to use each button shown on the management screens Learn which screens allow you customize certain features in Intelicode 6 1 Patient I Add a Patient a b g Click on the text box just below the Patient ID heading Type in the Patient ID Press the Tab key and type in the Last Name of the patient Press the Tab key and type in the First Name of the patient Enter the patient s Gender by clicking on either Male or Female Enter the patient s Date of Birth D O B by typing in the MM DD YYYY format or you can also enter it by clicking on the drop down arrow on the right side of the text box just benea
103. alue of 0 o NonFacilityPERVU at least value of 0 o MalpracticeRVU at least value of 0 o FacilityTotalRVU at least value of 0 o NonFacilityTotalRVU at least value of 0 o Modifier data can be blank e Optional Columns these columns may or may not be included o None e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o None O 2015 Technology Solutions Inc za Intelicode 7 7 Home Imset Pagelayout Formulas Osta Renew View Team aQond A Cut sla a a pe iwn Tex m j aa Pk PER E Autosum Ar A Re cases Calibri u AN gt S Sy wrap Text General f E E DA 3 F i gn al A ee IS AE EA A ale e E H aia rra aalan P esate Clipboard 3 Font A Alignment i Number Style Cell Editing AL E f FeeScheduleName ad B c D E F 6 H y J K L M N o Lid a FeeScheduleName f Code FacilityFee NonFacilityFee WorkRVU FacilityPERVU NonFacilityPERVU MalpracticeRVU FacilityTotalRvU NonFacilityTotalRVU Modifiers 2 Base Fees 73085 0 0 0 0 0 0 0 0 F 3 Base Fees 57295 o o o o o o o o 4 Base Fees 99308 o o o o o o o o 5 Base Fees 70543 0 0 0 0 0 o o o 6 Base Fees 1999 0 0 0 0 0 0 0 0 7 Base Fees 42830 0 o 0 o 0 o o o E Base Fees 83663 o o o o o o o o 9 Base Fees 82693 0 o 0 o o o o o 10 Base Fees 48556 0 0 0 0 0 0 0 o 11 Base Fees 65920 0 0 0 0 0 o 0 0 12 Base Fees 89343 o o o o o o o o 13 Base Fees 35572 o o o 0 o o o o 14 Base Fees 21142 0 o 0 0 0 0 o 0 15 Ba
104. am 1 Does the presenting problem suppor the level of service Y IM gt Modical Necessity i Provider 2 Do you wart to manually overtde the Reviewer EM based on the presenting problem Provider Miler John 23959 Beiter Modia v Requester Rowdee mx Ox Samo Same os Prondor Auster A BO Provider Procedure Code 2 Mostar Reviewer Procedure Code 7 Mat ae Payor v v Dx Dx Same History borses Eoss 97 Low Compiexty P Fort Microsoft Sans Revised Date Adi Det 7 BO Ga z A Note Macros x a a om 825 Coo m 373 2015 12 28 2012 Legbity Some potions or the entre note includes documentation where legbity i at least questonabie crextvemely A Legbity Some portions or this entre note ncludes documentation where legbity is at least questonabie cretemely A mi General Prrscples of Medcal tation include The medcal record should be complete and fLegbity A General practice or facity Denon Record Documert Agos dario d Togbity a but t mua be legible to someone outside the Do Y Prricoles of Medcal Record Documentation include The medical record should be complete and beable A goed dxfirtion of ogbilty i that must be logbe to someone outside the practico orfsciity Dictation shoud Y e nett for the evaluation and A an entablshed patert which requires at least two of these Pree key componerts an expanded problem focused hatory an expanded problem focused examination and a maken d low compierty Counselin
105. an determine how often you would like the re audit notification to occur Click on the dropdown arrow just to the right of the Re Audit Notification Interval heading to select the number of days or click on the textbox itself and type in the number PEE EE FERF ly coded encounter Points can also be assigned to Note Macros 2015 Technology Solutions Inc Navigation a Intelicode Enterprise 14 0 20 x86 SQL Server Sample Office CEM Ele Management Yiets UseriConnecton Office CMS Guidelines Jools Help Exom Decision End _ es Interactrve Complenitty Y incident To Olive ce Other O toatert New Patert Extabished Patert Dorcilary Rest Home Home Care Plan Oversight E Home Services D Prolonged Services w o Faceto Face D Cate Managemert Services v 1 The need to manage maladaptive communication for example high reactivity or disagreement among family members 2 Emotions or behavior by the caregiver that impede implementation of the treatment olan 3 Mandated reporting such as in situation involving abuse or neglect 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lack of fluency or underdeveloped verbal skills Y Y Y Y y Fort Microsoft Sans Size 825 Color m Y s y x Hz az A Ty Note Macros Revised Date Muda Date 3712 2015 12 28 2012 one Some portions or t
106. an office I After logging in the next screen to come up is the Offices and Departments screen You can also access this screen by selecting an office and then clicking on the Office menu at the top of the screen and then clicking on Create Change Offices Departments Omics CEN Offices and Departments Sample Office Create Office 2 Click Remove Office The office is removed from the Offices and Departments screen The office file is not deleted from your system 2015 Technology Solutions Inc Offices 255 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 8 4 Browse for Office To browse for an office I After logging in the next screen to come up is the Offices and Departments screen You can also access this screen after selecting an office and then clicking on the Office menu at the top of the screen and then clicking on Create Change Offices Departments a Intelicode Enterprise 14 0 2 0 x86 SQL Server Sample Office a __ Qomscthary Rest Home Home Care Plan Oversght Home Services Prolonged Services Feceto Face Prolonged Services w o Facets Face i Pryscan Standby Services v AA Preventive Split Visit Fee Schedule i Teaching Physician 1 is this a Medic wis a 2 15 the non ph a N 3 The services ar Can
107. ar in the table k If you have questions about importing Patients see Importing Patients help page 10 Export to File a If you d like to export your Patient table toa Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 2015 Technology Solutions Inc Management l1 When you are finished with the Patient screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen spre EE o FEPPTERLERTE 4 m an ELE t t t migreer SEN NES FF Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 2 Attending Provider Add a Provider a Click on the text box just below the Provider ID heading b Type in the Provider ID 2015 Technology Solutions Inc 177 178 Intelicode j Press the Tab key and type in the First Name of the provider Press the Tab key and type in the Last Name of the provider Choose the Specialty Sub Specialty of this
108. aring in the lower portion of the Patient History Exam Decision and End screens A Note Macros Management pop up screen will appear 2 Or click on the Management menu at the top of the screen and then click Note Macros 3 Insert Note Macros into a Visit a In the box under the heading Choose the macro s you want to insert into the note field find the Macro Name of the Note Macro that you want to insert into your current visit b Double click on any macro name that you want to insert into the current visit c Or select the macro name by clicking on it then click the arrow that points to the right The name will appear in the box to the right and in your current visit O 2015 Technology Solutions Inc Management 205 d If you change your mind and you wish to remove a Note Macro from the visit double click on the macro name in the box on the right side of the screen Or select the macro name in the box on the right side of the screen by clicking on it and then click the arrow button that points to the left It will be removed from the right box the left box will have to edited manually and from the current visit Patent Anenteg Airese Rrcersing Ruste Lentes Import Froen fdo Pes ree Moore Type kwe O Recommanda Close Export To File Macro Corterts Ferers Penepies of Mosca Recent Documertaten mude The sedea meri should be complete and legible A geod draon of legtity e Da t Fut be l
109. at the end of the Report k 2 Signature Lines This option if enabled will place two 2 Signature Lines at the end of the Report l Work RVUs This option if enabled puts in the total Provider and Reviewer User RVUs into the Report inside the Summary for each Provider m Audit Points This option if enabled puts in the total Points for each Provider into the Report inside the Summary for each Provider n Diffs This option if enabled will place a Diff column in the Report and will also give a total at the end of the Report o Show Attached Documentation Show Attached Documentation This is only on the Audit Summary report O 2015 Technology Solutions Inc 146 Intelicode and will allow all visits with documents attached via InteliNote to show For info about InteliNote see InteliNote 12 Office Information a This section is located on the right side of the screen almost midway down the page b Here you can set various general information i e Office Name Address Phone Number etc about your office c This information will appear in the header of the first page of every report d The information will be as you left it each time you enter the Report Options screen 13 Summary Comments a If you would like to make some summarizing comments that will appear toward the end of your report type your comments in the white box just below the Summary Comments heading b If th
110. ated file and export data to a CSV file e Preferences With Intelicode also comes the introduction of the Preferences screen whereby you can set your default exam type our method code or description by which you will enter diagnosis y P y y g codes and CPT codes and more e Office Tools You can now access tools for repairing importing 2015 Technology Solutions Inc 12 Intelicode and exporting offices departments Enhanced features of INTELICODE Pro and P A T H e Stand alone or network Intelicode runs locally yet allows you to network data If you need to be mobile simply copy the data to your local drive and go e Supports multiple offices i e databases If you have multiple sites departments or clients Intelicode allows you to maintain as many as you wish Now with Intelicode you can even work with multiple offices simultaneously e Copy and Send Data Intelicode allows you to copy and send patients providers diagnosis codes note macros etc from one office to another Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 1 2 What s New in Intelicode Our newest features and enhancements include e New History Screens We have 2 more History Screens that you might see when you do either an IPPE or an Annual Wellness Visit These History Screens will show the
111. atory EREE OIS AIEO and mascot mang d low congiety Counseling and coordeston wth aher providers o ageres are provided consent Li Ghandi pases erde lamty raada the preserting problem s are of low to modente E Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 10 10 1 Additional Products 277 Additional Products Now that you have seen what Intelicode offers find out what other products are available from Intelicode to make your life as a coder easier InteliCurve InteliCurve is an add on product that creates National Bell Curve Reports You can compare your physicians to others within your organization or to CMS National or Specialty data Quickly show your physician where he is over utilizing or under utilizing his work Evaluate InteliCurve for 15 days prior to purchasing The evaluation will begin when InteliCurve is first launched a Intelicode Enterprise 14 0 2 0 x86 SQL Server Sample Office CEN Ele Management iets UserlConnecton Office CMS Quidelines Tools Help a caon ie Pe Po m Inte Note Pending Audits Visit Information Export Office hedire 3 i Qe Office E Hosptial Observation Services Preferences D Mosptal noatert Services Patent Status E Cone tabors O Emergency Deparmert Services New Crtic
112. be corrected with a simple process called Repair 3 This tool is only available and applicable when using the Local Standard database type rather than SQL Server O 2015 Technology Solutions Inc 8 8 a Intelicode Enterprise 14020 x86 Local Sample Office Intelicode 4 To Repair an office click on the Tools menu at the top of the screen 5 Then click the Repair Office menu item The repair should be completed shortly 6 If the Repair does not seem to solve your problem you may call 800 786 423 for technical assistance File Management Visits UserConmecton Office CMS Guidelines Tools Help Exem i Decision End aa AA AS inset Pending Non Faceto face Prvscian Services lt gt Ro Audita Assign Ponts Preventive Spit Visit 7 Teaching Physician interactive Complexty Inadent To 1 The need to manage maladaptive communication for example high reactivity or disagreement among family members y O al 2 Emotions or behavior by the caregiver that impede implementation of the treatment plan Y a 3 Mandated reporting such as in situation involving abuse or neglect Y a 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lack of fluency or underdeveloped verbal skills Y a v z Fort Microsoft Sans Revised Date Adit Date y sevue BE 2 Alla a ox mm NoteMacron m Copyright 1998 2015
113. blty F Genera Prrscpies of Medcal Record Documentation naude The medcal record should be complete and hegbie A good tren of Togb ty ie that t mat be lagbile to someone atado the practice ceticiity Dictation shoud Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 3 6 Step Six Finish Congratulations You have completed your first Intelicode audit Now you need to save your work Upon clicking the Finish button the Save Confirmation screen will appear Here you will select how you wish to handle your information 2 When you select Save the encounter audit will be saved in the database and no reports will be printed at this time 3 When you select Save and Print the encounter audit will be 2015 Technology Solutions Inc Walkthrough saved in the database and a Report Options window will appear from which you can print view or export an Encounter Detail Report If you do not have Microsoft Word installed on your machine the Send To Word Send to PDF and Email Report options are disabled If you do not have Microsoft Excel installed on your machine the Send To Excel option is disabled 4 When you select Clear Visit Screens all data entered for this encounter will be lost and nothing will be printed The user will be returned to a blank Patient screen upon selecting this option This
114. c a l 4 The services re Cancel OK a N v Fort Microsoft Sans Revised Det Adi Det E BO w 3 A Note Macros x z a E Sw 825 Color E 1 10 2015 12 78 2042 Lopblty 1 Some potions or thus ertre note Includes Gocumertation where logbity a at least Questonatie or extremely a Lepbity gt Some potions or the ertre rete naues Gocumertston where lagblty a ot eat Questonable cr extremely A Lepblty F General Pericoles of Medical Record Documertaton neide The medical record should be completo an Lepblty F ri Parecoles of Medical Record Documertaten naude The medical moors be complete an fegbe Agood defintion of legibility is that t must be legible to someone outside the practice or facility Dictaton shoud Y hegtie cd oanaenal estan o meaner do ao ie Dictation shoud Y O la ia O ea i a A er comprehensive history a cf comprehensive exusminaton and medcal decison making that is a low complenty Counseling and or coordination of A O O Condstnd o medar opardi buen Tal es Unually the problems egung admeson to v 2 Click Browse for Office The Pick Office window will appear showing any available offices If the office you are looking for is not showing your Administrator may need to add it 3 To select the office that you wish to add to the Offices and O 2015 Technology Solutions Inc 256 Intelicode Departments screen click on it 4 Then click OK The Pick Office screen will disappear and the office you had sel
115. cations Motrin prn Physical Exam Once you have added an element the Original Document will be in the Audited Document list with the element you selected The Original Document stays there so you can reuse the document without elements at any time a You can remove any document or image from the Original Documents list by clicking the Remove button in the Original Documents sections Restore will allow you to add any Original Document you have removed by clicking on the document or image in the box it brings up and then clicking Ok b The same described above can be done to the Audited Documents at any time as well Remove will remove an Audited Document from the list and Restore will allow you to put an Audited Document back into that list O 2015 Technology Solutions Inc Additional Products 307 12 You can collapse the menu on the left by clicking on the Collapse button under the Documents and Elements buttons This will allow you to see the image or document without the menu compressing the image 13 You can print from the InteliNote by clicking Print and this will only print the image along with any elements selected You can also print an Encounter Detail Report of the visit once you are finished with the visit or audit This will print the visit and the attached image or document along with elements automatically for you Finally you can print an Audit Summary with the image s or document s b
116. ccuracy Report under Standard Reports in the upper left portion of the screen The Provider Accuracy Report is static The only Report Options you can change are the Office Name Address and Phone Number information that appears in the report heading See the Report Options help page for more information on how to format your report When you have the desired format Select a Print Option and click Print 2015 Technology Solutions Inc Reports and Printing 163 sample Office Provider Accuracy Report 260 555 1212 123 Anywhere Lane Calcalatiora banedan E M Services 260 555 1215 Midwest IN 46723 Visit Date Range 03 25 2011 to 08 25 2014 Patient ID Visit Dt Patient RevCode DC TP IT ProwCode Var ProwRVU UserRVU Points Carrington MD Lotta 156 3 13 2012 Singleton Suzie 99213 N 39213 D D D 100 134 11 24 2012 Finestein Fred 39214 N 99213 1 D D s Sais 9 17 2012 Siverton Denise 99195 N 99395 o D D 100 789 10 20 2012 Jumpup Jobewry 99223 N 99223 D D D 100 135 8 2 2012 Swizzle Cincy 99243 N 99244 i D D 5 Total Visits 5 Accurately Coded 3 60 Provider RVUs 0 User RVUs 0 Points 492 500 98 4 INTELICODES Report generated on 23 2014 12 18 25 PM by INTELICODE Copyright 2014 TSL Al Rights Reurved Confidential Page 1 ofi Copyright 1998 2015 Technology Solutions Inc All rights reserved 2015 Technology Solutions Inc 164 Intelicode INTELICODE is a registered trademark of Technolo
117. certain Service Category that was chosen on the Patient screen ii The Service Category filter is located just below the Specialty Sub Specialty filter on the left side of the screen iii To filter by Service Category click on the drop down box and then click on the appropriate Service Category h Service Sub Category i This filter will allow you to display only those visits that have a certain Service Sub Category that was chosen on the Patient screen ii The Service Sub Category filter is located just below the Service Category filter on the left side of the screen To filter by Service Sub Category click on the drop down box and then click on the appropriate Service Sub Category O 2015 Technology Solutions Inc Navigation 123 i Note Macro i This filter will allow you to display only those visits that contain a certain Note Macro within the Notes field ii The Notes Macro filter is located just below the Service Sub Category filter on the left side of the screen To filter by Note Macro click on the drop down box and then click on the appropriate Note Macro iv The Macros available for this filter are those you have previously added to the Note Macros Management screen v When you select a visit the Notes associated with that encounter are displayed in the white box at the bottom of the screen j Reviewer Auditor i This filter will allow you to display only those visits tha
118. cesaluly perdona ADLs Home safety Assessment Aesessmert Estaba Lst of Pronders and Suppers Detection of Cogrtive inparmert Height weight body mass index or waist ciroumference f appropriate and blood Ust of current providers and suppers Assess cognitive function Poo Other routine measurements as deemed appropriate Counseling Establish Wetten Screening Schedule Establish List of Fisk Factors and Conditions Fur sh Personalized Health Advice and Referral lolo alar alo pro Community based Mestyle interrentona Fall prevention screening schedule based on history and Ust of risk factors and conditions for which according to USPSTF and ACIP interverions are recommended ce urere Weight loss Naron or a No health advice or rolerral No risk factors or conditions identified Tobacco use cessation id N loast ono clement required Fort Mcroselt Sans Revised Dato exit Dato B MSS lig os cute a een Y9 2015 12 28 2012 usan Some partons o ths ertre rete raludes Gocumertsten where legbily a a gat orton cr tema uso F Soma pation ce is orere note nedes documentation whee lpbity 3 Mined Qamonibe or any A He Percale of Modea Pacon Oonumertston nto The modest roars hona bo cometa i Persoion of Mec Racord Oonumertsson inchado The mated record shoris be compi te ond Pan Nood Gurwen d Segal 0 Pal ama be pida a ausaone cusde a prose lec baande v ferme Aprica d GE w tt mal Da legal someone aude Pa pra elec Don aad Y Copyright 1998 2015 Techno
119. chnology Solutions Inc 126 Intelicode Date Range By O Audit Dato Visit Date yya B an020ms B 01 04 2013 01 04 2013 09 29 2012 09 1 2013 e a EA canoe 08 30 2012 mm A 10202012 029 2013 Provider Atierdng O Requesting 02 21 2012 0303 2012 AI Providers ick Pere to change 11 29 2012 0102 2013 09 01 2012 0 07 2013 11 15 2012 12 10 2012 11 24 2012 12 10 2012 09 13 2012 12 04 2012 02 21 2013 03 03 2013 02 21 2013 09 0 2013 11 18 2012 110 2012 09 20 2012 01 20 2012 08 20 2012 08 30 2012 08 25 2012 03 0 2013 01 20 2012 01 20 2012 02 16 2012 03 07 2012 04 01 2012 08 17 2012 09 20 2012 01 20 2013 FREDDIE lt Preventive Viets are shown in red Sek Viets are shown in bive Accuretely Coded Under Coded Biled Over Coded Biled Wrong Category WC Procedure Accuracy Diagnosis Accuracy 7 133 4 1905 10 4762 2 952 4 z 30 70 x Financial Eme Under Biled Over Bled Non Complart TP ProwR VU UserRVU Total Ports xs 205 00 s 431 92 0o 0 6 63 234 2 010 2 100 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODES is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 9 Deleted Visits When you delete a visit Intelicode keeps the original in the Deleted Visits table 2 You cannot go back and edit an original once you have deleted it 3 Toaccess the Deleted Visits screen click on the Wisits menu
120. cnsnsneys 301 Part XI Shortcuts 310 Part XII Contact Us 312 1 Corporate Headquarters ci cciiss cy ccecsen tas ceteseccasteceusdecescesasercceseabasenesszecetagess ecesseecsebsesete 312 2 SS AA A decd ta eh ete tees ee Be anaes 312 3 Technical SUPpPOTE iio ia 313 Index 315 O 2015 Technology Solutions Inc e Foreword Foreword Designed by Auditing Experts Intelicode is the most trusted software of its kind 2015 Technology Solutions Inc Introduction 9 1 Introduction INTELICODES Intelligent Coding Software Thank you for choosing INTELICODE We appreciate the fact that you have placed your trust in us Since the early days of our first product in 1998 Intelicode has become and remains the number one software for auditing validating and teaching Evaluation and Management Services EXM If you are new to Intelicode you are in for a pleasant surprise If you have been already using Intelicode you know how valuable this tool is We trust that you will find the many enhancements and new features to be a great benefit to you and your work Intelicode is ideal for auditing or reviewing services for CMS compliance Many are using Intelicode as a coding and auditing tool to monitor and validate charges prior to submission Others find this program to be ideally suited for training purposes Countless professionals rely upon Intelicode for consistency reliability and credibility for their e
121. d in a record being audited is easy Simply select those items that have been documented by clicking on the check box next to the statement or by clicking on the statement itself 2 Select as many elements or statements as are relevant supported by the encounter documentation 3 To unselect an item simply click the check box or statement again O 2015 Technology Solutions Inc 12 Intelicode 4 Asan additional reference when a mouse is positioned over a specific statement the actual corresponding quotation from the Documentation Guidelines will appear in the light blue help box across the bottom of the page 5 Intelicode is keeping track of your selections The level or counts for the Amount Complexity of Data portion of the encounter elements selected will appear in maroon in the upper right part of the screen Intelicode Enterprise 14 0 20 x86 SQL Server Sample Office CEM Edo Management ysis LiseCommecton Office CMS Guidelines Tools Help Potion f Histon ff Exom IESE ens c Diagnosis Management Options AmountComplexity of Data Risk Limited 2 D AenountiComplexity of Data Renew and or order of clinical lab testa CPT codes in the 80000 series Renew and or order of teats in CPT radiology secton nuclear medicine and all imaging except echocardiography and cardiac cath CPT Codes in the 70000 series Review anior order of tosts in CPT medicine section v AL A A I I CPT codes in the 90000 serio
122. d OSL ale Sales and Support staff and all of our customers 4 Intelicode Table of Contents Part ON Part Il O AN Oo FP WO N o Part Ill NO on A WO DND Part IV 1 2 3 4 Foreword 8 Introduction 9 FG AtUle Ss A pda ia 10 Whats New in Inte liCode iii iccccec stcescectecscencstecaites canes cd svensdetdent ito 12 License Agreement ias 13 Getting Started 37 System REQUIEM Seedceeenccuacsedecdcneerievetssedes dhanasteecdaveddcaduseevadanevedcsanssdnecdaveddcouny 37 AA TO 39 Install with SQL Server comio aa 39 PCUV AMO ia 43 LO a e E O TT 44 Greate a New Office 45 LOA AMO a aiii 47 Basic OPS dad bid 49 AMIN SUPA TOM aioe A A dt 51 Need Hel pei ii tia 60 Walkthrough 62 SAP OM A AA 62 Ste Po TW a de 65 Ste PTAC Cree fee save A abe devectetexhevers covedsustsvoheredsvectascsnevurcadzeesus er 67 Step FOUR iii a iaa 70 Step FIVE iii tai 74 SUG PS NON 78 Step SO VOM A a a a ra ea a a A a a E aa Daa a a a Ea aaa a a a aaa Ea Aaaa 80 Navigation 81 Patient Screenin Taaa da 81 History SCre D aaaea ss vecctsseeeceit gereceteadyedshtisretensaseeceutserstoneaseeoctbserssccasserccbtgsriecssadvedcanes 91 Exam reia ii a 96 DECISION cree is aa a aaea Ara aa aaa ar alt aided 99 DELAS 100 AmountiCom plexity Of Data E eree r ae E r ae a ara E e Ea a a aeae Ea ES PA Aaaa anane a aSa raie aai Eae EnS 101 Risk O O 102 Presenting Problems vto ETE AT E EEE ATAT E ARTS Ad 103 Diagnostic Proced esS snee cia 1
123. d and click on Select Grid Columns You will be given a list of fields with a check box by each field Check or uncheck fields accordingly by clicking on the checkbox next to the field name or on the field name itself Click OK when the desired column names are checked Click Cancel to avoid any changes to the columns To change the order in which the columns appear click on 117 ns Intelicode the column heading hold down the mouse button and drag the box to the desired position This order is used for the Audit Summary and Custom Provider Accuracy Report The order is maintained even after exiting the software and returning vii To alter the width of any given column use your mouse to put the cursor on the column heading bar on the line that separates the columns hold down the mouse button and drag the column divider to the desired position viii To reset the columns to the default order and width right click anywhere in the grid and select Reset Grid to Default 4 Totals a Total Visits The total number of visits currently showing in the grid b Accurately Coded The number and percentage of visits currently in the grid that are coded accurately c Under Coded Billed The number and percentage of the Total Visits that are under coded and hence underbilled d Over Coded Billed The number and percentage of the Total Visits that are over coded and hence overbilled e Wrong Category
124. d the Ctrl key to select multiple offices 2015 Technology Solutions Inc Date Range By 6 Pat Visa Or Pot Ot O Adit Date Visit Date 02 6 2012 0307 2012 Py 201 Gr y 92005 Ge own Jozo 08 20 2012 08 30 2012 Saus Ver Bed ERM lnem 10 19 2012 MO az I M 12 28 2012 hizan Provider Attending O Requesting 08 25 2012 03 03 2013 Al Providers ick here to change 1 12 06 2012 01 02 2013 lonza 0307701 Service Type Jonom 02nor20r2 02 10 2012 02 10 2012 am 12 10 2012 09 01 2012 03 03 2013 ovom 10 19 2012 12 10 2012 01 02 2013 02 0 2012 02 10 2012 onma 030a20m 10 01 2012 01 02 2013 12 1875 22 438 12 1875 16 375 82 6341 Under Bied Over Blod Non Complart TP ProRVU UserRVU Total Ports 370 80 1 010 46 0 o 5 577 5 982 6 400 Diagnosis Variation k The documentation for this ocflects a dagnosis coding variation from wos lated on the HCFA 1500 or superba Diegnoss Varisten A Diagnoss coding errors may ars processes delays ce dermis 33 wol as entry by qualfied rividis 10 ensure Coding accuracy and compliance Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 8 7 Repair Offices From time to time a database can get corrupted in one way or another 2 Often times this problem can
125. e elements in Intelicode e Boxes cannot overlap each other in any way You can resize by moving your mouse to either the top left or the bottom right corners to find the arrow cursor which will allow you to resize it You can also move it by not having the cursor in one of those corners to where it looks like 4 arrows pointing in different directions Hold down the mouse button after you click on the box and then move and let go of the button when the box is where you want it e You can also change or remove a box at any time To change select the element you want to change the box s element to and then right click on the box and then click Change to the select element To remove right click on the box you no longer want to have and then click Remove This will not only remove it from the image or document but also Intelicode as well e If you are using this in Audit Prep and wish to go back to the Audit Prep screen after you finish with the image or document you attached just close out of the InteliNote window 2015 Technology Solutions Inc Additional Products 299 a InteliNote e Ele Management a a Visit Date Attending Provider Patient 1D First Name Last Name Gender Date Of Birth 8 25 2044 D v Malo Female Type to wt D 4 History of Prosert lines HP o D Review of Sytems ROS D Pont Family and Social PFSH Past m Sample Office Audit Summary Rey r se a ae aon pin oer e 123 Anywhere Lane
126. e Office To rename an office After logging in the next screen to come up is the Offices and Departments screen You can also access this screen after selecting an office and then clicking on the Office menu at the top of the screen and then clicking on Create Change Offices Departments You must have Administrator privileges to rename an office If you do not have this privilege the Rename Office button will have gray text If this is the case you will have to either be reassigned as an Administrator or you will have to have an Administrator create the office To learn more about managing offices permissions and users see the Administration help page 2015 Technology Solutions Inc 3 Click Rename Office The Office Management screen will come up 4 Edit the Office Name and any other necessary information that needs to be changed and click OK The Office Management screen disappears 1260 555 1212 Fax Number 1260 555 1215 RVU Place of Service 8 Non Facility Facility 5 To begin use office click the office name on the Offices and O 2015 Technology Solutions Inc 254 Intelicode Departments screen and click OK Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 8 3 Remove Office To remove
127. e Office CEN Eje Qoto Seal Import Utilizaton Billed Frequencies Uat Crteria D Export UbizatonBlled Frequences Service Subservice Types Provider D Office or Other Oxtpatiort A Welmore MD Marcus 41 v Hosptal Observation Services S k 5 Hosptali Inpatient Services poe Observation or Inpatient Hosptal Care oniy Precio a Consutations t Emergency Depatmert Services Creal Caro Services 201 v D Nursing Focity Services Domiciliary Rest Home or Custodial Care Oste Searing Domicilary Rest Home Home Care Plan Oversight 2 v Mortis Home Services Marcus Welmore Welmore MO Marcus 21 Farthington Farthington MO Lawrence 26523 Lotta Camington Carington MD Lotta 23 10 If you want to start over at any time click Clear Data New List which will clear the Frequencies Percentages the Provider and Provider Specialty automatically a NOTE Don t do this without clicking Save prior or you will have to reselect all information 1 Once you done with your list click on the Billed Frequency Specialty dropdown This is the specialty that you can select to compare against the National Data and or the specialty within the National Data This Specialty can also be the same or different from the specialty assigned to the Provider 2015 Technology Solutions Inc 292 Intelicode ai InteliCurve SQL Server Sample Office CEN File Data Search Criteria List Criteria D Search Codes Search Servic
128. e Office tsidb Cancel OK iii If you are setting up a SQL Server connection click the dropdown arrow and choose SQL Server iv Fill in the Server Address Port Username and Password as appropriate Connection Settings Bi SQL Server v Server Address Port if blank 1433 is assumed localhost Authentication Office Database Name Windows C SQL Server Office Usemame Provided Database Name Provided Password Generate SQL Script Cancel v Click OK when you are finished b Save Connection Settings only available when using SQL Server 2015 Technology Solutions Inc s Intelicode iv Click on the File menu and choose Save Connection Settings Browse to the location that you want to save the Intelicode Connection File tsicn iii Type in a file name Click Save to save the file c Load Connection Settings Click on the File menu and choose Load Connection Settings ii Browse to the location that has the Intelicode Connection File tsicn that you are looking for Select the file with a tsicn extension and click Open 4 Manage Offices a Create Office Click the Create Office button on the Manage Offices tab The Office Management screen comes up Fill in the appropriate information Click OK when finished b Load Office Click the Load Office button on the Manage Offices tab Browse to the location that has the Intelicode Office
129. e Subeervice Types Provider 4 Office or Other Outpatient a Welmore MD Marcus 51 v Hospital Observation Services B a Hospital rpatert Services P _ Oreeson of patent Hospital Core emily Practice Consukatons Deto Yer Emergency Depatmert Services 1 Citical Care Services 2014 NA 2 Nursing Focity Services Domciary Rest Home o Custodial Care Domiciliary Rest HomeHome Care Plan Oversight D Home Services S Drdannand Comm min Kann ta Enna 12 Now that our list is complete click Save Now you would just name it in a way that is identifiable Click Ok when satisfied with the name you have given it a Click Cancel if you don t want to Save or Name the List at that time 13 If you wish to open a Billed Frequency List you can either double left click the List or single left click the list then click Load Edit Either way will load the list back in with all info you saved it with You can edit it at any time just remember to click Save again to save any changes 14 If you wish to exit InteliCurve click the Exit button or File in the Menu above then Exit 15 To view the reports you can produce from InteliCurve click Reports O 2015 Technology Solutions Inc Additional Products 293 16 Once you click Reports you will be taken to the InteliCurve Report Options 7 First thing you want to do is Select Data Year to load in the Lists you created into the Available Lists for Report 18 Next y
130. e Surgery with idertified Risk Factors Prescnpton Drug Management IV Fhads with Addtwes Electve Major Surgery Open Percutaneous or Endoscope with No identified Risk Factors Therapeute Nuclear Closed Treatment of Fracture ce Dislocation without Manipulaton Emarenty Ware Sener Oran Pare iana a ra FeAnacnrer lt Fort Microsoft Sans Revised Dat Adi Dat v BO Cd Note Macros le e x u ma ja Sze 825 Color m 2 10 2015 12 28 2012 1 Some potons cr ths entre note inckudes documertaton where legbity s at least questonable or extremely A l Some portonss o this entre note includes documentation where legbity is at least questonable or extremely A y F General Prricoles of Medcal Record Documentation include The medical record should be complete and R General Prrecpies of Medcal Record Documentation include The medical record shoud be complete and legble A good definition of Tegbity a that t must be legble to someone outside the practice or facility Dictation shoud Y legble A good dirion of lagbilty is hat t mat be legible to someone cutede the practice orfieciity Dictation should Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Navigation 4 5 End Screen The End screen displays a summary of the information that you have entered up to this
131. e Tab key or the Enter key d The Tab key will allow you to move horizontally through a record editing as you go if you wish e The Enter key will allow you to move vertically through a field editing as you go if you wish f Save your changes by clicking on the Save button 7 Print a Report See the Management Reports help page for instructions on how to print a report 8 Send to Another Office a Select the Fee Schedule that you want to be sent copied to another office s b Click the Send to Another Office button The Pick Office s pop up window will appear O 2015 Technology Solutions Inc 200 Intelicode c Select the office s that you would like to send this Fee Schedule to d Click OK to send the record s The Fee Schedule remains in this office and is now also copied to the Fee Schedule list in the other office s selected e If there is a Fee Schedule Name from the selected office s that is the same as a Fee Schedule Name from the data you are sending you will be asked if you want to overwrite V The All option will tell Intelicode to overwrite any and all fee schedules from this point forward in this process in the selected office s that have a Fee Schedule Name that matches a Fee Schedule Name in the data you are sending The None option will tell Intelicode to not overwrite any fee schedules for this particular copy from this point forward in this process
132. e and disclose PHI but only in connection with the performance of the particular functions activities or services set forth in the Underlying Agreement or as otherwise required by COVERED ENTITY in writing from time to time TSI may use and disclose PHI for the proper management and administration of TSI or to carry out the legal responsibilities of TSI provided 1 the disclosure is required by law or 2 TSI obtains reasonable assurances in writing from the person to whom the information is disclosed that it will be held confidential and used or further disclosed only as Required by Law or for the purpose for which it was disclosed to the person and the person will immediately notify the TSI of any instances of which it is aware in which the Privacy or Security of the PHI has been violated 4 TSI Obligations a Compliance Safeguards TSI shall comply with the HITECH Act amendments to the Regulations on or before the compliance dates established therein TSI will implement and document appropriate Administrative Technical and Physical Safeguards in order to preserve the Confidentiality Integrity and Availability of PHI and to prevent any unauthorized access use or disclosure of PHI or other successful Security Incident or other Breach involving said PHI hereinafter collectively referred to as Incident and make all such documentation available to COVERED ENTITY for review upon request b Reporting TSI will report
133. e assessment should be clearly documented for each encounter Since each note must stand alone it is imperative to accurately document the most specific diagnosis in the assessment impression section of the note Documented Lower Level I The documentation substantiates a lower level of service than charged Summary Comments Total visits Accurately Coded Under Coded Billed Over Coded Billed Wrong Category WC Financial Error 5 3 50 1 20 1 20 o 0 17 33 375 00 30 00 35 00 Combined number of Accurately Under Over and WC can exceed number of Total Visits WC may also be counted as Under or Over Coded INTELICODES ppan ear on vatana avon m waman copar o miam arras rosa Confidential Page 1of1 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 4 Issues and Recommendations Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs 2015 Technology Solutions Inc 152 Intelicode 3 Click the Reports button located in the lower left portion of the screen The Report Options screen pops up 4 If the format for y
134. e associated with this Macro click on the text box just to the right of the Macro Point Value heading Type in the point value Save the new Note Macro by clicking on the Save button 5 Delete Note Macros a b Select the Note Macro you wish to delete by clicking on the Macro Name in the box in the lower left portion of the screen Click the Delete button Your Note Macro will be deleted 6 Edit a Note Macro a Select the Note Macro you wish to edit by clicking on the Macro Name in the box in the lower left portion of the screen To change the data click on the text box corresponding to the field that needs to be changed then change the text as appropriate If you wish to change the Macro Type click on the circle 2015 Technology Solutions Inc Management next to the text Issue Recommendation or Other or click on the text itself d Save your changes by clicking on the Save button 7 Print a Report See the Management Reports help page for instructions on how to print a report 8 Search Next click on that long text box and begin typing your search Intelicode begins selecting records as you type 9 Send to Another Office a Select the Note Macro that you want to be sent copied to another office s b Click the Send to Another Office button The Pick Office s pop up window will appear c Select the office s that you would like to send this record s to
135. e is launched it will check if any updates are available If it finds an update it will prompt you to download the latest version You can also manually Check For Updates by clicking on the Help menu at the top of the screen and then clicking the Check For Updates option 2015 Technology Solutions Inc 268 Intelicode The Update Summary section will contain information pertaining to the latest update 2 To view the details of changes in Intelicode click the View Full Change Log link directly under the Update Summary section 3 To download the latest version of Intelicode click on the Yes button This will open your default web browser and navigate to the update page It will also close the update notification screen and continue to load Intelicode 4 Follow all instructions on the update page to download and install the current update 5 Clicking Close button will close the update notification screen and continue to load Intelicode 6 If you choose not to update each time Intelicode is launched you will see the update notification screen until the latest version is installed 7 If you no longer want to be automatically notified when updates are available either check the Do not notify me again checkbox or change the setting in the Preferences screen Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Righ
136. e lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it 2015 Technology Solutions Inc 216 Intelicode appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Modifiers see Importing Modifiers help page 9 Export to File a If you d like to export your Modifier table toa Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window
137. e to 2015 Technology Solutions Inc 234 Intelicode the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Payors see Importing Payors help page 9 Export to File a If you d like to export your Payor table toa Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 10 When you are finished with the Payor screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen 2015 Technology Solutions Inc Management 235 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 236 Intelicode 7 7 1 Importing Requirements With Intelicode you can import data with just a few clicks The listed sections will walk you through each screen that allows you to import data with detailed instructions on how to do so Learn w
138. east Subservice Type as well Click the symbol to expand and see the Subservice s If the Subservice s has a symbol keep clicking to expand If you want to collapse the Service Type so it does not show the Subservice s click the minus symbol to collapse it Simply click on the Service or Subservice Type to assign it to your visit Note If Consultations is selected for the Service Type the Consult Verification questions must be answered and the requirements met to continue with the audit unless otherwise set in the Preferences Screen Once the required information is entered the navigation 2015 Technology Solutions Inc Getting Started 51 buttons Patient History Exam Decision End will become active Note The Visit Date and User will remain the same from encounter to encounter until you change them or exit the program Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 9 Administration Access the administrative tools by clicking on Options from the Login screen that comes up when you launch the program or from the Tools menu once you have logged into an office The Login screen can also be accessed from within the program by clicking on the Change User Connection option on the User Connection menu at the top of the screen when completely logged into Intelicode T
139. ected will be added to the Offices and Departments screen Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 8 5 Multiple Offices There are many reasons for creating and maintaining multiple offices in Intelicode We need to look at our Intelicode date in much the same way as we would a file cabinet Good filing practices make finding and managing information easier You might create one Office for each for each clinic site department or by client You might wish to create a new Office for each year quarter or month depending upon the amount of data You have a great deal of flexibility See the points below for more tips on using multiple offices I Multiple Offices in Visit Summaries a Notice first the lower left portion of the screen There is a white box beneath the heading that says Select Office Department s to Query The office that is selected is the office that is being used to display the data in the grid on the right side of the screen b To display data from multiple offices hold down Ctrl key and select other offices You can also hold down the Shift key and click to select a group of offices at one time 2015 Technology Solutions Inc Offices 257 c The data showing in the grid is a combination of the two offices You can sort and filter this data just as if it were all in one
140. ed Date Audit Date Sze 825 Color m 31 10 2015 12 28 2012 Legb ty M Some porora o the entre note naudes Gocumertaten where lepblly a af least quetonadie o extremely A Lepblly Some ponora ce ths entre note Naudes Gocumentaticn where lezbily s af least Questionable o eterey A pose poor Legblty F General Prricpies of Medcal Record Documentation include The medical record should be complete and Legblty A General Prrscpies of Medcal Record Documentation include The medical record should be complete and heghle A good definition of legbity a that must be legible to someone curado the practice or facilty Dictation shod Y jogbie A good dirion of egbley ia that t mat be lage to someone outside the practice or faciity Dictation shoud Y 3 Risk a This tab is further divided into three sections representing the three columns of the Risk table Presenting Problem Diagnostic Procedure s Ordered and Management Option s Selected b Each section lists the elements as they appear on the Risk table from the Documentation Guidelines both 1995 and 1997 Also included are any risk elements that were added to the Risk Elements tab on the Management screen c To select elements from each section simply click on the risk statement itself The text for the selected elements will turn maroon d To unselect any element simply click on it again and it will return to a black text 2015 Technology Soluti
141. ed to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Residents see Importing Residents help page 10 Export to File a If you d like to export your Resident table toa Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 2015 Technology Solutions Inc Management 197 l1 When you are finished with the Resident screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 5 Fee Schedule l Add a New Fee Schedule a Click on the New button b Type in a name for the new Fee Schedule 2015 Technology Solutions Inc 198 Intelicode C Click OK 2 Choose Category a To only view Fee Schedule records for a certain category of CPT codes click on
142. ejudiced as to the legal requirement pursuant to which it believes the PHI must be released If COVERED ENTITY objects to the release of such PHI TSI will allow COVERED ENTITY to 2015 Technology Solutions Inc 32 Intelicode exercise any legal rights or remedies which either COVERED ENTITY or TSI might have with respect to the release of the PHI and TSI agrees to provide such assistance to COVERED ENTITY at COVERED ENTITY s expense as COVERED ENTITY may reasonably request in connection therewith k Return or Destruction of the PHI Upon the termination of the business relationship between COVERED ENTITY and TSI TSI will return to COVERED ENTITY or at COVERED ENTITY s direction destroy all PHI received from COVERED ENTITY that TSI maintains in any form recorded on any medium or stored in any storage system TSI will complete such return or destruction as promptly as possible but not later than 30 days after the effective date of the termination cancellation expiration or other conclusion of the business relationship TSI will identify any recorded PHI in TSI S possession that TSI created on behalf of COVERED ENTITY or received in its role as TSI that cannot feasibly be returned or destroyed to COVERED ENTITY and will limit its further use of that PHI to those purposes that make return or destruction of that PHI infeasible Within such 30 days TSI will certify on oath in writing to COVERED ENTITY that such return
143. elect the office s from which you wish to copy all of its records from its corresponding table iii Click OK The records from the office s you selected are now a part of the corresponding table in the current office iv If there is a record from the selected office s that has the same ID as a record from your current table you will be asked if you want to overwrite The All option will tell Intelicode to overwrite any and all records that have an ID that matches the ID in the current table The None option will tell Intelicode to not overwrite any records for this particular copy The Yes option will tell Intelicode to overwrite this one particular record and only this one The No option will tell Intelicode to not overwrite this one particular record If there are any more duplicate records you will asked the question again pertaining to each of the other records so long as you click No The Cancel option will stop the entire Copy process O 2015 Technology Solutions Inc 260 Intelicode 2 Sending Visits from Visit Summaries a Select the visit s you wish to send b When you have the visit s selected right click anywhere in the grid and click Send Visit s to Another Office The Pick Office s window appears c Choose the office s that you want to send the visits to by clicking on the office name d Duplicate visits will be ignored e Use the Shift key an
144. ement Reports help pages for details on how to get the most out of Intelicode s reporting capabilities Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Navigation er 4 Navigation Learn how to navigate through Intelicode Find out what the wording on each screen means how to enter data into each field and great tips on how to optimize each screen Click on the section that you would like more information on 4 1 Patient Screen This page describes the various elements of the Patient Screen Patient ID This field is required to generate an audit The Patient ID can be the patient s medical record number or any other unique number letter symbol or any combination by which the auditor could identify the encounter being audited 2 First Last Name Patient names are optional fields and are not required to generate an audit 3 D O B a This field is only required to generate an audit if the services are those that are dependent upon the age of the patient e g preventive services b You can select the Date of Birth from a calendar by clicking on the arrow on the right side of the text box or you can type it in 4 Patient Status a This is the status of the patient during the encounter being audited O 2015 Technology Solutions Inc
145. en under this Agreement shall be in writing and shall be personally delivered or sent by facsimile or by certified or registered overnight mail first class postage prepaid return receipt requested or by prepaid overnight delivery service such that proof of delivery will be obtained and shall be addressed as set forth below or to such other address as may be specified in a prior written notice to the other party Such notice shall be deemed to be given on the date it is hand delivered faxed or deposited in the overnight mail as stated above A notice shall be deemed to have been given personally to a party if it is handed to the representative of the party to whom the notice must be addressed or if left at his or her office located at the street address to which a 2015 Technology Solutions Inc Introduction 35 notice would be mailed 9 Amendment This Agreement may not be changed modified or amended except by a written agreement executed on behalf of each of the parties 10 No Waiver No waiver of one or more of the provisions of this Agreement or the failure to enforce any provision of this Agreement by either party shall be construed as a waiver of any subsequent breach of this Agreement nor a waiver of the right at any time thereafter to require strict compliance with all of its terms Entire Agreement This Agreement sets forth the entire agreement and understanding between the parties as to the matters cont
146. en hold down the Shift key and select the last record in the range c To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Specialties a Select the Specialties record s you wish to delete b Click the Delete button 4 Edit a Specialty a Select the Specialty record you wish to edit by clicking anywhere on the Specialty s row in the table b To change the data click on the text box corresponding to the field that needs to be changed then change the text as appropriate c Save your changes by clicking on the Save button 5 Print a Report See the Management Reports help page for instructions on how to print a report O 2015 Technology Solutions Inc Management 219 6 Search Next click on that long text box and begin typing your search Intelicode begins selecting records as you type 7 Send to Another Office a Select the Specialty record s that you want to be sent copied to the Specialty table in another office s b Click the Send to Another Office button The Pick Office s pop up window will appear c Select the office s that you would like to send this record s to d Click OK to send the record s The Specialties remain in this office and are now copied to the Specialty table in the other office s selected e If there i
147. ent Name is where you would change the name if you wish to Simply click in the Document Name box and retype the name then click Save The Page Of allows you to flip pages of a multiple page document if you insert one This will show what page you are on and how many total there are 2015 Technology Solutions Inc Additional Products 297 e Original Documents o Browse Restore allows you to find an image or document you removed from the Original Document list o To remove an image or document from the Original Document click the one you wish to remove and then click Remove o Anything you have put into the InteliNote via Browse at the top will show in the Original Document box e Audited Documents o Browse Restore allows you to find an image or document you removed from the Audited Document list o To remove an image or document from the Audited Document click the one you wish to remove and then click Remove o Any image or document you have added elements to will be here in the Audit Documents box a InteliNote CEM File Management Visit Date Attending Provider Patient 107 First Name Last Name Gender Date Of Birth 8 25 2014 O v Malo Female Type to set A Browse Save Print Document Name Page 1 of 1 Sample Office Audit Summary Rej Pda Summary lt gt 123 Anywhere Lane Cabanon teton UM Sane 7 Midwest IN 46723 a All Providers Vis Restore Remove Patient I0 Vist Dt Stat Service Category Sub Category
148. ent Reports help page for instructions on how to print a report 6 Search a b Choose the field that you would like to search on by clicking on the preferred field name just above the long text box next to the Search heading Next click on that long text box and begin typing your search Intelicode begins selecting records as you type 7 Send to Another Office a Select the patient record s that you want to be sent copied to the Patient table in another office s Click the Send to Another Office button The Pick Office s pop up window will appear Select the office s that you would like to send this record s to Click OK to send the record s The patients remain in this office and are now copied to the Patient table in the other office s selected If there is a Patient ID from the current office that is the same as a Patient ID from one of the selected office s you will be asked if you want to overwrite i The Always option will tell Intelicode to overwrite any and all Patient records from this point forward in this process 2015 Technology Solutions Inc 173 174 Intelicode that have a Patient ID that matches a Patient ID in the current Patient table ii The None option will tell Intelicode to not overwrite any Patient records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this
149. ent direction This tells you that you can move the box c To resize the box move your mouse to the lower right corner to get cursor that has two arrows pointing away from each other This will allow you to resize it to the right and down You can move your mouse to the top left corner to resize it to the left and up O 2015 Technology Solutions Inc 306 Intelicode ai InteliNote l CEM File Management Visit Date Attending Provider Patient 107 First Name Last Name Gender Date Of Birth 8 28 2014 v 167 Betty Boboo Malo Female 07 27 1952 Haor a o SAMPLE CASE 1 f 4 History of Prosert lines HP o D Rewiew of Systems ROS C D Pan Fi Social PFSH P 4 Pos pars ond Sodai PSH Fe A Date 02 16 04 R D Post Fomdy and Social PFS So n dp Chief a End of Ue Pr int H date erica abiat EN Complaint Coughing fever 4 Education Counseling and Referal Aros dt MANOS HPI Ptisa6y o female here for a sick visit Pt has had nasal Aanand iad days getting worse T 102 yesterday T 100 6 on the d 2 Personalized Heath Advice AWV Motrin helps Slight cough Sneezing persists ear a pe MAS Rates Ema 7 Still eating amp drinking Pt c o dry throat Pt vomited on dy Conateutonst diarrhea Some ill contacts at school Sib here last wee Mom concerned Pt may be developing strep AMARA Allergies NKDA Chronic Problems T2 Ain past Seasonal allergies rm Asthma mild intermit Current Medi
150. ents from a Microsoft Excel Spreadsheet xsl xsIx or from a Comma Separated File Click on the Import From File button The Open window will pop up Browse to the location of the file you wish to import Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import Next select the file by clicking on it Click the Open button to import the file You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table 2015 Technology Solutions Inc 227 228 Intelicode fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Risk Elements see Importing Risk Elements help page 9 Export to File a If you d like to export your Risk Element table toa Com
151. er who sent the patient to the attending provider the requester of service for the encounter being audited b Requesting Providers can be added all at one time on the Requesting Providers screen or they can be added as needed by clicking on the text box for the Requesting Provider field c Next click on the New Requesting Provider option The Requesting Providers screen will appear d You may also access the Requesting Providers screen by clicking on the Management menu at the very top of your screen and then selecting Requesting Provider 9 Reviewer a A Reviewer is required for each visit The Reviewer is the individual performing the audit b Each individual performing audits should be assigned an individual User ID to maintain the most accurate audit data In a new visit the current reviewer is the Reviewer by default c If you wish to change the Reviewer click on the text box for the Reviewer field and select the appropriate Reviewer 2015 Technology Solutions Inc ss Intelicode 10 Payor a The Payor is the entity responsible for payment b To choose a payor click on the text box for the Payor field and select the appropriate payor c If the payor that you are looking for is not on the list you will need to add the payor to the Payor table You can do this by clicking on the text box for the Payor field and selecting New Payor The Payors screen will appear where you can add a new payo
152. ere are comments that you would like to show repeatedly on a report you save a report layout by clicking on the Save Report Layout button in the Print Options section below The comments that are in the box at the time you saved the report layout will appear every time you use that report layout 14 Print Options a The Print Options section is at the bottom of the Report Options page This is the same selection tool as the Print 2015 Technology Solutions Inc Reports and Printing Options window that comes up when running reports from other screens b Select a Print Option i Select a Print Option by clicking on the circle next to the option you prefer or you can click on the text itself Only one option can be active at a time li If you do not have Microsoft Word installed on your machine the Send To Word Send to PDF and Email Report options are disabled and cannot be used The same is true for the Send To Excel option if you do not have Microsoft Excel installed on your machine iii When the Preview in Word option is selected and the Print button is clicked the application associated to open a docx file will start and open your report Once open you can edit print save from your application if available At any time you can return to the Report Options screen Preview in Word is the default setting iv When the Quick Print option is selected and the Print button is clicked a single copy of the re
153. erved 12 2 Sales Contact us for information about the latest products and 2015 Technology Solutions Inc services Telephone 800 786 4231 FAX 260 837 9090 Web Address http intelicode com products Email sales uintelicode com Office Hours Monday to Friday 9am to 5pm Eastern Time Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 12 3 Technical Support Your subscription includes toll free support on our product during office hours You may contact us via telephone email or web Please have the following information available to help us to better serve your needs Determine your operating system version 2 Find the version of Intelicode by clicking on the Help menu at the top of the screen Then click on the About Intelicode option Having these pieces of information available will help our support team to better diagnose any problem that you may be experiencing Telephone 800 786 423 1 FAX 260 837 9090 Web Address http intelicode com support 2015 Technology Solutions Inc aa Intelicode Email support intelicode com Monday to Friday Office Hours 9am to 5pm Fastern Time Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solu
154. es to the Software Application within a reasonable period of time to address such changes in the CMS AMA guidelines 3 Use on a PC Licensee may install the single registered copy on one hard disk or other storage device for one computer and Licensee may access and use the Software Application at that location so long as only one copy of the Software Application is in operation If you are a private business rather than an individual you may authorize the 2015 Technology Solutions Inc 16 Intelicode personnel associated with your business to use the Software Application but only one person at a time on one computer ata time The primary user of the computer on which the Software Application is installed may make a second copy for his or her exclusive use on a backup or portable computer so long as each registered copy of the Software Application is used on only one computer at a time 4 Use on a Network Licensee may store install and access the registered version of the Software Application through an internal network provided that Licensee must obtain and pay for a license for each workstation that will access the Software Application through the network For example if 5 different workstations will access the Software Application on the network each workstation must have its own paid up license regardless of whether the workstations use the Software Application at different times or concurrently 5 License Excl
155. f respiratory aot Respiratory Percussion of chest Kar Nose and Thecat Exam ON F oe Respiratory P ptaton d chest yo tuner Y Ordono Respiratory Amadtation of lungs hee Breen Cardovasader Palpaton of host Genitourinary Exam 97 Gostortesns Aodoeer Cardiovascular Auscatation of heart with notation of abnormal sou l atamay F Cardovascuar Examination d card aretes Memati Aymph Ammun Enan 97 Lhee Grdo mady Garinston d dora 393 O Muscidoskeletal Cromada Examination of femoral ateses PAIS ME Cordova Examination of pedal putes steerctegioal faan 27 J Nevecloge Cardovescusr Examination of extremos for edema and or wancosties ee Pcie Skin Inspection of skin and subculancous tissue Peyeriawie Exam 97 Skin Palpation of shan and subctancous tissue Respiratory Exam 97 Shin Exam OF Dody Arest Organ Systems 5 General Body Areas 98 General Organ Systems 95 NO p Font Microsoft Sans Revised Date Adi Date 8 7 a z Note Macros y u a Aa 25 Coo m 2 10 2015 12 28 2012 Ad Some portons or the entre note incisdes documentation where lepbity a at least questonable or extremely a flesbaey Some pomora or ths entre note includes documentation where legbity is at least questonabie or extremely A logie Po General Pericles of Medcal Record Documentaton include The medical record should be complete and P General Prrscples of Medcal Record Documentation include The medical record should be co
156. feature allows the user to audit an encounter for practice or for whatever other reason without saving the information to the database Note This is only applicable when the visit was not created before if the visit was created before and no changes were made nothing will be lost If changes were made please Save 5 When you select Cancel the Save Confirmation window disappears and the user is returned to the End screen with all the data that was entered intact Keep in mind that at this point your data for this encounter has not yet been saved If you should exit out of the program at this point your data for this encounter will be lost Be sure to save your data before exiting the program If you do attempt to exit without saving the visit Intelicode will prompt you with an opportunity to save the visit before exiting O 2015 Technology Solutions Inc so Intelicode Save Confirmation E Save and Print Clear Visit Screens Cancel Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 3 7 Step Seven Generating and Printing Reports Generating reports could arguably be the most valuable feature of Intelicode Step Six showed you how you can print an Encounter Detail Report at the end of the audit Intelicode does so much more in the way of reporting See the Report Options or Manag
157. fices and Departments screen and click OK Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 7 Load an Office To load an Intelicode 8 x office file into a newer version of Intelicode From the Login screen click on the Options menu 2 From the Options menu select Administrator Panel 3 Enter the Administrator Password The Intelicode Administrator Panel will appear 2015 Technology Solutions Inc as Intelicode 4 Click the Load Office button 5 Browse to the location of the Intelicode 8 x office file that you would like to import 6 Select the file and click Open 7 Click Yes This process may potentially take several minutes 8 Your imported office should now appear in the list of office names Copyright 1998 2015 Technology Solutions Inc All rights reserved 2015 Technology Solutions Inc Getting Started INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 8 Basic Steps The following simple steps will outline the overall flow as well as the necessary information to perform an audit using Intelicode Below we will define the minimal information required to start the process Patient ID This is the medical record number or whatever set of numbers characters ect that is used to identify the patien
158. g and coordination of care wth other providers or agencies are provided content wth the nature of the pretiemis and the patert s and or family s reeds a e pp 7 Notes a For instructions on how to use the Notes section which is available from many screens or how to manage the Note Macros see the Note Macros help page Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 6 Retrieve Saved Reports Intelicode gives the user the ability to save reports in different formats i e Word Excel PDF 2015 Technology Solutions Inc ma Intelicode I You can access your saved reports by going to the File menu located in the upper left corner of the screen and then select Retrieve Saved Reports la Intelicode Enterprise 140 20 x86 SQL Server Sample Office EZ E MED z Domcilary Rest Home Home Care Plan Overnght Home Services D Prolonged Services Facero face Protonged Services w o FacetoFace Prwyecsan Standby Services y Preventive Spit View Teaching Physician 1 Is this a Medicare patient or payer that follows Medicare rules 3 The services are rendered in the office setting 2 Is the noe physician practitioner billing the service in the physician s name and number a 4 The services rendered are for an established patent w
159. ghts reserved INTELICODES is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 10 CMS Guidelines To access the CMS Documentation Guidelines for either 1995 or 1997 click on the CMS Guidelines menu at the top of the screen and select which documentation guidelines you wish to look at O 2015 Technology Solutions Inc Navigation 129 Managomert Veis UsertConnecton Office CMS Gudoimes Histon ea decision Es 1 The need to manage maladaptive communication for example high reactivity of disagreement among family members 2 Emotions or behavior by the caregiver that impede implementation of the treatment plan 3 Mandated reporting such as in situation involving abuse or neglect 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lack of fluency or underdeveloped verbal skills Ea una Ba 4 st cara m Note Macros A new window will pop up in which you can view and print the various sections of the document guidelines 2015 Technology Solutions Inc 130 Intelicode E HCFA 1997 Documentation Guidelines i E E e gt E Hide Back Forward Print amd E 1997 DOCUMENTATION GUIDELINES a Welcome Table of Contents Forward E Introduction General Principals of Documentation Documentation of E amp M Services E Y Documentation of History E oran da INTELICOD Intelligent Coding
160. gy Solutions Inc 92 Intelicode on the box or on the text itself A small popup will appear in the middle of the screen b In the text box type in an explanation of the reason that the History was unobtainable c Select the appropriate History Level by clicking on the appropriate text or the circle to the left of the text Only one of these can be selected Intelicode Enterprise 14 0 20 x86 SQL Server Sample Office CEN Elo Management Yiets LiseriCommecton Qiice CMS Guidelimes Tools Help Paver Co Co Pe History Of Present llinoss HPI Extended Past Family And Social History PFSH D Owel Complaint PAST v No of Chwonic Diseases Status Documerted Current Medications Operations and Hospitalizations Y Location Y Timing Prior Binesses Wyuries Merges aay Aopropeate Immune zations Reason for unobtainable History Y Severity Y Modibying Fact Y Duration Associated Sy and Oildren Review Of Systems ROS Problem Focused v Constitutional Symptoms 5 Expanded Problem Focused Y Eyes y Det abed Ear Noso Mouth and Throat j of Drugs Alcohol or Tobacco Respiratory chee Mantel Status Gttert of Education Gontreirtestinal Hematologic Lymphatic Gent Nt fr k Sensi History Current Employment Ni Others Reviewed and Negative ty sa Y History unobtainable from any source f Fort Microsoft Sans Revised Dat Aud Dat B FA sm je je x MES aa es Gun m WMbialleces 3 2015 12 28 2012 te
161. gy Solutions Inc TSI All Rights Reserved 5 10 Customer Provider Accuracy Report Choose Visit Summaries from the Visits menu at the top of the screen Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs Click the Reports button located in the lower left portion of the screen The Report Options screen pops up If the format for your Custom Provider Accuracy Report was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen Otherwise click on Custom Provider Accuracy Report under Standard Reports in the upper left portion of the screen Choose the options you would like for your Custom Provider Accuracy Report See the Report Options help page for more information on how to format your report When you have the desired format Select a Print Option and click Print 2015 Technology Solutions Inc Reports and Printing 165 sample Office Custom Provider Accuracy Report 260 555 1212 123 Anywhere Lane Catcalaticen hned en EM Services 260 555 1215 Midwest IN 46723 Visit Date Range 08 25 2011 to 08 25 2014 Patient 1D Visit Dt Patient Prov Code Rev
162. hanges by clicking on the Save button 5 Print a Report See the Management Reports help page for instructions on how to print a report 6 Send to Another Office a Select the Modifier record s that you want to be sent copied to the Modifier table in another office s b Click the Send to Another Office button The Pick Office s pop up window will appear c Select the office s that you would like to send this record s to d Click OK to send the record s The Modifiers remain in this office and are now copied to the Modifier table in the other office s selected e If there is a Modifier from the selected office s that is the same as a Modifier from the data you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Modifier records from this point forward in this process in the selected office s that have a Modifier that matches a Modifier in the data you are sending ii The None option will tell Intelicode to not overwrite any Modifier records for this particular copy from this point forward in this process The Yes option will tell Intelicode to overwrite this one particular Modifier record and only this record 2015 Technology Solutions Inc 24 Intelicode iv The No option will tell Intelicode to not overwrite this one V particular Modifier record and only this record The Cancel option will stop the entire
163. has been completed will deliver to COVERED ENTITY the identification of any PHI for which return is infeasible and for that PHI will certify that it will only use or disclose such PHI for those purposes that make return infeasible TSI shall remain bound by the provisions of this Agreement even after termination of any business relationship between COVERED ENTITY and TSI until such time as all PHI has been returned to COVERED ENTITY de 2015 Technology Solutions Inc Introduction 33 identified or otherwise destroyed as provided in this section provided that the parties understand and agree that certain unrecorded information cannot be returned destroyed or de identified so the TSI shall remain bound by the provisions of this Agreement so long as TSI possesses the PHI 5 Term of this Agreement This Agreement shall be effective when executed on behalf of both of the parties hereto and shall continue in full force and effect until terminated 6 Termination a Termination By Covered Entity COVERED ENTITY may terminate the business relationship between COVERED ENTITY and TSI including any Underlying Agreement or other arrangements or understandings whether or not in writing upon which the business relationship is based and such other agreements arrangements or understandings are hereby amended to permit such termination if COVERED ENTITY determines that TSI has violated a material term of this Agreement that cannot
164. hasis change Ni Seed Clipboard gt Font rt Paragraph i Styles a Editing m cot EERIE i A 2 PTA EG EEE Weer a CS ee joo 9 1 l l l ra fal 5 ample Office E amp M National Bell Curve Report El Data Year 2013 Data Sampling 12 National Data 2010 Lotta Carrington MD Cardiology cue Frequency Frequency iy Office or Other Outpatient Follow Up 99211 8 945 692 00 4 28 6 00 15 00 99212 20 237 336 00 9 69 7 00 17 50 99213 102 020 752 00 48 87 8 00 20 00 99214 69 042 867 00 33 07 9 00 22 50 99215 8 524 369 00 4 08 10 00 25 00 m National Data 2010 m Lotta Carrington MD Cardiology 100 80 ro A eS A AA 15 20 4 26 PEE 3 0 bi 99211 99212 99213 99214 99215 2 o Bes 10 000 Page 1 of 102 Words 3 009 lt Z Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 5 2 Service Types e Select Codes for Report At the top left of this screen you will see the Select Codes for Report Here you can select what Service Types and or Subservices you wish to report on by checking the corresponding checkboxes o All If you click the All button all checkboxes will be checked and therefore all Codes will be in the Report 2015 Technology Solutions Inc Additional Products 287 o None If you click the None button all checkboxes will be unchecked and no Codes
165. hat formats you can import from to what headers are required to successfully import your data Importing Audit Prep e Required Columns these columns must have data o Patient ID o Patient Status o Gender o Visit Date e Optional Columns these columns may or may not be included o Date of Birth o Provider EM Code o PatientFirstName o PatientLastName e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o FeeScheduleName optional o Attending ProviderlD optional O 2015 Technology Solutions Inc Importing Requirements 237 o Payor ID optional o UserlD optional Home inset Pagelayout Formulas Data Review View Team Q A Cut laa Y gt D Tm Fx Eh Autosum gt ll Calibri u Ac gt wrap Text General E x EA a E paa Ay A Paste SP Format Painter 2 7 U EE DA EE SE Buengea center gt 1182 Acree Fem aca Insert Delete Format re sta Find amp Clipboard p Font ol Algnment Number Styles Celis Editing 150 E f 100 A La D E F G H 1 J K EEN m N o 1 FeeScheduleName Patient ID Date of Birth Attending ProviderID PatientLastName Payor ID Visit Date Provider EM Code Patient Status PatientFirstName Gender UseriD 2 201301 INDIANA STATEWIDE 849949 8 29 1924 3 Bailey 1234 2 20 2013 99201 New Fred Male 100 3 201301 INDIANA STATEWIDE 65432 7 15 1943 6523 Dooley 1234 2 20 2013 99202 Established Jamison Male 100
166. hatic Ger t Ni fr h Sens History Current Employmert MI Others Renewed and Negative ee i History unobtainable from any source p Fort Microsoft Sans 5 Bis za u m Revised Date Auxdt Date x z Ei a om 825 Car a eee 3 3 2015 12 28 2012 legbi 0 Some potions oF ths entre note includes documentation where legbity a a least quesbonabie o extremely a flegeaey E Some poora oF Drs entre note Naudes documentation where legbity s at least questorable or extremely a pir General Prncples of Medcal Record Documentation include The medcal record should be complete and heghla A good definition of legtilty a Pat t must be legble to someone outside the practice or facility Dictaton shoud Y Legblty R General Prrscpies of Mecca Record Documentation include A O hegbie A good traen of Tegblty is that t mat be lage to someone atado the porton or Dictation shoud Y 6 IPPE History a There is one Subservice that will give this particular History That is the G0402 Welcome to Medicare b If you have selected this Subservice the History will look like it does below see picture below c There are three 3 categories in this History History Examination and Counseling These also have individual sections under them but these are the main three d There is only either a Comprehensive Level of History or no level of History O 2015 Technology Solutions Inc Navigation 95 Intelicode Enterprise 14 0 20 x86
167. he appropriate Service Type select the appropriate SubService Type below if applicable The sub category could be a determining factor of the overall code 14 Teaching Physician a This field will be accessible only in Intelicode P A T H to indicate whether a service is a teaching visit or not b If the service being audited is a teaching visit click the text or the check box for the Teaching Physician field to add the Teaching Physician tab to the section just below and activate the Teaching Guidelines c The Teaching Physician tab displays a field for the Resident s name followed by a series of questions to determine if the encounter being audited meets the Teaching Physician Guidelines as issued by CMS O 2015 Technology Solutions Inc s Intelicode d The Resident field operates like the Attending Provider and Requesting Provider fields e Simply click the drop down arrow in the field and choose the New Resident option The Residents Management screen will appear Fill in the necessary information then click the Save and Close buttons f See the Residents Help page for assistance with adding a resident g The questions are answered by choosing the appropriate Y or N answer to each question h Once you have started answering the questions you will see either a GC modifier which stands for Guidelines Complete or a GE modifier which stands for Guidelines Exception All questions al
168. heck your spelling use the buttons available just above the Notes text box It is recommended that only text be put into this box Please do not put in tables or images in the Notes field c The Note Macros button allows the reviewer to store specific notes for repetitive use in future audits Using Note Macros can save the reviewer the time and effort of typing the same exact information over and over 2015 Technology Solutions Inc Intelicode d When you add a Note Macro it will add it to both the Notes and Note Macros sides This will ensure the integrity of the original Note Macro on the right side and still allow you to make notes with the Macro on the left side e For additional instructions on how to use the Note Macros section which is available from many screens see the Note Macros help page 20 Audit Prep a If you want to pre enter information to prepare for an upcoming audit click on the Audit Prep button in the Pending Audits section toward the upper left portion of the Patient screen Fill in the desired information Click Save to save the audit prep data The Pending Audits box will show the audit prep data saved by Patient ID Click Cancel to close the Audit Prep screen without saving any information If you wish to import your audit prep data from a CSV Comma Separated Values file click on the Import button and browse to the file select the file and click
169. hen you select a visit the Notes associated with that encounter are displayed in the white box on the bottom left of the screen while the Note Macros are displayed in the white box on the bottom right of the screen To delete visit s select the visit or visits you wish to delete right click anywhere in the grid and then click on Delete Visit s Otherwise instead of right clicking you can simply press the Delete key on your keyboard To send visit s to another office select the visit or visits 2015 Technology Solutions Inc vi vi Navigation you wish to send right click and then click on Send Visit s to Another Office Next pick the office you want to send the visit s to To edit a visit select one visit if you select more than one the one you last clicked on will be edited Then click on the Edit Visit button towards the lower left corner of the screen or you can double click on the visit in the grid The Patient screen will pop up with the visit selected active To print an Encounter Detail Report on the visit s selected click Print Selected The Print Options window will pop up whereby you can print the report For information about the Encounter Detail Report see the Encounter Detail Report help page b Columns vi O 2015 Technology Solutions Inc Each column in the grid is a data field To select which columns you want in the grid right click anywhere within the gri
170. hs entre note includes documentation where legbity a at least questonabie or extremely a Regtiry Some pomora of Drs entre note includes documentation where legbity ls at least questonable or extremely a Legbllty F General Prricpies of Medical Record Documentation include The medical record should be complete and Legblty F General Prrscpies of Medos Record Documentation include The medical record should be complete and legble A good definition of legbilty a that t must be legble to someone outside the practice or facility Dictator shoud Y hegtie A good defrrtion of egblty i that e mt be lage to someone outside the peactice or tciity Damon da Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 2 History Screen On this screen you select the various History elements documented for the encounter being audited Intelicode keeps track of the counting As a helpful reference when a mouse is positioned over a particular History element a definition and or explanation is given in the light blue help box across the bottom of the screen History unobtainable from any source a If additional history was not obtainable from any source look toward the bottom of the page to where it says History unobtainable from any source Check the box by clicking O 2015 Technolo
171. i Note Macros can be developed see Note Macros for help to insert in the Note Macros field or the reviewer may type their own text into the Notes field as desired ii The Note Macro s will show in both the handwritten Notes left side and in the Note Macros right side This allows you to edit the Note Macros if necessary iii The handwritten left side will be shown on the Encounter 2015 Technology Solutions Inc Intelicode vi vi Detail Report automatically as well as the Audit Summary and Custom Provider Accuracy Reports if the option With Notes is selected from the Report Options The Note Macros right side will only show on the Issues and Recommendations Report This is to maintain integrity of the Note Macros This aspect of Intelicode provides the reviewer with the ability to enhance their audit reporting without a lot of additional work For our audit see image below we inserted a Note Macro we developed called Legibility We developed an Issue macro and a Recommendation macro The Issues macro explains what the documentation issue is and the Recommendation macro gives the recommended steps to improve that issue 4 The Medical Necessity questions allow the user to override the Reviewer E amp M by setting the Medical Decision Making Level as the key component in determining the level of service The first question determines whether or not you want to override the Reviewer E a
172. i st 184 A Reside iii e a Mdvecaceandze 191 A IL AA teegcnere leveling eveadsennelveecnodsddvuceacevedoa tecua eectnidvessetitauecnnsevetascctactesssnnes 197 6 Note Macros cisiccoiici noiciric e 204 TAMOS A A A A AA retastetveteds 211 8 Special A a a deeed Ea a a e a aa a a a aara daa iaia 217 9 Risk Elements inicia id 223 UA OT cove 229 Part VII Importing Requirements 236 1 Importing Audit Pre pire id 236 2 Importing Patients cuina ida 237 3 Importing Attending ProviderS ccooncconnncconnccnncnonancnnnnnnnnncnnnnncnnnnrcnnnrnnnnnnrnnrenennnnnnnrnnnnnnes 238 4 Importing Requesting Provide rs ccccssccseseeceeeeeseeeeeeseeceeeeeeeeeseeneeceeteneeeeseeneeeneeseneess 240 5 Importing Re Side ES iii a cuubitazecousedeeseeces specs 241 6 Importing Fee Schedules cuicos 242 2015 Technology Solutions Inc 6 Intelicode 7 Importing Note Macros cccceeceseeeeeeeeeeeeneeceeeeeeeeecenseeeneesoeneeceeeenenseseeneeeseesseneeceeteneneess 244 Importing MOifIC Sissi icono ed 245 9 Importing Specialties iii A aaa 246 10 Importing Risk Ele ments sistre aunat aa enana id 247 11 IMpPOrtiNng Pay OTS iii ea 248 Part VIII Offices 250 1 Create OM a ei ee sade ho ee de ER 250 2 Rename Ole iio a 252 3 Remove OM Ce zion 254 4 Browse for Off Ce iii AAA aves ede ioe A 255 5 MUI ple O COS a aa aae a Aaa aaa enced a raaa aeaa a aeaaea 256 6 Copy and Send Between OffiC S ccooonccccconncccccononcncn
173. ice and Subservice Types For example 99224 99226 are taken from Hospital Observation Services Service Type and Subsequent Observation Care Subservice Another example is 99234 99236 and these codes are from Observation or Inpatient Hospital Care only since there is no Subservice Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 1 3 List Criteria e Provider When you select a Provider the specialty loads automatically for you but it can be changed here at any time e Data Year This is the year that the Service Types Subservices and Codes are based upon When the Year changes so does the Service Types Subservices and Codes respectively 2015 Technology Solutions Inc Additional Products 283 e Data Sampling Months There are numbers through 12 in this drop down box for you to use How they work is as follows Selecting would show January only Selecting 2 would show January through February Selecting 3 would show January through March and so forth The number you select would look at the respective months within the Data Year to help find any visits that were billed in that time frame e Clear Data New List amp Load Billed Visits o Clear Data New List Clears the grid list and allows you to create a new one from scratch o Load Billed Visits This will load
174. ices or an interpreter or translator required because of the patient s lack of fluency or underdeveloped verbal skills y a hd Fort Microsoft Sans s e 7 ikea Revised Date Audit Date x u a 4 Pa Sire 825 Color m 3 3 2015 2 9 2015 Rest Home Cuntodal Care 9324 99397 The following codes are to report evaluation and managemert senices in a faciity which provides mom board and other personal assistance services generaly on a longtem bass They aiso are used to evolution and management services in an assisted living feciity The faciity s services de net include a medical component Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 264 Intelicode 8 9 Sync Offices This tool is only available and applicable when using the SQL Server database type rather than Local Standard 2 To Sync an office with an exported office click on the Tools menu at the top of the screen 3 Then click the Sync Office menu item A Open dialog will appear with the title Sync Intelicode Office 4 Browse to the location of the office you would like the current office to be synced with 5 Select the office file 6 Click Open The Sync should be completed shortly a Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEN File Management Viets UseriConnecte
175. icode and the Login window appears if your User Name has no Password simply press Enter and it will bring up the Offices window 2015 Technology Solutions Inc Shortcuts 311 b Intelicode also keeps track of the last office that was used If you wish to use the same office simply press Enter again and you are in the program Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 312 Intelicode ees 12 Contact Us Still need additional help Interested in purchasing Intelicode but don t know how The following sections will assist you Please choose the appropriate section and it will give you information on who to contact and how to contact us along with hours of operation Thank you for your interest in Intelicode 12 1 Corporate Headquarters We are committed to providing not only the 1 auditing software but excellent customer service and support to go along with it Technology Solutions Inc P O Box 758 ao Waterloo Indiana 46793 United States of America 800 786 4231 oe 260 837 8200 FAX 260 837 9090 Web Address http intelicode com Office Hours Monday to Friday 9am to 5pm Eastern Time Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Res
176. ier This is the Modifier field located next to the Provider E amp M and Reviewer E amp M fields for the Provider and Reviewer E amp M Select the appropriate modifier if applicable by clicking on the drop down arrow and clicking on the desired modifier n Fee Schedule i The Fee Schedule field will display the fee schedule utilized to produce the comparison Overbilled or Underbilled amount ii This field also allows the reviewer to change the fee schedule for the encounter being audited if more than one fee schedule is loaded iii If no fee schedule amounts are loaded the Overbilled or Underbilled field will remain blank in applicable situations 4 E amp M Services a Begin typing the Diagnosis Code used by the provider when billing the audited encounter when applicable if desired A list of codes will pop up for you to select from b If the reviewer agrees with the provider just click 2015 Technology Solutions Inc no Intelicode the Same button The fields will populate to agree with the provider data c Otherwise if appropriate in the same manner as was done for the provider select the Reviewer diagnosis code s d The diagnosis codes are pre loaded by Intelicode Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEN Ele Management iets UseriConnecton Office CMS Guidelines Jools Heip Pationt ff History f Exam I decision EME Finish tr
177. iption instead click on the drop down box just beneath the Enter Dx Codes by heading Select Description by clicking on it 4 To set the preference for CPT codes follow the same instructions above only for the dropdown box just beneath the Enter CPT Codes by heading 5 To set the criteria by which the RVUs will be calculated click on Work Malpractice Practice Expense PE or Total from the RVU s section 6 To set the Default Conversion Factor for the Fees either type in the percentage in the box just to the left of the Default Conversion Factor heading in the Fees section or click on the arrows to move the percentage up or down by increments of one hundredth 01 This will also show on the End Screen 7 To set the Require Consult Verification as Yes or No place a check in the checkbox to require the verification or uncheck to not require the verification The Consult Verification Questions will still show whether the box is checked or not If you uncheck the box however you may move past the Patient Screen without answering the questions 8 To set the Include Other Services in Fees amp RVUs as Yes or O 2015 Technology Solutions Inc 132 Intelicode No place a check in the checkbox to include the other services or uncheck to show only E amp M On the reports you will see Calculations based on Code Services under the title of the report if you uncheck the box You will see Calculations based on Total Services
178. is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc O 2015 Technology Solutions Inc 266 Intelicode 9 9 1 Miscellaneous Couldn t find the screen or information you were looking for Miscellaneous is the section that explains those extra things Covering areas such as Consult Verification the Running Tally and even how to Archive a Provider Resident this section provides information not found elsewhere Archive Providers and Residents Click on the Management menu at the top of the screen 2 Click on Attending Provider Requesting Provider or Resident depending upon what you want to archive A screen will appear corresponding to the option that you selected 3 Select the record s you wish to have archived by clicking on the row 4 Then look for the Archive Provider or Archive Resident heading next to a check box Click on the check box or on the text itself The box will become checked 5 With the record s selected and the box checked click the Save button 2015 Technology Solutions Inc Miscellaneous 267 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 9 2 Automatic Updates Intelicode offers automatic update notification for our users who are connected to the Internet When Intelicod
179. istory an Expanded Exam and a Straightforward MDM for example Intelicode will not give you a code Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 9 9 Wrong Category In situations where the Provider billed the wrong category i e a 99243 rather than a 99203 Intelicode will calculate a WC rather than a Variance The totals in Visit Summaries will reflect the Total Wrong Category in addition to the Overbilled and Underbilled visits 2015 Technology Solutions Inc 276 Intelicode iT ppp Expanded puntas G7 Low Complenty Fort Microsoft Sans PR Revised Date Auda Date oy y B 4 a Size 825 Calor E 39 2015 12 28 2012 1 gt Some podora oF ths entre note roues documertaton where legbity is at leait questonable or extremely a Some pomora oF rs entre note Naudes documentation where legbity is at least Questonable or extremely a F Genera Prricpies of Medcal Record Documentation include The medical record should be complete and P General Prrscpies of Medcal Record Documentation include The medical record should be complete and Agos detintion of legbilty a that t must be legble to someone outside the practice or facity Dictation shoud Y rre cn Merello andado marlene radar Dictation hoja Y ee ther oxtoatiert viet for the evaluation and eee oe Ee problem focused h
180. lart TP ProwR VU UserRVU 3687 s 380 101046 o o x 59 577 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 48 Visit Summaries Archive When you edit a visit Intelicode keeps the original in its unaltered format 2 The edited visit is saved in Visit Summaries 2015 Technology Solutions Inc Navigation 125 3 You cannot go back and edit an original once you have changed it but you can print an Encounter Detail Report of it or delete it 4 Toaccess the Visit Summaries Archive screen click on the Visits menu at the top of the screen Then click on Visit Summaries Archive 5 The Visit Summaries Archive screen is very similar to the Visit Summaries screen with a few differences a The visits showing on the Visit Summaries Archive page are only those visits that have been edited The edited updated version of the visit appears in the Visit Summaries grid while the visit as it was before it was edited appears in the Visit Summaries Archive grid b While you are allowed to edit a visit from the Visit Summaries page you cannot edit an archived visit c With the exception of the Encounter Detail Report reports are not available from the Visit Summaries Archive screen 6 For further instructions on how to use this screen see the Visit Summaries help page O 2015 Te
181. le remedy in the event of a breach of this paragraph of the Agreement shall O 2015 Technology Solutions Inc Introduction be limited to injunctive relief only 17 10 Entire Agreement This Agreement including all referenced Schedules appendices exhibits and attachments attached hereto or referred to herein contains the complete understanding and agreement of the parties with regard to its subject matter and supersedes all prior or contemporaneous agreements or understandings oral or written relating to the subject matter herein including any Licensee purchase order or similar document Any waiver modification or amendment of any provision of this Agreement will be effective only if in writing and signed by duly authorized representatives of the parties EXHIBIT A BUSINESS ASSOCIATE AGREEMENT THIS BUSINESS ASSOCIATE AGREEMENT this Agreement is made and entered into by and between Licensee a HIPAA covered entity COVERED ENTITY and Licensor a HIPAA business associate hereinafter called TSI Recitals COVERED ENTITY and TSI have entered into and may in the future enter into an End User License Agreement for Intelicode Underlying Agreement that will require TSI to perform or to assist in the performance of a function or activity or provides services of a type for COVERED ENTITY that qualifies TSI as a TSI for purposes of the Health Insurance Portability and Accountability Act of
182. lects a diagnosis coding variation from what was listed on the HCFA 1500 or superbill 20 R Diagnosis Variation R Diagnosis coding errors may cause claims processing delays or denials as well as leaving the provider and or practice open to potential false claims allegations A 21 1 Dictator 1 The documentation located by the Compliance Office does not identify the dictator of this transcribed report This is a violation of the UPP documentation policy 221 Documentation None Found 1 At the time of this audit no documentation could be located to support this encounter If this were an audit by a payor it could be interpreted as fraudulent billir 23 R Documentation None Found R It is imperative a system be implemented in the practice to ensure all documentation is filed in the medical record in a timely manner If an audit is performed by m1 Documented Higher Level 1 The documentation substantiates a higher level of service than charged 25 R Documented Higher Level R The documentation was thorough and showed medical necessity According to Documentation Requirements there was enough documentation to substantiate 261 Documented Lesion No Size 1 The only documentation located was an Operative Report without lesion size documented therefore this encounter was coded to the smallest lesion diameter c 27 R Documented Lesion No Size R The size of the lesion was not documented in the Operative Report for this encounter The lesion size must be doc
183. lick OK to send the record s The Providers remain in this office and are now copied to the Provider table in the other office s selected If there is a Provider ID from the selected office s that is the same as a Provider ID in the data that you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Provider records from this point forward in this process in the selected office s that have a Provider ID that matches a Provider ID in the provider data that you are 2015 Technology Solutions Inc Management 181 sending ii The None option will tell Intelicode to not overwrite any Provider records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular Provider record and only this record iv The No option will tell Intelicode to not overwrite this one particular Provider record and only this record v The Cancel option will stop the entire Send process 8 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its Provider records c Click OK d The Provider records from the office s you selected are now a part of your current office s Provider table e If there is a Provider ID from the selected office s that is the same as a Provider ID from your current Provider
184. lick Yes Otherwise click No 2015 Technology Solutions Inc Management 183 h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about importing Attending Providers see Importing Attending Providers help page 10 Export to File a If you d like to export your Provider table to a Comma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 11 When you are finished with the Attending Provider screen click on a different maintenance table from the menu on the left side of the screen or click Close to close 2015 Technology Solutions Inc 184 Intelicode the Management screen olol
185. logy Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved Exam Screen The Exam screen will display the exam elements relevant to the type of exam selected Exam Type a The Exam Types are displayed on the left side of the screen b Select the Exam Type by clicking on the appropriate text The corresponding Systems Body Areas will display in the second column right next to the exam type c You may audit any given encounter in multiple exam types and Intelicode will save all of the utilized exam types and will tell you when you have not chosen the exam type displaying 2015 Technology Solutions Inc Navigation the highest level of service d To audit an additional exam type after you have followed the steps below for the current exam type repeat these steps after selecting a different Exam Type 2 1997 Exams a The applicable Systems Body Areas are displayed in the second column To select a desired Systems Body Area click on the check box beside the System Body Area name itself The individual exam elements for the selected System Body Area will be displayed on the right side of the screen b To select individual elements click on the element itself The text will become bold and maroon in color c Intelicode is keeping track of the selected elements and will update the Exam Level If a level is applicable it is sh
186. ma Separated Values csv file click the Export To File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 10 When you are finished with the Risk Elements screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen 2015 Technology Solutions Inc Management 229 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 10 Payor Add a Payor a Click on the text box just below the Payor ID heading b Type in the Payor ID c Press the Tab key or click on the text box just below the Payor heading d Type in the Payor 2015 Technology Solutions Inc 230 Intelicode g To choose the Default Fee Schedule click on the drop down box just below the Default Fee Schedule heading Click on the Fee Schedule in the list Save the new Payor by clicking on the Save button 2 Select Records a To select one Payor record click anywhere on the row in the table To select multiple records that are contiguous within the current table display click on the first record then hold down the Shift key and
187. mp M If you answer the first question N the second question becomes available The second question asks if you want to manually override the Reviewer E amp M If you answer Yes you are given a list from which you can 2015 Technology Solutions Inc Walkthrough select the desired code The third question is not necessary v If you answer No to the second question the third question becomes available vi The third question asks if you want to base the Reviewer E amp M on the MDM vii If you answer Yes to the third question the Reviewer E amp M changes accordingly viii lf you answer No to the third question no change is made to the data ix If either the second or third question is Yes the program will place a DC modifier with your audit identifying that the code has been determined by the Medical Decision Making Level of service 5 Diagnosis Codes Procedure Codes i The Same as Provider button for Procedures and the Same button for Diagnosis will set the Procedures and or the Diagnosis equal between Provider and Reviewer ii Any modifiers that need to be added can be done with the drop down arrows on the right side of each Procedure Code iii When a modifier is added it appears below next to a blue oval iv To delete a modifier click on the blue oval These are the same steps to take to add and remove a diagnosis as well 2015 Technology Solutions Inc In
188. mple Office CEM Elle Management Yiets UlserCommecton Office CMS Guidelines Tools Help co SS o E Diagnosis Management Options Amount Complexity of Data Risk Minimal 1 D f Number of Diagnosis Or Management Options 1 v Sell lenited or minor problem s v Establishod dsgrosis improved well cortrollod resolving or resolved v Estabilahod d gnosis inadequately controlled worsening or Lalling to change as expected v New Problem No additional work up planned v New Problem Additional work up planned 1 gt Fort Microsoft Sans gt s y xx BEB AG Noto Macron Revised Date Ai Ocha Sze 825 Coo m 3710 2015 12 28 2012 Lepbity 7 Some ponora o tha ertre note nciudes Gocumertsten where legbily af eat Questorsble o extremely A Lepblly Some ponora ce thes entre note Naudes Gocumentaticn where lepbily s a least Questionable o eterey A poor poor Legblty F General Prricples of Medcal Record Documentation include The medical record should be complete and Legbity F General Prrscpies of Medcal Record Documentation include The medical record should be complete and legible A good definition of egbilty a that t must be legbie to someone cuido the practice or facity Dictaton shoud Y legble A good definition of egblty is that mat be legible to someone outside the practice or facie Dictaton shoud Y 2 Amount Complexity of Data a This tab displays the Amount and Complexity of Data Options section of the Doc
189. mplete and A good definition of Tegbity a Pat t mua be legble to someone outside the practice or facility Dictation shod V feoi A goot defritin of egblty la hat t mt be legible to someone outside De practice or facity Dasson houd Y Ereren 1FOCUSED 1 5 elements selectos 7 EXPANDED A lean 6 clemerts selected 3 DETALED A least 12 elements selected lt COMPREHENSIVE Petom ALL elemento documert elect every undadrad comert and at inact 1 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Intelicode 3 4 Step Four Decision Screen The Decision screen is divided into three tabs Diagnosis Management Options Amount Complexity of Data and Risk Diagnosis Management Options a This tab displays the Number of Diagnosis or Management Options section of the Document Guidelines both 1995 and 1997 Each statement is preceded by a blank box with a drop down arrow Choose the appropriate number s for the encounter being audited by clicking the drop down arrow next to the desired statement and selecting the number of applicable diagnoses For our audit see image below we entered I Self limited or minor problem 2015 Technology Solutions Inc Walkthrough Intelicode Enterprise 14 020 x86 SQL Server Sa
190. mporting Fee Schedules see Importing Fee Schedules help page II Export to File a If you d like to export your Fee Schedule to a Comma Separated Values csv file click the Export To 2015 Technology Solutions Inc Management 203 File button b Browse to the location in which you would like to save your exported CSV file c Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window d Click Save to save the CSV file 12 When you are finished with the Fee Schedule screen click on a different maintenance table from the menu on the left side of the screen or click Close to close the Management screen Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 204 Intelicode 6 6 Note Macros Note Macros can be an extremely helpful tool for auditors to help them to more clearly elaborate their findings in encounter documentation They can also be extremely beneficial as an educational tool for providing physicians providers with additional information about problems and or recommendations concerning documentation Think of them as saved information tidbits that can be pasted into an encounter as a note anytime you wish To begin using Note Macros simply click on the Note Macros button appe
191. ms Corsten Musevtosholete Exam 97 Organ Symes Eyes Orpen Syateme Ears nose mouth and three Neurotogical Exam 97 Opm Si ono O Peyeninwic Exam 97 Organ Symtoms Respestery Organ Sytera Gatorteens Avoglrotery En am 97 Orpen Syttess Gertorrary A Sytems Maasoskeistai Sain Exam O7 Organ Symeme Sin f Organ Sytena Neursloge pon meres 9 Organ Sytem Prychiattc General Body Areas 5 Organ Systema Hematologec ynphane immunologic There was a Linted Examination of the body area s ce organ system s relating to the presenting problem General Organ Systems 95 There was an Extended Examination of the body areais or organ nyztem s relating to the presenting problem There was a Complete Gaminator of a single organ system Ta gt Fort Microsoft Sans Revised Dat y BO to z A Note Macros Audi Dato x 2 a sas Color m 3 3 2015 12 28 2012 Legbity Some portions or thes entre note includes documentation where legbilty is at least questionable or extremely a flogi Some podora ce this entre note includes documentation where legbity is at least questonable or extremely a Leon General Perncples of Medcal Record Documentation naude The medical record should be complete and General Prrscples of Medcal Record Documentation include er mori i be complete and Agos definition of Tegbity that must be legible to someone outside the practice ce facil Dictation should Y cod RG O Lacon Do logia do s
192. ms T amp A in past Seasonal allergies Asthma mild intermit Current Medications Motrin prn Physical Exam General Head 6 The name of the image or document is the name you originally gave it to change this you would type in a different name and then click Save 7 You can set the Visit Date Attending Provider and Patient ID If a patient already exists it will load in the First amp Last Name the Gender and DOB If the patient does not exist you can put it in on the Patient Screen like normal or you can create the patient in the Patient Management Screen prior to opening InteliNote O 2015 Technology Solutions Inc 304 Intelicode a InteliNote CEN Ele Management Vist Date Attending Provider Patient 107 First Name Last Name Gender Date Of Birth 8 28 2014 J v 167 Betty Boboo Malo Female 07 27 1952 SAMPLE CASE 1 Document Name Page of 1 Date 02 16 04 Chief Complaint Coughing fever HPI Ptisa6y o female here for a sick visit Pt has had nasal days getting worse T 102 yesterday T 100 6 on the c Motrin helps Slight cough Sneezing persists ear Still eating amp drinking Pt c o dry throat Pt vomited or diarrhea Some ill contacts at school Sib here last wee Mom concerned Pt may be developing strep ewesesgse m Restore Remove Allergies NKDA Chronic Problems T amp Ain past Seasonal allergies Asthma mild intermit Current Medications Motri
193. must be legbile to someone outside the practice or facity Dictation hod Y vocera A good dafintion of legibility a that mat be ingle to someone outside the penctice or facity Daston shoud Y 7 Annual Wellness Visit a There are two Subservices that will give this History type They are the G0438 Annual Wellness Visit Initial Visit amp G0439 Annual Wellness Visit Subsequent Visit If you have selected either of these Subservices the History will look like it does below see picture below There are four 4 categories in this History History Potential Risk Factors and Level of Safety Assessment and Counsel Beneficiary There is only either a Comprehensive Level of History or no level of History 2015 Technology Solutions Inc 96 Intelicode 4 3 Intelicode Enterprise 14 020 x86 SQL Server Sample Office EN Elo Management Yiets UserConnecton Office CMS Guidelines Tools Help re fra oC 7 History Heath Risk Assessment Estabbsh Medical Foely History Demographic data Behavioral rake Past medical surgical history Sell assessment of health status Activities of Daily Living ADLs Famty hstory Psychosocia risks Instrumental ADLs Use of or exposure to medications and supplements Review Potertisl Risk Factors for Depression Roview Functional Abiity and Level of Safety Domopnate screening lor depression and oiher mood dsorden using standard red Heating Fall rake screening test J Ability to suc
194. n To filter by Billed Provider E M code click on the drop down box and then click on the appropriate code e Provider i This filter will allow you to display only those visits that have a certain Provider ii The Provider filter is located just below the Status Var and Billed E amp M filters on the left side of the screen To filter by Provider click on the All Providers click here to change and single click the Provider you want and click Done If you wish to have multiple Providers use the Control or Shift key as appropriate to select only the ones you want and then click done This will allow you to have multiple Providers on one report This can also be done across multiple Offices as well iv The providers available for this field are those you have previously added to your Provider fields on the Patient screen f Specialty Sub Specialty i This filter will allow you to display only those visits that have a certain Specialty or Sub Specialty of the providers O 2015 Technology Solutions Inc 122 Intelicode N who performed the encounters visits ii The Specialty Sub Specialty filter is located just below the Provider filter on the left side of the screen To filter by Specialty or Sub Specialty click on the drop down box and then click on the appropriate Specialty or Sub Specialty g Service Category i This filter will allow you to display only those visits that have a
195. n Fred 11 24 2012 39214 99213 20 00 Totals for Code 99213 1530 00 2 7895 Jumpup Johney 10 20 2012 99223 99223 0 00 Totals for Code 99223 50 00 1 8 2 2012 99243 Totals for Code 8345 Silverton Denise 3 17 2012 39395 99395 0 00 Totals for Code 99395 50 00 1 Totals for all codes 5 00 Summary Comments INTELICODES Report generated on BY25 2004 12 16 27 PM by INTELICODE Copyright 2024 TSL Al Mights Reusrved Confidential Page 1 of1 Copyright O 1998 2015 Technology Solutions Inc All rights reserved O 2015 Technology Solutions Inc 162 Intelicode INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 9 Provider Accuracy Report Choose Visit Summaries from the Visits menu at the top of the screen Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are looking for This will filter the information to suit your needs Click the Reports button located in the lower left portion of the screen The Report Options screen pops up If the format for your Provider Accuracy Report was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen Otherwise click on Provider A
196. n Ofce CMS Guidelines Tools Help cuon Yo Inte Note Visit Information D Dermeilary Ros Home or Custodia Care Domclary Rest Home Home Care Plan Overt D Home Services amp Services w o FacetoFace Case Management Services Care Plan Overnght Servicos D Prevertwe Medone Services Nom Facet Face Phvscan Services i lt gt Preventive Spit Vist Teaching Physician 1 The need to manage maladaptive communication for example high reactwity or disagreement among family members 2 Emotions or behavior by the carexiver that impede implementation of the treatment plan Y a 3 Mandated reportar such as in situation Involving abuse or neglect Y i 4 Use of play equipment or other physical devices or an interpreter or translator required because of the patient s lack of fluency or underdeveloped verbal skills Y feet Microsoft Sans B ax 2 A Note Ma 7 Revised Date Auda Dato Y a T sw 825 Color m Y9 2015 vans Rest Home Cstocial Care 5324 99397 The following codes are to report evaluaten and management services in a taciity which provides mom board and other personal assistance services generally on a krgtem bass They aiso are used to ervahation and management services in an assated hving facity The facity s services do nat include a medical component Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE
197. n prn Physical Exam General Head 8 To add the elements you would like click Elements and this will show a new tab that you can add boxes to the document of any element in Intelicode This can include History Regular IPPE and AWV Exam Decision and Note Macros a The elements are in a tree view and so you would click the symbol next to the section you wish access to Then continue to click the symbol until you get to the element you wish to add 9 After you select the element you wish to add you can move your mouse over to the image or document You will notice that it becomes a pen This means that you can draw a box now if it shows a circle with a slash in the middle that means that you cannot draw a box with the element you selected 2015 Technology Solutions Inc Additional Products 305 10 You would single left click the starting place for your box then hold your mouse button and drag to where you want to end the box and let go of the mouse button Now the box has been drawn This box can be moved around expanded in size or shortened in size at any time a No boxes can overlap each other If any box is overlapping then Intelicode will prompt you that no boxes can be overlapping InteliNote will also put the box back to its last shape and size before it was in the overlapping state b To move a box you will see a cursor with four arrows each one pointing in a differ
198. n to at its sole expense i modify the infringing Software Application without impairing in any material respect the functionality or performance in accordance with the terms hereof so that it is non infringing ii procure for Licensee the right to continue to use the infringing Software Application or iii replace the Software Application with equally suitable non infringing software If none of the above can be accomplished despite TSI s reasonable efforts then in addition to the other rights of Licensee set forth in this Article 8 Licensee may terminate this Agreement and Licensor will refund to Licensee the license fees paid by Licensee 8 Infringement Exclusions Licensor will have no liability for any infringement claim of any kind to the extent it results from a modification of the Software Application made other than by Licensor unless such modification was made by a third party at the direction of Licensor b the combination operation or use of any Software Application supplied hereunder with equipment devices or software not meeting specifications provided by Licensor to the extent such a claim would have been avoided if the Software Application were not used in such combination c failure of Licensee to use 2015 Technology Solutions Inc Introduction 19 updated or modified Software Applications provided by Licensor to avoid infringement provided the updated or modified Software Application is sub
199. ncounter reviews education appeals and expert witness testimony We are pleased that you have chosen Intelicode We invite you to call us with questions comments or suggestions on how we can continue to deliver an excellent product O 2015 Technology Solutions Inc 10 Intelicode Thank you TSI Makers of INTELICODE products Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 1 1 Features Basic Features of INTELICODE e Easy to use Intelicode has a familiar look and feel to the paper audit forms you are used to using e Produces a running tally Intelicode starts calculating from the moment you start entering information e Adheres to both CMS 95 and 97 Guidelines CMS has instructed payors to use whichever set of guidelines is most favorable to the provider Intelicode makes this easy You can use both 95 and 97 exams and Intelicode will save the highest level if you prefer e Visit archive Intelicode archives or stores visits that have been edited e Dynamic Reporting A growing selection of reports that improve your productivity and save you time Customizable Audit Summary and Custom Provider Accuracy reports allow you to decide which data and the order it appears in the report Intelicode reporting offers you more options and more flexibility than ever e
200. nd Printing 155 click Print sample Office Diagnosis amp Procedures Report 260 555 1212 123 Anywhere Lane Catcabtiorn tamed on E M seriens 260 555 1215 Midwest IN 46723 Visit Date Range 08 25 2011 to 08 25 2014 Carrington MD Lotta Total Diagnoses Diagnoses Correct Diagnoses Incorrect Total Procedures Procedures Correct Procedures Incorrect 7 6 85 71 i 14 29 1 o 0 1 100 Carrington MD Lotta 100 B Correct Diagnosis B incorrect Diagnosis Correct Procedures incorrect Procedures Summary Comments Total Diagnoses Diagnoses Correct Diagnoses Incorrect Total Procedures Procedures Correct Procedures Incorrect 7 6 85 71 1 14 29 1 o 0 1 100 INTELICODES oy arar ex 23 3024 13323 VO DTCC Copia 24 51 AL Ms ar Confidential Page 1 of 2 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 6 Provider Summary Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as many as you deem necessary to achieve the results you are 2015 Technology Solutions Inc 156 Intelicode looking for This will filter the information to suit your needs 3 Click the Reports button located in the lower left portion of the screen The Re
201. new user click on the New User button The information is now blank Fill in the appropriate information ii To delete existing users s select the user s from the Users list that you wish to delete Click on the Delete User s button Confirm if you indeed wish to delete the user s iii To alter a user s settings select the user from the Users list whose settings you wish to alter Make the necessary changes to the information iv To set or change the user s password check the Change Password checkbox v To seta user s permission settings select the user from the Users list then check the box under the User Type heading that represents the permission level you would like this user to have vi To designate which office s will be available to a particular user select the user from the Users list then check the appropriate offices under the User Offices heading vii You may save your changes at any time in the process by clicking the Save button viii To save your changes and exit the Administrator Panel in one click click the Save and Exit button 2015 Technology Solutions Inc so Intelicode File Administrator Preferences Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 10 Need Help e Troubleshooting Please see our support
202. nnnancncnoncnnnnnnnnnnrnnnnnnrrnnnnnnrrnrnnnnrrnnnn 257 RO pair Office Scis O a 261 8 Export Offices ion a ii ibaira aniini 262 9 Syme OP CE Sires secs cece she ccc re og ste vets AARI AEAEE ede dice EA EAA AKE EE AaS A aAA AEAEE AERA 264 Part IX Miscellaneous 266 1 Archive Providers and ReSideNts cceeceeeeeeeeeeeeeeeeeeeeeaeeeeeaeeneeaeeneeaneneeaneneeaneneeanenenanes 266 2 Automatic Updates iii A a a di 267 3 Consult Verificationite aga 268 A Customized VISIT A dd ida 269 5 Date OF Birth inician aia 272 G EZ el Piu A A A AA ha see alee ER 272 T Provider vs Reviewer ESM oo dada 273 8 Running O 274 9 Wrong Cate gory ierra nEaN la 275 Part X Additional Products 277 1 InteliCUriVe iuris Mon A A da A in SEE Se arch CA A A te LIS ECT AA nono rias Billed Frequency Lists InteliCurve Reports occcocccconoccnncccnnnncnannnnnannnnnnns Print Report Options Service Types Report Filters Report Grid urnas A Inte liGurve Walk throu Qh iivss ccisccccssscscccccicensevecvcnscesvevsceisnctsdivessstessssvesececsetcecsnceuctreusenesetsvenssrsvedcesdqucessiucnerereters 288 2 InteliNote iii is 294 Main SCAN A A eee 295 Doc o 296 FROMONES ia A ecseetcoeweeteenssiueneexeny seceetieniseieereaaeteenninenverienta ee 298 2015 Technology Solutions Inc Reports ia i 299 InteliNote Walkthrough sissccsssicsscssessssavsccecesasssssceusatesencecsscoscivecscosssssccnsedcscnsavensvensicerscesssussensetesencerstevevcaveve
203. nt Follow Up Expanded Expanded 95 Moderate 99213 o 0 00 EKG with report found in medical records however there was no charge submitted and it was not signed initialed Office or Other Outpatient Follow Up Detailed 95 Straightforward 99213 Est Preventive Medicine Services Periodic Comprehensive Comprehensive 95 Straightforward 99395 coded preventive medicine services 7895 10 20 2012 New Hospital inpatient Services initial Hospital Care Comprehensive Comprehensive 95 High 99223 99223 o 0 00 N Diagnosis Variation l The documentation for this encounter reflects a diagnosis coding variation from what was listed on the HCFA 1500 or superbill Diagnosis Variation R Diagnosis coding errors may cause claims processing delays or denials as well as leaving the provider and or practice open to potential false claims allegations Accurately assigning diagnosis codes provides justification for services performed medical necessity and decreases resubmitting claims CPT and Diagnosis ICDS coding should be reviewed prior to charge entry by qualified individuals to ensure coding accuracy and compliance 8 2 2012 New Consultations Office Consultations Detailed 55 Moderate Assessment I The assessment is not clearly stated for this encounter Documentation Guidelines states The documentation for each patient encounter should include assessment clinical impression or diagnosis Assessment R Th
204. nts click on the element listed on the right side of the screen Once the element has been selected the font will change to maroon 4 We chose the 1997 General Multi System Examination and then selected Constitutional for our audit see image below 5 Within Constitutional we selected Measurement of any three vital signs and General appearance of patient 6 We also selected under Respiratory Auscultation of lungs and under Cardiovascular Auscultation of heart with notation of abnormal sounds and murmurs O 2015 Technology Solutions Inc Walkthrough e 7 Lastly we chose Skin with the individual elements being Inspection of skin and subcutaneous tissue and Palpitation of skin and subcutaneous tissue 8 So we selected a total of six examination elements As we select the various examination elements on the Exam Intelicode calculating the Level of Examination The Level of Examination is displayed at the top of the screen The Examination elements we have entered for our audit have produced an Expanded 97 Examination as seen in the example image below la Intelicode Enterprise 14020 x86 SQL Server Sample Office CEN Elo Manegement Views LlserCommecton Office CMS Guidelines Tools Help General thas System Exam pn Y orton Coratitutional Measurement of any three vital signs Ot Constitutional General appearance of pathert Carceovaseutar Enam DT ee Resory Assessment o
205. o Import Connection Settings Click on Import Connection Settings on the Options menu 2 Browse to the location that has the Intelicode Connection File tsicn that you are looking for 3 Select the file and click Open 2015 Technology Solutions Inc 52 Intelicode Import Connection Settings Database Type Administrator Panel AlttA conc CPT codes copyright 2013 American Medical Association All Rights Reserved CPT is a registered trademark of the American Medical Association To Select Database Type Hover over Database Type on the Options menu 2 Select the appropriate database type Import Connection Settings Database Type Administrator Panel lt CPT codes copyright 2013 American Medical Association All Rights Reserved CPT is a registered trademark of the American Medical Association AlttA Administrator Panel Click on Administrator Panel on the Options menu 2 Enter the administrator password and click OK The Intelicode Administrator Panel comes up 3 Settings a Connection Settings 2015 Technology Solutions Inc Getting Started 53 i Click on the File menu and choose Connection Settings The Connection Settings screen comes up ii If you are setting up a local connection browse to the file path of the connection Connection Settings E ica File Path C Users VM8 App Data Roaming Intelicod
206. o Intelicode c Once you have selected your Standard Report you can then begin to select your settings for the report 8 Available Columns a A list of Available Columns can be utilized for the Audit Summary and the Custom Provider Accuracy Report b The columns that are currently selected for the report have a bold maroon font c The columns that are within a gray background are the default columns d The columns that have a normal black font are available to add O 2015 Technology Solutions Inc Reports and Printing m to the report Simply click on the column name to add it e The columns that have a light gray font are not available due to lack of space You would need to remove a column or more from the report to make more room f The order in which the columns will appear on the report is shown in blue text just below the Available Columns To change the order of the columns see the instructions above 4 g Toadd a column to the report click on its text It will now have a bold maroon font h To remove a column from the report click on a column name that has a bold maroon font It will be removed from the report Its text changes to a normal black font 9 Column Gauge a Notice the long bar just below the Available Columns going across much of the page This is the Column Gauge b The green bar represents how much page space is taken up by the current columns in the report
207. ocess above starting with Provider Procedure Code 2 b Reviewer Section i If the reviewer agrees simply click the Same button The data will be populated to match the provider data ii If there is any disagreement you will need to enter the information just as it was described above for the Provider section iii For any additional procedure codes repeat the process above starting with Reviewer Procedure Code 2 2015 Technology Solutions Inc 112 Intelicode Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEM Elo Management ists LlserComnecton Qice CMS Guidelines Tools Help Potion ff History f Exam ff decision IN Finish sate Visit Information Companson en 2 Timo Vist Date 1020 2012 Ne e Provider EBM Variance Factor Foo RYU Patient ID 167 Face to Face 0 Mn Prolonged Face to Face Mn z A v 1000 eam 5o 000 015 Patiort Nomo Lobos Beet 38017 Schodde Other 000 000 Sy Counseling Mn Psychotherapy Foce to Face 0 Mn 321 Satus Esabished Sex F 39219 v v Tota 00 000 Servico Typo Office or Oher Ovtostert intial Viet EAM Services Other Services Medical Necossity Provider Rewower Same os Provider Provider Miter John 25859 Provider Procedure Code 1 Mostar Reviewer Procedure Code 1 Moder Y Requester Residert Ox Ox Same Same as Prondor Reviewer Auster ABO Prov ster Procedure Code 2 Mot Ha vemos Procedure Code 2 Mois Payor he Dx Dx Same History Expanded E
208. ode achieved in an audit in the Report n Var this adds the Variance including O achieved in an audit in the Report o Diff this adds the Difference achieved in an audit in the Report p Audit Dt this adds the Audit Date into the Report q Patient this adds the Patient Name to the Report r Provider this adds the Attending Provider Name to the Report s Reviewer this adds the Reviewer Name to the Report t TP this is otherwise known as Teaching Physician TP and shows GE GC or depending on how the Teaching Physician Guidelines were answered u Resident this adds the Resident Name to the Report v Specialty this adds the Specialty Subspecialty to the Report w Requester this adds the Requesting Provider Name to the Report x ProviderRVU this adds the Provider RVU to the Report y UserRVU this adds the Reviewer RVU to the Report z DOB this adds the Date of Birth to the Report aa Diagnosis Total this adds the Diagnosis Total number for O 2015 Technology Solutions Inc 144 Intelicode each audit in the Report ab Diagnosis Accurate this adds the Diagnosis Accurate number for each audit in the Report ac Office this adds the name of the Office in the Report Miscellaneous Options a Each report has a different set of miscellaneous options available for output b The miscellaneous options for a particular report are shown with check boxes toward
209. of Tegblty is that t must be lngbile to someone cutede the practice orfiaciity Oictaten houd Y _AAA AE Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 4 4 3 3 Management Options The Management Option s screen of the three Risk screens is used to indicate the level of risk associated with the management options documented for the encounter being audited 2015 Technology Solutions Inc 106 Intelicode To select the desired level of Management Options Risk click the element on the right side of the screen The selected risk element will be shown in a bold maroon text 2 The elements are categorized by level The highest corresponding Risk Level e g minimal low moderate high will appear in the upper right part of the screen 3 To unselect any element simply click that element again It will turn back to a black text 4 Toadd a risk element right click in the area where the risk elements are listed and click Add Risk Item This will take you to the Risk Elements screen where you can add a risk element a Intelicode Enterprise 14020 x86 SQL Server Sample Office CEM Ele Manapement iets UseriConnecton Office CMS Guidelines Jools Help IV Fhads without Additives Mince Surgery with No iderthed Risk Factors Occupa onal Therapy Oxcupssonal Therapy AAA Minc
210. ogia 09 comecne atace De practice a iaoi OLEO woud be corea 19 pre lego and be peters clare e and mek da Phe pasce cr lm iy oy ary croviden WAP ocr par rear ale Macro Port Value Choose the macros you want to naart no the note Grid Ma Ma Ma Mex Mex Mex Mo Mor Mow Fos Meroseft Sara Revised y 2 A Ta Note Maceo Ote Muda Odo Sze 825 Coor IDA 15 7044 IA Some potera Or Pet Ere Mele MAIO ESTIU e td a at a AO oy terel a Lebar A Sore sora y Pvt rtre nete rodas OOO where et e M lead Queticrabe oF eles oor por potty F Gerard Perrcgias of Metical Recon Oncrertason rude Tre medical record Wd be complete ard Genera Prraccies of Meaca Recors Oocumertanan motte The medical second Pose be complete and legtia good detintion d eg tut t mat be ingtie te somera aude he pacion orlactty Dictaton add Y A good delirar of legbilty n that t mat be legb a to someone tude Pe practice or lecity Octstion shoud Y 4 Create a New Note Macro a Click the New button toward the top of the screen b Click on the text box just below the Macro Name heading c Type in a Macro Name d Designate the Macro Type by clicking on the circle next to 2015 Technology Solutions Inc 206 Intelicode h the text Issue Recommendation or Other or by clicking on the text itself Click on the text box just below the Macro Contents heading Type in the Macro Contents If you wish to have a Macro Point Valu
211. ogy Solutions Inc Importing Requirements 247 e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o None Fe Home inset Pagelayout Formulas Data Rewew View Team a Cut co 2 AutoSum A Leal Calibri u As x wept General E EA Ex a gf a a Ay Bw e romana 4 0 IDA ESB HH ere center gt a8 amaia Dees acne o Dane AR oi come sid eee Hobs Clipboard A Font a Alignment Number A Stytes Cems Editing Al fe Specialty Code Y B c D E F G H 1 J K t M N o P a R s E jecialty Code Specialty 2 79 Addiction Medicine 3 3 Allergy immunology 4 59 Ambulance Service Supplier 5 32 Anesthesiologist Assistant 6 5 Anesthesiology 3 7 64 Audiologist billing Independ 8 78 Cardiac Surgery e 6 Cardiology 10 42 Certified Nurse Midwife u 35 Chiropractic 12 89 Clinical Nurse Practitioner 13 63 Clinical Psychologist m 80 Clinical Social Worker 15 15 Colorectal Surgery 16 28 Colorectal Surgery 17 81 Critical Care intensivists 18 43 Cra 19 17 Cra 20 7 Dermatology 21 30 Diagnostic Radiology 2 93 Emergency Medicine 23 46 Endocrinology 24 21 Endocrinology 25 8 Family Practice 26 23 Gastroenterology 27 10 Gastroenterology 28 1 General Practice 29 2 General Surgery 30 38 Geriatric Medicine 31 27 Gynecological oncology 32 98 Gynecological oncology 33 40 Hand Surgery 34 82 Hematology M4 i Specalty 94 Ha y Ready E a 100 C y Cop
212. ogy Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 6 Create a New Office To create a new office I After logging in the next screen to come up is the Offices and Departments screen You can also access this screen by clicking 2015 Technology Solutions Inc s Intelicode on the Office menu at the top of the screen when completely logged into Intelicode and then clicking on Create Change Offices Departments You must have permission to create an office If you do not the Create Office button will have gray text If this is the case you will have to either be given permissions by your Administrator or you will have to have your Administrator create the office To learn more about managing offices permissions and users see the Administration help page Offices O x Offices and Departments Create Office DA Rename Office Remove Office Browse for Office Cancel Click Create Office The Office Management screen will come up Fill in the necessary information and click OK The Office Management screen disappears 2015 Technology Solutions Inc Getting Started ar Office Management KN Office Name Address Phone Number City Fax Number State Zip RVU Place of Service Non Facility Facility 5 To begin using this office click the office name on the Of
213. ohn Smith M D 195 INTELICODES Report generated on BY28 2054 11020 PM by INTELICODE Copyright JOLA TS AN Rights Reserved Confidential Page 1 of 2 Copyright 1998 2015 Technology Solutions Inc All rights reserved 2015 Technology Solutions Inc Additional Products 309 INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc 310 Intelicode 11 Shortcuts This page includes some tips and shortcuts that you might want to familiarize yourself with Hopefully these will help you to more quickly and efficiently accomplish your work I Quickly calculate a level of service a If you simply want to calculate a level of service you only need to enter Patient ID Patient Status Gender and Service Type This will not work with all levels of service as some levels require key components to be met prior to generating a level b When you get to the End screen you simply click Finish then click Clear Visit Screens 2 Keeping your offices updated a Each time you enter a new Note Macro Provider or any other item that is found in the Management menu simply select the new item or items b Click the Send to Another Office button choose the office s that you wish to update c Click OK 3 A quicker way of getting into Intelicode a Intelicode keeps track of the last user that was in the program So when you open Intel
214. olololoK Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 6 3 Requesting Provider l Add a Provider a Click on the text box just below the Provider ID heading b Type in the Provider ID c Press the Tab key and type in the First Name of the provider O 2015 Technology Solutions Inc Management 185 d Press the Tab key and type in the Last Name of the provider e Choose the Specialty Sub Specialty of this provider by clicking on the box just below the Specialty Sub Specialty heading and clicking on the appropriate option f If this Provider is a Physician Assistant check the box next to the Physician Assistant heading or click on the heading itself g If you would like to archive this Provider check the box next to the Archive Provider heading or click on the heading itself h Save the new provider by clicking on the Save button 2 Select Records a To select one record click anywhere on the Provider s row in the table b To select multiple records that are contiguous within the current table display click on the first record then hold down the Shift key and select the last record in the range c Toselect multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that yo
215. om the data you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Payor records from this point forward in this process in the selected office s that have a Payor ID that matches a Payor ID in the data you are sending ii The None option will tell Intelicode to not overwrite any Payor records for this particular copy from this point forward in this process 2015 Technology Solutions Inc 232 Intelicode iii The Yes option will tell Intelicode to overwrite this one particular Payor record and only this record iv The No option will tell Intelicode to not overwrite this one particular Payor record and only this record v The Cancel option will stop the entire Send process 7 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its Payor records c Click OK The Payor records from the office s you selected are now a part of your current office s Payor table d If there is a Payor ID from the selected office s that is the same as a Payor ID from your current Payor table you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Risk Element records from this point forward in this process that have a Payor ID that matches a Payor ID in the data you are copying ii The None option will tell Intelicode to no
216. omeone outside th clay Damon shoud Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 44 Decision Screen The Decision Screen is the final component of the three key elements required in documenting an E amp M Service and is broken down into three sections Choose any of the following topics to see what is required on each O 2015 Technology Solutions Inc 100 Intelicode tab under Decision 4 4 1 Diagnosis Management On the Diagnosis tab you select the number of diagnoses or problems that are applicable to the encounter being audited Select the appropriate number from the drop down box for each option 2 Intelicode keeps track of the counting The level or counts for the Diagnosis Management Options portion of the encounter elements selected will appear in maroon in the upper left corner of the screen 3 When the mouse is positioned over a specific statement the actual corresponding quotation from the Documentation Guidelines will appear in the light blue help box across the bottom of the page as an additional reference 2015 Technology Solutions Inc Navigation or Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEM Ele Management iets UseriConnecton Q ice CMS Guidelines Tools Help co Pro e JE Diagnose Management Options Amount Complexity of Dat
217. ompletion of the First Name and Last Name fields is not required to complete an audit Any names entered in these fields will appear on reports exactly as they are entered here The patient First Name and Last Name we have entered for our audit is Betty and Bebee 3 The D O B Date of Birth field is only required for those services that are age driven such as Preventive Medicine Services If a date of birth is entered enter it in the MM DD 2015 Technology Solutions Inc Walkthrough e YYYY format You may also enter the date of birth by clicking on the drop down arrow and selecting the date from the calendar display The patient D O B we have entered for our audit see below is 07 27 1952 4 Choose the Patient Status to indicate if the patient is new or established The Patient Status we entered for our audit see below is Established 5 Choose the patient s Gender to indicate if the patient is male or female The patient Gender we entered for our audit see below is Female 6 Select the Attending Provider physician performing the visit for the encounter being audited If the attending provider is not listed select Add New Provider from the drop down list See Attending Providers for help The Attending Provider we entered for our audit see below is Miller John 9999 7 Enter the Visit Date the date of service by entering the date in MM DD YYYY format or by clicking on the drop down ar
218. on 2015 Technology Solutions Inc Reports and Printing 1 a Report Options 0 Standard Reports Report Options D Issues amp Recommendatons Proce se _ Diagnosis Modtiers Wih Netes _ By Provider Diagnoses amp Procedures Prowder Summary Wok RVU Totals _ Audt Port Totals _ Show Attached Documentation Provider Net Fee Totals Billed Code Totais Prowder Accuracy Report Custom Provider Accuracy Report Office Name Phone Number Sample Office 260 555 1212 Address Fax Number ee 123 Anywhere Lane 260 585 1215 V Use Current Vist Summaries Ftor Criteria Qty Sate Zp Midwest IN v 46723 To customize o report choose a report from the Sterdard Reports list The Available Columns will show oll of the available data columns from Visit Summaries The a default report fields ore represented by the shaded items The bold moroon items ore columns that ore selected You can pick ord choose the items from the Available Columes to taile the report for your needs You will notice the columes oppear below along with a progress bar which shows the available space left on the report When you run cut of room the available columns will be areved out ond will not be able to be selected until something else is unchecked Orce you Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved
219. on of egbity is that t mut be legbie to someone outside the practice or facity Dictation shoud Y fogto Apos araon d giy ia hat mat be legible to someone atsido the proce or facity Dicta houd Y 13 Ofico or other outoatiert vel for the evaluation and management of an established patiert mhich requires at least teo of these Pree key componerts an expanded problem focused hiatory an expanded problem foousod examination A or ol lon corpienty Coser arid Coordeuten of Care weh Cer provers OF A ore INR COC we the nature of the probie and Me patert s and or lady reeds ir Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 9 8 Running Tally Intelicode keeps a running tally You will notice the code changing as your History Exam and Decision levels change NOTE Depending on the CPT code the key components required and the documentation you may not see a code even after completing the audit EXAMPLE A Hospital Inpatient Services Initial Hospital Care codes 99221 99223 requires documentation in each of the three key components 2015 Technology Solutions Inc Miscellaneous 275 History Exam and Medical Decision Making A 99221 requires a Detailed and Comprehensive History a Detailed or Comprehensive Examination and a Straightforward or Low Complexity MDM If you only document a Detailed H
220. one particular Patient record and only this one iv The No option will tell Intelicode to not overwrite this one particular Patient record If there are any more duplicate records you will asked the question again pertaining to each of the other records so long as you click No or Yes v The Cancel option will stop the entire Send process 8 Copy From Another Office a Click the Copy From Another Office button b Select the office s from which you wish to copy all of its patient records c Click OK d The patient records from the office s you selected are now a part of your current office s Patient table e If there is a Patient ID from the selected office s that is the same as a Patient ID from your current Patient table you will be asked if you want to overwrite i The Always option will tell Intelicode to overwrite any and all Patient records from this point forward in this process 2015 Technology Solutions Inc Management that have a Patient ID that matches a Patient ID in the office from which you are copying ii The None option will tell Intelicode to not overwrite any Patient records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular Patient record and only this one iv The No option will tell Intelicode to not overwrite this one particular Patient record If there are any more duplicate record
221. ong with the modifier will show on reports if you have that column selected For more information see Reports i An asterisk will be displayed when the Teaching Guidelines have not been met Note Teaching visits with modifiers GC and GE will be displayed in the Teaching Physician TP field on the Visit Summaries screen 15 Preventive Split Visit a This feature is only accessible when the Preventive Medicine Services service type is selected b To audit a preventive split visit click on the Preventive Split O 2015 Technology Solutions Inc Navigation Visit text or checkbox A Split Visit tab will appear in the box below with two questions to answer c Upon saving the visit you will be immediately directed to the patient screen where you can audit the second portion of the split visit 16 Incident To To answer questions regarding the Incident To Requirements see the Incident To IT tab toward the bottom of the screen I7 Audit Date This is the date that the audit took place It is filled in automatically 18 Revised Date This is the last date that this audit was revised It is also populated automatically 19 Notes Note Macros a The left side text box Notes allows the user to add his her own comments free text about the encounter or the documentation etc for future reference or educational opportunities b To change the appearance of your notes or to c
222. ons Inc 270 Intelicode Visit Summaries B Pat 1D Visit Dt Audit Dt Patient Payor Prd AS Stat wie Audit Date Visit Date y 9 2011 39 2015 Be 65432 02 06 2012 02 10 2012 Dooley Jamison En Office 878 08 30 2012 08 30 2012 Bodine Gerald Es Hospai Satus Var Billed E amp M 156 08 18 2012 10 19 2012 Singleton Suze Es Prever 7 M M 65432 12 28 2012 12 28 2012 Dooley Jamison Es Prever Ya a TT a ee Provider Attending C Requesting 654 Choose Columns a e AJ Providers ick here to change 13 Ex Offices Specialty Sub Specialty 1561 Y Pat 1D Y Patient Y Stat Es Office y M F ven Y Aude Dr Y Reviewer Now Office 171 Es Office e 578 V Service Type Y SubService Type V Provider En Office me 134 V Reviewer Code 4 Provider Code Y Var Ex Office v 2 on Moc wir 646 New Hospa m s MT V Residert Y Specialty Ext Paced 1301 Y Requester Y Provider VU Y UserRVU Ex Office piemec moe or Est Consul v Iv History v Eam Y Decision 135 Est Postop 156 Y Diagnosis Totat Y DiagnosisAccurate Y DOB Est Emerge 878 Ports Y Office Y Payor En Office z 1671 Z Fee Schedule 7 AudtedDocumentNsme a Y Preventive Y Select None Select Ml Cancel Total Viste i pory WC Procedure Accuracy Diagnosis Accuracy 64 24 375 12 1875 22 438 5 12 1875 16 375 82 6341 Total Bled Financial Eror Under Blod Over Bllod Non Compliant TP Pro
223. ons Inc Walkthrough e Intelicode will calculate the highest level of risk from all three of the Risk sections f For our audit see images below in the Presenting Problem section we choose the Acute uncomplicated illness or injury option Intelicode will calculate the level of Medical Decision Making MDM by compiling the information from all of the tabs on the Decision screen The level of overall MDM will be displayed at the top of the screen as shown in the example image below The Decision elements we have entered for our audit produce a Low Complexity MDM a Intelicode Enterprise 14 0 20 x86 SQL Server Sample Office Elo Management iets LleerCommecton Office CMS Guidelines Tools Help c E E o A Poser High D 2 or More Stable Chronsc llinesses 1 or More Chronic llinessos with Severe Exacerbaton Progression or Sade Effects of Treatment Acute or Chronic Ilinosses or Injuries that may Pose a Throat to Life or Bodily Function An Abrupt Change in Neurolog Status a 8s Note Ba Revised Date Pda Date x y msa e Size 825 Color m eta 3 10 2015 12 28 2012 C Soma pomora o ths entre note includes documentation where legbity is at least Questonabie or extremely a 1 Some portions or the entre note inciudes documentation where legbity is at leait questionable or extremely a General Prrscples of Medical Record Documertaton include The medical record should be complete and P General Princple
224. ons Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 24 Activation Once installation is complete you should see an INTELICODE icon on your desktop To start INTELICODE Double click the INTELICODE icon OR from the Start menu select All Programs then find the Intelicode folder click on it then click Intelicode A small window will pop up named Intelicode Evaluation Intelicode Evaluation MES Intelicode Evaluation Evaluation Expires on Tuesday March 24 2015 Product Evaluation O Solo O Pro 0 PATH Continue Evaluation Activate Intelicode 2 If you are evaluating Intelicode select your product and click Continue Evaluation The Evaluation Expires on date is for you O 2015 Technology Solutions Inc a Intelicode to know how long it is activated for and when the license will expire 3 If your subscription with Intelicode is current click Activate Intelicode A dialog will appear as seen below 4 Leave this window open You will be required to give the System ID number or boxes A through H to activate your account 5 Call the number shown to activate your subscription or email by clicking on Or activate by email at support intelicode com link 6 You will be directed over the phone or by emailed instructions how to activate the subscription from this point Intelicode Acti
225. ords from the office s you selected are now a part of your current office s Provider table e If there is a Provider ID from the selected office s that is the same as a Provider ID from your current Provider table you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Provider records from this point forward in this process that have a Provider ID that matches a Provider ID in the data that you are copying ii The None option will tell Intelicode to not overwrite any Provider records for this particular copy iii The Yes option will tell Intelicode to overwrite this one particular Provider record and only this record iv The No option will tell Intelicode to not overwrite this one particular Provider record and only this record v The Cancel option will stop the entire Copy process 2015 Technology Solutions Inc Management 189 9 Import From File a You can import providers from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up c Browse to the location of the file you wish to import d Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file g You will be asked the question Does this
226. otherwise be cured by TSI b Termination By TSI TSI may terminate the business relationship between COVERED ENTITY and TSI including any Underlying Agreement or other arrangements or understandings whether or not in writing upon which the business relationship is based and such other agreements arrangements or understandings are hereby amended to permit such termination if TSI determines that COVERED ENTITY has violated a material term of this Agreement and or the Underlying Agreement that cannot otherwise be cured 2015 Technology Solutions Inc 34 Intelicode by COVERED ENTITY Termination of the Underlying Agreement for whatever reason shall cause this Agreement to terminate automatically and TSI shall destroy any PHI of COVERED ENTITY in its possession or control 7 Indemnification TSI shall indemnify and hold COVERED ENTITY and each of its officers employees directors agents and representatives Indemnified Persons harmless from and against any and all claims losses costs damages or expenses including reasonable attorneys fees that arise out of any actions or omissions by TSI or its officers employees directors agents or representatives which result in a breach by TSI of this Agreement or the Regulations as amended Without limiting the foregoing COVERED ENTITY shall give TSI prompt written notice of such claim suit or proceeding 8 Notices Any notices required or permitted to be giv
227. ou would select the Available Lists for Report In this list should be every list you created for that year along with the National Data and the National Data followed by a specialty An example of the National Data with a Specialty is this National Data 201 Neurology This means that the frequencies and percentages in that list are only for Neurology from the National Data 201 a You can select anywhere from 2 lists to 5 lists to print at a time More than 5 would be too much to piece apart easily Only one list would have nothing to compare to Either way you will be prompted O 2015 Technology Solutions Inc 294 Intelicode by Intelicode to have either more than one selected or less than 6 selected 19 The Office info is on the right side in red and cannot be edited in InteliCurve You should see the Office Name Address City Phone Number Fax Number State and Zip 20 You can select any all or no codes to report on if you like You can do this by checking and unchecking the checkboxes on the left side under Select Codes for Report This is a tree view so you can click the symbol to expand and see Subservices and or codes to add to or subtract from the report You can also click All to select all codes or None to unselect all codes 21 Finally select which Print Report Option you would like to use InteliCurve offers the same as Intelicode Just click Print when you are ready to print Copyright O 1998 201
228. our Issues and Recommendations report was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen 5 Otherwise click on Issues amp Recommendations under Standard Reports in the upper left portion of the screen This report is the only report that is based off of the Note Macros in the visit not the ones you can edit on the left side of the screen in the visits 6 The Issues and Recommendations report is static The only Report Options you can change are the Office Name Address and Phone Number information that appears in the report heading See the Report Options help page for more information on how to format your report 7 When you have the desired format Select a Print Option and click Print 2015 Technology Solutions Inc Reports and Printing 153 Sample Office Issues amp Recommendations Report 260 555 1212 123 Anywhere Lane Cabcalaticra benedon EM Serios 260 555 1215 Midwest IN 45723 Visit Date Range 08 25 2011 to 08 25 2014 Reviewer Auditor A Provider Carrington MD Lotta Number of Reports Audited 5 Comments Records Accurately Coded 3 60 Records Over Coded 1 20 Records Under Coded 1 20 Records Wrong Category WC o 0 Procedure Accuracy 1 0 Diagnosis Accuracy 7 85 71 Financial Error 17 33 Document and Coding Issues 1 Encounter s had the
229. own in yellow at the top of the screen O 2015 Technology Solutions Inc os Intelicode Intelicode Enterprise 14020 x86 SQL Server Sample Office CEN Ele Management Ysts LiserCommecton Office CMS Guidelines Tools Help General ttt System Exam pr Y rn Constitutional Measurement of any three vital signs A Gee Coretiutena General appearance of pathert Cardeovaseuter Exam OT Ears Nose Mouth and Throat Resowatory Assesemert of respiratory oot TSE Respiratory Percussion of Lar Nove and Thecat Enam 07 F Reesor Respiratory Palbtation of chest Eye Exam OT D Cudovescas Respiratory Ausadtation of lungs hes Brean Cardovascuar Papon of heat Oeritocrinary Exam 97 Gomrtesnal Yodomen Cardiovascular Auscultation of heart with notation of abnormal sou Gorton F Cardormoder Examination of carctd sieros Hemmo Lymph mm Cram 97 Lobato Cardovescuar Damna of abdomna ota nr Muscidoaieletal Cordovescdar Examination of femoral aretes Muscutoshelem Ence 97 V San Cardevasculs Gumnaton of pedal pulses O Neursloge Cardovescuisr Examination of extremities for edema and or watcostios s Paychiatsc Skin imspecti n of skin and subcutaneous tissue Poythisvie Exam OF Skin Palpation of dan and subcatanecous tissue _Banptretory Ena am G7 Sain Exam OF Body Arest Organ Systems 3 General Body Areas 95 General Organ Systems 95 E Fort Microsoft Sans Revised Dat Andi Dat A B
230. plication subject to the terms and conditions contained herein If you already purchased a one year license you are entitled to receive a full refund of any payment made for the Software Application by so requesting and returning any media and materials to TSI within fifteen 2015 Technology Solutions Inc Introduction 15 15 days after the date of payment In the event you request a refund you agree to destroy remove or uninstall all copies of the Software Application and all of its component parts and TSI may suspend or deactivate your use of the Software Application with or without notice 2 Limitations It is understood that Licensor does not render any medical or legal advice in support of the use of the Software Application and any use thereof is understood to be done under the sole control determination and responsibility of the medical staff and or physician using the Software Application It is Licensee s full responsibility to have a working knowledge of the Documentation Guidelines and CPT Furthermore Licensee assumes full responsibility for the accuracy of the input of data and any subsequent output of data from the Software Application based on the inputted data It is understood that Licensee will keep current with respect to any changes in the CMS AMA guidelines and is responsible for any and all data inputted and generated using the Software Application Licensor will use its best efforts to furnish updat
231. point and gives you the opportunity to make changes or add other pertinent data Code The audited code the code produced by the information entered by the reviewer will appear in the upper right corner of the screen in yellow font 2 Visit Information a The information shown in this section left side of the screen is a culmination of the encounter information the reviewer has entered up to this point b If information reflected on this portion of the screen is incorrect return to the screen where the original information was entered to make the appropriate changes 3 Comparison a If Time is a factor in the encounter being audited enter the Face to Face time in the appropriate field by clicking on the text box and entering the documented Face to Face time b Additionally enter the documented Counseling time in the appropriate field by clicking on the text box and entering the documented Counseling time c If the Counseling time is 50 or more of the total Face to Face time Intelicode will automatically adjust to reflect the appropriate code in the selected service category in relation to the times entered This will however only work for certain 2015 Technology Solutions Inc 107 108 Intelicode codes If you wish to remove Face to Face or Counseling times simply double click on the corresponding text box to select the text and press the Delete key Intelicode calculates
232. port Options screen pops up 4 If the format for your Provider Summary was saved as a Report Format select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower left portion of the screen 5 Otherwise click on Provider Summary under Standard Reports in the upper left portion of the screen 6 The Provider Summary is static The only Report Options you can change are the Office Name Address and Phone Number information that appears in the report heading See the Report Options help page for more information on how to format your report 7 When you have the desired format Select a Print Option and click Print O 2015 Technology Solutions Inc Reports and Printing as7 sample Office Provider Summary Report 260 555 1212 123 Anywhere Lane Cabcalaticra bene dan E M Services 260 555 1215 Midwest IN 46723 Visit Date Range 08 25 2011 to 08 25 2014 EN Patient ID Visit Dt Patient Rev Code OC TP IT ProvCode Var ProvRVU UserRVU Points Carrington MD Lotta 156 3 13 2012 Singleton Suzie 99213 N 99213 o o D 100 134 11 24 2012 Finestein Fred 39714 N 39213 1 o D 3 s345 9 17 2012 Siverton Denise 99395 N 99395 o D o 10 7896 10 20 2012 Jumpup Johnny 99223 N 99223 o o o 100 135 8 2 2012 Swizzle Cindy 99243 N 99244 1 o o Total Visits Accurately Coded Under Coded Billed Over Coded Billed Wrong Category WC 5 3 60 1 20 1 20
233. port will be printed to your default printer requires an application to be associated for a docx file to be able to print v When the Send To Excel option is selected and the Print button is clicked the report is sent to a Microsoft Excel file and you are then given the opportunity to name the file and save it to the location of your choice vi When the Send To Word option is selected and O 2015 Technology Solutions Inc 1 Intelicode the Print button is clicked the report is sent to a Microsoft Word file and you are then given the opportunity to name the file and save it to the location of your choice vii When the Send To PDF option is selected and the Print button is clicked the report is sent to an Acrobat PDF file and you are then given the opportunity to name the file and save it to the location of your choice viii When the Email Report option is selected and the Print button is clicked a new email is brought up with your report file attached to the email ix Click Print to print the report This will also print any documents you have attached via InteliNote If you have questions about InteliNote see InteliNote c If the layout of the current report and the filters from visit summaries screen is something that you would like to use again click on the Saved Report Layout button Type a significant name and click OK d When you are finished with the Report Options screen click the Close butt
234. proper elements for you to select and only has a Comprehensive level Any elements selected will show on the Encounter Detail Report e InteliCurve Compare providers to the national data compare provider to provider or both You can print a Bell Curve Report that O 2015 Technology Solutions Inc Introduction 13 will have all the lists you select up to 5 in one report e InteliNote Allows you attach a document or image with elements to visits and reports Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 13 License Agreement IMPORTANT READ CAREFULLY BE SURE TO CAREFULLY READ AND UNDERSTAND ALL OF THE RIGHTS AND RESTRICTIONS SET FORTH IN THIS LICENSE AGREEMENT YOU WILL BE ASKED TO REVIEW AND EITHER ACCEPT OR NOT ACCEPT THE TERMS OF THE AGREEMENT This End User License Agreement Agreement is a legal contract between you either an individual or a single business entity hereinafter Licensee and Technology Solutions Inc d b a TSI hereinafter Licensor for the software product purchased which includes computer software and as applicable associated media printed materials and online or electronic documentation hereinafter the Software Application Licensee has voluntarily agreed to enter into this Agreement including all exhibits attached hereto by selecting the elect
235. provider by clicking on the box just below the Specialty Sub Specialty heading and clicking on the appropriate option Choose the Default Exam Type for this provider by clicking on the box just below the Default Exam Type heading and clicking on the appropriate option Choose the Default Fee Schedule for this provider by clicking on the box just below the Default Fee Schedule heading and clicking on the appropriate option If this Provider is a Physician Assistant check the box next to the Physician Assistant heading or click on the heading itself If you would like to archive this Provider check the box next to the Archive Provider heading or click on the heading itself Save the new provider by clicking on the Save button 2 Select Records a b To select one record click anywhere on the Provider s row in the table To select multiple records that are contiguous within the current table display click on the first record then hold down O 2015 Technology Solutions Inc Management 179 the Shift key and select the last record in the range c To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Providers a Select the Provider record s you wish to delete b Click the Delete button 4 Edit a Provider a Select the Provider record you
236. r d See the Payors Help page for assistance with adding a payor Fee Schedule a The Fee Schedule is a table that shows and determines what the charge is for each CPT code b To choose a fee schedule click on the text box for the Fee Schedule field and select the appropriate fee schedule c If the fee schedule that you are looking for is not on the list you will need to add a new fee schedule to the Fee Schedule table You can do this by clicking on the text box for the Fee Schedule field and selecting Add New Fee Schedule The Fee Schedule screen will appear where you can add a new fee schedule d See the Fee Schedules Help page for assistance with adding a fee schedule 12 RVU Place of Service 2015 Technology Solutions Inc Navigation es a The RVU Place of Service field shows whether or not the service was provided at a Facility or Non Facility b Non Facility is the default selection If you wish to change it simply do so by clicking on the text for Non Facility or Facility as appropriate 13 Service Type and or SubService Type a Select the appropriate Service Type for the encounter being audited based on the documentation Once the service type is selected you can click a if one is there to see the corresponding SubService Type types i e for an Office or Other Outpatient the potential sub categories would be New Patient or Established Patient b After selecting t
237. r later AND Adobe Acrobat Reader XI or later latest version recommended e For emailing Microsoft Word 2007 or later Microsoft Outlook 2007 or later AND Adobe Acrobat Reader XI or later latest version recommended NOTE Wireless Connections are not supported and its use may potentially result in data loss Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Getting Started 39 2 2 Installation To download the free trial evaluation Go to either the Intelicode homepage or intelicode com products page and click the link to Download a free trial 2 Fill out the Required Fields and click Submit 3 Download the installation file 4 Locate the file on your system 5 Close all programs 6 Double click on the file 7 Follow the instructions on the dialog s Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 3 Install with SQL Server To install Intelicode for use with Microsoft SQL Server you will need to Have Intelicode Pro or greater 2 Have Microsoft SQL Server 2008 or greater any version not included 3 If you need to install Microsoft SQL Server you can find a manual here intelicode com support Here you can find
238. rator Panel click on the File menu and select Connection Settings Change the database type from Local to SQL Server 2015 Technology Solutions Inc az Intelicode Connection Settings E SQL Server y Server Address Port if blank 1433 is assumed localhost Authentication Office Database Name Windows SQL Server Office Usemame Provided Database Name Provided Password Generate SQL Script Gaos 12 Enter the Server Address hostname or IP Address of your SQL Server and the Port if you have changed it from the default of 1433 If not it may be left blank 13 Select the type of SQL Server Authentication If SQL Server Authentication is used you must enter the Username and Password for the SQL Server account 14 In the Office Database Name box enter the name of the Office database you created on the SQL Server For simplicity Office is recommended 15 In the Provided Database Name enter the name of the Provided database from the SQL Server 16 To populate the databases with the necessary data you will then click the Generate SQL Script button This will prompt you to save a script for the Office database and Provided database 17 Once you have created the scripts you will need to copy them 2015 Technology Solutions Inc Getting Started 4 to your SQL Server and then execute them against the databases on the server Copyright 1998 2015 Technology Soluti
239. rdeveloped verbal skills M O NA Fort Microsoft Sans s eliz a lo Macros Revised Dato Ait Date Y y Ga A JE Aj Sm 825 Coor m Ne 3 10 2015 3 10 2015 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 2 1 Main Screen On this screen you can change the Visit Date select an Attending Provider and put in a Patient ID which will put in the First Name Last Name Gender and DOB automatically if the Patient exists If a patient doesn t exist please create it in the Patient Management Screen before this 2015 Technology Solutions Inc 296 Intelicode al InteliNote File Management Visit Date Patient 1D First Name 8 25 2014 J v Browse Save Document Name Restore E i e m e n t s Audited Doaumerts Restore EN Date Of Birth Male Female Type to set Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 10 2 2 Documents e There are three buttons on the top here Browse Save and Print Browse opens a window to locate the file you wish to insert into InteliNote Save allows you to rename you image or document name at any time Print allows you to just print the image or document selected along with any elements selected e Docum
240. rger consolidation sale or transfer of assets and assumption of liabilities Change of Control or other reorganization or business combination involving Licensee each a Merger In the event of a Merger the site of the site license herein may be transferred to the site of the surviving entity and during a reasonable transition period the site license shall encompass both the former site and the new site If it becomes advisable to operate the Software Application for more than one site as a result of a Merger or otherwise the parties will negotiate in good faith with respect to an additional site license fee This Agreement and the License granted hereunder shall not be affected by i a Merger in which Licensee is the surviving entity ii the transfer or acquisition of a portion of Licensee s geographic territory to another entity or iii the acquisition by Licensee of a portion of another entity s geographic territory 7 2 Governing Law and Jurisdiction This Agreement will be governed by and construed in accordance with the laws of the State of Indiana without application of conflict of laws principles The parties specifically disclaim the UN Convention on Contracts for the International Sale of Goods 17 3 Severability If for any reason a court of competent jurisdiction finds any provision of this Agreement invalid or unenforceable that provision of the Agreement will be 2015 Technology Solutions Inc z
241. riate ROS elements and the respective check box will be checked We checked off Constitutional Symptoms and Integumentary for our audit see below Also notice the level of ROS displayed in the upper right corner of the ROS section We entered two ROS elements giving us an Extended ROS 6 To enter the documented Past Family and Social History PFSH elements for the encounter you are auditing simply click the appropriate PFSH elements and the respective check box will be checked We have not checked off any PFSH elements therefore we do not have a PFSH level 7 As we check the various History elements on this screen Intelicode is calculating the level of History The level of History is displayed at the top of the screen The history elements we entered for our audit produced an Expanded History Level as seen in the example image below 2015 Technology Solutions Inc a Elo Management Yiets Intelicode Enterprise 14 0 20 x86 SQL Server Sample Office UlseriConmecton Office CMS Guidelines Jools Help Walkthrough EN History Of Present Ilinoss HPI Extended Past Family And Social History PFSH D O Orel Complaint PAST v etal Gais Ci Staten Decimal Current Medications Operations and Hospitalizations Y Location Y Timing Prior Binesses Injuries Merges Quality Context 1D Raw S Y Severity V Modifying Factors Y Duration Associated Signe amp Symptoms FAR Y 7 Health Stat
242. ronic It is understood that have reviewed the License Agreement and agree to the terms checkbox on prior to installing the Software Application 2015 Technology Solutions Inc 14 Intelicode BY INSTALLING COPYING OR OTHERWISE USING THE SOFTWARE APPLICATION YOU AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT INCLUDING THE WARRANTY DISCLAIMERS LIMITATIONS OF LIABILITY AND TERMINATION PROVISIONS BELOW IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT DO NOT INSTALL OR USE THE SOFTWARE APPLICATION LICENSE TERMS Grant of License Licensor hereby grants to Licensee upon the terms and conditions herein contained and receipt of payment a non exclusive non transferrable non assignable non sublicenseable limited revocable license to install and use the Software Application Following acceptance of this Agreement and receipt of payment you may install and execute and use the number of registered copies of the Software Application which you have paid for If you are installing this Software Application for the fifteen 15 day trial period your license to use this Software Application expressly expires fifteen 15 days from the date of installation If you have purchased a fully licensed version of the Software Application or agree to purchase a fully licensed version of the Software Application after the expiration of the trial period TSI hereby expressly grants you a one year license to use the Software Ap
243. row and selecting the appropriate date from the calendar display 8 Enter the Requesting Provider as necessary in relation to the services being provided If the requesting provider is not listed select Add New Requester to add the provider to the database See Requesting Providers for help We did not enter a Requesting Provider for our audit see below since the service type was Office or Other Outpatient 9 Select the appropriate Service Type i e office visit consult etc for the encounter being audited Click on the symbol to expand the selection Keep expanding to reach the applicable 2015 Technology Solutions Inc e Intelicode SubService Type Next select the appropriate service Sub Category i e initial visit office consultations initial hospital care etc The Service Type we entered for our audit see below is Office or Other Outpatient and the service sub category we entered was Follow Up Visit Note if Service Type Consultations is selected the Consult Verification questions must be answered and requirements met to continue with the audit unless otherwise set in Preferences 0 Select the Payor for the encounter being audited If the payor is not listed select Add Payor to add the payor to the database See the Payors page for help Select the Fee Schedule for the encounter being audited If the fee schedule is not listed select Add Fee Schedule to add the fee schedule
244. rticular fee schedule and only this fee schedule v The Cancel option will stop the entire Copy process 10 Import From File a You can import Fee Schedules from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up 2015 Technology Solutions Inc 202 Intelicode c Browse to the location of the file you wish to import d Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appear in the table k If you have questions about i
245. ry has the option for you to add the image or document to the report for each visit in the Visit Summaries that has an image or document attached 2015 Technology Solutions Inc 260 555 1212 260 555 1215 8 25 2014 InteliNote Report Attached Document Audit Summary Page 1 123 Anywhere Lane Midwest IN 46723 Intelicode Sample Office Tet ade enuapiyuo pen vous We t TICE AO OT A NT A rol dias GOSTRAAT e PRE HRD dd ARTY O ad r cous 00 0 00 0 0 9 o 0 0 0 0 Oot T T C pa 40443 epueura sD olat Fuera slejpanra pspo o paira papo apun POpo Apra RABIA OL GUA Ae US Gtysusuued 1000 LEMA 2004 Aue 04 SHO ey DOLO A 02 NU DUE EIG SURED AOS 00 DUB Abe SSU 07 PILLO AA PROUS VIGO Ary 10 SORA Gu AO BUOBUIOE Ce aba Od NW Up amp Aagba 9 LO PUDO POS y 21009 PUR NAGLO PNS LOW AO POW GUL DON VOWIIUNIO Q PIOI RAAN JO PD RIIN 1 Ara 007 2000 AWAD Jo OIBUOLIND 1600 10 amp AypgD LADA UOGEUGWTOOD SPU MO AIWO PUII LOVA aos Argo stase apn mmay stess spn opaa PTOZ ZZADO 03 EWR TZ BD Adu 2190 A SIAPA iy ELLOP NI EMP SIZT 5 55 092 nunan one wnim aun aymi EZT 2TZT SSS 09Z vodey Mewwns upny PWO wes Page 1of1 2015 Technology Solutions Inc matis naerad Confidential Copyright O 2014 TH AR Beport generated on BY 25 2034 220 29 PM by INTELICODE or INTELI Additional Products 301 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICOD
246. s Discussion of tests with performing physician Independent rovow of mago tracing or specimen Deamon to obtain old records and or obtain history from someone other than the pabent Renew and summarization of old records andlor obtaining history trom someone other than patient gt 4 Fort Microsoft Sans Y 850 BFBas Note Macros Revised Date hada Date Size 825 Calor m 373 2015 12 28 2012 estay A Some potona o thes entro note includes documentation where legbity s at leait questonable cr extremely a Legblty 6 Some pomor cr this entre nate includes documentation where legbity is at least Questionable or extremely a p Legblty F General Perucples of Medcal Record Documentation clude The medical record should be complete and y F General Prrscpies of Medcal Record Documentation include The medical record should be complete and legible A good definition of legbilty is that amp mut be legible to someone atsido the practice or facity Dictation shoud Y fame RG Pre Lacombe optado someone outside the practica or facility Dictation shoud Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 44 3 Risk The Decision Screen is the final component of the three key elements required in documenting an E amp M Service and is broken down into three 2015 Technology Solutions Inc Navigation 103
247. s Inc 280 Intelicode l Ready Me N Ga gt illed Frequency List cs Sa File Home Insert Page Layout Formulas Data Review View Team a Q o e s a y i are E E J 9 Insety E Ay E B Ra Calibri 11 A l General El LA Jks a Zi rs INTE AMO METE EP Clipboard fx Font 2 Alignment Number Styles Cells Editing Al y fe Code Y 4 B c D E F G H 1 J K L M N oz Code Frequency Percentage E 2 99201 1 0 066666667 3 99202 2 0 133333333 4 99203 3 0 2 5 99204 4 0 266666667 6 99205 5 0 333333333 7 99211 6 0 15 8 99212 7 0 175 9 99213 8 0 2 10 99214 9 0 225 11 99215 10 0 25 12 99217 11 1 13 99218 12 0 307692308 14 99219 13 0 333333333 15 99220 14 0 358974359 3 16 oana ac 0 2195 L i 4 gt I Billed Frequency List 42 OKI gt i m Bam 10 EY O o Exporting Utilization Billed Frequencies If you d like to export your Utilization Billed Frequency List grid to a Comma Separated Values csv file click the Export Utilization Billed Frequencies menu option Browse to the location in which you would like to save your exported csv file zs Type in a file name for this file in the text box to the right of the File Name heading toward the bottom of the window Click Save to save the csv file 2015 Technology Solutions Inc Additional Products 281 InteliCurve SQL Server Sample Office T de gt ThisPC Local Disk C Users VMS gt Desktop v
248. s you will asked the question again pertaining to each of the other records so long as you click No or Yes v The Cancel option will stop the entire Copy process 9 Import From File a 2015 Technology Solutions Inc You can import patients from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File Click on the Import From File button The Open window will pop up Browse to the location of the file you wish to import Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import Next select the file by clicking on it Click the Open button to import the file 175 176 Intelicode g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column name to the column in your data You can do this by right clicking on a field and matching it up to the number of the order in which it appears in your data The order begins with 0 j Your imported data will appe
249. s a Specialty Code from the selected office s that is the same as a Specialty Code from the data you are sending you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Specialty records from this point forward in this process in the selected office s that have a Specialty Code that matches a Specialty Code in the data you are sending ii The None option will tell Intelicode to not overwrite any Specialty records for this particular copy from this point forward in this process The Yes option will tell Intelicode to overwrite this one particular Specialty record and only this record iv The No option will tell Intelicode to not overwrite this one 2015 Technology Solutions Inc 220 Intelicode V particular Specialty record and only this record The Cancel option will stop the entire Send process 8 Copy From Another Office a b Click the Copy From Another Office button Select the office s from which you wish to copy all of its Specialty records Click OK The Specialty records from the office s you selected are now a part of your current office s Specialty table If there is a Specialty Code from the selected office s that is the same as a Specialty Code from your current Specialty table you will be asked if you want to overwrite The All option will tell Intelicode to overwrite any and all Specialty records from
250. s in the upper left portion of the screen 6 If you want a graph on your report check the box near the top of the screen for the With Graph option by clicking on the box or on the text itself 7 Change the Office Name Address and Phone Number information if needed See the Report Options help page for more information on how to format your report 8 When you have the desired format Select a Print Option and 2015 Technology Solutions Inc Reports and Printing 159 click Print sample Office Provider Net Fee Totals Report 260 555 1212 123 Anywhere Lane sra btiora uned on LAM Services 260 555 1215 Midwest IN 46723 visit Date Range 08 25 2011 to 08 25 2014 Patient ID Patient Visit Date Service Type Service Subcategory Rev Code oc IT TP Prov Code Var Diff e213 N 39213 o 0 00 99214 N 99213 1 20 00 Peri 99395 N 99395 o 0 00 aspital Care 99223 N 99223 o 0 00 Consultations Office Consultations 99243 N a924 1 35 00 5 00 Total 5 00 INTELICODES sie cies ws aun ucaae gt pati E are Confidential Page 1of1 Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 5 8 Billed Code Totals Choose Visit Summaries from the Visits menu at the top of the screen 2 Choose the criteria you wish to report by i e Status Service Category Service Sub Category Provider etc Select as
251. s of Medcal Record Documentation include The medical shoud be complete and jepble lagble A good tran of AAA rte Dictation shoud Y A Agres definition of Tegbity a thst t m2 be legble to someone outside the practice or facility Dictaten shouid Y Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2015 Technology Solutions Inc Intelicode 3 5 Step Five End Screen The End screen displays a cumulative total of all information entered up to this point in the audit It is advisable to check the information entered thus far to ensure accuracy The Visit Information section displays a summary of the information entered on the previous screens 2 The Comparison section is where you can enter in Face to Face and Counseling times The Comparison section displays the Reviewer E amp M audited code and the Provider E amp M code billed by the provider It also displays the Fee Schedule if any used and the total difference in dollars and the level of variance from the audited code i The Time section may be utilized for those situations where time is documented for an encounter such as if the time is the major factor which only works with some codes See example below Or you can even see how much of your time is Prolonged in the Prolonged Face to Face which is the Face to Face time min
252. sclosure of PHI received from or created or received 2015 Technology Solutions Inc Introduction 31 by TSI on behalf of COVERED ENTITY available to the Secretary for the purpose of determining COVERED ENTITY s and or TSI s compliance with the Regulations as amended h Cure of Noncompliance If COVERED ENTITY notifies TSI of an Incident or other pattern of activity or COVERED ENTITY of TSI which constitutes a material breach of this Agreement or the Regulations as amended TSI shall immediately take reasonable steps to end or otherwise cure the Incident or other breach of this Agreement i Mitigation TSI shall take reasonable steps to mitigate to the extent practicable any harmful effect that is known to TSI or communicated to TSI by COVERED ENTITY of a use or disclosure of PHI in violation of TSI policies and procedures this Agreement or the Regulations provided however that this provision shall not be deemed to permit or excuse any such violation j Legal Obligations In the event TSI believes it has a legal obligation to disclose any PHI in TSI S possession including but not limited to obligations that arise from the issuance of a subpoena or court order TSI shall notify COVERED ENTITY as soon as reasonably practical after it learns of such obligation and in any event within a time sufficiently in advance of the proposed release date such that COVERED ENTITY s rights and interests would not be pr
253. se Fees 86336 0 0 0 0 o 0 o o 16 Base Fees 12004 o o o o o 0 o o 17 Base Fees 72146 o o o o o o o o 18 Base Fees 36591 o o 0 o o o o o 15 Base Fees 51525 0 0 0 0 0 0 0 0 20 Base Fees 15760 0 0 0 0 0 0 0 0 21 Base Fees 93563 o o o o o o o o 22 Base Fees 77427 o o 0 o o o o o 23 Base Fees 95812 0 0 0 0 o 0 0 o 24 Base Fees 84485 0 0 0 0 0 0 0 0 25 Base Fees 84061 o o o 0 o 0 o o 26 Base Fees 95028 o o o o o o o o 27 Base Fees 26850 0 o 0 o 0 o o o 28 Base Fees 26498 0 o 0 0 o 0 0 0 29 Base Fees 802 o 0 0 0 o 0 o o 30 Base Fees 38589 o o o o o o o o 31 Base Fees 95904 o o o 0 o o o o 32 Base Fees 90733 0 0 0 0 0 0 0 0 33 Base Fees 27516 0 0 0 0 0 0 0 0 34 Base Fees 29358 o o o o o 0 o o d n s Fee Schedule 93 OKAI u f Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved Importing Note Macros e Required Columns these columns must have data o Macro Type o Macro Name e Optional Columns these columns may or may not be included o Contents the macro text e Prior Data Columns these columns have data that must be in Intelicode already to successfully import O 2015 Technology Solutions Inc O None Importing Requirements Home Imset Pagelayout Formulas Data Remew View Cut Jer S H E D a EE E AutoSum eal Calibri u AN E Bi weap tet General f A a ES arn y A
254. select the last record in the range To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Payors a b Select the Payor record s you wish to delete Click the Delete button 4 Edit a Payor a Select the Payor record you wish to edit by clicking anywhere on the Payor s row in the table To change the data click on the text box corresponding to the field that needs to be changed then change the text as appropriate 2015 Technology Solutions Inc Management 231 c To change the Default Fee Schedule click on the corresponding drop down box and select a different option d Save your changes by clicking on the Save button 5 Print a Report See the Management Reports help page for instructions on how to print a report 6 Send to Another Office a Select the Payor record s that you want to be sent copied to the Payor table in another office s b Click the Send to Another Office button The Pick Office s pop up window will appear c Select the office s that you would like to send this record s to d Click OK to send the record s The Payors remain in this office and are now copied to the Payor table in the other office s selected e If there is a Payor ID from the selected office s that is the same as a Payor ID fr
255. self 4 Past Family and Social History PFSH a Check any PAST item that applies by clicking on the box or the text itself b Check any FAMILY item that applies by clicking on the box or the text itself c Check any SOCIAL item that applies by clicking on the box or the text itself 5 Notes can also be added on this screen See the two 2 white text boxes at the bottom of the page For help regarding the Note Macros See the Note Macros help page 2015 Technology Solutions Inc o Intelicode Intelicode Enterprise 14 0 20 x86 SQL Server Sample Office al N MEA History OF Present llinoss gt HP Extended Past Family And Social History PFSH D Owel Complaint PAST v No of Gwonic Diseases Status Documented Qrrort Medications Operations and Hospitalizations Y Location Y Taming Prior Mnesses inpuries Merges a n Dietary Satus Age Aopropeiate lmureations Severity Y Medtifying Factors Y Duration Associated Signs amp Symptoms FAMILY Heath Status or Cause of Death of Parents Siblings and Children Review Of Systems ROS Extended Diseases Related To Oval Complairt HPL or ROS Y Constitutional Symptoms Musculoskeletal Y Eyes integumentary skan beeast Hereditary or High Risk Diseases Ears Nose Mouth and Throat Nourologcal Cardovasatar Psychiatric SOCIAL Living Arangomerts Use of Drugs Alcohol or Tobacco Mantal Satus Eteri of Education Gastrointestinal Hematologic Lymp
256. specifically designed to allow the auditor reviewer to reflect examination as accurately as possible These elements indicate a Limited exam or a Detailed exam relating to how the presenting problem was performed d The Limited Examination element will allow the auditor reviewer to keep the level of exam at Expanded when appropriate when 2 to 7 Body Areas or Organ Systems elements are selected 2015 Technology Solutions Inc Navigation 99 e The Extended Examination element will allow the auditor reviewer to make the level of exam Detailed when appropriate when 2 to 7 Body Areas or Organ Systems elements are selected f The Complete Examination element will allow the auditor reviewer to make the level of exam Comprehensive when appropriate when any Organ Systems elements are selected a Intelicode Enterprise 14020 x86 SQL Server Sample Office CEM Elo Management Yiets LiserCommecton Office CMS Guidelines Tools Help General Mis System Exam GP Body Ares Mead including the face Body Aree Neck Cardeprararstns Exam 97 Body Area Chest_inckding breasts and alas Body Ares Abdomen Lar Move and Thecst Exam ON 64 Area Gertala goin butocks yo tum ar Body Area Back nckding tone Body Area Right upper xtremty Genitourinary Exam 97 Body Ares Leh oper extrenty y Aree Pet lower ny Hemant AymphAnmun Esam 97 Body Arne Lok lower xy Organ te
257. stantially equivalent in function or d compliance by Licensor with specific designs plans or specifications required by Licensee Licensee shall defend and hold Licensor harmless against any expense judgment or loss for alleged infringement of any patents or copyrights or misappropriation of trade secrets which result from Licensor s compliance with designs specifications or instructions specifically required by Licensee unless Licensor knew or should have known that infringement would occur as a result of such compliance with the designs specifications or instructions specifically required by Licensee 9 Sole Remedy THE PROVISIONS OF SECTIONS 7 AND 8 STATE LICENSOR S SOLE AND EXCLUSIVE OBLIGATIONS AND LICENSEE S SOLE AND EXCLUSIVE REMEDIES WITH RESPECT TO INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS OF ANY KIND 0 Ownership Licensor owns all worldwide right title and interest in and to all of the Software Application and in any software tools specifications accompanying printed material or media images photographs music text animations ideas concepts know how processes and techniques used by Licensor in performing enhancements to the Software Application Licensee will not delete alter or obscure the copyright trademark or other proprietary rights notices appearing on the Software Application Nondisclosure Obligations 2015 Technology Solutions Inc z Intelicode 1 1 Definition Confiden
258. t 2 Last Name First Name This is the last name and first name of the patient whose encounter is being audited Note The patient name is not required to perform an audit 3 D O B Date of Birth This is the date of birth of the patient Enter the D O B in MM DD YYYY format Note The patient D O B is not required to perform an audit A D O B is only necessary when auditing services for service types which are age driven 4 Patient Status Each patient will automatically be flagged as a new patient the first time you enter them into the software Change the patient status accordingly 5 Gender Choose Male or Female O 2015 Technology Solutions Inc so Intelicode 6 User This is a required field Please verify the correct User Reviewer is shown If not please select the correct User Reviewer Note When a user is set up a password is not required 7 Visit Date This is the date of service for the encounter being audited The Visit Date automatically defaults to the current date Change the date accordingly You may enter the date manually by changing the month date or year or you may click on the drop down arrow and select the date from the display calendar 8 Service Type Subservice Type This tree view has the Service Types loaded in for you depending on your visit date There may be a plus symbol next to the Service Type you select which means that it has at l
259. t were audited by a certain Reviewer Auditor ii The Reviewer Auditor filter is the last drop down box on the left side of the screen To filter by Reviewer Auditor click on the drop down box and then click on the appropriate Reviewer Auditor k Clear All Filters i Intelicode keeps track of your filter settings and retains them even after you have exited the software and O 2015 Technology Solutions Inc 1 4 Intelicode returned ii However if you would simply like to set the filters back to their default settings click the Clear All Filters button Visit Dt Audit Dt Date Range By Audit Date Vist Date xv san Gr voas B 02 06 2012 02 10 2012 08 30 2012 08 30 2012 08 18 2012 10 19 2012 1272872012 12 20 2012 zsz 0303 2013 A Providers ick here to change lizo ovoza Specialty Sub Specialty 03 13 2012 12 04 2012 08 17 2012 09 07 2013 02 10 2012 02 10 2012 02 10 2012 02 10 2012 maaa 12 0 2012 09 01 2012 0 0 2013 09 04 2012 10 19 2012 12102012 01 02 2013 lowa 0 0 09 17 2012 09 04 2013 10 01 2012 01 02 2013 11 16 2012 12 10 2012 08 24 2012 08 24 2012 lazaz 013201 ESE ESTE ESTI SABANA ABREGO ED TE Accurstely Coded Under Coded Biled Over Coded Biled Wrong Category WC Procedure Accurecy Diagnosis Accuracy 2 375 12 X 2 338 x 12 1875 6 375 82 6341 Financial Gece Under Biled Over filled Non Comp
260. t overwrite any Payor records for this particular copy from this point forward in this process iii The Yes option will tell Intelicode to overwrite this one particular Payor record and only this record iv The No option will tell Intelicode to not overwrite this one 2015 Technology Solutions Inc Management 233 particular Payor record and only this record v The Cancel option will stop the entire Copy process 8 Import From File a You can import Payors from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up c Browse to the location of the file you wish to import d Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will need to match the column nam
261. table you will be asked if you want to overwrite i The All option will tell Intelicode to overwrite any and all Provider records from this point forward in this process that have a Provider ID that matches a Provider ID in the data that you are copying 2015 Technology Solutions Inc 182 Intelicode ii The None option will tell Intelicode to not overwrite any Provider records for this particular copy iii The Yes option will tell Intelicode to overwrite this one particular Provider record and only this one iv The No option will tell Intelicode to not overwrite this one particular Provider record If there are any more duplicate records you will be asked the question again pertaining to each of the other records so long as you click No or Yes v The Cancel option will stop the entire Copy process 9 Import From File a You can import providers from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File Click on the Import From File button The Open window will pop up Browse to the location of the file you wish to import Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import Next select the file by clicking on it Click the Open button to import the file You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings c
262. te and Legbity R General Prrscpies of Medcal Record Documentation include The medical record should be complete and lacilty Octation y beable A good detrison of ngbley ia that mt be lngbie to someone outside the practica cr fociey Oictation shoud Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 3 2 Step Two History Screen Begin the History screen by indicating the presence of a Chief Complaint by checking the box if needed 2 Select a Chief Complaint from the dropdown list to the right or type it in if the desired text is not available in the list 3 Select the number of Chronic Diseases from the dropdown list just below the Chief Complaint line 4 To enter the documented History of Present Illness HPI elements for the encounter you are auditing simply click 2015 Technology Solutions Inc Intelicode the appropriate HPI elements and the respective check box will be checked We checked the box for Location Severity Duration Timing and Modifying Factors for our audit see below Also notice the level of HPI displayed in red font in the upper right corner of the HPI section We entered five elements giving us an Extended HPI 5 To enter the documented Review of Systems ROS elements for the encounter you are auditing simply click the approp
263. telicode a Intelicode Enterprise 14020 x86 SQL Server Sample Office EM Elo Management iets LiserCommecton Office CMS Guidelines Tools Help Patient f History PJ Exam Fi oe Finish cater Visit Information Vist Date 1020 2012 Age Timo Provider EAM Vaiano Pewee E Patient ID 167 Face to Face 0 Mn Prolonged Face to Face Mn an all2 v 10000 eam 000 000 015 Patiert Nome Edoo gt Other 000 000 Ony Counseling 0 Mn Psychotherapy Face to Face Mn poo sd Fee Schodde Matus Extab shed Sa f a Y vj Tea 9000 0 00 Service Typo hoe of Other O tpatert Follow Up EAM Services Other Services Modical Necossity Provider Rovowor 99215 99213 Provider Miler John 23353 Add On Add On Provider Code Moditier a Add on Reviewer Code Matter 2 Addon 99215 w v a1 gt 99213 v i1 Residort Dx Ox Same Rewiewer Autor A SWO Payor History Expanded bosses 97 Low Compiexty Fort Microsoft Sans Revised Dat Audi Dat Y 8 al z A Note Macros x Q mes Color m 10 2015 12 28 2012 legacy m Some portions or ths entre note includes documentation where legbity a at least questonabie or extremely a Retire E Some poora oF Drs entre note nciudes documentation where legbity s at least gestorable or extremely A Legbaty F er nage mm io The medical record should be complete and Jegbie A good defintion of egbilty a that t must be legbie to someone outside the practice or facity Dictation shoud Y Leg
264. th the D O B heading Select the date from the calendar display Save the new patient by clicking on the Save button 2 Select Records 2015 Technology Solutions Inc 172 Intelicode a To select one record click anywhere on the patient s row in the table b To select multiple records that are contiguous within the current table display click on the first record then hold down the Shift key and select the last record in the range c To select multiple records that are not contiguous within the current table display click on the first record then hold down the Ctrl key while selecting the other records that you want selected 3 Delete Patients a Select the patient record s you wish to delete b Click the Delete button c Click Yes to confirm the delete 4 Edit a Patient a Select the patient record you wish to edit by clicking anywhere on the patient s row in the table b To change the data click on the text box corresponding to the field that needs to be changed then change the text as needed c To edit the D O B simply click on the text box and type it in in the MM DD YYYY format or you can also edit it by clicking on the drop down arrow on the right side of the text box just beneath the D O B heading Select the date from the calendar display O 2015 Technology Solutions Inc d Management Save your changes by clicking on the Save button 5 Print a Report See the Managem
265. th the exercise of its rights and obligations under this Agreement and only subject to binding O 2015 Technology Solutions Inc Introduction 21 use and disclosure restrictions at least as protective as those set forth herein However each party may disclose Confidential Information a pursuant to the order or requirement of a court administrative agency or other governmental body provided that the disclosing party gives reasonable notice to the other party to enable it to contest such order or requirement and or b on a confidential basis to legal financial or other advisors Confidential Information designated as a trade secret of a respective party shall be kept confidential indefinitely by the receiving party unless such information falls within an exclusion set forth in Section 1 2 above 12 Limitation of Liability 12 1 EXCEPT FOR THE PARTIES INDEMNIFICATION OBLIGATIONS CONFIDENTIALITY OBLIGATIONS AND LICENSEE S OBLIGATIONS UNDER THE SECTION ENTITLED LICENSE EXCLUSIONS EACH PARTY S LIABILITY TO THE OTHER FROM ALL CAUSES OF ACTION AND ALL THEORIES OF LIABILITY WILL NOT EXCEED THE AMOUNTS PAID TO LICENSOR BY LICENSEE FROM WHICH THE CLAIM AROSE 12 2 IN NO EVENT WILL EITHER PARTY BE LIABLE TO THE OTHER FOR ANY SPECIAL INDIRECT INCIDENTAL OR CONSEQUENTIAL DAMAGES INCLUDING LOSS OF USE DATA BUSINESS OR PROFITS ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT OR THE USE OR PERFORMANCE OF THE S
266. the desired category in the white box in the middle of the screen The records will appear just below this section of the screen Click on the or to expand or contract respectively to see more or less subcategories of CPT codes 3 Select a Fee Schedule a To select a Fee Schedule click on the drop down box just below the Fee Schedule heading and then clicking on the Fee Schedule you wish to select To Download a Medicare Allowable Fee Schedule first click on the drop down box just below the Year heading and select the year from which the Medicare Allowable Fee Schedule is that you wish to download A list of Fee Schedules for you to select from will appear in the drop down box just below the Medicare Allowable Fee Schedule heading Click the Download button to download the fee schedule that you desire If the download finished properly you will now see this Fee Schedule in the Fee Schedule drop down list 4 Delete a Fee Schedule a b Select the Fee Schedule you wish to delete Click the Delete button O 2015 Technology Solutions Inc Management 199 5 Rename a Fee Schedule a Select the Fee Schedule you wish to Rename b Click the Rename button c Type the new name d Click OK 6 Edit a Fee Schedule a In the table find the record and the field that you wish to edit b Click on the cell and type in the new number c To register the change click off of the cell press th
267. the top of the screen c Toadd or remove a particular item from your report check the box by clicking on it or on the text itself d Diagnosis Procedure Modifiers i The Diagnosis Procedure and Modifiers options are available only for the Audit Summary and the Custom Provider Accuracy Report ii When the Procedure box is checked the report will list each procedure for each encounter iii When the Diagnosis box is checked the report will list each diagnosis for each encounter iv When the Modifiers box is checked even if the Procedure box is not checked each modifier will be shown with its corresponding procedure e With Notes This option if enabled simply designates 2015 Technology Solutions Inc Reports and Printing as whether or not the notes will be present on the report f By Provider This option if enabled sorts the encounters By Provider in alphabetical order The Provider is shown on the report in a large heading prior to the encounter pertaining to that provider g With Graph This option if enabled will place in the report a graph of the current data h Work RVU Totals This option if enabled will place the Totals of the Work RVUs in the Summary of the Report i Audit Point Totals This option if enabled will place the Totals of the Points achieved in the Summary of the Report j Signature Line This option if enabled will place one 1 Signature Line
268. this point forward in this process that have a Specialty Code that matches a Specialty Code in the data you are copying The None option will tell Intelicode to not overwrite any Specialty records for this particular copy from this point forward in this process The Yes option will tell Intelicode to overwrite this one particular Specialty record and only this record iv The No option will tell Intelicode to not overwrite this one particular Specialty record and only this record O 2015 Technology Solutions Inc Management 221 v The Cancel option will stop the entire Copy process 9 Import From File a You can import Specialties from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up c Browse to the location of the file you wish to import d Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the
269. tial Information means a the Software Application and accompanying media and b each party s business or technical information including any information relating to medical records patients software plans designs costs prices and names finances marketing plans business opportunities personnel research development or know how and c the terms conditions and pricing of this Agreement 1 2 Exclusions Confidential Information does not include information that a is or becomes generally known to the public through no fault or breach of this Agreement by the receiving party b is rightfully known to the receiving party at the time of disclosure without an obligation of confidentiality c is independently developed by the receiving party without use of the disclosing party s Confidential Information d the receiving party rightfully obtains from a third party without restriction on use or disclosure or e is disclosed with the prior written approval of the disclosing party 1 3 Use and Disclosure Restrictions During the term and for a period of three 3 years after any termination of this Agreement neither party will use the other party s Confidential Information except as permitted herein and will not disclose such Confidential Information to any third party except to its respective directors officers employees legal financial and other advisors and consultants as reasonably required in connection wi
270. tions Inc Index 315 Index A Activate Intelicode 43 Administrator Panel 51 SO Create Office 45 D Decision Screen 70 a End Screen 74 Exam Screen 67 History Screen 65 Installation 39 InteliCurve 277 InteliNote 294 P Patient Screen 62 Preferences 130 _S SQL Server 39 V Visit Summaries 115 2015 Technology Solutions Inc 316 Intelicode 2015 Technology Solutions Inc 2015 Technology Solutions Inc Thank you for reading the Intelicode User Manual
271. to the database See the Fee Schedules page for help 2 Choose whether the RVU Place of Service was a Non Facility or a Facility by clicking on the appropriate selection 2015 Technology Solutions Inc Walkthrough 6s a l En Intelicode Enterprise 14020 x86 SQL Server Sample Office CEM Ele Management iets LiserCommecton Office CMS Guidelines Tools Help History If Exom ff Decision ff End _ pestes D E 6 Protonged Services w o FacetoFace Phrvecsan Standby Services Preventive Sola Viet 7 Teaching Physician Mindent To 1 is this a Medicare patient or payer that follows Medicare rules 2 Is the non physician practitioner billing the service in the physician s name and number 3 The services are rendered in the office setting zizijziz 4 The services rendered are for an established patent Fort Microsoft Sans Revised Date Audit Date Note Macros Sze 825 Color m 2 10 2015 s y xx Pza 4 G y 12 28 2012 figba 0 Some portons o the entre note includes Gocumertaten where legbily af eat questonabie o extremely A Legblty F Genera legble A good definition of legbilty a Pat t must be legble to someone outside the practice or f egtiry Some pomora or ts entre note moldes documentation where legbilty s at least Questorable x ecremel A Pericles of Medcal Record Documertation nclude The medical record should be comple
272. ts Reserved 9 3 Consult Verification When choosing the Consultations service from the Patient Screen the Consult Verification tab becomes available in the section just below the Service Type section 2015 Technology Solutions Inc Miscellaneous 269 2 You will be prompted to answer the following questions If the Require Consult Verification checkbox is unchecked you will be able to continue without answering the questions Once the questions have been answered appropriately you may complete the rest of the review Consult Verification Incident To 1 Is the payer following Medicare s 2010 decision to eliminate reimbursement for consultation codes 2 An opinion or advice regarding evaluation and or management of a specific problem is requested by another Y N physician or other appropriate source 3 Is this a shared medical record with the consultant Y Copyright 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 9 4 Customized Visit Grid Click on the Visits menu at the top of the screen 2 Select the Visit Summaries option by clicking on it 3 To customize which columns are visible in the grid right click anywhere in the grid and click on Select Grid Columns Check on or off the desired columns fields by clicking the column name or on its corresponding check box 2015 Technology Soluti
273. u want selected 3 Delete Providers a Select the Provider record s you wish to delete 2015 Technology Solutions Inc 186 Intelicode b Click the Delete button 4 Edit a Provider a f Select the Provider record you wish to edit by clicking anywhere on the Provider s row in the table To change the data click on the text box corresponding to the field that needs to be changed then change the text as appropriate To change the Specialty Sub specialty click on the corresponding drop down box and click on the appropriate option If this Provider is a Physician Assistant check the box next to the Physician Assistant heading or click on the heading itself If you would like to archive this Provider check the box next to the Archive Provider heading or click on the heading itself Save your changes by clicking on the Save button 5 Print a Report See the Management Reports help page for instructions on how to print a report 6 Search a b Choose the field that you would like to search on by clicking on the preferred field name just above the long text box next to the Search heading Next click on that long text box and begin typing your search 2015 Technology Solutions Inc Management Intelicode begins selecting records as you type 7 Send to Another Office a Select the Provider record s that you want to be sent copied to the
274. u want to overwrite i The All option will tell Intelicode to overwrite any and all note macros from this point forward in this process in the selected office s that have a Macro Name that matches a Macro Name in the data you are sending The None option will tell Intelicode to not overwrite any note macros for this particular copy from this point forward in this process O 2015 Technology Solutions Inc Management 209 iii The Yes option will tell Intelicode to overwrite this one particular note macro and only this note macro iv The No option will tell Intelicode to not overwrite this one particular note macro and only this note macro v The Cancel option will stop the entire Send process Il Import From File a You can import Note Macros from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up c Browse to the location of the file you wish to import d Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the
275. ument Guidelines both 1995 and 1997 b Each statement is preceded by a checkbox c To choose the appropriate statement s for the encounter being audited simply click on the text or the check box itself to select it d To unselect a statement simply click on the text or check box again and the check will disappear e For our audit see image below we checked the box for Review and or order of tests in CPT radiology section CPT codes in the 70000 series and Review and or order of tests in CPT medicine section CPT codes in the 90000 series O 2015 Technology Solutions Inc Intelicode Intelicode Enterprise 14 020 x86 SQL Server Sample Office CEN Ele Management Yiets LiserCommecton Office CMS Gudeimes Jools Help A EEA E HE Diagnosis Management Options AmountiComplexity of Data Risk Limited 2 D MrovnalComplexnty of Data Review and or order of clinical lab tests CPT codes in the 80000 series Review and or order of tests in CPT radiology section nuclear medicine and all imaging except echocardiography and cardiac cath CPT Codes in the 70000 series and or order of tosts in CPT medicine section Independent rewew of image tracing or specimen Decision to obtain old records and or obtain history from someone other than the patent Renew and summarization of old records and or obtaining history trom someone other than patient r Fort Microsoft Sans y sulla B a dm AAA Revis
276. umented in the Operative Report to ensure ac 281 Documented Lower Level 1 The documentation substantiates a lower level of service than charged DR Documented Lower Level R In order to obtain the level of service charged additional documentation is necessary for hx exam MDM 201 Documented Service Unsupported 1 The documentation located in the medical record does not support this encounter service 31 Duplicate Charge 1 This Is a duplicate charge for this date of service 32 R Duplicate Charge R Have the billing ensure duplicate charges were not submitted to the payor If they were immediately reimburse the carrier 31 Error Correction 1 An error found in the documentation was not corrected appropriately R Error Corrections R Errors should be corrected by placing a single line through the mistake signing or initialing dating and making the correction M4 gt 1 Note Macros 23 ps m Resoy 29 a 100 7 8 Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE Importing Modifiers is a registered trademark of Technology Solutions Inc TSI All Rights Reserved e Required Columns these columns must have data O Modifier e Optional Columns these columns may or may not be included O Description e Prior Data Columns these columns have data that must be in Intelicode already to successfully import O 2015 Technology Solutions Inc 246 Intelicode 7 9
277. us or Cause of Death of Parents Siblings and Children Review Of Systems ROS Extended Diseases Related To Chief Complairt HPI or ROS Y Constitutional Symptoms Musculoskeletal Eyes O Integumentary skin breast Hereditary or High Risk Diseases D Cardovascalar Psychiatric aR Uving Arrangements Use of Drugs Alcohol or Tobacco 5 C Marital Status Extent of Education _ Gastroirtostinad Hematologic Lymphatic M Gentous O Alengic tmmunclogic 7 Sensi History Current Employment Al Others Reviewed and Negative C Occupational History O Other Font Microsoft Sans Revised Dat Audit Dati y B8 Hz az Note Macros gt z x u Aj Sze 825 Color m as 1 10 2015 12 28 2012 wed Some ponora or this entre nate includes documentation where legblty a at leait questionable cr extremely n Legbity 6 Some portions or ths entre nate includes documentation where legbilty is at least Questorabie orecemely A Legblty F General Prricpies of Medical Record Documentation include The medical record should be complete and Legbity F General Prrscples of Medcal Record Documentation include The medical record should be complete and legble A good definiten of egblty a Pat t must be legble to someone atado the practoe orfaciity Dictabon shoud Y hegtie A good detirtion of egblty a that t mat be legble to someone atado the practice orfaciity Dictation hada Y Copyright 1998 2015 Technology Solutions Inc
278. us the Typical Time spent You can also put in time in the Psychotherapy Face to Face which will help you achieve add on codes such as Psych with E amp M a Both the Face to Face time and the Counseling times must be entered for this function to calculate properly b Click on the text box and type the appropriate time for each field c Wedid not enter a Face to Face time or 2015 Technology Solutions Inc Walkthrough a Counseling time see image below ii To select the Provider E amp M simply scroll down the list of E amp M Codes provided and click on the code billed by the provider being audited You can also type in the Provider Code in the Provider Code box If you have an Add On code click the Add On dropdown to select the corresponding add on code If there are multiple add ons eg Critical Care then you can type the number of add ons next to the Add On dropdown and then click the corresponding add on We also have add ons to add ons eg 99201 90833 90785 iii Intelicode will then do a comparison between the Reviewer E 8 M and the Provider E amp M to produce a difference if any in the dollar amounts billed and the variance level iv We chose the Provider E amp M of 99214 for our audit see image below v The encounter had a Variance of 3 The Note Macros field gives the reviewer the ability to document specific information about an audit encounter documentation issue etc
279. usions Except as otherwise provided herein Licensee shall not a transfer rent sublicense or otherwise distribute any portion or components of the Software Application to any third party b modify disassemble decompile or reverse engineer the object code of the Software Application except as permitted by applicable law nor permit any third party to do so c use the Software Application in any manner to provide service bureau leasing time sharing or other computer services to third parties d export the Software Application in violation of U S export restrictions or e acquire any license right or interest to any TSI trademark or service mark TSI reserves all other 2015 Technology Solutions Inc Introduction software license rights not expressly granted 6 Taxes All sales use value added withholding or other taxes Taxes measured by sales or receipts are not included in the Schedule prices Licensee shall be responsible for and shall pay all Taxes and duties fees or charges of any kind imposed by any regulatory or government agency whether federal state local or foreign on any Software Application or Services provided under this Agreement Unless Licensor directly invoices Licensee for the applicable Taxes if any Licensee agrees to pay and verify back if requested to TSI Licensee s payment of the applicable Taxes directly to the taxing authority and in the event Licensor becomes responsible for
280. vRVU UserRVU Total Ports Query Mode 3 745 90 36 87 37080 1 010 46 0 0 59 577 5 982 6 400 0 Ato O Manual Query Now Reports Print Selected Edit Visat Close 4 To customize the order in which the columns display simply click on one of the column headings at the top of the grid hold down the mouse button and drag it across to the desired location Intelicode will remember your column order even after exiting the program and returning 5 To sort the data according to the ascending or descending order of the data in a particular column simply click on that column heading at the top of the grid Click the column heading again to toggle between ascending or descending order O 2015 Technology Solutions Inc Miscellaneous 271 Visit Summaries OR A EDR Pat 1D Visit Dt Audit Dt Patent Payor ee Sat re O Adit Date Vist Date gt 512 0 07 2012 Swartz lic ys B 3 9205 Be 65432 02 06 2012 02 10 2012 Dooley Jamison Ext Oce 878 08 30 2012 08 30 2012 Bodine Gerald Est Hosoti Matus Vor Billed EAM 156 08 18 2012 10 19 2012 Srgeton Suse Est Prever 65432 12 28 2002 12 28 2002 Dooley Jamison Ex Prever Provider Attending O Requesting 68432 08 25 2012 09 03 2013 Docley Jamison es Proa AD Providers ick here to change 1 12 06 2012 6102 2013 Firnesten Fred En Otc Specialty Sub Specialty 156 09 13 2012 12 04 2012 Srjeton Suze E Oce y 1719 08 17 2012 09 07 2013 Herry Georpeann New Otce Sade Twa 1719 02 1
281. vation Version 14 0 2 0 0 esl Intelicode Activation Please call 1 800 786 4231 and present this System ID Or activate by email at support intelicode com A B Cc D z F G Mba 29282 09584 59012 86251 55822 27331 9301 Activate Intelicode using File Activate Intelicode Online Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 2 5 Login To login to INTELICODE When launching Intelicode the first time you will need to create 2015 Technology Solutions Inc Getting Started as a User Name in the Administration panel See the Administration help page for more information about entering users 2 When you launch Intelicode you will see the Login screen Click the User Name dropdown list find your name and select it Auditor A and Auditor B will be there by default and have no password assigned Login SQL Server E Options D Welcome to Intelicode Please log in User Name Auditor A Y Password conca CPT codes copyright 2014 American Medical Association All Rights Reserved CPT is a registered trademark of the American Medical Association 3 After you have selected your user name type in your password passwords are recommended but not required by the software 4 Click OK or press the Enter key to log in Copyright O 1998 2015 Technol
282. ve data O 2015 Technology Solutions Inc Importing Requirements 239 o Provider ID o Archived e Optional Columns these columns may or may not be included o First Name o Last Name e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o Specialty required data can be blank o Default Exam Type required data can be blank o Default Fee Schedule required data can be blank eviews eneral ESS f Provider ID First Name Last Name Specialty Default Exam Type Default Fee Schedule 1 2 3 Lotta Carrington MD Cardiology Body Areas Organ Systems 95 TRUE Bl 6789 Lotta Carrington MD Cardiology Body Areas Organ Systems 95 FALSE C1 4 6523 Lawrencio Farthington MD Neurology Neurological Exam 97 FALSE 5 4Elwood FarwoodMO Otolaryngology Ear Nose and Throat Exam 97 FALSE 6 2 Dona Feelgood MD Internal Medicine Body Areas Organ Systems 95 201301 INDIANA STATEWIDE FALSE 7 9999 John Miller Cardiology Musculoskeletal Exam 97 FALSE 8 5 Beaumont Wellington MD intemal Medicine General Multi System Exam 97 FALSE 3 1 Marcus WelmoreMD Family Practice General Multi System Exam 97 FALSE 10 u 12 13 14 15 16 17 18 19 20 2 22 23 24 25 25 27 28 29 30 21 32 33 34 M4 Attending Providers 43 us d1 Reacy 23 2015 Technology Solutions Inc 240 Intelicode Copyright O 1998 2015 Technology
283. write any Resident records for this particular copy iii The Yes option will tell Intelicode to overwrite this one particular Resident record and only this record iv The No option will tell Intelicode to not overwrite this one particular Resident record and only this record v The Cancel option will stop the entire Copy process The Copy From Another Office window will disappear 9 Import From File a You can import Residents from a Microsoft Excel Spreadsheet xsl xslx or from a Comma Separated File b Click on the Import From File button The Open window will pop up c Browse to the location of the file you wish to import d Using the drop down box in the lower right portion of the Open window choose the file type of the file you wish to import e Next select the file by clicking on it f Click the Open button to import the file 2015 Technology Solutions Inc 196 Intelicode g You will be asked the question Does this file have headers If the top row in your spreadsheet or CSV file is made up of column headings click Yes Otherwise click No h If you clicked Yes you will next have the opportunity to match up the fields in your file to the static Patient table fields Read the text in the light blue box at the bottom of the Import Fields window for further instructions Click OK when you are confident that the fields are matched up properly i If you clicked No you will ne
284. xam Bosses G7 Decision Low Compienty gt s y BEB AG Noto Macros Revised Date Ai Oda Sze 825 Coor E 33 2015 12 28 2012 oset a Some ponora oF ths entre note rudes Gooumertaton where leDblly a of east estonatie o exemely A Legbity Some pomora of Prs entre note nckdes documentation where legbity a at least gestorable or extremely A poor Legblty F General Prricpies of Medcal Record Documentation include The medical record should be complete and hLegbity F General Prrxcpies of Medcal Record Documentation naude The medcal record should be complete and hegbie A good detriton of Tegbity is that amp must be legble to someone outside the practice or facity Dictation should Y fogtie A good definition of agility is that mat be legible to someone outside the peactice er faciity Dictaton shoud Y AAA for Be evehaton ond aacegunert dwn enticed patot pater which requires at least two of ese Pree key componerts an expanded problem focused hatory an expanded problem focused od mecca a keoson making of low compiexty Counseling and coordmstion of care wih other providers of apances are prowided consistent wth the nature of the perebileenis and the patert s and or famiy s reeds A maationla a 6 Medical Necessity a When you click on the Medical Necessity button three b questions become visible If the first question is answered Y the other two questions are not applicable and are therefore not av
285. y selecting the Show Attached Documentation option under Report Options This will show all visits along with any image or document attached to those visits along with the elements selected The image or document will show under the visit it corresponds to a InteliNote CEN Provider Patient 107 First Name Last Name Gender Date Of Bath Y 167 Betty Boeboe Male Female 07 27 1952 Save an a 1D SAMPLE CASE 1 Print HPN o a aa pO i e oars te Im Date 02 16 04 R Past Family and Sool PFSH So A td A t Chief E le Pu OPPE mb H aa mena PO Complaint Coughing fever D Education Counseling and Referral oe A HPI Ptisa6y o female here for a sick visit Pt has had nasal B Assessment AWV days getting worse T 102 yesterday T 100 6 on the d D Counsel Beneficiary AWV r D Personalized Heath Advice AWV Motrin helps Slight cough Sneezing persists ear a eS Still eating amp drinking Pt c o dry throat Pt vomited on diarrhea Some ill contacts at school Sib here last wee 3 Ears Nose Mouth and Throat Mom concerned Pt may be developing strep ENMT Extemal inapection lt ENMT Ctoscopic examinat lt EMNT Aasesmere thes lt Allergies NKDA ENMT Inepecton cf nasal HRT Chronic Problems T amp Ain past Seasonal allergies Asthma mild intermit Current Medications Motrin prn Physical Exam General NAD Neck m Head normal Chest C lt an 4 mv LS gt
286. yright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved 7 10 Importing Risk Elements e Required Columns these columns must have data o Risk Element o Type of Risk o Level of Risk O 2015 Technology Solutions Inc 248 Intelicode 7 11 e Optional Columns these columns may or may not be included o None e Prior Data Columns these columns have data that must be in Intelicode already to successfully import o None Inset Pagelayout Formulas View Team Be Ewart General E D E z x Ol a TA wr ill 7 SEH Dmergeacenter 823 Conditional Form ell Insert Delete Format Sort amp Find amp Cut ey pa A Ac Calibri vu As da Copy Paste BIuU Dr oA 2 Format Painter 0 24 Y etapa es Rew Futer Select Clipboard a Font O Alignment a Number o Stytes Celis Editing AL bd Fe Risk Element m B c D F G H I J K L M N o P a R s Risk Element Type of Risk Risk Level 2 Fever Presenting Problems Minimal 3 EMG Study Diagnostic Procedures Low GREER SIE BS wlolsiouls 16 17 18 19 20 2 2 23 24 25 26 27 28 29 30 31 32 33 a M gt gt i Risk Elements J 7 o _ Ready EA mma 10 C Y Copyright O 1998 2015 Technology Solutions Inc All rights reserved INTELICODE is a registered trademark of Technology Solutions Inc TSI All Rights Reserved
287. ztiey F Some porsona or thes entre note includes documentation where legbity is at least Questionable or extremely A Legbity Some pomora or this entre note includes documentation where legbity i at least questorable crecemely A po poor Lana Po General Pericples of Medical Record Documertaton include The medeal record should be complete and Legbity F General Prrscpies of Medcal Record Documentation include The medical record should be complete and legible A good definition of egbilty is that t mua be legbie to someone outside the practice ee facil Dictation shoud Y hegtle A good definition of logbilty is that muat be legible to someone outside the practica or facility Daon shoud V 2 History of Present Illness HPI a If the Chief Complaint was documented check the box to indicate this then select the chief complaint by clicking on the white box to the right and then clicking on the appropriate item If the chief complaint you are looking for is not available in the list you can type it in b Next indicate the No of Chronic Diseases Status 2015 Technology Solutions Inc Navigation s Documented by clicking on the white box just to the left of this heading c Then indicate the appropriate HPI items i e Location Quality Severity etc by clicking the box or the text itself 3 Review of Systems ROS a Check any ROS item that applies by clicking on the box or the text it

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