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05/08/2018 – AgencyCore Update


Managed Care Claims

View Adjustments (Quick Reports)


Managed Care claim’s adjustments of payment can be viewed by selecting on the View Adjustments (Quick Reports).


Patient Profile

Primary Emergency Contact


The Patient’s Primary Emergency Contact now saves successfully without an additional emergency contact.




New Certification Period


In the Episode/Assessment Information section of OASIS Demographics tab, the field previously labeled Episode Start Date has been replaced with read-only Certification PeriodThe Certification Period field displays the date range of the current or next episode (from Manage Episode).  The Certification Period can be updated from the Schedule Center under Manage Episode


Note: For OASIS-C2 Recertification and Resumption of Care, the Certification Period field will show the next episode date range within the five-days window.



Print Preview PDF


All previous OASIS-C (legacy) forms can still be previewed (print PDF) and print out by clicking on the printer icon.


OASIS-C2 SOC: Mobility

The OASIS Start of Care print preview PDF now displays GG0170C Mobility with the scale (score) values and descriptions of selected activity/goal for both SOC/ROC Performance and Patient Discharge Goals.


Medicare Beneficiary Identifier

(MBI): Populating on Documentations


Agency administrative staff can enable or disable the MBI feature functionality after entering an approved password to access the “Manage Company Information” tab located under the Admin menu.


Enabling the MBI Feature


MBI Effective Date


The effective date can only be established on or after April 1,2018, which is when CMS announced their capabilities to accept the processing of either MBI or the HICN. All completed documents before the effective date will maintain their original number, and any documentation on or after the effective date will have the new MBI.



Once the feature is enabled, saving the information will trigger a confirmation to guide you to either “Update Now,” which will save the changes and the system will refresh instantly, OR “Update Later,” which will save the changes and the system will NOT refresh instantly.



Disabling the MBI Feature



MBI in the Patient Chart



Once the MBI is documented in the patient chart, the system will automatically use the MBI by default for OASIS and billing transactions. The “NA” option has also been added to allow agencies to bypass the default if the patient does not have an MBI, even if the feature is enabled. The MBI field will not allow any special characters (e.g. dashes) and will follow the Medicare MBI format guidelines (a CMS link has been added as an additional resource). The system will automatically change lowercase letters to uppercase for consistency.


MBI Documentations


When enabled with an effective date, the MBI entered in Patient Form will populate or list in following documents/locations:


Note: If viewing a document that was scheduled before the MBI Effective Date, the legacy Medicare HI Number will be shown instead.




Print PDF: Braden Scale


Both numerical values and their corresponding descriptions of Braden Scale now display on the OASIS-C2 print preview (PDF).