Workflow and Scheduling

What visit type should be used for HUV 1 and HUV 2?

The recommended visit type is the RN Comprehensive (HUV) HOPE Assessment; however, any visit documented within the HUV 1 or HUV 2 time frames can be used. It’s important to note that the RN Comprehensive (HUV) HOPE Assessment form includes a built-in scrubber, which can help ensure data accuracy and completeness. Using this form during the HUV periods may offer operational advantages, but the decision ultimately depends on your organization’s internal procedures and preferences.

Can the RN Initial Assessment – HOPE and RN Comprehensive Admission Assessment – HOPE be scheduled together?

Yes. If the RN Initial Assessment – HOPE is used to admit a patient, the RN Comprehensive Admission Assessment – HOPE must also be completed.

• Begin by documenting the RN Initial Assessment – HOPE.

• The RN Comprehensive Admission Assessment – HOPE can only be scheduled once during the admission period.

• If the RN Initial Assessment – HOPE has already been scheduled, the RN Comprehensive Admission Assessment – HOPE must be completed within five days of admission.

What are the acceptable visit types for documenting a Symptom Follow-up Visit?

Any visit type can be used to document a Symptom Follow-up Visit except for telehealth nursing visits.

System Functionality and Permissions

Why can’t I see the HOPE Center?

Access to the HOPE Center requires specific user permissions. Navigate to the People Center under the People tab to ensure your profile includes the appropriate permissions.

What happens if the Symptom Follow-up Visit has symptom impact ratings of 2-3?

HOPE guidelines don’t require additional Symptom Follow-up Visits; however, organizations should follow their internal policies and procedures to schedule a follow-up visit.

Documentation and Answer Replacement

What does “Replace Answer” mean on HOPE forms located in the HOPE Center and HOPE Export Manager?

The system retains the first recorded answer to a question. If a later visit provides a different response, users have the option to replace the original answer with the updated one.

• If the new answer is the same, no replacement occurs.

• If validation errors or warnings are present, reviewers can replace the answer to resolve those issues.

Export and Submission

What is the process for exporting HOPE records?

Prerequisite: All visits associated with the record must be closed.

1. Navigate to the HOPE Export Manager ➜ Export Ready tab

2. Click Export to generate the HOPE export file.

3. Review the XML data.

4. Submit the record to iQIES.

5. Mark the record as Exported.

6. Update the status to Accepted or Rejected based on the iQIES validation report.

What if I misplaced the generated export file?

Before marking the record as Accepted or Rejected on the Export History screen, users have one final chance to generate the file via the three-dot menu option.

Record Corrections

What’s the difference between a Modification Request and an Inactivation Request?

• Modification Request: Used to correct non-key fields.

• Inactivation Request: Required for changes to key demographic fields such as:

  • First and Last Name

  • Date of Birth

  • Social Security Number

  • Event Date

Should the Z0500B date change during modifications?

No. The Z0500B date must remain unchanged even after modifications are made.