HSRM User Guide - Veterans Affairs

1 HealthShare Referral Manager Community Provider User Guide_____Department of Veterans Affairs Office of Information and Technology Version Release 2021 HealthShare Ref erral Manager Community Provider User Guide Version ii October 20 21 Revision 2018 CCRA Training TeamInitial Draft 2018 Sam WeaverQC 2018 Jennifer CoteJPM/PQAL 2018 Susan BurkePM WeaverTemplate CoteJPM/PQAL BurkePM NewmanUpdates from New screenshots throughouto Alt Text added Updated TOC Updated Table of Figures Updated Table of Tables Text updates throughout Added Section : Billing and Other Referral Informationo Added screenshot of Component Menu with Billing and Other Referral Information option highlightedo Added screenshot of Billing and Other Information Sheet Updated HSRM Help Desk phone number and TTY HookerQC Review Title page: Changed date to April 2019 and Version to.

2 Removed HSRM acronym Footer: Changed to Arial font Intro: Updated to mandatory version Appendix A: Added acronyms Throughout doc: o Edited alt text for brevity o Made minor changes to grammar and CoteJPM/PQAL ReviewHealthShare Ref erral Manager Community Provider User Guide Version iii October 20 NewmanUpdates for Build New screenshots throughout Expanded Requests for Services section with screenshots Updated TOC Update Table of Figures Updated Table of Tables Text updates throughout Minor punctuation Added a LevineTraining Team Lead Newman Updates to screenshots, text. Added Alt CoteJPM/PQAL BurkeProgram Manager NewmanAdded PPMS Provider Search HookerQC review of CoteJPM/PQAL NewmanUpdates for Build New screenshots throughout Text updates throughout Updated TOC Updated Table of Figures Updated Table of Tables Updated resource links Updated footer with date Updated Getting Access to HSRM section Updated alt ShelleyQC NewmanUpdates for Build Updated footer Spelling and grammar revisions Removed Provider Search and Additional Details section Updated alt text Updated screenshots Updated Table of Contents Updated Table of figuresHealthShare Ref erral Manager Community Provider User Guide Version iv October 20 HurleyUpdates

3 For Build Updated Figure 5 Updated alt text for figure 5 Updated DefreitasManager HookerQC Review Updated intro text and Appendix A Verified links and alt text CoteJPM/PQAL BurkeProgram Manager ZarnyUpdates for Release Updated Figure 32 Updated alt text for Figure 32 Updated Figure 34 Updated alt text for Figure 34 Updated Figure 37 Updated alt text for Figure 37 Updated HurleyTraining Team Lead HookerQC review of CoteJPM/PQAL BurkeProgram Manager NewmanUpdates for Release Updated version number and date Updated footer Updated Figure 5 Updated Figure 9 Updated Figure 16 Updated Figure 17 Updated Figure 20 Updated Figure 32 Updated Figure 33 Updated Figure 35 Updated Figure 37 Updated Figure 39 Updated alt text throughout Updated Table of Contents Updated Table of Figures Updated Table of SbeitanFinal QA Review HealthShare Ref erral Manager Community Provider User Guide Version v October 20 Newman Updated Figure 9 Updated Figure 6 Updated Figure 12 Updated Figure 19 Updated Figure 22 Updated Figure ZarnyTraining QA HurleyTraining Team Lead HookerQC DefreitasTraining Manager CoteJPM/PQAL BurkeProgram Manager NewmanUpdates for Release Replaced Figure 18 and added alt text Replaced Figure 19 and added alt text Updated text throughout Updated Table of Contents Updated Table of Figures Updated Table of

4 HookerQC review of DefreitasManager CoteJPM/PQAL BurkeProgram Manager ReedTechnical Writer Review Updated title page to reflect Release with no changes Updated footer to reflect version review and review CoteJPM/PQAL BurkeProgram Manager Review HealthShare Ref erral Manager Community Provider User Guide Version vi October 20 NewmanUpdates for Release Updated text throughout Updated Figure 2 Updated Figure 3 Updated Figure 4 Updated Figure 5 Updated Figure 12 Updated Figure 38 Updated Figure 41 Updated Table ReedQA Review for Release 13 Updates Reviewed and updated all screenshots for PII/Privacy Updated Figure 10 Updated Figure 21 Updated Figure 22 Updated Figure 24 Updated language throughout Included note about C6 referrals Added Section 6.

5 Clinical Viewer QA of updates 508 Compliance HashmiManager HookerQC CoteJPM/PQAL BurkeProgram Director ReedUpdated Clinical Viewer Figures 42, 43, HookerQC CoteJPM/PQAL BurkeProgram Director NewmanUpdates for Release Updated text throughout Updated Figures 16, 17, 18, 19, 20, 31, 36, and 38 and updated alt ReedQA of Release Updates Inserted Figures 5 and 6 Updated Veteran Appointment Preference Language Inserted Section Updated TOC and HashmiManager ReviewHealthShare Ref erral Manager Community Provider User Guide Version vii October 20 CoxProject Manager HookerQC Review CoteJPM/PQAL ParkerDPM BurkeProgram Director ReviewHealthShare Ref erral Manager Community Provider User Guide Version viii October 20 21 Table of ContentsHealthShare Referral Manager Community Provider User iRevision History.

6 IiTable of viiiTable of Figures .. ixTable of Tables .. x1. Introduction .. Project and Solution Overview .. User Guide Overview .. 112. HSRM Lifecycle .. 123. Accessing HSRM .. Getting Access to HSRM .. 124. Working in Locate a Referral .. Column Heading Sort .. Advanced Sort .. Referral Search .. Manually Change the Status of a Referral .. Access Standardized Episode of Care Print the Offline Referral Individual Referral .. Multiple Referrals .. Manage Documents .. View and Download Documents .. Add Documents .. Record an Appointment .. Locate a Provider Using the PPMS Provider Search .. Cancel or Mark an Appointment as a No-Show .. Record View Additional Referral Information.

7 Working with Tasks .. Create a Task .. View or Edit a Task .. Mark a Task Complete .. Canned Text .. Generate Reports .. Billing and Other Referral 395. Clinical 406. Additional 42 HealthShare Ref erral Manager Community Provider User Guide Version ix October 20 21 Appendix A: Acronyms and Abbreviations .. 43 Table of FiguresFigure 1: HSRM Referral Lifecycle .. 12 Figure 2: Referral List .. 14 Figure 3: Referral List Advanced Sort .. 14 Figure 4: Sorting Options .. 15 Figure 5: Find 16 Figure 6: Referral Search Screen .. 16 Figure 7: Referral Details Status Field .. 17 Figure 8: Referral Details SEOC Details .. 18 Figure 9: SEOC Details Screen .. 19 Figure 10: Component Menu Offline Referral Form.

8 19 Figure 11: Offline Referral Form .. 20 Figure 12: Referral List Multiple 21 Figure 13: Component Menu Selected Offline Referral 21 Figure 14: Multiple Offline Referral Form .. 22 Figure 15: Referral Details Add Documents to a Referral .. 23 Figure 16: Add Documents 23 Figure 17: Referral Details Record Appointment .. 24 Figure 18: Record Appointment Screen .. 25 Figure 19: Record Appointment Screen PPMS Provider Search .. 25 Figure 20: PPMS Provider Search Screen NPI Search .. 26 Figure 21: PPMS Provider Search Screen NPI Search Results .. 26 Figure 22: Record Appointment Screen .. 26 Figure 23: Action Menu Additional Referral 27 Figure 24: Additional Referral Information 28 Figure 25: Appointment Change Status Screen.

9 29 Figure 26: Additional Referral Information 29 Figure 27: Action Menu Record Contact .. 30 Figure 28: Record Contact Record Contact Screen .. 30 Figure 29: Referral List Additional Referral Information .. 31 Figure 30: Additional Referral 32 Figure 31: Action Menu Edit 33 Figure 32: Task Edit 33 Figure 33: Menu Task 34 Figure 34: Task List Screen .. 34 Figure 35: Task Edit 35 Figure 36: Task List .. 35 Figure 37: Referral Details Screen .. 36 Figure 38: Menu Task 36 Figure 39: Task List Screen .. 37 Figure 40: Menu Community Provider Referral Summary Report .. 38 Figure 41: Community Provider Referral Summary Report Parameters .. 38 Figure 42: Component Menu Billing and Other Referral Information.

10 39 HealthShare Ref erral Manager Community Provider User Guide Version x October 20 21 Figure 43: Component Menu Billing and Other Referral Information Sheet .. 40 Figure 44: Referral Details Screen Clinical Viewer 41 Figure 45: Clinical Viewer Access Menu .. 41 Figure 46: Clinical Viewer Home 41 Table of TablesTable 1: HSRM Report Types .. 37 Table 2: Acronyms and Abbreviations .. 43 HealthShare Ref erral Manager Community Provider User Guide Version 11 October 20 211. Project and Solution OverviewHealthShare Referral Manager (HSRM) is an enterprise-wide system in support of community care used by community care staff to generate referrals and authorizations for Veterans receiving care in the community.