Overview

• How to open the HIS and HOPE screens.
• General HOPE timing guidelines (including HUV windows).
• How to generate a Symptom Follow-up Visit (SFV) schedule when required.
• Quick tips for how the new HOPE screen works.
• Complete/Validate/Lock/Exporting the record.

HOPE or HIS Screen: Yes (HOPE) or No (HIS)

• Discharge on or before September 30, 2025. Submit HIS Admission and HIS Discharge (select No).
• Admit on or before September 30, 2025 and discharge on or after October 1, 2025. Submit HIS Admission (select No) and HOPE Discharge (select Yes). No HUVs in this crossover case.
• Admit on or after October 1, 2025. HOPE screen defaults. HOPE Admission, HOPE Update Visit(s) if triggered, and HOPE Discharge.
  • HUV timing: HOPE Update Visits appear when due. Example: HUV1 is due from day six through day fifteen after admission.

Main Screen Indicator

• A0250 HUV1, HUV2, HD appear within their date ranges once the HA record is started.
  • HUV1 due days 6–15
  • HUV2 due days 16–30
  • HD needs the discharge date entered in the Referral.
• From/Thru Date are the assessment's timeframe based on the admit date.
• SFV Due (from J2051):
  • 🔴 Red = follow-up not scheduled
  • 🟢 Green = follow-up scheduled
• HUV1, HUV2, HD appear within their date ranges once the HA record is started.

Documenting

• Click the entry to begin and answer each question.
• Circles = select one; Squares = check all that apply.
• Skip logic applies automatically.
• Some screens use Save Answers to Continue and require a date (e.g., J0910, J2040, J2050).
• Next saves as you go.

Z0400 – Signatures

• Click Line to be Added/Edited.
• Add one signature per line (A–H).
• Search employee, select sections completed, add date, then Save.
• Continue with Line B (if applicable).

Complete · Validate · Lock · Export (HOPE)

From Z0500 (after all answers are entered):

• Mark This HOPE Record as Complete If No Errors — An internal check runs. Fix any items, then click again until it completes.

Validate with iQIES (VUT) – recommended Assessment Management: Assessment Submitter Manual

• From the HOPE screen, with record selected, click Lock → from pop-up choose Yes to Validate in iQIES (VUT).
• In iQIES: Accept and Proceed → select HOPE Data → Upload Test Assessments.
• Browse to C:\Barnestorm\Office\A_Hope_To_Be-Validated.XML → Open.
  • Accepted: return to Barnestorm and confirm Yes to Lock the record.
  • Rejected: review the error details, correct in Barnestorm, then Lock → Validate again.

Export & submit:

• Go to Barnestorm Office → Admin → Export Hospice (HIS).
• Choose HOPE (or HIS when applicable) → Find → select records you want to import.
• Choose the folder you want to save your import file to. 
• Click Create to generate the HOPE_Export.zip or HIS_Export.zip.
• The screen will show you where the file is saved, including the name. This is the file to select when uploading in iQIES. 
• Sign in to your iQIES or QIES account and upload the ZIP. (Barnestorm does not provide iQIES portal instructions.)

HIS Information

More Information on HIS

The CMS HIS page includes the HIS Manual (see the Downloads section).
Open CMS: Hospice Item Set (HIS)

Complete the Hospice Item Set in Barnestorm

• Select a patient with a hospice payer; the Hospice Item Set button appears on the main menu.
• Click Hospice Item Set > New to start. Answer each question; skip logic advances to the next item.
• Some items prompt for an assessed date.
• The same screen is available in Point of Care (main menu and within a visit assessment).

Validate the HIS

After completing all answers, validate to view messages:

• Error – must be corrected to lock
• Warning – can still lock
• Informational – can still lock

Click any listed item to jump to and correct it. When errors are resolved, Save; if complete, you may also Lock.
(*Messages originate from the CMS validation tool.*)

Lock the HIS

• After validation and Save, return to the HIS list.
• Important: Only Locked HIS can be exported.
• Select the record and click Lock (the Locked area shows the date).

Export HIS from Barnestorm

1. Go to Admin > Export Hospice (HIS).
2. Click Find to list Hospice Item Sets.
3. Select records (use Check All if needed) and click Next Step.
4. Choose the export folder (your HIS directory).
5. Click Create to generate the export zip.
6. Log in (link provided) and upload the zip.

HIS Error Messages

For details on HIS errors, open the Hospice Submission User’s Guide (Error Messages section):
QTSO: Hospice Providers – Reference Manuals