When the care plan and authorization is due to expire, you will simply copy it forward. First, you will want to make sure the new authorizations have been keyed in correctly into the Authorization screen. Watch the video for more details.
Ideally, annual authorization and care plan dates will match. They should create a continuous flow of uninterrupted dates, with no gaps.
For MCOs like Healthy Blue that provide monthly authorizations, the care plan should span the entire period for which you have monthly authorizations and should NOT be broken down into monthly care plans.
****IMPORTANT: DO NOT REMOVE AIDE PLAN**** DO NOT EDIT existing care plans that expire **** This is a historical record that provides the tasks & info for every visit note. Example below:
Authorization
1. Pull up the patient from Patient Histories > Authorization.
2. Select the payer and then add the new authorized dates and hours. Do not overwrite the previous authorization.
3. Be sure to update the authorization number if the payer requires one to be included on the claim.
Aide Care Plan
1. From Aide Activity > Care Plan, select the expiring care plan.
2. Click Copy.
3. Change the From and Thru dates to match the new authorization dates.
4. Update other information as needed; aide, tasks, days or visit time.
5. Click Create Schedules and Save Plan. This step will generate the schedules for the new care plan period.