Site Code Filter Added to Billing System

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Site Code Filter Added to Billing System

Site Filter Code Added to EHR Billing Software

New Reporting Functionality Added to Patagonia Health’s Billing System

Patagonia Health has expanded the functionality of its Electronic Health Record’s (EHR) billing system reporting capabilities with the addition of a Site Code Filter. Now, organizations with multiple sites/locations can generate billing reports for either the entire agency or by individual sites.

These Billing Reports include the Site Code Filter:

  • Master Claim Report
  • Claim Billing Report
  • Billing Activity Report
  • Insurance Payment Activity Report
  • Claim Aging by DOS
  • Revenue Summary
  • Practice Analysis by Claims
  • Practice Analysis A/R Summary
  • Insurance analysis by Procedure
  • Activity Summary by Insurance
  • Daily Activity by Procedure
  • Daily Activity by Provider
  • Daily Activity by Procedure and Program
  • Daily Activity by Concise
  • Search Denials Report
  • Search Rejections Report
  • Search Errors Report 

With location-specific data at their fingertips, directors and administrators will have a clearer vision of each sites claims revenue.

Patagonia Health is has committed to keeping our promise of on-going maintenance and development to meet our clients’ needs.  Responsiveness to client requests is a priority for us in our effort to achieve 100% Customer Reference-ability.

Best-of-Breed or All-in-One? Which EHR is Right for You?

EHR Selection

With a one-system-fits all approach, the functionality and service (technology and user support) may not be everything you or your patients need. This compromises patient safety and leads to staff burn out. When selecting an EHR, you may wish to consider a best-of-breed approach.

Best-of-Breed Approach to EHR Selection

When selecting an Electronic Health Record (EHR), many multi-facility agencies focus on specific current functionality and security needs. But these agencies should also consider the many attributes of EHRs, which play a role for the agency long term. These attributes include life cycle costs, flexibility and scalability, interoperability, safety, usability, departmental productivity and clinic efficiencies.

A best-of-breed approach provides all the specific functionality needed to provide the best care to your individual patients and patient types, e.g. psychiatric care requires different functionality than public health requires.  If the systems purchased are truly best-of-breed, they will almost always have the capability to integrate and certainly promote interoperability to allow the facilities to provide the ultimate and connected care to all their patients, AND they will have very specific functionality to meet the facilities’ needs of today and scale moving forward.

Reasons to Purchase an EHR

Three key issues usually stated as reasons to purchase a single solution are price, IT support, and data consistency in reporting across the multiple types of care facilities in the group.  Each of these reasons are valid concerns in any health agency, but the course of action to purchase an all-in-one single solution will not necessarily result in achieving the end goals. A simple analogy: even a small person can wear a one-size-fits-all sweater that will keep them warm as intended, but it will also hang down to their knees. There are smarter options.

Cost of an EHR

Let’s start with price. Systems are usually quoted per provider or per the number of users.  Whether you divide your total user count into three systems or one all-in-one system, your user count remains the same.  Also, many vendors who provide a full suite of products, can often be much higher priced than smaller vendors, and from what we have learned in our 10 years of collaborating with our customers, these vendors are usually severely lacking in service.

Service from your EHR Vendor

A lack of flexibility and service can result in a heavy load for your IT staff.  With a full-service, best-of-breed vendor, the agency would be able to refocus IT staff toward interoperability strategies rather than software support and maintenance.  This focus can also include medical facilities outside their domain, such as private practices, to be truly interoperable. Whether or not an agency purchases one single solution or a best-of-breed tailored to the unique needs of each facility type, there will always be an overarching need for external connections.

EHR Reporting

With true collaboration, using the right best-of-breed vendors, reporting can be structured to use the same data fields and formatting from each system.  Additionally, if the single source vendor does not have the flexibility and service an agency needs, getting custom reports and requests can also be costly, and with heavy delays.  

A best-of-breed approach, improving patient safety and patient care, should be the focus when selecting a new EHR, rather than limiting your choices by purchasing a one-system-fits-all system.  

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Custom Reports Added to EHR

Public Health EHR Custom Reports and Behavioral Health EHR Custom Reports

Patagonia Health announces that new reports have been added to the electronic health record (EHR) system’s Custom Reports.

The added custom reports, in addition to new state-specific reports that were also added to the EHR system, are address the needs of both public health and behavioral health agencies.

Public Health EHR Custom Reports

  • Prenatal Family Case Management:  displays all demographics in the Outcome/Goals Tracking tab in the Prenatal Family Case Management widget.
  • Declaration of Income Report:  displays all patients who do not have a signed declaration of income within 365 days of a date a service.
  • STD AAPPS Reports: displays summary visits and/or STD case/tests used for grant reporting.

Behavioral Health EHR Custom Reports

  • Weekly Progress Note Daily Attendance (for Behavioral Health):  includes signed and open weekly progress notes for a given date and Weekly Progress Note fields of Billable and Non-Billable Units.
  • ASQ3 Report (for Behavioral Health):  displays demographic information and scores for each based on the identified date range. Data is pulled from the Screening Counseling Assessment Tools widget.

WIth the addition of these custom reports, Patagonia Health continues to demonstrate that we are responsive to the needs and requests of our users. We are committed to maximizing our web-based platform as the best readily-expandable electronic health record on the market.

Check your Tables: Common UDS Reporting Mistakes

For HRSA Funded Federally Qualified Health Centers (FQHC) and Look-Alikes (FQHC-LA) who received their grants before October 2016, it is time to start filing your annual Uniform Data System (UDS) reports for the 2016 service year. The first due date for UDS is February 15, 2017 (although they are sometimes flexible with this date) and the review period ends on March 31st, when no further changes to the data can be made. As with any major grant reporting, UDS comes with its own set of nuances that can cause some stress and confusion, especially for new grantees.


Make sure you look out for these common UDS slip ups in 2016:


  • Table 9D: Patient-Related Revenue

    This table is the most common location for UDS mistakes and extra time taken with your reviewer. This year will be no different. In this table, you will report charges, collections, and payments including self-pay sliding discounts and bad debt write-off. While all of the tables are important, this table is especially key to UDS because it shows where all of your payments are coming from, including Medicaid, Title X, and private insurance.  This table will likely be where you spend the most time during the review period, but you should check your data early to try and avoid additional work after February 15th.


  • Having the right e-CQMs

    Each year, the Centers for Medicare and Medicaid Services (CMS) makes updates to the electronic specifications of the Clinical Quality Measures approved for submission in CMS programs. The electronic Clinical Quality Measures (eCQMs) consist of codes and terms drawn from standard vocabularies such as SNOMED CT®, RxNorm, and ICD-10-CM to represent the clinical concepts found in EHR patient data as defined by the eCQMs (e.g., patients with diabetes, clinical visit). It is important to check with your EHR vendor to ensure compliance with the most recent eCQMs to ensure you are tracking and reporting on the correct data for this and future reporting years. The most recent addendum to the 2016 eCQM specifications was released this month.


  • “Does this Count?”

    Often definitions for UDS tables aren’t as cut and dry as we would like them to be. For instance – for Full-Time Equivalent (FTE) calculations, you report all staff including employees, residents, interns, volunteers and contractors. You will not, however, report paid referral providers if they are working on a fee-for-services basis, but you should count their visits and patients. It is always a good idea to recheck your UDS manual if you are unsure if a patient or services should be counted in your reports and never assume.

It is always better to work with a team when gathering your data for UDS reporting. While your billing expert may be the best source for the financial reporting tables, having a clinical team member available for clinical quality measures can ensure that data isn’t looked over. Check for local UDS trainings in your state to ensure you have the most up-to-date changes and information for the 2016 reporting year. Also, it is good to make sure your EHR vendor is equally up-to-date on eCQMs and reporting requirements for this year. Having easier reporting options and a flexible vender-partner will take away some of the stress that comes along with reporting and make for a more pleasant UDS reporting experience. You will want to be able to access and review your data before submitting instead of having data handed to you by a third party right before the deadline.


For more information on UDS Reporting and a PDS of the current UDS Manual, visit the HRSA UDS Resource page


For the newest eCQMs  –

Do the MACRA – Changes are coming sooner than you think


To end the year on a high note, Centers for Medicare & Medicaid Services (CMS) released the Final Rule on October 14, 2016, for the implementation of the Medicare Access and CHIP Reauthorization Act (MACRA). The changes provide the most complex and significant change to reimbursement in over 20 years. But how soon will these changes affect you?


Probably sooner than you think. The timeline is aggressive and performance measures will go into effect this year. It is already important to be tracking services and patient information in an easily reportable format. As healthcare providers, you will still be expected to provide the best care to your patients and you will be rewarded for doing so. You have choices, but ultimately the changes can help increase your payout and ability to provide care for patients, if you know the intricacies of the plan.


Education will be key for your team, so make sure your leaders (especially your C-suite) understand how the changes will affect your health center. Optimize what knowledge you have from Meaningful Use to help estimate your Merit-Based Incentive Payment System (MIPS) score.


One of the easiest ways to get ready for the upcoming changes is to make sure your EHR partner is up to the task. Your EHR should be certified and capable of adapting to payment changes quickly and efficiently. An effective EHR must be able to provide important reports easily. You should also expect more service from your vendor to help explain changes and decide the best path for your clinic, community health center or local health department. A true EHR partner will provide dedicated billing experts to guide you through the new details in the Final Rule. Your billing team is sure to have questions, as with any major change to reimbursements, and they should know where to go to get help.


Don’t lose out on reimbursements with an old system or a system that expects you to figure out complicated government changes by yourself.


For more details on billing to Medicaid and Medicare, visit the CMS website.


For more information about the new payment models, check out the new Quality Payment Program Website.