SURVEYOR 

RESOURCE MANAGEMENT   Associate     View Associates Privilege     View Associate Compliance Privilege   Physician     View Physicians Privilege

PATIENT MANAGEMENT View Patient Encounters Privilege View Encounter Disaster Plans Privilege View Schedules Privilege Oasis     View Oasis Privilege Patient Documents     View Patient Documents Privilege Hospice Item Set     View Hospice Item Set Privilege Patient Forms     View Patient Forms Privilege Service Note/Assessment     View Service Note/Assessment Privilege

 

 

 

SETUP OF SURVEYOR ACCESS

 

Add Role - Settings > Security > Roles - Create role as above

Add Pay Only - Settings > Lookup Tables > General Support Tables > Service Codes > Add Pay Only

• Service Code = AUDRE
• Long Description = Auditor Review
• Short Description = Auditor Review
• Unit of Measure = Per Visit
• Service Type = Pay Only
• Service Category = Pay Only
• Payable = Checked
• Time Required = Checked
• Start Date - Needs to be back dated to the oldest chart SOC
• Save

Add Associate - Resources > Associate > Auditor One > Add Associate

• First Name = One
• Last Name = Auditor
• SS# = 0000000000
• Classification = Administrative
• Home Health Agency = The agency the auditor needs access to
• Save

Add Website Access - Resources > Associate > Auditor One > Website Tab

• User Name = Auditorone
• Password = abc1234 (You will need to login as auditor in order to setup final password - recommend abc123)
• Security - Surveyor
• Org Access - Organization the auditor needs access to

Payroll - Resources > Associate > Auditor One > Payroll Tab

• Federal = Unknown
• State = Unknown

Payrates - Resources > Associate > Auditor One > Pay Rates

• Weekday = 0 
• Weekend = 0 
• Start Date = Needs to be back dates to oldest chart SOC

To add patient to auditors list of patient - Processes > Associate Time Entry > Choose Auditor One > Add Pay Only

• Agency = Agency the patient belongs to
• Patient = Select patient
• Service = Auditor Review 
• Date = Date of Review
• Save