Completing Assessments With the Billiyo Clinical Application

How to complete assessments with Billiyo.

Completing Assessments With the Clinical App

Assessments are only available via scheduling.

In order to access an Assessment, the schedule must be assigned to you with the appropriate Skilled Assessment.

An Assessment can be scheduled by the Back office Staff via the Billiyo Web Portal.

Or if the clinician has the Qualified Professional Enhanced Role, they can create the schedule themselves via the Billiyo Clinical Application. 

Navigation: To Schedule an Assessment Via the Clinical Application. Click on the 3 dots at the top Right of the Screen, then Click on the Plus Sign.

Navigation: To Access the Assessment Go to the Dashboard, Tap the Assessment you want to work and Click Clock in.

In order to Have an Assessment Save, you only have to Identify your Patient on the First Page of the Assessment, then your Assessment will Auto Save and the Assessment can be Left in progress as you leave the Assessment to take care of other responsibilities.

Simply Choose Two Points of Identify Verification, then the Assessment is Saved for Access.

If you leave the Assessment but remain Clocked in to the Schedule, the Assessment is Accessible via the Clipboard Icon.

Navigation: Simply Tap the Icon to be taken back to the Assessment.

Now you can continue your documentation.

Navigation: To Toggle to a Different Section of the Assessment, or View the Sections that are Completed, or still need to be Completed, click the Gray Caret Icon on the Right Side of the Screen.

This action will open the Sections of the Assessment.

Tap on the Section that you would like to View, Edit or Complete.

In the Clinical Application, Nurses and Therapists Completing OASIS Assessments can Easily Identify the Questions that will affect PDGM.

These Questions will have Green Text. 

If you have Clocked out of the Schedule, not to worry, as long as you have chosen at least Two Patient Identifiers within the Assessment, you can Access the Assessment in the Clinical Tab.

To Mark the Assessment for Completion, Click on the Check Mark at the Top Right of the Screen.

The System will ask you if you would like to Share the Assessment with the Back Office.

If No is chosen you will be taken back to the Assessment.

If Yes is Chosen the Assessment will be shared with the Back Office for Review.

Once An Assessment is completed in the Billiyo Clinical Application and you as a User have Shared that Assessment with the Back Office. The QA QI team will Audit the Assessment. If Errors are found you will be Notified in the Clinical Application in the More Tab.

Navigation: To Fix these Errors Go over the the Clinical Tab of the Application and Click on Clinical  Assessment.

Search for the Assessment which Errors were found. In Billiyo an Assessment remains able to be edited in the Application until the Back Office has Passed the Assessment through Audit. 

The Assessment will be Marked Red if Errors were found during Audit. 

To view the assessments and the lifecycle of the assessment go to Clinical Tab and Click on Clinical Assessment, and filter for the client or all clients.

You can also filter by Audit status and date range.

Here is a description of the Color Coding.

• User has marked In-Progress: Yellow

• User has Marked for completion, and it is Pending Audit: Light Blue

• Passed Audit: Green

• Found Errors in Audit: Red

• Returned in Audit: Yellow

• Marked as Hold in Audit: Yellow

• Marked in Audit as Sent in Error/Inactivated: Yellow

• Marked in Audit as Non-submission: Yellow

Make your Corrections. 

Once you are Satisfied that you have made all necessary Corrections, Click the Check Mark at the Top Right of the Screen to Share the Assessment with the Back Office. 

In the Billiyo Clinical Application you will also see two more Icons within the Assessment at the top of the screen.

We have the Default Icon And the OASIS Validation Icon.

By Clicking on the Default Value Icon or the Refresh Symbol you are telling Billiyo to mark the Assessment with values that may have been updated in the Back Office since the last Save.

By Choosing the OASIS Validation Icon or the Icon with the Exclamation within a Shield, you have OASIS Validation on Demand.

Billiyo has a Bult in OASIS Scrubber to help identify any potential OASIS Rejections.

Once the Validation has been completed, click on the Gray Caret at the Right side of the Assessment to View the Potential Error.

The Section will be marked with a Red Exclamation Icon.

Click on the Section with the Red Exclamation Icon to be taken to the Section in which the potential error has occurred.

Click on the Question within the Assessment marked with Validation Error Warning.

The Question will open up an you will see the Reason for the Identified Validation Error.

Make the Correction and Save with the Gray Check Mark at the to Right of the Screen.