HEALTH INFORMATION MANAGEMENT POLICY & PROCEDURES
Policy Number: P519
Subject: Generation / Distribution Of Daily Reports
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MARSHALLTOWN MEDICAL & SURGICAL CENTER
Marshalltown, Iowa
HEALTH INFORMATION MANAGEMENT POLICY & PROCEDURES
Policy Number: HIM 519
Subject: Generation / Distribution Of Daily Reports
Purpose: In order to process information quickly and accurately, reports and labels need to be generated for daily work. A number of PCs have function keys to simplify this process, but if for some reason they do not work correctly, all analysts need to know how to run the lists and labels Amanually@.
Materials: CPSI Printers 111, 782, 103, 081 Paper Labels
Procedure:
1. Log into the CPSI system
2. Click on Print Report Menu
3. Select - Census
4. Build Daily Files - the file for the day you need has to be Abuilt@ first before any reports listed under Daily Reports can be printed.
Enter the date (previous day) - it will show that Census Daily Gen is now in process. Hit “N” for No to the question “Flag Readmissions within 30 days”. Every step you take bounces you back to the base screen. Go back into Print Lists, Census and make the following slections in the middle column of options.
5. If you have function keys, please see your workstation’s information. They may not be working on every PC, and you need to know how to run the reports manually as CPSI changes generally mess up function keys anyway.
6. If function keys do not work, you need to generate the reports one by one. Follow steps 1-3 above. For printing use PRINTER 081 for HIM-Mid, 111 for the back laser printer, or 782 for the front one.
E - Admissions - 1 copy - enter ALL - one copy for Delinquent Monitoring Analyst
F - Discharges - 2 copies - enter ALL - one copy for Discharge Analyst, and one for Processing Analyst
I - Outpatient Register - 1 copy - Service of E only - for Outpatient Analyst
I - Outpatient Register - 1 copy - Service type A, B, C2, D, T - for Outpatient Analyst
I - Outpatient Register - 1 copy - Service type C - for Outpatient Analyst
I - Outpatient Register - 1 copy - Service type W - for Outpatient Analyst
7. Labels: If the function key is not working, click back on Print Report from the base screen, and find the File Labels to print.
File Labels - Printer #103 – Select Labels by Discharge Date
Label colors need to be changed on the 1st and 16th of each month. Make sure the right color labels are loaded, aligned and the pitch set to 12. Every other month or more often if needed, change the printer ribbon. A schedule is posted on the printer.
Select by Discharge Date - enter Beginning Discharge date and Ending Discharge date for the
MARSHALLTOWN MEDICAL & SURGICAL CENTER
HEALTH INFORMATION MANAGEMENT
HIM5-19 DAILY REPORTS.doc
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same date that you ran for the Census reports (enter the same date twice)
Patient Types - 1(inpatient acute) 4(skilled) 5 (ICF) and return twice more
Print each label 1 time
Answer N at the ADo you want to print any more?@ prompt and the labels should print. Tear them off between labels and roll the paper back to align the next print job. The labels go to the Discharge Analyst.
If they were not aligned correctly, and the print is off the label, please run them again.
Originated by: Health Information Management
Effective date: 2/05
Authorized by: Health Information Management
Authorized by: ______
HIM Director Date
Revision date: 3/06, 7/07, 12/07, 5/08
Review date: