Overview This course instructs your Medical Records personnel in using BTI software to capture and maintain client demographic and treatment information as needed for required forms, audit requirements, utilization reviews, and reports. Participants will also learn how to create reports of medical records data and client demographics, such as:
- Statistical Reports,
- Missing Progress Notes for billable services,
- Audit of Required Forms,
- Audit of case reviews: Case Loads,
- Required Data elements and consistency of data, and
- “State/County/Federal” reporting requirements.
Participants will be introduced to the Client Maintenance and History Screens with detailed instructions on how to:
- create and edit client information,
- create screens to capture data, and
- print pre-defined reports to provide management with client and staff activity information.
In order for participants to learn how to write their own reports, this course focuses on medical record / client database files and their relationships. Query/400, using the Client Master File, will be taught as the reporting tool to access these files and to write reports. Participants will also learn how to “extract” data from several files at once using BTI’s Report Utility, then use this extract data in a query.
Prerequisites Participants should have a thorough knowledge of what type of client demographic information is collected and used by their agency. They should know what information needs to be readily available to other staff members and who can have access to what data. Some operational knowledge of BTI/HSS Client Master Maintenance and the CDS Description File will also be helpful.
Intended Audience Personnel responsible for maintaining client medical records, Clinical Directors, Utilization Review Staff, MIS staff, and any personnel compiling client data required for reports. Content Intermediate
Agenda Day One:
* Introduction to Maintaining Client Records using BTI/HSS
- Creating and updating client information
* Introduction to Client Accounts Receivable Data
- Reviewing Client A/R History Screens
Day Two
* Working with Client Data Reports
- Producing Client Reports and what they tell you
* Working with Staff Reports
- Producing Staff Activity Reports and what they tell you
* Creating Data Screens to collect Client Information
- Designing screens from forms
* Security of Client Information Day Three
* Understanding BTI Data Files
- Client Master Files and their data entry screens
- Description Master File and its categories
- User-Defined Screens and Client Data in Files
- Client Data System (CDS) Master Files
* Creating Reports of Client Information with Query/400
- The Basics of Query using the “Client Master File”
- Working with more than one file
* Query Workshop
Day Four
* Creating Databases of Client Data using Report Utility
- What is Report Utility and when is it used?
- What is an extract file?
* Using Query/400 with Extract Files
* Report Utility Workshop
- Creating your own Report Utility extract
Day Five (Optional)
* Cross-Tabulations - what are they and how to create them
* Packaging queries and extracts into one program - Run Lists
* Modifying existing menus to include your reports - Menu Design
* Workshop - Working on your individual reporting needs
Logistics • Courses are held at BTI’s office in Vineland, New Jersey.
• Beverages and lunch are provided for each full classroom day.
• Morning and evening meals are the responsibility of attendees.
• We are within convenient driving distance from both Philadelphia and Atlantic City airports and attractions.
• Attendees are responsible for providing their own hotel and travel accommodations.
• A listing of local hotels, restaurants, and directions will be provided upon course registration.
• We reserve the right to cancel or change scheduled course dates based on minimum attendance requirements.
Availability Course dates will be scheduled upon request.
Cost Four Days $ 450 Individual Five Days $ 550 Individual
$ 400 Two or More $ 500 Two or More