Check Practice Performance Solutions

The Check Dashboard is the quickest way to gain a high-level overview of account details, access specific patient and activity information, and improve your workflow. Mastering your Check Dashboard will help you save time and focus on your organization’s higher-priority tasks.

At the top of your Dashboard, you’ll see a series of tabs – these tabs allow you to quickly navigate between different information views.

Navigating the Check Modules

The specific modules you’ll find in your Dashboard listed as “tabs” along the left-hand side are listed below, along with a summary of the information you’ll find in each view.

Services

The Services view allows you to see completed services in a graph and list view. You’ll find the graph view of services at the top, followed by a detailed list of each service below. Inside the list view, you’ll be able to see a breakdown of completed services organized by service name.

You can also filter these views by specific service and/or date range – see “Data Filters” below.

Revenue

The Revenue view allows you to see estimated revenue in a graph view. You can filter the graph view by code and/or date to get a more specific view of revenue.

Below the graph view, you’ll find a detailed list of services and an estimate of revenue earned from each service.

Eligibility

The Eligibility view allows you to see a high-level overview of patient eligibility across your patient population. In this view, you’ll find a list of specific services on the left-hand side, along with a corresponding number of patients eligible for specific services on the right-hand side. This data is refreshed on-demand; please keep in mind eligibility may be subject to a contracted limit. Speak with the Check support team if you have questions.

Scheduling

The Scheduling view allows you to see a list of patients currently eligible for services and referrals. From this screen, you can quickly act on services for individual patients and keep track of upcoming eligibility changes in your patient population.

Quality Performance

The Quality Performance View provides an instant view of your practice’s Performance and Attestation Rates for related quality metrics. In this view, you’ll find a heading for each subject – Performance and Attestation – along with a visual representation of rates for each.

TCM Invoices

The TCM Invoices view allows you to quickly view TCM Invoices. In this view, you can sort invoices by date to get a closer look at past invoices. You can also see the Provider, Time, Count, Price, and Amount Due to your practice for each individual invoice. You can also export invoice lists as a CSV file.

Data Filters

Learning how to use filters in the Check Dashboard will allow you to gain valuable insight into services, codes, and timeframes.

Filter By Service: If you’re working on a quality improvement activity, you can use Filter by Service on the right-hand side to track and expand on specific services.

Filter By Code: In the Revenue tab of your Dashboard, you can filter by specific codes. Filtering by code allows you to take a closer look at your organization’s billing and find areas for improvement.

Filter by Date: Your Dashboard allows you to filter all information by date as well – this helps you gain insight into services and activities performed in specific date ranges.

In the navigational menu on the left side of your Check portal, you will find the “Tasks” Module and tab.

This area will allow you to keep track of pending tasks for your practice. You will find tasks broken down by Quality, CCM, and Claims at the top of the Tasks view.

Quality

The Quality section of the Tasks view allows you to see a detailed list of Denominator Questions and Attestations.

The Denominator Questions section contains specific Denominator Questions linked to individual patients. Along with patient names and questions, you will also find a date, measure, and Yes/No options for answering each question.

Below the Denominator Questions section, you will find the Attestations section. This section contains a list of patient names and measures associated with each patient. You will also see a Provider Name, Date, and “Attest” option on the right-hand side of the list.

CCM – Chronic Care Management

The CCM section of the Tasks view supports your Chronic Care Management activities. The CCM section provides a framework for viewing tasks for patient outreach broken down by Urgent, Scheduled, and Not Scheduled.

Each section includes a list of patients and relevant information about their Chronic Care Management activities.

Claims

The Claims section of the Tasks view allows your billing and coding team members to quickly access codes waiting to be processed. Read on for more information about claims and how Check makes billing for services easy.

The table below is a list of all CPT codes that can be generated with Check:

In the navigational menu on the left side of your Check portal, you will find a link to the “Services” module.

This module gives you access to an overview of every service Check can help your practice perform. You’ll also find a list of saved services for later review and completed services.

Services Tab

This tab contains a list of every service your practice can perform with Check. You’ll find the list divided between Preventative Medicine and Disease Management.

When browsing the list of services, you can click on any service name to access a dropdown summary of the service.

Saved Services Tab

This tab contains a list of partially completed services saved by a user at your practice for future completion.

In this view, you’ll find the list broken down by Patient, Service, Assessor/User, Last Modified Date, and Preliminary Report Status.

You can also filter this list by Service and Assessor/User.

Filtering by Service allows you to see a list of Patients, Assessors/Users, Service Dates, and Preliminary Reports for a specific service.

Filtering by Assessor/User allows you to see a list of Patients, Services, Service Dates, and Preliminary Reports started by a specific provider.

Completed Services Tab

This view provides a full list of past services completed by your practice.

You’ll find the list of services broken down by Patient, Service, Assessor/User, Completed, and Reports. The list can be sorted by Patient or Completion Date.

You can also use the Filter by Service and Filter by Assessor/User options in this view.

Additionally, the Completed Services view will allow you to see any reports generated from a completed service. If a report is available for a specific service, you will have the option to view the Full Results of the report, or you can view the Patient report.

In the navigational menu on the left side of your Check portal, you’ll find the “Patients” module.

This view gives you access to a complete list of all patients in your Check portal. In this view, you have access to a list of Active Patients and a list of Deactivated Patients.

In the Patient List, you’ll find Patients’ names listed and all their details. You can sort the Patient List by Patient Name, MRN/Patient ID, Birthdate, Insurance, Insurance Policy ID, Last Updated, Attribution Status, and Provider.

Patient Search

The most efficient way to find an individual patient’s information in the Check portal is to use the search option. You’ll find a search window in the navigational menu on the left side of your Check portal. The search window is located below your organization’s name, above the “Dashboard” tab.

Using the search window will allow you to quickly locate any patient in your Check portal and view patient-specific Tasks to be completed, previously Completed Tasks, Patient Information, Eligibility Status, and Clinical Progress.

Watch the video for a walk-through of the patient search process, along with a detailed view of the information contained in the patient-specific view.

Check tracks billable services rendered to patients within the platform such as CCM, HRAs, and more.

To view a list of claims to bill and coding activities, navigate to “Tasks” then click the Claims section. Here’s where your billing and coding team members are able to quickly access codes waiting to be processed.

In this view, you will find a list of codes to process organized by date and patient name. You will also find the patient’s date of birth, MRN, Insurance ID, Provider Name, CPT/HCPCs codes in this list.

From here, you can complete Code processing or ignore individual codes.

Above “Codes to Process” you will find a Complete/Incomplete dropdown menu. You can access previously processed codes from this menu.

You can also use the Date dropdown menu to filter previously processed codes by date.

Exporting Claims Data: The Claims menu also allows you to download a CSV file of your codes for further processing in a separate billing platform.

Track Performance Over Time

What is the best way to track the performance of a specific service over time?

Imagine, for example, that your organization is trying to improve Depression Screenings.

What do you know about the number of Depression Screenings you have been able to perform in the past, and how many screenings will result in a significant improvement in the future?

That is what your Check Dashboard does for you!

The Check Dashboard opens with a series of tabs at the top of your screen. The tabs you will find are Services, Revenue, Eligibility, Scheduling, Quality Performance, and TCM Invoices.

View Services over Time

To track performance in a particular service over time, click on the “Services” tab. In this view, you will find completed services in a graph view on the top, and a list view on the bottom.

In the graph view, you will find two dropdown menus on the right-hand side. From these menus, you can filter your graph view by date and service.

Filter by Service Type

So, if you want to track Depression Screenings performance across your patient population, simply click on the Filter By Service dropdown menu and select Depression Screenings. You will notice that your graph view now focuses on past performance that specific service!

For those seeking to see results for Depression Screenings for a specific period, the “Filter by Date” dropdown menu is available.

The Services view of your Check Dashboard makes it simple for you to instantly view the information that matters to your organization. After taking a closer look at your past performance in specific services, you will be able to better understand how to improve performance in the future.

View Reports and Post-AWV Care Plan

Check users know that the platform makes Annual Wellness Visits easy and painless for providers and staff.

However, did you know that Check automatically creates a post-AWV care plan, patient report, and provider report?

What’s the big deal with these reports, anyway? Why do they matter?

After an Annual Wellness Visit, Check generates three reports: Full Results, Provider, and Patient.

Here’s a breakdown of the information in each report:

• Full Results: This report contains an overview of every question and answer during the Annual Wellness Visit. As well as providing the most comprehensive look at a patient’s current health status, the report also serves as a complete record of an Annual Wellness Visit when submitted to CMS. This documentation allows you to attribute patients to your practice in PCF and is proof of the Annual Wellness Visits your providers are completing. It is also a great report to attach to the patient record in the EHR.
• Provider: This report is a summarized view of each aspect of the Annual Wellness Visit. Providers can access this report to gain a quick overview of patient health. This report also includes notes from previous services and a list of services that should be performed in the Check platform.
• Patient: This report is a detailed view of the patient’s current health situation, designed to be printed and given to the patient after an Annual Wellness Visit. This report contains an overview of possible health risks, facts, activities, and helpful tips. Using information provided by the patient during an AWV, this report is intended to help the patient better understand their health. When given to the patient, this report acts as a helpful guide for the patient to improve their health situation and keep an eye on risks.

What’s the best part of all these reports? Check generates them automatically based on the information provided in an Annual Wellness Visit!

These reports allow you to document services, gain a better picture of patient health, and provide patients with helpful information — and Check does all of this while saving providers time and effort.

Here’s how you can access the reports:

• By searching for the patient’s name in the search bar on the left-hand side, you can find reports for any patient. Once you access the patient’s information, you can select the “Completed” tab under the patient’s name. In this section, you can view the services your providers have completed with the patient and access the relevant reports for those services.
• Reports can also be accessed through the “Services” tab on the left-hand side of the screen. Select “Completed Services” to view a list of all completed services completed by any member of your organization. You can filter this list by individual services and access reports created once the service has been completed.

Now you know how to find a report for any patient in your organization.

Recent changes:

• 2021 December: Two-Factor Authentication to keep your portal secure
• 2021 September: Track attribution for Primary Care First

Have an idea for improving Check? Let us know by sending a message to checksupport@minglehealth.com