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TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
1 TFACTS 08/2019
This storyboard demonstrates how to view and enter Private Provider Monthly Summaries,
document ICD-10 codes, mark summaries in error, and print summaries.
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
2 TFACTS 08/2019
On Home screen, Workload tab, the following information is displayed:
Viewing for Worker box: Displays name of worker whose workload is in view; workloads of
other workers can be viewed by removing name and typing last name, first name to search
and select new worker name
Viewing for area: Displays name of worker whose workload is in view
Supervises section: Displays names of staff supervised by worker in view, if applicable
Field Grid: Displays basic information for cases assigned to worker shown in box
On Workload screen:
Click arrow next to Ongoing Case to expand
Hover over the first notepad icon; “Provider Monthly Summary” pop-up label displays
To view previous monthly summaries, click on icon
Monthly Summary List screen is displayed
Click row to highlight
Click Select to view
Note: Monthly Summary can be added from this screen by clicking Add; the Add Monthly
Summary screen can be directly accessed from the workload, see page 3.
Provider Monthly Summary
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
3 TFACTS 08/2019
The Monthly Summary List includes a Status column. Below are the different statuses that can be
displayed:
Completed: Monthly Summary has been finished and marked Completed; can no longer
be edited. Is now a saved case recording and can be printed.
Draft: Monthly Summary was not marked as Completed; can still be edited by clicking on
row to highlight and click Select. Is not a saved case recording and cannot be printed.
Narrative Needed: No Monthly Summary was entered for month, or an entry was in Draft
status, and a payment request record was approved by DCS Central Office. To add summary
information:
o Click row to highlight
o Click Select
o Enter any missing summary information
o Click Save
Note: Status of Narrative Needed cannot be changed
Created in Error: Monthly Summary has been marked in error; see steps for marking a
summary in error on page 6.
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
4 TFACTS 08/2019
Provider Monthly Summaries can be viewed from the Person Home screen. From Workload
screen:
Click on Person icon to access person profile
Click Monthly Summary link
Monthly Summary List screen displays
Click on row to highlight
Click Select
On Workload screen:
Click the Monthly Summary icon to navigate directly to the Monthly Summary page
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
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Add Monthly Summary screen is displayed
Service Period Month* – Required field; choose month from the dropdown.
Service Period Year* – Required field; choose the year from dropdown.
ICD Code: Click Search
ICD Search screen is displayed; under ICD Search Criteria section:
Enter ICD Code, if known
OR
Enter ICD Description
Click Search
ICD codes will display under ICD Search Results section, based on search criteria
Click on the correct code (row will be highlighted orange)
Click Choose
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
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Pop-up message “Are you sure you wish to link this ICD code?” displays
Click OK.
Complete Monthly Summary:
Narrative: Enter Monthly Summary notes
Status: Choose Completed if Monthly Summary entry is complete
Click Apply to remain on the Add Monthly Summary page
OR
Click Save to save Monthly Summary and return to Workload page.
A Completed Monthly Summary, that was entered in error or contains errors, can be marked in
error. In the Monthly Summary List screen:
Click the row to highlight
Click Mark in Error
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
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Warning message will display Are you sure you want to Mark this Monthly Summary in Error?
Click OK to mark the Monthly Summary record in error, or Cancel to not mark in error.
If OK is selected, the Status of the Monthly Summary displays Created in Error and the
Case Recording is marked Created in Error as well.
From the Workload screen:
Click the arrow next to the Ongoing Case to expand
Click Recordings link
Click select next the Provider Monthly Summary to be printed (must be in Completed
status)
TFACTS Storyboard • Private Provider Monthly Summary Entries and ICD-10 Codes
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Inside the Provider Monthly Summary record, right click
Select Print
OR
In the Recording List screen, click Print
Click checkbox next to each recording to be printed
Scroll to bottom of page and click Generate button
Click Generate Report button
Click Save Form
You have completed this storyboard.
