Instructions - Excel 3 by UNmNjh

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									                        Instructions for using the MDS3 PPS Assessment Calculator




Print only (updated by hand)
 1. Set "Calculate due dates" to N.
 2. Set "Therapy ongoing?" to blank.
 3. Enter the "Admission/reentry date".
 4. Print the two-page form.




Electronic (updated in Excel) - Initial setup
  1. Start with a blank form.
  2. Set "Calculate due dates" to Y.
  3. Save the blank form.
  4. Set the blank form as Read Only (ask a computer expert for help).

Electronic - Start a new form
  1. Open the Read Only blank form.
  2. Enter the "Resident name" and "Admission/reentry date".
  3. Set "Therapy ongoing?" to Y or N based on the resident's current treatment.




Electronic - Update the form
End of Instructions
                       Instructions for using the MDS3 PPS Assessment Calculator
Original author unknown. Modified for MDS 3.0 October 2011 by the Texas Department of Aging and Disability
Services. Version 1.0

Color Coding can be turned on by replacing N with Y below "Color Coding?". There is no difference between
monotone and color other than the visual color of scheduled assessments, ARD windows, and billing periods for
users who find color coding helpful. The calculator might print better in black and white when color coding is
turned off.
Print only (updated by hand)
  1. Set "Calculate due dates" to N.
  2. Set "Therapy ongoing?" to blank.
  3. Enter the "Admission/reentry date".
  4. Print the two-page form.
Note: The daily "Date" and "Week Day" on a printed form will not match the appropriate "Medicare Day" if a
Leave of Absence or Discharge causes a change in the assessment schedule.

Electronic (updated in Excel) - Initial setup
  1. Start with a blank form.
  2. Set "Calculate due dates" to Y.
  3. Save the blank form.
  4. Set the blank form as Read Only (ask a computer expert for help).

Electronic - Start a new form
  1. Open the Read Only blank form.
  2. Enter the "Resident name" and "Admission/reentry date".
  3. Set "Therapy ongoing?" to Y or N based on the resident's current treatment.
  4. Save the file with a new name. Consider adding the resident's name and/or ID to the front of the file name
  for easy sorting. Example: "Doe, John 83645 MDS3 PPS Assessment Calculator"

WARNING: Do not Copy/Cut and Paste in the Calculator. It will mess up the formatting. Advanced users may
copy and paste by Copying and Pasting, clicking on the Paste Options icon, and selecting "Use Destination
Formatting".
Electronic - Update the form
    Zoom out (change Zoom to a lower percent) if the calculator is too wide for your computer screen. Use the
Help function of Excel to find out how to Zoom with your version of Excel.
    Enter information by left clicking with your mouse on any white box in the calculator. Left click on another
white box to store the information you entered and cause the PPS Assessment Calculator to auto calculate the
daily "Dates", "Week Days", and Change of Therapy evaluation dates. Pressing the Tab or Enter button will also
store your information and auto calculate the PPS Assessment Calculator but it might cause the cursor to jump
to an unexpected location on the calculator. If this happens, left click with your mouse on the next white box you
intend to update. Always save the calculator before closing Excel or stepping away from your desk.
    A2300 ARDs for scheduled assessments will turn red if they are outside the assessment window. Reference
the RAI Manual for when you can and cannot change an ARD. When the A2300 ARD is set for any assessment,
scheduled or unscheduled, the same date on the calendar will become bold and italicized.
    A0310A Type should only be used when a PPS scheduled assessment is combined with an OBRA
assessment. not usually require a year; they default to the current year. However, when entering a date for the
    Dates do
previous or following year, you must type the year in addition to month and day. For example, if today is
12/25/2011, you may type "12/25" (without the year) but must type "1/2/2012" (with the year).
   Skip days are non-Medicare days caused by a Leave of Absence (LOA) or Discharge. "Skip days" must be
entered on the calculator in order for the daily "Dates" and "Week Days" to correctly match the "Medicare Days".
For example, if a resident has 2 LOA days (2 non-billed days) starting on Oct 1 (Medicare day 20), then enter the
number 2 in the "Skip Days" box under Medicare day 20 dated Oct 1 - the calculator will automatically recalculate
the daily Dates and Week Days so that Medicare day 20 is now dated Oct 3.
   Change of Therapy (COT) evaluation dates are automatically highlighted in yellow on the appropriate day,
but only if all pertinent information is correctly entered into the calculator. Set "Therapy ongoing?" to Y when the
resident is receiving therapy to calculate COT evaluation dates. Set "Therapy ongoing?" to N when the resident is
not receiving therapy in order to turn off COT due date identification e.g. after an End of Therapy. A2300 ARD
must be entered for each scheduled assessment where an ARD has been set. Assessment Type, O0450B (for
EOT-R), and A2300 ARD must be entered into the PPS Unscheduled Assessment Tracker for each
unscheduled assessment that has occurred since a scheduled assessment. PPS unscheduled assessments
combined with PPS scheduled assessments may optionally be entered into the PPS Unscheduled Assessment
Tracker but they are not required for COT calculations. "Skip Days" must be accurately entered because the
COT calculator depends on the dates. enter therapy minutes for each discipline, the daily total will be
   Therapy Minutes are optional. If you
calculated. Per the RAI Manual, at least one therapy must have a minimum of 15 minutes for a total to be
calculated, otherwise the total will show *0 to indicate that none of the therapy disciplines had enough minutes to
   Latest total.
generate adate is calculated for scheduled assessments if "Calculate due dates" is set to Y. If the PPS
assessment will be combined with an OBRA Admission, then A0310A Type must also be entered before the
ARD is chosen so that the latest date is calculate correctly. Z0500B Date is calculated based on the value
entered for A2300 ARD . Submit Date is calculated based on the value entered for Z0500B Date .

WARNING: The MDS3 PPS Assessment Calculator worksheets have Protect Worksheet turned on. This
protects the formulas that allow the calculator to work properly. You may Unprotect Worksheet to modify the
calculator but you can potentially break the calculator, causing it to not calculate or update correctly, if any of the
formulas are altered, moved or deleted.

Disclaimer: DADS created this document for the convenience of providers and a provider is not required to use
it. DADS does not promise that the calculator will provide accurate results. DADS is not responsible if a provider
that chooses to rely on the calculator misses a due date.

End of Instructions
PPS ASSESSMENT CALCULATOR - MDS 3.0 (Oct 2011) v1.0                                                      Always enter                                    Therapy ongoing?                              Y/N            Discharge date:
                                                                                                             VVV
         Resident name:                                                            Admission/reentry date:   10/1                                  Medicare readmission:                               Y/N            Discharge type:
                                                                                                                                                                                                                         10 = No return
     Next COT due date:             1/7                                   Assessment Reference Days                                  Grace Days                                                                          11 = Return expected
                                              Medicare Day     1             2           3           4             5          6             7           8           9           10          11          12                B = Benefit expired
5-Day / Readmission                                   Date    10/1          10/2        10/3        10/4         10/5        10/6          10/7        10/8        10/9        10/10       10/11       10/12
  Billing Start:  10/1/11                        Week Day     Sat           Sun         Mon         Tue          Wed         Thu            Fri        Sat         Sun         Mon          Tue        Wed
   Billing End:  10/14/11       Latest date      Skip Days                                                                                                                                                                     Color coding?
  A2300 ARD:                    10/8/11                                                                         Billing Period for 5-day Assessment                                                                                     N    Y/N
 Z0500B Date:                                     SPT min.
  Submit Date:                                     PT min.                                                                                                                                                                     Calculate due dates?
A0310A Type:                                       OT min.                                                                                                                                                                               Y    Y/N
  RUG Score:                                     Total min.           0             0           0           0            0           0             0           0           0           0           0           0
                                                                      0             0           0           0            0           0             0           0           0           0           0           0
    1/0/1900                                                        ARDs                             Grace Days
                                              Medicare Day     13            14          15          16           17          18            19          20          21          22          23          24          25           26
14-Day                                                Date    10/13         10/14       10/15       10/16        10/17       10/18         10/19       10/20       10/21       10/22       10/23       10/24       10/25        10/26
  Billing Start:   10/15/11                      Week Day      Thu           Fri         Sat         Sun         Mon          Tue          Wed          Thu         Fri        Sat         Sun          Mon        Tue          Wed
   Billing End:    10/30/11     Latest date      Skip Days
  A2300 ARD:                    10/18/11                      Billing: 5-day                                                             Billing Period for 14-day Assessment
 Z0500B Date:                                     SPT min.
  Submit Date:                                     PT min.
A0310A Type:                                       OT min.
  RUG Score:                                     Total min.           0             0           0           0            0           0             0           0           0           0           0           0           0           0
                                                                      0             0           0           0            0           0             0           0           0           0           0           0           0           0
                                                                           ARDs                                    Grace days
                                              Medicare Day     27            28          29          30           31          32            33          34          35          36          37          38          39           40         41
30-Day                                                Date    10/27         10/28       10/29       10/30        10/31       11/1          11/2        11/3        11/4        11/5        11/6         11/7       11/8         11/9       11/10
  Billing Start:   10/31/11                      Week Day      Thu           Fri        Sat         Sun           Mon        Tue           Wed         Thu          Fri        Sat         Sun          Mon        Tue          Wed        Thu
   Billing End:    11/29/11     Latest date      Skip Days
  A2300 ARD:                    11/2/11                                    Billing: 14-day                                                               Billing Period for 30-day Assessment
 Z0500B Date:                                     SPT min.
  Submit Date:                                     PT min.
A0310A Type:                                       OT min.
  RUG Score:                                     Total min.           0             0           0           0            0           0             0           0           0           0           0           0           0           0         0
                                                                      0             0           0           0            0           0             0           0           0           0           0           0           0           0         0

                                                                                                                         PPS Unscheduled Assessment Tracker
SOT = Start of Therapy                    Assessment Type:
COT = Change of Therapy                           O0450B:
EOT = End of Therapy                           A2300 ARD:
EOTR = EOT w/ Resumption                      Z0500B Date:
SCSA = Significant Change                      Submit Date:
SCPA = Significant Correction                 A0310A Type:
                                               RUG Score:
                                    COT Calculation Date:        1/0           1/0        1/0         1/0           1/0        1/0            1/0        1/0          1/0        1/0         1/0          1/0        1/0          1/0        1/0
PPS ASSESSMENT CALCULATOR - MDS 3.0 (Oct 2011) v1.0

         Resident name:                                                    Admission/reentry date:                     10/1                Medicare readmission:                                 Y/N

                                           Medicare Day     42          43          44          45          46          47          48            49          50          51          52           53          54          55         56
                                                   Date    11/11       11/12       11/13       11/14       11/15       11/16       11/17         11/18       11/19       11/20       11/21        11/22       11/23       11/24      11/25
                                              Week Day      Fri         Sat         Sun        Mon          Tue        Wed          Thu           Fri         Sat         Sun        Mon           Tue        Wed          Thu        Fri
                                              Skip Days
                                                                                                                         Billing Period for 30-day (continued)
                                               SPT min.
                                                PT min.
                                                OT min.
                                              Total min.           0           0           0           0           0           0           0             0           0           0           0            0           0          0          0
                                                                   0           0           0           0           0           0           0             0           0           0           0            0           0          0          0
                                                                       ARDs                                 Grace days
                                           Medicare Day     57          58          59          60          61          62          63            64          65          66          67           68          69          70         71
60-Day                                             Date    11/26       11/27       11/28       11/29       11/30       12/1        12/2          12/3        12/4        12/5        12/6         12/7        12/8        12/9       12/10
 Billing Start:   11/30/11                    Week Day      Sat         Sun        Mon         Tue         Wed         Thu          Fri           Sat        Sun         Mon         Tue          Wed         Thu          Fri        Sat
  Billing End:    12/29/11   Latest date      Skip Days
 A2300 ARD:                  12/2/11                                   Billing: 30-day                                                             Billing Period for 60-day Assessment
Z0500B Date:                                   SPT min.
 Submit Date:                                   PT min.
A0310A Type:                                    OT min.
 RUG Score:                                   Total min.           0           0           0           0           0           0           0             0           0           0           0            0           0          0          0
                                                                   0           0           0           0           0           0           0             0           0           0           0            0           0          0          0
                                           Medicare Day     72          73          74          75          76          77          78            79          80          81          82           83          84          85         86
                                                   Date    12/11       12/12       12/13       12/14       12/15       12/16       12/17         12/18       12/19       12/20       12/21        12/22       12/23       12/24      12/25
                                              Week Day      Sun        Mon          Tue        Wed          Thu         Fri         Sat           Sun        Mon          Tue        Wed           Thu         Fri         Sat        Sun
                                              Skip Days
                                                                                                                        Billing Period For 60-Day Assessment
                                               SPT min.
                                                PT min.
                                                OT min.
                                              Total min.           0           0           0           0           0           0           0             0           0           0           0            0           0          0          0
                                                                   0           0           0           0           0           0           0             0           0           0           0            0           0          0          0
                                                                       ARDs                                 Grace days
                                           Medicare Day     87          88          89          90          91          92          93            94          95          96          97           98          99         100
90-Day                                             Date    12/26       12/27       12/28       12/29       12/30       12/31        1/1           1/2         1/3         1/4         1/5          1/6         1/7         1/8
 Billing Start:   12/30/11                    Week Day     Mon          Tue        Wed         Thu          Fri        Sat         Sun           Mon         Tue         Wed         Thu           Fri        Sat         Sun
  Billing End:     1/8/12    Latest date      Skip Days
 A2300 ARD:                  1/1/12                                    Billing: 60-day                                                         Billing Period for 90-day Assessment
Z0500B Date:                                   SPT min.
 Submit Date:                                   PT min.
A0310A Type:                                    OT min.
 RUG Score:                                   Total min.           0           0           0           0           0           0           0             0           0           0           0            0           0          0
                                                                   0           0           0           0           0           0           0             0           0           0           0            0           0          0

								
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