Covid Claim and Assessment form instructions v2

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“How to” Guide - Halcyon COVID-19 Assessment and Claim Form Getting Started: Select patient and open Halcyon Portal To display the COVID-19 form: Go to Other Options and click New Assessment PLEASE NOTE: Available for casual AND enrolled and funded patients

All Tabs on the form MUST be completed

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Update 5 June 2020 v2


“How to” Guide - Halcyon COVID-19 Assessment and Claim Form Clinical Assessment tab: First section relates to the service claiming Delivery mode and Assessment type MUST be completed

Case Definition, Consent & Swab Information MUST also be completed (Added to guide on 5 June 2020) SPECIAL NOTE on Swab Taken field: All swabs done MUST be recorded in the Bay of Plenty region reporting database, and the Covid Halcyon form does this for WBOPPHO. To ensure this happens accurately please fill out the Swab Taken fields as follows Virtual Assessment with Swab Taken in a general practice: •

Select NO to reflect assessment only

Virtual Assessment with swab referral to Pathlab: •

Select YES to reflect assessment and swab to be taken

Pathlab are not able to update the swabbing database. To work around this all Pathlab swab referrals need to recorded as Swab Taken the Halcyon form when virtually assessed as shown below

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Update 5 June 2020 v2


“How to� Guide - Halcyon COVID-19 Assessment and Claim Form Clinical Assessment continued: See below a screenshot of the rest of the sections and points to note All sections MUST be completed with all relevant clinical information

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Update 5 June 2020 v2


“How to” Guide - Halcyon COVID-19 Assessment and Claim Form Identification Details tab: PLEASE NOTE: Not Required to complete all fields under this Tab Required to Complete: 1. Address where the Patient is living today / now • Auto populates from the practice management system 2.

For casual patients complete the Patients Usual GP information.

When form completed SUBMIT the form to lodge the claim and write back an invoice to the account nominated in the PMS. The following write backs occur in the PMS: • •

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Copy of the form to Inbox and Clinical notes Adds Suspected COVID-19 to classifications

Update 5 June 2020 v2


“How to” Guide - Halcyon COVID-19 Assessment and Claim Form

EXTRA INFORMATION about Virtual Assessment Claiming: For a Virtual Assessment, where the patient will be swabbed in the same practice (or a different site in their network sharing the same enrollment database) the Virtual Assessment fee CANNOT be claimed. The assessment is funded under the Simple or Full assessment / swab claim and cannot be claimed twice. In this instance PARK the form, so that it can be completed and submitted at the time of swabbing. This claim will be for either: •

Simple or Full Assessment and swab

Any PARKED COVID-19 form awaiting completion and claiming will show when Halcyon is opened for that patient. See screenshot.

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Update 5 June 2020 v2


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