Here are sample functional requirements from the Home Health RFP template:
|
| ►
Admission / Referral
|
|
Support entry and tracking of referral data including disciplines referred, funding source, referral source and diagnosis.
|
|
Display indicator on screen for patients requiring prior authorization.
|
|
Print census summary report showing number of admissions, readmissions, discharges, and patients served by month.
|
|
Provide ability to automatically merge two duplicate patient records.
|
|
Provide ability to change a patient's name in the event of marriage, adoption, alias, etc.
|
| ►
Plan of Treatment
|
|
Support entry of HCFA 485 Plan of Treatment data including medications, safety measures, nutrition, allergies, prognosis, orders, etc.
|
|
Provide data integration with all modules (e.g. care plan, clinical notes) to gather HCFA 485, 486 and 487 data as it is entered.
|
|
Provide ability to store multiple HCFA 485, 486, and 487 forms per patient admission.
|
|
Support recertification of physician orders and reprinting the HCFA 485 and 486 forms.
|
|
Print recertification renewal report listing patient, physician, renewal date and status for recertifications due with 14 days or less.
|
| ►
Care Plans
|
|
Include a standard care plan set based on VNA Care Steps for use in building patient care plans.
|
|
Provide ability for nurse to modify and add to standard care plans to create individual patient care plans.
|
|
Provide ability to define nursing interventions related to specific diagnoses and problems.
|
|
Automatically date stamp each item (e.g. intervention, diagnosis) as it is entered into care plan.
|
|
Provide management report or on-line alert of patient care plans not updated within agency defined time frame.
|
| ►
Scheduling
|
|
Provide automated staff scheduling system that schedules staff for patient orders based on staff profile and patient needs.
|
|
Support automatic searching for available employees with criteria such as discipline, shift time, geographic area, skills, personal preferences and lack of restrictions.
|
|
Highlight staff cancellations on-line to help schedule replacements for unscheduled absences.
|
|
Support scheduling of staff across multiple businesses and branches.
|
|
Track maximum number of scheduled visits per day by employee and display warning if user-defined limit is exceeded.
|
| ►
Clinical Notes
|
|
Provide on-line entry of clinical nursing notes documenting comprehensive patient assessments, ongoing care, progress notes and discharge.
|
|
Provide integration between clinical notes and patient profile to generate Plan of Treatment and Medical Update forms (e.g. HCFA 485, 486 and 487).
|
|
Print patient medical summary listing demographics, vital signs, assessment findings and communication with physician.
|
|
Print physician change order forms and updates for physician signature.
|
|
Print quality assurance report of patient problems, outcomes and status (e.g. met, not met, open) with percentages.
|
| ►
Point of Care
|
|
Provide ability to perform plan of treatment, care plan, and clinical notes functions from patient homes with portable (e.g. notebook, laptop, handheld) computers.
|
|
Provide storage capacity on portable computer for nurse's entire caseload.
|
|
Provide ability to chart on portable computer with "electronic pen" (e.g. stylus, light pen).
|
|
Allow help screen text to be modified or added to by agency for user specific procedures, instructions, etc.
|
|
Provide electronic mail (e.g. e-mail) function for messages between nurse in field and office personnel.
|
| ►
Hospice
|
|
Provide ability to track hospice routine and acute care days, respite and continuous care.
|
|
Support billing according to Medicare Hospice specifications for continuous care, routine visit, hospital stay or respite stay.
|
|
Support per diem billing for billing at flexible rates of daily hospice services between specific dates.
|
|
Print census list showing address, insurance, doctor, length of stay, diagnosis, location of admission, discharge, and medicare benefit period dates for all patients.
|
|
Maintain hospice data including: mailing list of family and friends for bereavement letters.
|
| ►
Home Infusion
|
|
Maintain patient profile data including patient demographics, physician, insurance, diagnosis, allergy, and therapy information.
|
|
Support on-line entry of IV prescriptions data including frequency, compounding, billable drug and supply items.
|
|
Provide ability to add new drugs to drug master file without backing out of prescription fillling function.
|
|
Maintain and print drug regimen data including therapy, pharmacist, physician, scheduling, drug compounding and order (e.g. infusion, flush orders) information.
|
|
Provide ability to vary dispensing quantity each time a prescription is dispensed.
|
| ►
Drug Database
|
|
Provide on-line drug database that identifies potential drug-drug, drug-food and drug-alcohol interactions.
|
|
Drug data includes: National Drug Code (NDC), description, form, dosage, and Generic Product Identifier (GPI).
|
|
Provide regular monthly or quarterly updates to drug database for new drugs, interaction data, etc.
|
|
Support entry and display of user-defined comments in drug interaction database.
|
|
Flag all allergy and drug interactions in on-line order processing screens.
|
| ►
Billing & A/R
|
|
Support multi-entity billing and accounts receivable with separate and consolidated reporting.
|
|
Allow agency to specify required registration and billing data by payor in insurance master.
|
|
Provide sales tax reporting by locality for taxable charge items.
|
|
Support discounts and contractual allowances for third party contracts.
|
|
Support transfer of accounts from accounts receivable to bad debt.
|
| ►
Inventory
|
|
Provide inventory control functions for stock and non-stock items.
|
|
Maintain current inventory quantities when items are issued, returned, received or transferred.
|
|
Support "window" type access to vendor master files without leaving the P.O. edit screen.
|
|
Print purchasing report by vendor of item usage, quantities on order, and inventory balance.
|
| ►
Accounts Payable
|
|
Provide automatic validation of invoices to prevent double payment of invoices.
|
|
Provide ability to handle multiple divisions as separate entities with divisional and corporate-wide reporting.
|
|
Print vendor aging report of unpaid invoices with P.O. number printed on reports.
|
|
Print check register for computer generated, manually prepared and voided checks.
|
|
Provide an interface to the accounts receivable system with user edits and approval control for patient refunds.
|
| ►
Payroll
|
|
Support on-line entry of payroll data from employee time sheets by program codes, and entry of mileage and travel time.
|
|
Calculate wages on multiple pay rates per employee, per day and per period.
|
|
Allow employee to claim different numbers of exemptions for federal and state tax deductions.
|
|
Print annual employee benefit statements listing value of benefits paid and used for each employee.
|
|
Provide consolidated reporting of multiple companies at user-defined corporate levels.
|
| ►
Budgeting
|
|
Provide integration and sharing of data between general ledger and budgeting systems.
|
|
Use account numbers from general ledger system for budget preparation (e.g. no re-keying of account codes).
|
|
Store general ledger historical data for budget and trend analysis for five years.
|
|
Compute future period projections based on user-defined calculations on prior year(s) data.
|
|
Maintain and allow access to multiple budget files (e.g. revised and original) for current year's budget.
|
| ►
General Ledger
|
|
Process multiple general ledgers for multi-entity organizations.
|
|
Allow flagging of inactive (deleted) accounts to prohibit further posting.
|
|
Support double entry and self-balancing control features.
|
|
Retain budget, actual, statistical and dollar amounts for 24 months of historical data.
|
|
Show direct (by natural classification) and indirect expenses on expense reports.
|
| ►
Management Reports
|
|
Print authorization warning report of patients near authorized limit of visits and hours, showing payor and authorization data.
|
|
Print actual versus planned visits report to monitor staffing levels and scheduling accuracy, and also to help identify problem areas.
|
|
Print monthly employee productivity report showing average number of visits per day by employee.
|
|
Print caseload statistics by employee showing discipline, number of visits, hours, average visit, visits per day, number of patients, etc.
|
|
Support printing all summary, statistical and trend reports by office or sub-station (with page breaks), and totals for entire agency.
|
| ►
HIPAA
|
|
Support an enterprise-wide single sign-on user authentication process that allows individual users to logon to different systems with one global user ID and password.
|
|
Support data encryption of files.
|
|
Support digital signatures for data authentication.
|
|
Support a separate Provider file that can accept and process automatic updates from a national Provider Database.
|
|
Support Health Plan ID in all software modules that use Health Plan ID.
|
| ►
Technical & Support
|
|
Support graphical user interface GUI (e.g. Windows, buttons, toolbars, mouse, etc.) and menu-driven user control and initiation of system functions.
|
|
Provide on-line help screens to assist novice users in all applications.
|
|
Support the use of "drag-and-drop" with mouse as option to visually initiate system functions (e.g. drag a file icon to printer icon to start printing a report, etc.)
|
|
Provide ability to down load data into popular PC spreadsheet, database and word processing file formats.
|
|
Provide complete set of user manuals for all software applications to document and explain system features and functions.
|
| ►
More requirements are included in the actual RFP, this is only a sample. |
