While it is not a requirement that the 60 day summary be a part of the 485, it is an efficient use of everyone’s time. The most common usage for the 60 day summary is when doing a recertification visit using POC. On the Orders/Goals screen, there's a button called Add 60 Day Summary that places the 60 day summary text at the end of the text that is currently in Goals. At that point, you can edit the text as needed.

The automatically generated 60 day summary is intended to assist the agency, employee and the physician - the employee has a reminder to do the 60 day summary, the agency only has one document to mail to the doctor, and the doctor only has one document to read. Plus, the agency will receive back from the doctor a signed copy of that 485, proving that the 60 day summary process was completed.

The same 60 day summary information is available under Barnestorm Office and Point of Care, from the Patient Info tab under 60 Day Summary. Click on the episode and all the information will show related to that From and Thru date.

The information that will be included is:

o  60 Day Summary text from the visit assessment Misc Notes screen. 

o  Vital Signs from the visit assessment Vital Signs screen.

o  Wound(s) from the visit assessment Wound Assess screen.

o  Protime INR readings from the visit assessment Labs screen in the Lab Tests drop down.

o  Blood Sugar readings from the visit assessment Endocrine screen.

o  Pulse Ox readings from the visit assessment Respiratory screen.

o  Visit Comments, from Start screen, from the most recent visit assessment.

• Note:  If you want comments from ALL assessments to show up on the 60-day Summary, then go to Barnestorm Office > Codes > Security > Global Settings > Patient Histories and change number 1205 to True.  (The appropriate member of staff should make these changes.)
• Note:  If the global setting is set to False and you need the visit note comments for a particular visit to show on the 60-day summary:  Go to Start screen of the visit assessment and check the box beside Add to 60 day summary.  

o  Any Care Coordination note that has the Add to 60 Day Summary checked.