Recertification

Recertification is the process of renewing a Client’s certification period for skilled services after a set period. The default duration for the certification period is 60 days, but this can be adjusted in Administration > Masters > Configuration under Cert Period in Days.

To recertify a Client's records:

1. Go to Clients > Current Clients and click on the Client record.

2. Go to the Care tab.

3. Find the Certification Period, and click the Recertification icon under the Actions column.

   

4. Verify the Start Date and End Date.

5. If applicable, select the Occurrence Start Code and Occurrence End Code.

6. Click the + Add button.

7. Back on the Care tab, click the + to the left of the Start Date of the current/previous Certification Period.

   1. Click the Ellipsis under the Actions column for the most recent 485. Select Clone.

   2. Update the Start Date and End Date, review and make any necessary edits.

8. Scroll down the Care tab and find the Care Period. Click the + to the left of the Start Date.

   1. Click the Ellipsis under the Actions column for the current/previous Care Delivery. Select Clone Care Plan.

   2. Update the Start Date and End Date, review and make any necessary edits.