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Administrator guide

Organisation, settings and licensing

Shape the organisation, set how each part of it works, and see what it is licensed for.

Organisations

ToWhoWhere
Create an organisationGlobal administrator, from the all-organisations viewOrganisation › Organisation Structure
Edit its detailsA system administrator or administrator of that organisationOrganisation › Organisation Structure
Delete an organisationGlobal administrator. Its records are retired, not erased.Organisation › Organisation Structure

The organisation tree

Organisation › Organisation Structure shows your organisation as a tree. Each part shows its own settings and its effective settings, meaning what it inherits from above.

  • Kinds of unit. State, local health district, region, facility, ward and department. A unit’s kind cannot be changed once it is created.
  • Facilities record their type (hospital, aged care, home care, clinic or community health), funding (public, private or mixed), time zone, HPI-O, bed count, ABN and address.
  • Beds are added and edited on their ward.
  • Moving a unit takes everything under it along. Deleting a unit retires everything under it.
Organisation Structure with the tree on the left and St Dorothy of God Health Care selected, showing its settings by tab: General, Operations, Clinical, Workflow, Integration and Funding
Choose a part of the tree to see and change its settings.

Settings and overrides

Most behaviour is set once for the organisation and changed where a site needs something different. Each setting says which levels may change it (organisation, state, district, facility or ward) and how levels combine. The lowest level that sets a value wins.

Every change is kept with the reason given, and the history is on each part of the tree. A global administrator decides which settings exist and their defaults. Changing a setting needs settings rights: an administrator, or a manager holding the settings.config.update permission.

ScreenWhereCovers
BillingCare AdminSee Billing reference data below
Grouper ConfigurationCare AdminWhich DRG grouper applies to which episodes, and the classification editions your site holds
HIM AllocationCare AdminCoder profiles, skills and how work is allocated. Set up by health information managers; allocating work needs the permission to allocate coding.
Service DeliveryCare AdminService delivery for the organisation and each site
Medication AdministrationClinicalDose times and related settings
Deterioration RulesClinicalYour changes to the standard deterioration rules
Pathways, forms and lettersIntake, Care Admin, ClinicalSee Pathways, forms and letters
Grouper Configuration with the grouper configurations list and the classification editions panel for loading ICD-10-AM and ACHI
Grouper Configuration.
HIM Allocation with coder profiles, a skills matrix, allocation rules, history and a dashboard; one senior coder listed
HIM Allocation.
Service delivery settings for St Dorothy Living, organisation-wide, with tabs for thresholds, tour times, unanswered calls, assessment sharing and public holidays, each value showing where it comes from
Service Delivery: each value says whether it is set here or inherited.
Medication administration settings with an Add times button for dose times and notes on where related settings live
Medication Administration.
Deterioration Rules with totals for tenant-owned rules and system defaults, filters by rule type and scope, and an Add rule button
Deterioration Rules.

Billing reference data

The four billing screens under Care Admin hold national reference data shared by every organisation on the site, so a change made here applies to all of them.

Health Funds

The register of health funds and other payers: code, name, type, contact details, whether they take electronic claims, default accommodation and status.

  1. Refresh the list from Services Australia

    Choose Get Participants. Funds Services Australia no longer lists are made inactive, and the result stays on screen. It needs an administrator, or a settings manager who also lodges Medicare and fund claims.

  2. Add or edit a fund

    Choose Add Health Fund, or edit a row. This needs an administrator.

  3. Retire a fund

    Set its status to Inactive. A fund that still has DRG costs or billing rules cannot be deleted.

Health Funds with the shared reference data notice, Get Participants and Add Health Fund buttons, and the participant status of each fund
Health Funds, shared by every organisation on the site.

DRG Costs

Base costs, average length of stay and outlier thresholds by DRG and fund. Add a rate, or edit or delete a row. Changing them needs settings-write authority.

DRG Costs listing DRG codes such as I30Z Hand Procedures with their version and base cost
DRG Costs.

IFC Billing Rules

The informed financial consent rules for each fund: gap scheme (known gap, no gap or percentage gap), room rates, surgeon and anaesthetist rebate rates, the theatre rate per minute, and the dates the rule applies. Choose Add Billing Rule. Changing them needs settings-write authority.

IFC Billing Rules listing three fictional funds with their fund code and gap scheme: known gap or no gap
IFC Billing Rules.

MBS Items

The Medicare Benefits Schedule: item number, description, category, schedule fee and benefit. Only a global administrator can change it.

  1. Download the schedule

    Download the MBS XML file from MBS Online.

  2. Import it

    Choose Import MBS Items and select the file. A dry run shows how many items are ready to load and any left out.

  3. Load it

    Choose Load. The result says how many items are new, corrected and unchanged. A new fee becomes a new version from the date it starts, so earlier claims keep the fee that applied to them.

MBS Items listing item numbers 104, 105, 110 and 11700 with description, category, schedule fee and benefit, and an Import MBS Items button
MBS Items, with the import a global administrator uses.

ADT and jurisdictional reporting

  • ADT Settings (Care Admin) holds the admission types, separation modes, episode types and transfer rules your organisation uses. Add, edit or delete your own. HealthOS’s defaults are shared by every organisation and cannot be changed: to use a different value, add your own at the organisation or a facility.
  • Jurisdictional Reporting (Care Admin) holds the data extracts, validation rules, mandatory fields and reporting periods for state reporting. Extracts, rules and mandatory fields can be added, edited and deleted. Reporting periods can be added, edited, closed and locked, but not deleted. The first time your organisation opens the screen it is given a starting set of extracts and rules to adapt.

Changing either needs settings-write authority.

One thing to watch on Jurisdictional Reporting: Add extract offers the types VAED, VEMD, VINAH, VAHI and Custom, while most of the starting set uses other types. An extract you add does not pick up the starting set’s rules and mandatory fields, so check them after adding one.

ADT Settings with tabs for admission types, separation modes, episode types and transfer rules; admission types such as Day Only, Elective and Emergency inherited from the system
ADT Settings.

Organisation › Menu Configuration decides which menus staff see.

  • The default is set for each type of facility. It applies to the whole site and needs a system administrator.
  • Overrides can be set for your organisation or one facility.
  • Precedence. A facility’s override wins over the organisation’s, which wins over the default.
Menu Configuration showing the facility type grid: menu items down the side and a column each for hospital, clinic, residential aged care, independent living, home care and community health
The default menus for each type of facility.

Licences

An organisation’s licence decides which modules and connections it can use. See it in Platform › Tenant Licensing. A system administrator can view their own organisation’s licence and its history. Only a global administrator can change a licence: an organisation cannot raise its own.

PartContents
ModulesCRM and analytics; intake, services, care administration and care delivery; clinical coding and the AI coder; care minutes; Support at Home quotes
LimitsLicensed beds, home care clients, NDIS participants, coder seats and AI coder runs, and what happens at the limit: an alert, a soft block, or a hard block
ConnectionsWhich connectors are licensed, and until when
HistoryEvery change to the licence and its connectors

A feature the organisation is not licensed for is greyed out with the reason. Ask your global administrator, or HealthOS, to add it.

Tenant Licensing with metering tiles and switches for CRM & Analytics, Intake, Services, Care Admin and Care Delivery, Coding and the Autocoder
A tenant’s licence. Only a global administrator can change it.

Still stuck? Email support@healthos.net.au