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December 2013

Welcome to Synergistic Update. This newsletter is our vehicle to provide information about SOS Software, events in the healthcare industry, links to important regulatory information, and notes about recent blog posts. Please let us know what issues you would like to hear about. And remember, your feedback is welcome at any time!

In this issue:

Editor's Note: We have been surprised to learn that many of you did not receive or did not read the article on the ICD-10 in our last newsletter. In an attempt to be sure all of our customers have the necessary information, we have broken that article into smaller portions so you can more quickly consume what we consider to be very important information.

What Makes the Move to ICD-10 a Big Deal?
DSM-5 and the ICD-10
SOS Products and the ICD-10
Important Links for ICD-10 Learning
Recovery from Catastrophe: 'I have my daysheets!'
Reminder: CMS Requires New Forms by April 1
Don't Forget: Support for Windows XP is ending
SOS Staff Profile: Manon Faucher, Chief Technical Support Representative
Customer Spotlight: Psych & Psych Services

Recent blog articles available:

Telehealth: Is this a legitimate way to provide treatment?, September 26, 2013
HIPAA Omnibus Final Rule Now in Effect, October 8, 2013
Medical Identity Theft: Fastest growing type of fraud, October 11, 2013
Healthcare.gov Struggles in First Weeks, October 24, 2013
Do You Own Your Patient Records?, November 5, 2013
Two Quick Notes: On Parity and HIPAA for Business Associates, November 12, 2013
CMS Notices on ICD-10 Transition Become More Concerned, November 19, 2013
A Model to Follow, December 2, 2013



What Makes the Move to ICD-10 a Big Deal?CMS ICD-10

You all know about the proverbial elephant in the room, right? Healthcare has its very own! On October 1, 2014, all health care providers will be required to utilize ICD-10 codes (International Statistical Classification of Diseases and Related Health Problems) on claims in order to receive payment. Hospitals will need to use the new codes for both diagnoses and procedures. Mental health providers will use only the new diagnostic codes; procedure codes will continue to be those from the Current Procedural Terminology® of the AMA (CPT) or Healthcare Common Procedure Coding System (HCPCS). These changes affect everyone in the healthcare system: individual providers, clinics, hospitals, insurance carriers, clearinghouses...........in short, YOU!

The transition from ICD-9 to ICD-10 is a very big deal:

DSM-5 and the ICD-10

DSM-5The Diagnostic and Statistical Manual of Mental Disorders, Fifth Edition (DSM-5) was released on May 18, 2013. While continuing to be controversial in its own right, the DSM-5 promises to add confusion to payment processing for behavioral health and chemical dependency providers. As we move toward the October 2014 implementation deadline for the ICD-10, providers find themselves presented with conflicting information. On the one hand is the new diagnostic manual with its new codes and criteria; on the other hand is the requirement to move to the ICD-10 for payment processing. We hear the following question often:

Q. I use DSM codes instead of ICD-9. Does any of this ICD-10 business pertain to me?


A. Actually, ALL of it pertains to you. Most DSM-IV codes match ICD-9 codes. In some cases a claim will be rejected by a payer because you have not used a specific enough code. This usually happens when you have used a generic DSM code with no decimal characters; the payer wants the additional one or two characters that the ICD codes include. Except, for some small, niche managed-care administrators, the health insurance industry is standardized on ICD coding. In fact, ICD-9 diagnostic codes are one of the standardized code sets required by the HIPAA legislation since at least 2004. Currently, and happily, for those of you who are using DSM documentation to determine your patients' diagnoses, the DSM codes overlap with ICD-9 codes almost completely. As a result, when your DSM-coded claim reaches the payer, it has been processed in accordance with adjudication rules that are actually based on ICD-9 codes. With ICD-10, that concordance between codes disappears! Please download American Psychiatric Association's document on DSM5, ICD-9 and ICD-10 for a fuller understanding.

This is what the American Psychiatric Association says in the document linked above:

"On October 1, 2014, the United States adopts ICD-10-CM as its standard coding system. How will
diagnoses be coded then?
DSM-5 contains both ICD-9-CM codes for immediate use and ICD-10-CM codes in parentheses. The
inclusion of ICD-10-CM codes facilitates a cross-walk to the new coding system that will be implement-
ed on October 1, 2014 for all U.S. health care providers and systems, as recommended by the Centers
for Disease Control and Prevention’s National Center for Health Statistics (CDC-NCHS) and the Centers
for Medicare and Medicaid Services (CMS). This feature will eliminate the need for separate training on
ICD-10-CM codes for mental disorders that is now being offered for all other diseases/disorders by

other medical societies and vendors to prepare for the 2014 implementation."


ICD-10 ManualWe are not so sure about elimination of the "need for separate training." Since many providers do not buy their own copy of the DSM, choosing to work from a list of codes rather than the manual, they will not be in possession of the cross-walk to ICD-10 codes. The transition to ICD-10 codes removes the overlap between DSM and ICD completely. The older DSM-IV code books do not match up with ICD-10 codes, so you will have to change from the codes you are currently using to the appropriate ICD-10 codes starting on October 1, 2014 in order to receive insurance payment. The recently released DSM-5 code books sold by American Psychiatric Association include appropriate ICD-10 codes, in parentheses, next to each diagnosis description, so purchase of those resources may be of some assistance to you in selecting the correct codes to put on your claims starting in October, 2014. That said, your best resources for ICD-10 diagnosis coding to assure rapid insurance payment will be ICD-10 code books, not DSM-5 books.



SOS Products and the ICD-10

[The Questions and Answers below often make reference to an SOS update that includes ICD-10 features. In this discussion, that update is a set of enhancements to the current generation of SOS software, not our next-generation SOS product. The new product will, of course, include the same range of features, but the release date of that product is still uncertain, so we have decided to make all those features available in the current generation of software as well. Again, the discussion below refers to an update of the current generation SOS software.]

In the coming months your claim processors and perhaps even your insurance payers may ask you details about your readiness to start submitting the new ICD-10 codes on your claims when the transition date of October 1, 2014 arrives. Your readiness depends in part on the readiness of your software. For those of you with current SOS Support/Update Agreements, the answers are simple. Here are some of the questions you might want to ask SOS and our responses:

Q. Will SOS automatically map or somehow convert the current codes in my SOS claim setups to ICD-10-CM codes?
            A. There is no way for software to automatically convert every ICD-9-CM code to an equivalent ICD-10-CM code with accuracy. In many cases the old ICD-9 code has been replaced by a multitude of new ICD-10-CM codes. SOS has no way to know which of the new codes would be the right one for a particular patient; only the provider or expert coder can determine that. Instead, in late September 2013, SOS released a software update that includes what we have called the "SOS ICD-10 Prep Utility". The utility is available on the Tools menu in SOS Office Manager and will allow you to gradually work your way through your patients' current diagnoses to set appropriate ICD-10 diagnoses to be used starting in October 2014.

            As it happens, many mental/behavioral health ICD-9 codes have only one ICD-10 match in the CMS General Equivalency Mapping (GEMs) table. When you open a patient in the Prep utility, it will automatically insert the ICD-10 codes wherever there is an unambiguous match of this sort. When there is not an obvious match, clicking a button on screen will show you all the likely matches for the current codes, based on CMS's GEMs table, so you can select the best match for this patient without having to sift through all 90,000 ICD-10 codes. 


            We are providing this utility now so that you have a full year to prepare your patient data, rather than putting you in the position of waiting nervously for SOS to release new software that accepts the new codes. The ICD-10 selections you make using the Prep Utility will, of course, be saved in your database. When SOS's ICD-10 compatible software is released in 2014, your chosen ICD-10 codes will automatically be imported and will appear in SOS, ready for insertion into your claims when you need them. Your current ICD-9 codes will appear in the new software as well, and will be used on your claims until the changeover date you specify for your payers.

Q: What is your timeline for system modifications and what do those modifications include?
            A: The ICD-10 Prep Utility is currently available for those with current Support Agreements. No later than June 1, 2014, SOS will release a version of the SOS software that accepts both ICD-9 and ICD-10 diagnoses, also available for those with current agreements. If you need to arrange for Support renewal, please email Trish Merchant to get a quote. A new System Option will provide a field for you to specify the default date for SOS to start using ICD-10 Dx codes in place of the old ICD-9 codes. This date will be preset to October 1, 2014, but, in the unlikely event that CMS delays implementation, you will be able to change that date. In addition, each insurance payer configuration will have a new field where you can specify a payer-specific ICD-10 changeover date, if different than the system default date. The SOS update will also include new ICD-10 compatible paper claim formats, and the necessary adjustments to the 5010 electronic claim generation.

Q: Is there a cost for SOS users to update to the ICD-10 compatible software?
            A: This ICD-10 update of the current generation of SOS will be available to all SOS customers with current support contracts at no additional cost. Those 
who do not have a current support contract will have to renew their contracts to obtain the update.

Q: Will you continue to support the old software, or are you discontinuing some products in the wake of the ICD-10 transition?
            A: SOS will continue to provide support to all customers with a current support contract. For example, if a customer does not file insurance claims and does not require ICD-10 capability, that customer will continue to receive support for their older version of SOS after the ICD-10 update is released if the customer has a current support contract.

Q: Are there any new hardware requirements associated with ICD-10-related software changes?
            A: The SOS software discussed above is an update of the current generation of SOS products that first appeared in 2007. If you are currently using a version between SOS 2007 and SOS 2013, no hardware changes will be required to run the ICD-10 update.

Q: Will training be provided for any new ICD-10-related functionality, and is there a charge?
            A: Articles detailing the use of the new features will be provided at no charge on the SOS web site for both the ICD-10 Prep Utility and the ICD-10 capable update to the software. The software changes should not require any special training beyond that. Providers and billers should, however, take advantage of any available training on ICD-10 coding itself, particularly in their own specialty areas. Neither your SOS software nor SOS Support Techs will teach you to correctly code your claims. Correct coding is your responsibility.

Q: Is the update you describe the same as the "next generation" software that I have seen mentioned on the SOS User Group?
            A: No. Our next generation software does contain the full range of ICD-10 features, but its release date is still uncertain. For this reason, SOS has decided to provide an update to the current generation of software in the meantime.




Important Links for ICD-10 Learning  WHO ICD-10 Tool

Information about the ICD-10 and training materials to prepare yourself, your colleagues and your employees are available extensively. Below are some links that will give you a start on finding useful information that is free or inexpensive. Be sure to check with your local and national professional associations for information they may provide. If you have a large organization and need a certified coder, please be sure to search for educational opportunities for professional certified coders.


Recovery from Catastrophe: 'I have my daysheets!'

All too frequently, we have a call from a customer who has had a computer crash. Usually, they have tried to access their SOS data to no avail. We then go through a process of questioning them about their backup system and whether they have gone through the process of restoring their data from backup.

This past week, we had such a call from Dr. K, a customer who had once before lost data because of a computer crash. As a result of that loss, he had put a regular backup program in place. This time, his sad story included a change in that backup system; somehow, he had accidentally changed his backup from an external drive to his local drive. His last good backup was from early September, just before he had made the change in his backup routine.

Reconstructing three or four months of data is not impossible for a solo provider; however, it is usually the last thing someone wants to do. With a calendar and the intake forms of new clients, data can be reconstructed. Always, the provider must cross their fingers and hope nothing was missed.

This story had a happy ending. Dr. K had his printed daysheets from September through the computer crash! He first restored his September backup to his new computer. Once he was sure that was working properly, he entered one daysheet at a time into SOS Office Manager. He went through and added all the information for his new clients and his task was complete....in hours rather than days.

We know that many people print daysheets but do not keep them. Or, they save the daysheet to a .pdf file on the same computer. The moral of this story is: keep the daysheets....or at least, save them to a different hard drive! You never know when they will save you days or even weeks of reconstructive work.



Reminder: CMS Requires New Forms by April 1

CMS 1500 02/12

If you use a special or custom HCFA form (such as NY Medicaid), please contact SOS. Updating any such forms will require custom programming and will not be done as RUSH orders. Please contact SOS NOW if you use such a claim form.

Implementation of the ICD-10 has made a new HCFA form necessary. CMS has announced deadline dates for use of the new HCFA form that will be ICD-10 compatible. CMS will begin accepting the new paper form (for those who have a special exemption to send paper Medicare claims) on January 6, 2014. Starting April 1, 2014, Medicare will accept only the new form. The information and links below are from an email notification we received on September 5, 2013.
As you know, private insurers will follow CMS' lead on use of the new form. SOS users with current support agreements will be able to obtain an update containing the new format before the Medicare deadline. 


Don't forget

Don't Forget! To be HIPAA compliant, you must replace Windows XP before April 8, 2014 when Microsoft discontinues all support and updates for the program.





SOS Staff Profile

Manon Faucher, Lead Technical Support Representative

We decided that it might be fun for you, our customers, to know a bit more about those of us who work here at SOS. After all, you talk to us often, but many of you have never met any of us. Manon Faucher is someone you have talked to if you have ever called for support assistance. As our Lead Technical Support Representative, she spends much of her time on the telephone or answering emails solving technical problems for you or answering your questions about how to accomplish certain tasks. These are Manon’s answers to our standard questions.  

Manon Faucher photoHow long have you worked at SOS?

   I have been with SOS since March of 1993.

How would you describe your role at SOS?

    My main duty at SOS is to provide technical support to our customers. My other functions include but are not limited to: personalized training/consultation, document writing, testing, assisting our programming staff in the development process by relaying the customers' viewpoint, and assisting SOS staff with issues and questions.

How do you prefer to spend your time when you are not working?

    As a new grandma, I prefer to spend time with my granddaughter Roxie (2 years old) and grandson Sebastien (3 months old). They reside in South Carolina so I do a lot of traveling in the area, and also in Quebec, Canada where all my family resides. I enjoy traveling and especially cruising. My favorite hobbies are quilting, sewing and reading.

What else would you like our customers to know about you?

    I hate bugs/insects... so if you hear someone scream when you are on the phone with SOS, just imagine that some sort of giant 'non-human thing' just crawled on me or on my desk. I have been known to get out of a moving car for a frog and a spider. Also, I am in the process of learning Spanish; I hope someday I will be able to say that I am trilingual.


SOS Customer Spotlight             spotlight image

Psych & Psych Services
750 South Abbe Road
Elyria, Ohio, about 20 minutes west of Cleveland

Psych & Psych Services has used SOS software since December 1991. Below are our questions and the answers provided by Dave Zachau, co-owner of the practice.

For how long have you been providing services to your community?
Our director, Diana Santantonio, Ed.S. began the Practice in 1980.

How many staff members are involved in your organization? What are their credentials?
Currently, we employ 21 therapists. Our professional staff includes a psychologist, licensed social workers, and licensed counselors. We have a clerical staff of nine.

What areas of specialization do you provide to your community?
At Psych & Psych Services, we have both a Mental Health and Chemical Dependency Treatment Program. Our Chemical Dependency Treatment Program is state certified and includes the Intensive Outpatient level of care. Along with standard mental health services, our treatment team includes therapists with a diverse set of specializations that include: performing forensic evaluations; custody and parenting evaluations; sex offender assessment and treatment services; anger management group treatment; eating disorders; sexual dysfunction; and bariatric assessment. Our Sex Offender Treatment Program is also state certified and includes a contract with a large County Probation Department to provide assessment and treatment services.

Rounding off our specialized services, Mr. Zachau offers new-hire and fitness for duty evaluations to local Police and Fire Departments.

What is your mission statement? How do you want your community to see you?                                                                       

On our web site home page you will find the following statement:

Addressing Mental Health Issues
Through Understanding, Nurturing, and Guidance

When someone you love needs help, or you are simply seeking ways to enhance your life, trust Psych and Psych Services for exceptional care and counseling. Since 1980, Diana Santantonio and her staff of Professional Associates have been dedicated to providing the most effective and considerate mental health care available. Clients receive confidential, professional counseling, psychotherapy and treatment in the most caring and comfortable manner possible.

What would you like to share with the SOS community of professionals who use our software? Please include any unique things about your organization, any interesting ways you use our software, what your special place within your community is, how you are like/different from other practices/organizations, or anything else you would like to share.

Diana began the practice after working for several years at our county's local community mental health center. While working in community mental health, Diana developed a strong interest in providing mental health and chemical dependency services for clients having a lower income as well as clients with private insurance. At Psych & Psych Services we have accepted state Medicaid for all services and offer clients a sliding fee schedule to help make treatment affordable.

Unlike other practices in our area, several of our therapists interface and work with attorneys and the Courts. As a result we work closely with local Judges, probation officers, and police departments.

We have been users of the SOS suite of products since the days of DOS. One of the most helpful features of the software suite we found in the Scheduler program. Having the outstanding balance owed by the client on the Daily Log sheet helps keep our therapists on top of what their clients owe without having to interrupt the support staff. Also, we recently added computers to all therapist offices and enough licenses for Scheduler to allow therapists to do their own scheduling. This has reduced the line at the check-in/check-out window at the top of the hour and has reduced the burden on the front-window receptionist. The Scheduler program, along with the First Contact module, has allowed us to use our clerical staff resources more wisely on a daily basis.




From all of us at
Synergistic Office Solutions...
we hope you have a
wonderful holiday season
as well as a
healthy, peaceful and prosperous 2014!