Appendix C: Functional Specifications Scoring Sheets

Appendix C: Functional Specifications Scoring Sheets Instructions: In the Vendor Response column, place an X in the column to indicate whether or not the requested functionality is available in the software application in your current release to all customers.

In the Comment column, type Yes or No to indicate whether you have additional comments regarding this specification in the Functionality Vendor Comments section of the RFP.

Vendor Response Number Specification Comment? Yes No

A. Core Electronic Health Record Functionality

Referral Call Tracking & Disposition A1. Data

Admission, Transfers, & Discharge A2. Information

Standard & Program Specific A3. Consumer Demographic Data

A4. Consumer Photo

A5. Family & Relationship Tracking

A6. Waitlist Tracking

Discharge Planning & Referral A7. Tracking

A8. DSM & ICD Diagnoses

A9. Master Individual Service Plans

A10. Program-Specific Service Plans

A11. Care Provider Tracking Vendor Response Number Specification Comment? Yes No

A12. Consumer Electronic Signature

Staff Electronic Medical Record A13. Signature Standard Compliance

Support For Multiple Signature A14. Requirements & Progress Note Roll- Up

Configurable Progress, Telephone, & A15. Shift Notes

A16. Group Notes

A17. Aftercare Monitoring

B. Psychiatry, Nursing, & Primary Care Services Functionality

Medical Conditions, Vital Signs, & B1. Metrics

B2. Medication Monitoring

Medication Administration Records B3. (eMAR)

B4. Electronic Prescription Transmission

Electronic Prescribing Of Controlled B5. Substance Medication

B6. Preferred Prescription & Orders Sets

Links To Medication Information & B7. Drug Interaction & Contraindications

B8. Formulary Support Vendor Response Number Specification Comment? Yes No

B9. Laboratory Interface

B10. Laboratory Orders Sets

Laboratory Result & Medical B11. Condition Alerts

B12. Injection Site Monitoring

Pharmacy Inventory For Individual B13. Consumers

Pharmacy Inventory For Medication B14. Samples

B15. Clinical Diagram Support

Support For MACRA/MIPS B16. Requirements

Support For Tracking HEDIS B17. Measures

Auto-Generation Of Clinical B18. Summaries

C. Additional Bed & Slot-Based Program Functionality

C1. Bed Assignment & Management

Day Program Attendance Tracking & C2. Unit Census Management

C3. Personal Inventory Log

Physician & Care Provider Order C4. Support Vendor Response Number Specification Comment? Yes No

Periodic Consumer Checks & Vital C5. Sign Monitoring Support

C6. Consumer “At A Glance” Functionality

C7. External Consult Tracking

C8. Facility Tickler Information

C9. Occupational Therapy Tracking

D. Additional Case Management, Care Coordination, Service Coordination, & Crisis & ACT Team Functionality

Case Management, Care D1. Coordination, & Service Coordination Plans

Internal & External Care Provider D2. Tracking

D3. Customizable Call Notes

Person-Centered Plan Service D4. Utilization Monitoring

D5. Care Management Notifications

D6. Crisis Service Support

D7. ACT Team Support

E. Additional Outpatient Functionality

Resource-Based Appointment E1. Scheduler Capabilities Vendor Response Number Specification Comment? Yes No

E2. Group Scheduling Support

Double Booking Appointment E3. Scheduling Support

Recurring Appointment Scheduling E4. Support

E5. Consumer Arrival & Check-In Alerts

E6. Front Desk Cash Application

Front Desk Consumer Financial E7. Summary Information Access

Automatic Service Generation From E8. Scheduler

E9. Reminder Calls/Texts/Emails

F. Additional Behavioral Health Home Functionality

F1. Multiple Provider Care Plans

F2. Medication Reconciliation Support

Service Authorization & Disclosure F3. Consents Management

F4. Care Provider Data Sharing

G. Substance Abuse & Dependence Functionality

Random Appointment Scheduling For G1. Urinalysis & Compliance Monitoring

Detoxification Vital Sign Tracking G2. Support Vendor Response Number Specification Comment? Yes No

Support For Substance Abuse G3. Confidentiality Regulations

H. Employment Services Functionality

Employment Services Data Tracking H1. & Consumer Matching

H2. Consumer Employment History

Expanded Employment & Support H3. Services Data Tracking

H4. Employer Services Data Tracking

Employment Services Authorization H5. Support

I. Compliance, Quality Assurance, & Health Information Record Department Functionality

I1. Alerts Or “Tickler” Capabilities

Satisfaction & Outcomes Tracking & I2. Analysis

Critical Incident & Other Required I3. Reporting

Restraint/Physical Hold Requirements I4. Support

Clinical Documentation Compliance I5. Tracking

I6. Progress Note Compliance Tracking Vendor Response Number Specification Comment? Yes No

I7. Service Plan Compliance Tracking

I8. VIP Medical Records Protection

Medical Records Access Override I9. Support

I10. Security Access Delegation

I11. Release Of Information Tracking

I12. Record Access Tracking

I13. Grievance & Complaint Tracking

J. Billing & Accounts Receivable (A/R) Functionality

Consumer Fee-For-Service, Per Diem, J1. & Contract Billing

Support For Standard Electronic J2. Billing Forms

Consumer Payer & Service J3. Authorization Data

Clinician Credentialing & Privileging J4. Data For Billing

J5. Payers Rules For Billing

Procedure Code & Net Revenue J6. Selection For Services

J7. Complex Billing Requirement Support

J8. Medicare Incident To Billing Support Vendor Response Number Specification Comment? Yes No

J9. Consumer Sliding Scale Fee Screen

J10. Variable Charge Data Entry

Individual Claim Payment Posting J11. Capability

J12. Service Entry

J13. Payer Eligibility Data Import

Electronic Remittance Posting & J14. Waterfall Billing

Automated Waterfall Billing Upon J15. Primary Payer Claim Denial

J16. Pre-Billing Edits

J17. Standard A/R Functionality

A/R Notes For Collection & Follow- J18. Up

J19. Multiple Write-Off Codes

J20. Billing/Collection Ticklers

J21. Clearinghouse Interface

J22. Guarantor Private Pay Statements

J23. Transportation Billing

Bed Day Hold & Leave Of Absence J24. Support & Billing Vendor Response Number Specification Comment? Yes No

Evaluation & Management Code J25. Selection Assistance

Support For Retroactive Rebilling For J26. Medicaid Coverage

K. Other System Functionality

Secure Internal Staff Alert & K1. Messaging System

K2. Microsoft Outlook Integration

K3. Google Maps Integration

K4. Staff To-Do Lists

Voice Recognition Software & K5. Transcription Support

K6. Support For Mail Merges

L. Clinical Decision Support System (CDSS)

Provides Clinical Decision Support L1. System

M. Clinical Document Architecture (CDA)

Provides Clinical Document M1. Architecture

N. HL7 Standard

N1. Supports HL7 Standard