How To: Creating a Medicare Cost Report

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users 

Description: The following steps will guide you through the process of creating and completing a Medicare Cost Report (MCR) workscreen. This article can be used alongside the article: Medicare Cost Report-Workscreen. 

(Tip: Click the information icons  available throughout the workscreen for assistance to navigate the MCR for the requested information.)

To save your work at any time, click the "Save and Continue" or “Save and Exit” button located at the bottom of the screen.   

• Clicking the “Save and Continue” button will save your work while remaining on the same workscreen.  
• Clicking the “Save and Exit” button will save your work then redirect you to the listing page. 

Medicare Cost Report /Trial Balance Tab

1. Navigate to the Covered Entity dashboard.
2. Click the Medicare Cost Report requirement tile.
3. Click the "New Workscreen" button in the top right corner of the page.
4. Type the Period Start and Period End date or use the "calendar" button to the right of the field to select a date.
5. Click the "Upload New File" button to add the related document(s). For example, the original cost report, trial balance, amendment, crosswalks or any other files related to the MCR. You can upload multiple files at once by selecting more than one.
6. Once the document(s) are uploaded, continue to fill in the information related to the document(s). Please note: the document(s) status defaults as Draft and will create an issue if left in this state.
   • Document Description
   • Document Type
     • Cost Report
     • Trial Balance
     • Amendment
     • Other
   • Status
     • Draft
     • Final
     • Archived
7. Type the Filing Date of the MCR or use the "calendar" button to the right of the field to select a date.
8. Type the Next Expected Filing Date of the MCR or use the "calendar" button to the right of the field to select a date. This date should be available within your uploaded MCR.
9. Type the DSH %, which can be found easily within the MCR by using the information icon  .
10. Confirm the Control Type. 
    • The Control Type Indicated by CE Administrators reflects what has been set by the entity's admin users. If it reflects “Not Set” and you are not an admin user, reach out to one of your admin users to have it set. To view the instructions on how to set the entity's Control Type, please refer to this article: Entity Info - CE Admin Settings
    • Set the Control Type within the Cost Report by selecting the proper value from the dropdown. 
    • Confirm if the Control Types Match between the two displayed control types by selecting the appropriate answer from the dropdown. 
11. Fill out the Miscellaneous section by entering the Number of Hospital Beds. Check the Cover Page Signed/e-Signed? box if the document has been properly signed. An unchecked box will create an issue.
12. Type Comments into the text box. This is an optional field where you can take note of information within the MCR that you would like to have readily available.
13. Click the "Save" button to complete the workscreen OR navigate to the second tab, Child-Site Crosswalk. (Since SectyrHub 340B has inactivity logout times based on your organization's specifications, Sectyr recommends saving the workscreen if you plan to navigate away from the browser for an extended period of time to avoid losing work.)

Locations Crosswalk Tab

1. Navigate to the Child-Site Crosswalk tab to complete the child-site crosswalk.
2. Click the "Download Excel" button to download the table that will include the headers and child-site information.
3. Click the "Upload Excel" button to upload the completed table back into the solution. The text boxes will populate with the information from the Excel spreadsheet.
4. If an additional line for a child-site is needed, click the green clipboard icon to duplicate the line. 
5. If changes are made to the text boxes within the table (individually rather than through an upload), click the "Save All Changes Now" hyperlink within the yellow text box. 
6. The information icons  within the crosswalk header will help navigate the crosswalk to ensure the correct information is included.
7. Click the "Save" button to complete the workscreen. (Since SectyrHub 340B has inactivity logout times based on your organization's specifications, Sectyr recommends saving the workscreen if you plan to navigate away from the browser for an extended period of time to avoid losing work.)

To customize the additional locations crosswalk:

1. Click the Update Crosswalk Table button located in the bottom right
2. Columns in the table can be
   1. Added via the dropdown
   2. Removed by selecting the X icon
   3. Reordered using the arrows
   4. Renamed
3. Click the Update Template button. The changes will apply to new crosswalks moving forward as well.

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