Glossary

Below you will find definitions for commonly used terms in the HCRpath portal.

Roles and Structure

Term Definition
Organization
Organizations are the top level of your account. This represents your Practice, Clinic, or group using HCRpath.
Provider
A Provider is a user within an organization who has a valid NPI number. These are the only users who have the ability to mark a survey as Reviewed. Providers are also able to invite staff, invite providers, add new patients, and manage patient and staff information which includes creating, sending, and reviewing surveys to patients.
NPI Number
An NPI number is a unique identification number for covered healthcare professionals. Providers within HCRpath must have valid NPI numbers.
Staff
Staff users are any members of organizations that do NOT have valid NPI numbers. This can include administrative staff, medical staff, etc. Like Providers, Staff have the ability to invite staff, invite providers, add new patients, and manage patient and staff information - however, unlike Providers, staff cannot mark surveys as reviewed. Staff can still view, create, and send patient surveys.
Patient
Patients have no access to HCRpath portal besides the surveys that are sent to their email address. Patients are associated with a Provider within the Organization. Patients can receive surveys via email, fill them out by verifying their MedicareID, and submit them to their Organization for review.

Survey Status

Term Definition
Outstanding
Surveys that are Outstanding have been sent to a patient, but have not yet been submitted.
Needs Reviewed
A survey that Needs Review has been submitted by a patient, or completed in office, and is ready for the Provider to mark as reviewed. Once a survey has been marked as reviewed, the answers are locked and cannot be edited.
Ready for Billing
A survey that is Ready for Billing has been marked as reviewed by the Provider, and is ready to be billed to Medicare. A member of the billing staff may now use this survey to submit claims.
Billed
When a survey reaches the status of Billed, it means that the claim has been sent to Medicare, but has not yet been paid.
Paid
When a survey is Paid it means the claim for the survey has been paid out. No further action is required.

Additional Terms

Term Definition
Appointment Date
In HCRpath, the Appointment Date refers to the date of the appointment associated with a specific survey.
AWV
AWV stands for Annual Wellness Visit.
IPPE
IPPE stands for Initial Preventative Physical Exam.
Hearing Forward Survey
The Hearing Forward survey was created by HCRpath to add multiple layers of preventative around hearing loss and help detect hearing loss early.
CEDRA
The Consumer Ear Disease Risk Assessment (CEDRA) exam is a questionnaire created to assess risk of hearing loss. It is associated with a score that is a sum of numbers based on the answers provide by the patient. If the score exceeds 4, it is recommended the patient gets further hearing evaluation.
PHQ-9
The Patient Health Questionnaire 9 is a mental health screening used to assess depressive tendencies and mental health.
Latest Survey
HCRpath defines the Latest Survey as the survey that was most recently sent to a given patient. If you saw a patient on November 20th, 2020 and have an associated survey with that visit, but have just sent a new survey on December 1st, 2021 for an upcoming appointment on December 8th, 2021 the Latest Survey will be for December 1st 2021.
Latest Appointment
HCRpath defines the Latest Appointment as the survey that was most recently sent to a given patient. If you saw a patient on November 20th, 2020 and have an associated survey with that visit, but have just sent a new survey on December 1st, 2021 for an upcoming appointment on December 8th, 2021 the Latest Appointment will be for December 8st 2021.

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