MDS submission batches are managed from the MDS portal. You can add MDS records to a batch, export the batch, and submit to CMS, or another designation, if required. When you retrieve the Final Validation report from CMS, you can record the results of the batch and correct MDS records, if needed.
To manually submit MDS batches to CMS, Navigate To:
Clinical > MDS > 3.0 Batches
Click New on MDS Submission Batches > Enter Assessment Date After (date must be 1 day before the ARD date)
Select 'Export Ready', 'Exported Assessments' or 'Export Ready and Exported Assessments' depending on the status of the MDS you are batching
Select your assessments > Save
NOTE: This will create a new batch
Click Export File ( which is a blue hyperlink on the left of the newly created batch )> Do you want to save export results? > Click Yes > save the file to your desktop or a file on the computer
CAUTION: If there is no Pop-up to save your file, ensure your Pop-Up Blockers are off.
Submit your batch to CMS using the file on your desktop
After retrieving the Final Validation report from CMS for an MDS submission batch, click record results.
When batch results are obtained, navigate back to 3.0 Batches page
Click 'record results' > Enter Validation ID in box
Select A for Accepted or R for Rejected for each MDS record.Click Save
*If you created a new batch with rejected MDS records, from the Edit Batch screen, click view to unlock and correct the MDS record(s).
*If you did not create a new batch with rejected MDS records, navigate to the resident's MDS tab, then unlock and correct the MDS record(s)