Date: Thu, 28 Mar 2024 13:11:55 +0000 (UTC)
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Description: In=
this guide, the user will learn about the Care Management Module. The DCI =
Care Management Module is designed to track the Individual Support Plan (IS=
P) of a client. An Individual Support Plan (ISP) is defined as documentatio=
n of the activities, resources, and supports that an individual, Personal A=
gent or Service Coordinator, and other designated caregivers agree are impo=
rtant to or for achieving and maintaining personal outcomes. The Individual=
Support Plan is referred to as the Plan of Care in DCI and is specific to =
the individual receiving care. The Plan of Care is where individual goals a=
re tracked.
*Please note: Care Management is an i=
nstance-level setting and must be enabled by a DCI Project Manager or accou=
nt representative. If Care Management is enabled, the Care Management tab w=
ill be visible on the main menu in DCI.
Roles Required: Supe=
r User, Supervisor
Permissions Required: Plan of Care Admin, Client Admin
Setting Up Care Management for a Client
Description: In this topic, the user will learn how to =
set up Care Management for a client. Complete all steps in all sections bel=
ow to finish the set-up which includes enabling care management for the cli=
ent, creating the plan of care, adding goals, adding tasks, and linking goa=
ls to the funding account.
=
Enable Care Management for a Client=
u>
- Log in with the appropriate profile<=
/span>
- Click Home on the m=
ain menu
- Click Clients on th=
e submenu
- Enter the client name into the searc=
h filter and click Search
- Click anywhere on the client=
=E2=80=99s row in the results table to open the Client Details pag=
e
- Click Actions =
- Select Edit Client =
from the drop-down menu
- Click the Client Information=
tab on the Edit Client Details page
- Click the Enable Care Management checkbox at the bottom of the page
- Click Save and Yes to confirm
Add a Plan of Care for a C=
lient
- Log in with the appropriate profile<=
/span>
- Click Care Management on the main menu
- Click Plan of Care =
on the submenu
- Click Actions =
- Select New Plan of Care from the drop-down menu
- Complete the Add Plan of Care form w=
izard
- Client - Type the client's name and =
select it from the list generated
- Please note: If the client=E2=80=99s=
name does not appear in the list, Care Management is not enabled on the cl=
ient profile.
- Assessment - Enter the assessment, a=
summary plan of care, progress, and status of goals.
- Assessment field is free text, data-=
based, or narrative, and can be edited throughout the life of a Plan of Car=
e.
- Effective Date =E2=80=93 Enter the d=
ate the Plan of Care starts
- End Date =E2=80=93 Enter the date th=
e Plan of Care ends
- Status =E2=80=93 Select Active or In=
active from the drop-down
- Click Save and Yes=
to confirm
Add Goals to the Plan of C=
are
- Log in with the appropriate profile<=
/span>
- Click Care Management on the main menu
- Click Plan of Care =
on the submenu
- Enter the client name into the searc=
h filter and click Search
- Click anywhere on the client=
=E2=80=99s Plan of Care in the results table to open the Plan of C=
are Details page
- Click Actions
- Select Add Goal fro=
m the drop-down menu
- Complete the Add Goal form wizard
- Goal Name - Enter a general name for=
the goal
- Summary - Enter information specific=
to the individual and goals
- Target Outcome - Represents the targ=
et percentage of met outcomes for all completed tasks under this goal
- Effective date - Select a start date=
. Goals can start on any date within the plan of care dates and will displa=
y for the caregiver.
- End date - Select an end date. After=
this date, the caregiver will no longer see the goal.
- Status - Select Active or Inactive f=
rom the drop-down
- Click Save and Yes=
to confirm
- Repeat steps 6-9 to add additional g=
oals for the client
Add Tasks to Goals
- Log in with the appropriate profile<=
/span>
- Click Care Management on the main menu
- Click Plan of Care =
on the submenu
- Enter the client name into the searc=
h filter and click Search
- Click anywhere on the client=
=E2=80=99s Plan of Care in the results table to open the Plan of C=
are Details page
- Select the Goals tab on the Plan of Care details page
- The goal(s) for the client will be l=
isted
- Optionally search for a specific goa=
l or scroll down to view all goals for the client
- Click anywhere on the goal r=
ow in the results table to open the Goal Details page
- Click Actions =
- Click Add Task from=
the drop-down menu
- Complete the Add New Task form wizar=
d
- Task Details tab:=
span>
- Task Name - Tasks are a component of=
the overall goal
- Summary - Enter the actions the care=
giver must take for the task
- Met Condition - Enter the condition(=
s) acceptable for the task to be marked as Met
- Not Met Condition - Enter the condit=
ion(s) in which the caregiver should mark Not Met
- Additional information - Required fi=
eld to ensure the task can be marked as met or not met
- Required - Click Yes or No
- If Yes, the task must be resulted before a care note can be published.=
span>
- Please Note: Employees using the mobile app cannot clock out until the t=
ask is resulted if the Require Care Note setting is set to Yes on the servi=
ce code.
- If No, the task is not required for =
the care note to be published.
- Target Outcome - The target percenta=
ge of met outcomes of completed tasks
- Effective date - The date the task s=
tarts. Can be any date within the goal dates. The task will be visible to t=
he caregiver.
- End date - After this date, the care=
giver will no longer see the task.
- Status - Select Active or Inactive f=
rom the drop-down
- Click Next=
li>
- Tracking Option tab:
- Allow Refusal - Select Yes to allow =
the caregiver to select that the client refused to participate
- If yes is selected, it will count to=
wards the target outcome goal.
- If no is selected, it does not count=
towards the target outcome goal.
- Allow Barrier - Select Yes to allow =
the caregiver to select Barrier as a task outcome
- Examples of barriers might include C=
lient was sleeping, client was having a medical issue, etc.
- Click Next=
li>
- Additional Questions tab:
- Additional Questions are questions t=
he employee will document with their care note and can be either Canned or =
Custom question types
- Question type - Click Canned or Cust=
om
- Canned =E2=80=93 This question type applies to more than one client. To =
add canned task questions, see the step-by-step instructions below for Crea=
te a Canned Task Question.
- Select Question - Click the Select Q=
uestion drop-down and make a selection
- Required - Click Yes or No
- Status - Select Active or Inactive f=
rom the drop-down
- Click the plus sign (+) button to add a canned question
- Repeat as necessary
- Click Save=
li>
- Custom =E2=80=93 This question type is specific to a client and the docu=
mented task
- Question - Enter Question text
- Required - Click Yes or No
- Click Next=
li>
- Answer - Enter the answer text and c=
lick the plus sign (+) button
- Repeat to add up to seven additional=
answer criteria
- Click Save to retur=
n to the Additional Question screen
- Repeat either the Canned or Custom p=
rocess to add additional questions as needed
- Click Save and Yes to confirm
Link Goals to Funding Acco=
unt
- Log in with the appropriate profile<=
/span>
- Click Authorization=
on the main menu
- Click Funding Accounts on the submenu
- Enter the search criteria in the fil=
ter (i.e., client, cost center) and click Search
- Click anywhere on the Servic=
e Account row in the results table to open the Account Details pag=
e
- Click Actions =
- Select Add/Remove Goals from the drop-down menu
- The Add/Remove Goals wizard will ope=
n
- Select a goal(s) in the Available Go=
als column
- Click the right triangle button to a=
dd a goal to the Selected Goals column
- Click the double right triangle >=
> button to add all goals to the Selected Goals column
- Click the left triangle button to re=
move the goal from the Selected Goals column
- Click the double left triangle <&=
lt; button to remove all goals from the Selected Goals column
- Click Save and Yes=
to confirm
Create a Canned Task Question
- Log in with the appropriate profile<=
/span>
- Click Settings on t=
he main menu
- Click Task Question=
on the submenu
- Click Actions
- Select Add New Task Question=
from the drop-down menu
- Complete the form wizard
- Question - Enter question text
- Status - Select Active or Inactive f=
rom the drop-down
- Click Next=
li>
- Answer - Enter the answer. Click the=
plus sign (+) to add additional answers to be available for the question.
- Click Save undernea=
th the answers to add more questions to this task if applicable
- Click Save and Yes to confirm
- The task question is now available f=
or use when adding tasks to goals in the Add New Task form under the Additi=
onal Questions tab, Question Type Canned.
Care Management Overview
Description: I=
n this topic, the user will learn about the Care Management Overview page, =
how to search for and select a client who has a Plan of Care and view their=
progress toward goals and care notes.
- Log in with the appropriate profile<=
/span>
- Click Care Management on the main menu
- Click Overview on t=
he submenu
- Enter the search criteria in the fil=
ter (i.e., client, employee, cost center) and click Search=
- Click anywhere on the row to select and open the Care Management Overview Detail page=
li>
- On the Care Management Overview Deta=
il page:
- View the Trends widget by selecting =
a tab
- Task Outcomes Over Time tab=
li>
- Task Submissions By Task tab<=
/li>
- Use the radio buttons to change the =
days displayed in the Trends widget
- The Plan of Care widget provides Goa=
l details including goal name, number of tasks, outcome, target outcome, la=
st tracked, effective date, end date, status, and added by.
- Select the goal by clicking anywhere=
in the row to open the Goals Details page
- Select a tab i.e., Care Notes, Task =
Results, Notes, Attachments, or Events to view. Select an entry in the resu=
lts table to view the details page.
Reports
Description: I=
n this topic, you will learn about care management reports. The Care Manage=
ment Reports are accessible in the Reports Module.
- Log in to personal profile
- Click Reports on th=
e main menu
- Click Care Management Report=
s on the submenu
- The available reports are listed on =
the flyout menu:
- Pending Care Notes Report
- Task Result Details Report
- Raw Data Dump Report
- Client Diagnosis Report
- Diagnosis Code Usage Report=
li>
- Select the Report t=
o run
- Enter desired criteria into the filt=
ers and click Search
- The records will display in the tabl=
e below the filters
- Organize the results as needed by dr=
agging and dropping the column headers
- Optionally, click the Downlo=
ad button and select the columns and the format in which to downlo=
ad the report.
For more information on how to downlo=
ad reports, please see the Reports - Run and Download article.
ICD-10 Codes
The user has access to advanced funct=
ionality for storing client diagnosis codes, including:
- A library of all current ICD-10 Code=
s
- The ability to add multiple diagnosi=
s codes to a single client profile
=
Access and Search the ICD-10 Cod=
e Library
- Log in with the appropriate profile<=
/span>
- Click Settings on t=
he main menu
- Click Diagnosis Code on the submenu
- Use the filters to view available co=
des
Related articles
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