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Setting Up Care Management for a Client

Description:  In this topic, you the user will learn how to set up Care Management for a client. Complete all the steps included in instructions 2a through 2ein all sections below to finish the set-up which includes enabling care management for the client, creating the plan of care, adding goals, adding tasks, and linking goals to the funding account.

Enable Care Management for a Client

Description:  In this topic, you will learn how to enable Care Management on a client profile.

1. Log in with the appropriate profile
2. Click Home on the main menu
3. Click Clients on the submenu
4. Enter the Client Name client name into the search filter and click the Search button
5. Click anywhere on the client’s row in the results table to open the Client Details page
6. Click Actions  Actions 
7. Click Select Edit Client from the action’s dropdowndrop-down menu
8. Click the Client Information tab on the Edit Client Details page
9. Click the Yes checkbox next to Enable Care Management checkbox at the bottom of the Edit Client Details page
10. Click Save
11. Click Yes in the confirmation alert window
12. Care Management is enabled for the client, now add a Plan of Care for the client

Add a Plan of Care for a Client

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1. and Yes to confirm

Add a Plan of Care for a Client

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1. Log in with the appropriate profile
2. Click Care Management from the on the main menu
3. Click Plan of Care from on the submenuEnter the Client Name into the search filter and click the Search button
4. Click anywhere on the Client’s Plan of Care in the table to open the Plan of Care Details pageClick Actions 
5. Click Add Select New Plan of Care from the action’s dropdowndrop-down menu
6. Complete the Add Plan of Care form wizard
   1. Client : Enter the Client’s name, select the client - Type the client's name and select it from the list generated
      1. Please note: If the client’s name does not appear in the list generated, Care Management is not enabled on the client profile.
   2. Assessment :  - Enter the assessment, a summary plan of care, progress, and status of goals  goals.  
      1. Assessment field is free text, data-based, or narrative, and can be edited throughout the life of a Plan of Care.
   3. Effective Date – Enter the Date date the Plan of Care starts
   4. End Date – Enter the Date date the Plan of Care endsClient Cooperation Level -
   5. Status – Select Active or Inactive from the dropdowndrop-down
7. Click Save
8. Click Yes in the confirmation alert window
9. The Plan of Care is complete, now add Goals to the Plan of CareandYes to confirm

Add Goals to the Plan of Care

Description:  In this topic, you will learn how to add Goals to the Plan of Care. A Plan of Care must be established for a client to add Goals.

1. Log in with the appropriate profile
2. Click Care Management from on the main menu
3. Click Plan of Care from on the submenu
4. Enter the Client Name client name into the search filter and click the Search button
5. Click anywhere on the Client’s client’s Plan of Care in the results table to open the Plan of Care Details page
6. Click Actions button
7. Click Select Add New Goal from the action’s dropdowndrop-down menu
8. Complete the Add Goal form wizard
   1. Goal Name : - Enter a general name for the goal
   2. Summary : - Enter information specific to the individual and goals
   3. Target Outcome : - Represents the target percentage of met outcomes for all completed tasks under this goal
   4. Effective date : - Select an Effective a start date. Goals can start at on any date within the plan of care dates and will display for the caregiver if active within the date range.
   5. End date : - Select an End end date. After this date, the caregiver will no longer see the goal.
   6. Status : - Select Active or Inactive from the dropdowndrop-down
9. Click Save Click Yes in the confirmation alert windowandYes to confirm
10. Repeat steps 6-10 9 to add additional goals for the clientThe Goal(s) is complete, now add Tasks to Goals

Add Tasks to Goals

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Tasks to

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Goals

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1. Log in with the appropriate profile
2. Click Care Management from on the main menu
3. Click Plan of Care from on the submenu
4. Enter the Client Name client name into the search filter and click the Search button
5. Click anywhere on the Client’s client’s Plan of Care in the results table to open the Plan of Care Details page
6. Select the Goals tab on the Plan of Care details page
   1. The Goalgoal(s) for the client will be listed
   2. Optionally search for a specific goal or scroll down to view all goals for the client
7. Select the Goal to add Tasks to by clicking anywhere in the row, Click anywhere on the goal row in the results table to open the Goal Details page will open
8. Click Actions button 
9. Click Add Task from the actions dropdowndrop-down menu
10. Complete the Add New Task form wizard
    1. Complete the Task Details tab:
       1. Task Name : - Tasks are a component of the overall goal
       2. Summary : - Enter the actions the caregiver needs to do must take for the task
       3. Met Condition : - Enter the condition(s) acceptable for the task to be marked as Met
       4. Not Met Condition : - Enter the condition(s) in which the caregiver should mark Not Met
       5. Additional information : - Optional text field available to provide additional information to the caregiver about the task
       6. Required : - Click Yes or No
          1. If Yes: The , the task must get results be resulted before a care note can be published.
          2. If No: The , the task is not required for the care note to be published.
       7. Target Outcome : - The target percentage of met outcomes of completed tasks
       8. Effective date : - The date the task starts, can . Can be any date within the goal dates and the . The task will be visible for the caregiver if active during the date range.
       9. End date : - After this date, the caregiver will no longer see the task.
       10. Status : - Select Active or Inactive from the drop-down 
       11. Click Next
    2. Complete the Tracking Option tab:
       1. Allow Refusal : - Select Yes to allow the caregiver to select that the client refused to participate
          1. If yes is selected, it will count towards the target outcome goal.
          2. If no is selected, it does not count towards the target outcome goal.
       2. Allow Barrier : - Select Yes to allow the caregiver to select barrier Barrier as a task outcome
          1. Examples of barriers might include Client was sleeping, client was having a medical issue, etc.
       3. Click Next
    3. Complete the Additional Questions tab:
       1. Additional Questions are questions the employee will document with their care note and can be either Canned or Custom question types
       2. Question type : - Click Canned or Custom
          1. Canned – this This question type applies to more than one client. To add canned task questions, see the step-by-step – instructions below for Create a Canned Task Question.
             1. Select Question : - Click the Select Question dropdown and select the Canneddrop-down and make a selection
             2. Required : - Click Yes or No
             3. Status : Click - Select Active or Inactive from the drop-down
             4. Click Plus the plus sign (+) icon to button to add a canned question
             5. Repeat as necessary
             6. Click Save
          2. Custom – this This question type is specific to a client and the documented task
             1. Question : - Enter Question text
             2. Required : - Click Yes or No
             3. Click Next
             4. Answer : - Enter the answer text and click the plus sign (+) button
             5. Repeat to add up to seven additional answer criteria
             6. Click Save to return to the Additional Question screen
          3. Repeat either the Canned or Custom process to add additional questions as needed
    4. Click Save
    Click Yes in the confirmation alert window
    1. and Yes to confirm

Link Goals to Funding Account

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