Page History

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Description:  In this topic, you the user will learn about the Care Management Overview page. How , how to search for and select a client who has a Plan of Care and view their progress toward goals and care notes.

1. Log in with the appropriate profile
2. Click Care Management from on the main menu
3. Click Overview from on the submenu
4. Enter the search criteria in the filter (i.e., client, employee, cost center) and click the Search button
5. Click anywhere on the Client’s Name row to select and open the Care Management Overview Detail screenpage
6. On the Care Management Overview Detail viewpage:
   1. View the Trends widget by selecting a tab
      1. Task Outcomes Over Time tab
      2. Task Submissions By Task tab
      3. Use the radio buttons to change the days displayed in the Trends widget
   2. The Plan of Care widget provides Goal details including goal name, number of tasks, Outcomeoutcome, Target Outcome, Last Tracked, Effective Date, End Date, Status, and Added Bytarget outcome, last tracked, effective date, end date, status, and added by.
      1. Select the goal by clicking anywhere in the row to open the Goals Details page
   3. Select a tab i.e., Care Notes, Task Results, Notes, Attachments, or Events to view. Select an entry in the results table to view the details page.

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1. Log in to personal profile
2. Click the Reports tab on the main menu
3. Select the Click Care Management Reports on the submenu
4. The associated available reports are listed on the flyout menu:
   1. Pending Care Notes Report
   2. Task Result Details Report
   3. Raw Data Dump Report
   4. Client Diagnosis Report
   5. Diagnosis Code Usage Report
5. Click Select the Report to run
6. Enter desired criteria into the filters Click the and click Search button
7. The records will display in the table below the filters
8. Organize the results as needed by dragging and dropping the column headers
9. Optionally, click the Download button and select the columns and the format in which to download the report.

For more information on how to download reports, please see the Run Reports resourceReports - Run and Download article.

ICD-10 Codes

Description:  In this topic, you will learn about ICD-10 codes. With When the Care , Management Module enabled you to have is enabled, the user has access to advanced functionality for storing client diagnosis codes, including:

• A library of all current ICD-10 Codes
• The ability to add multiple diagnosis codes to a single client profile

Access and

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Search the ICD-10

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Code Library

1. Log in with the appropriate profile
2. Click Settings from on the main menu
3. Click Diagnosis Codes from the Code on the submenu
4. Use the search functions filters to see view available codes

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