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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 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

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 into the search filter and click Search
5. Click anywhere on the client’s row in the results table to open the Client Details page
6. Click Actions 
7. Select Edit Client from the drop-down menu
8. Click the Client Information tab on the Edit Client Details page
9. Click the Enable Care Management checkbox at the bottom of the page
10. Click Save and Yes to confirm

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1. Log in with the appropriate profile
2. Click Authorization on the main menu
3. Click Funding Accounts on the submenu
4. Enter the search criteria in the filter (i.e., client, cost center) and click Search
5. Click anywhere on the Service Account row in the results table to open the Account Details page
6. Click Actions 
7. Select Add/Remove Goals from the drop-down menu
8. The Add/Remove Goals wizard will open
9. Select a goal(s) in the Available Goals column
   1. Click the right triangle button to add a goal to the Selected Goals column
   2. Click the double right triangle >> button to add all goals to the Selected Goals column
   3. Click the left triangle button to remove the goal from the Selected Goals column
   4. Click the double left triangle << button to remove all goals from the Selected Goals column
10. Click Save andYes to confirm

Create a Canned Task Question

1. Log in with the appropriate profile
2. Click Settings on the main menu
3. Click Task Question on the submenu
4. Click Actions
5. Select Add New Task Question from the drop-down menu
6. Complete the form wizard
   1. Question - Enter question text
   2. Status - Select Active or Inactive from the drop-down
   3. Click Next
   4. Answer - Enter the answer. Click the plus sign (+) to add additional answers to be available for the question.
   5. Click Save underneath the answers to add more questions to this task if applicable
7. Click Save andYes to confirm
8. The task question is now available for use when adding tasks to goals in the Add New Task form under the Additional Questions tab, Question Type Canned.

Care Management Overview

Description:  In 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.

1. Log in with the appropriate profile
2. Click Care Management on the main menu
3. Click Overview on the submenu
4. Enter the search criteria in the filter (i.e., client, employee, cost center) and click Search
5. Click anywhere on the row to select and open the Care Management Overview Detail page
6. On the Care Management Overview Detail page:
   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, outcome, target 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.

Reports

Description:  In this topic, you will learn about care management reports. The Care Management Reports are accessible in the Reports Module.

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

ICD-10 Codes

When the Care Management Module 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 Search the ICD-10 Code Library

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

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