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Description: In In this topic, the user will learn how to edit complete care notes with goal tracking as an from the employee profile in the web portal. This topic will also review how to view completed care notes, view and edit pending care notes, and how to publish care notes after clocking out of the shift. A Care Note is automatically created by DCI when a punch is created for a client with active goals for that service code. Care Notes Care notes will only be viewable in the web portal when an employee has completed a punch entry for a shift by selecting Publish Care Notes and Clock Out or Clock Out without Publishing Care Notes. A care note is automatically created by DCI when a punch is created for a client with active goals for that service code.
Role Required: Employee with Client a client who has Care Management enabled
Permission Required: N/A
Enter a Care Note and Goal Tracking
Log in to the web portal with the employee (base user) profile
Click Care Management on the main menu
Click Care Notes on the submenu
Use the filters to search for the client and click Search
Click anywhere on the entry row needing care notes to open the Add Care Notes page
Click the Add Results button on the right side of the page in the task name area
Complete the Add Task Result form wizard:
Click Next to move to the Task Result tab
Result: Select from the drop-down
Question: If a question is enabled for the task, it will be listed here.
Answer: Select an answer to the question
Notes: Optionally, add notes.
Attachment: Optionally, click the blue Add Attachment hyperlink to add an attachment.
Click Save and Yes to confirm adding the new task result
Repeat as necessary to add multiple task results for the task that occurred during the shift
Click the plus sign (+) next to the task name to view the task result(s)
Click anywhere on the task result row to view and edit the details, or delete the task result.
View, Edit,
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Publish, or Delete Care Notes in the Web Portal
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Log in to the web portal with the employee (base user) profile
Overdue care notes are visible on the dashboard in the Overdue Care Notes
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widget
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Click Care
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Management on the main menu
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Click Plan of Care
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on the submenu to view the client's
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plan of care
Use the filters to search for a client and click Search
Click anywhere on the row to view the plan of care details page.
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Click Client Summary
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on the submenu to view clients with care management enabled
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Click Care Notes on the submenu
Use the filters to search for a care note
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and click Search
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Select
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the Care Note to edit or view
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by clicking anywhere in the row
The Add Care Notes page will display
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Click the plus sign (+) next to the task name to view the task result(s)
Click anywhere on the task result row
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to view and edit
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- Click the Result dropdown and select Met or Not Met
- Answer the question if listed in the Answer field
- Questions are not attached to each task result
- Notes and Attachments are optional
- Click Save and Yes to confirm
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the details, or delete the task result.
Click Actions. Drop-down menu options include:
Edit Task Result
Delete Task Result
New Note
New Attachment
View notes and attachments by selecting a tab on the Add Care Notes page
Click Actions
Select Publish from
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the drop-down menu to publish the Care Note
Please note: Care Notes cannot be edited once published
Click
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Yes in the confirmation alert window