Page History

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1. Log in with appropriate profile
2. Click Care Management from the main menu
3. Click Plan of Care from the submenu
4. Enter Client Name into search filter and click the Search button
5. Click anywhere on the Client’s Plan of Care in the table to open the Plan of Care Details page
6. Click Actions button
7. Click Add New Plan of Care from the action’s dropdown
8. Complete the Add Plan of Care form wizard
   1. Client: Enter the Client’s name, select the client 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  
      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 the Plan of Care starts
   4. End Date – Enter the Date the Plan of Care ends
   5. Client Cooperation Level -
   6. Status – Select Active or Inactive from the dropdown
9. Click Save
10. Click Yes in the confirmation alert window
11. The Plan of Care is complete, now add Goals to the Plan of Care

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1. Log in with appropriate profile
2. Click Care Management from the main menu
3. Click Plan of Care from the submenu
4. Enter Client Name into search filter and click the Search button
5. Click anywhere on the Client’s Plan of Care in the table to open the Plan of Care Details page
6. Select the Goals tab on the Plan of Care details page
   1. The Goal(s) for the client will be listed
   2. Optionally search for a specific goal or scroll down to view all goals for client
7. Select the Goal to add Tasks to by clicking anywhere in the row, the Goal Details page will open
8. Click Actions button
9. Click Add Task from the actions dropdown
10. Complete the Add New Task form wizard
    1. Complete Task Details tab
       1. Task Name: Tasks are a component of the overall goal
       2. Summary: Enter the actions the caregiver needs to do for the task
       3. Met Condition: Enter the condition(s) acceptable for 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. IfYes: The task must get resulted before a care note can be published
          2. If No: The task is not required for 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 be any date within the goal dates and the task will be visible for the caregiver if active during date range
       9. End date: After this date, the caregiver will no longer see the task
       10. Status: Select Active or Inactive
    2. Click Next
    3. Complete 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 as a task outcome
    4. Click Next
    5. Complete 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 question type applies to more than one client. To add canned task questions see the step by step – Create Canned Task Question
             1. Select Question: Click Select Question dropdown and select the Canned
             2. Required: Click Yes or No
             3. Status: Click Active or Inactive
             4. Click Plus (+) icon to add canned question
             5. Repeat as necessary
          2. Custom – 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 answer text and click plus (+) button
                1. Repeat to add additional answer criteria
             5. Click Save to return to Additional Question screen
          3. Repeat either Canned or Custom process to add additional questions
11. Click Save
12. Click Yes in the confirmation alert window

e. Link Goals to Funding Account

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1. Login with appropriate profile
2. Click Care Management from the main menu
3. Click Overview from 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 to open the Care Management Overview Detail screen
6. On the Care Management Overview Detail view
   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 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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