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The Client's Care Plan denotes important health information about the Client and the care that is required. Together with an authorization for work to be performed, this indicates the detailed information about the specific care duties and skills required for this client.

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Tab
Explanation
Profile
The client's profile information and any notes related to their address, such as information about a security system, directions, etc.
Home/Health Evaluation

Informational items that describe the client's health or condition. These items are important for a caregiver to be aware of regarding the client, but they are not physical duties to perform for the client.

Tip
Example: Record information about the client's condition(s), allergies, dietary restrictions, functional limitations, etc.
Duties to Perform
Tip
As a best practice, (described above), you will select Duties to Perform on each Authorization unless the Duties are global and should always be performed no matter the authorization. This best practice is especially important if your client has multiple types of services from your agency.

These are a list of Duties/Tasks that the caregiver is required to perform when servicing the client. Duties can be scheduled to be performed on specific days, or on an as-needed basis.

  • To add a Duty, click on Duties to Perform and click the Add tool. Choose Add Single Item to add one duty, or Quick Add to add several duties.
  • Select the Duty/Duties and add additional information or details as necessary. Indicate when the duty is to be performed.

(Optional) You can also assign an effective date range to duties.

 

Skills

These are skills required by a caregiver to work with this client.

Tip
Skills may also be added to an individual authorization, if your office provides multiple types of service for a client and the skills required are particular to the type of work being performed.
Characteristics
(Optional) These are descriptive items attached to a person to describes their personality, likes or dislikes.
Emergency Contacts and Individuals
View and edit the client's emergency contact and individual relationships from within the Care Plan intake screen. 

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