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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.

Related Care Plan The Participants Intake notes important information about the Participant.  This information is used to track disability information, funding sources, jobs interested in, hobbies, etc, and is utilized mainly for reporting purposes.  Every piece of information that is entered into the Intake can be reported on.

All Intake information is entered in one location in the Client Participant Module using the Care Plan Intake tool, under Documentation . This tool contains tabs for the various types of informational and duty items that can be added to the Care PlanIntake. (These items are also available under the Items drop down menu tool on the ribbon.) The Intake allows you to easily enter and maintain a ClientParticipants's complete Care Plan Intake in one screen. The Care Plan Intake is both narrative and task specific detail oriented, with the Home / Health Evaluation Detailed Information tab designated for narrative or informational items, while the Duties to Perform are task oriented. It is not uncommon for a client to have more than one type of service being provided for them and those are differentiated not only by billing, but also by the Duties to be performed.   It is for that reason, we recommend as a best practice that you use the Duties to Perform on the Authorization verses here on the main Care Plan. This will simplify things, not only for your Caregivers but especially if you are taking advantage of telephony features that include voice prompts for Duties Performed.  However, if your Client has Duties that always need to be performed, regardless of the authorization, then you will definitely want to select them here on the Care Plan.Summary is specific details.  It is important that you fill in EVERY option of the pick list within the Summary section, you will note that there will always be a "n/a" or "none" choice available.  This is to ensure accuracy of the robust reporting features that are available in Companion. 

Below is a glossary that describes each of the tabs available for you to use when creating a Care Planan Intake.

The Care Plan Intake allows you to add/edit/delete the following information:

Tab
Explanation
Profile
The participant's profile information includes any demographic information about them. Including phone number, address etc.
Summary

Informational items that describe the client's health or conditionThis is a pick list which consists of the main details that pertain to the Participant. Including; disability type, funding sources, level of education, jobs interested in, transportation requirements etc. These items are important for a caregiver Office Staff to be aware of regarding the clientParticipant, 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.
Detailed Information
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.

 

Preferred Districts

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.
Employment Histor
(Optional) These are descriptive items attached to a person to describes their personality, likes or dislikes.
Questions
View and edit the client's emergency contact and individual relationships from within the Care Plan intake screen. 

...

and they are also utilized in higher level reporting

Detailed Information

These are descriptive items attached to the Participant. This section has a text field under each category that you are to utilize in order to provide greater details. This is where you will document additional information about their disability, medication, any equipment they may use, allergies, etc. These categories can be changed within the User Defined area.

 

Preferred Districts

This is an important area to fill out in order to match Jobs with the proper Participants. Preferred Districts indicates which areas (Districts) a Participant is willing and able to work. This area is used in the Job Matching tool in order to properly match Participants with jobs within their Preferred District.

 

Employment History
This is where all Employment History will be documented, including summer employment, paid employment, school co-op and volunteer positions.
Questions
This is an assessment tool. You are able to document questions asked of the Participant at various intervals throughout their process in your agency. For example, ask them questions before they go into Job Training, and then again, ask the same questions after Job Training to see how they have improved. You are able to edit/change the questions within User Defined.