Setup a Care Plan
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 information is entered in one location in the Client Module using the Care Plan Intake tool. This tool contains tabs for the various types of informational and duty items that can be added to the Care Plan. (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 Client's complete Care Plan in one screen. The Care Plan is both narrative and task oriented, with the Home / Health Evaluation 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.
Below is a glossary that describes each of the tabs available for you to use when creating a Care Plan.
The Care Plan allows you to add/edit/delete the following information:
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. Example: Record information about the client's condition(s), allergies, dietary restrictions, functional limitations, etc. |
Duties to Perform | 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.
(Optional) You can also assign an effective date range to duties.
|
Skills | These are skills required by a caregiver to work with this client. 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. |
The lists of items populating the various tabs in the Care Plan are created and maintained in the User Defined Module in the Care Plan Items section.