We have implemented the “Add Doctor/Provider Visit To The Calendar” feature and is now available for use in your agency. You can now add Doctors/Provider visits to the calendar for your Clients/Individuals.

Access “Add Doctor Visit To The Calendar” feature
Click the “Home” tab at the top menu
The “Doctor/Provider Visit” form will be displayed under the forms list

 

View & Add “Doctor/Provider Visits To The Calendar”
Scroll down to the “Doctor/Provider Visits” form and click the “+” Icon next to the Doctor/Provider Visits form, then choose the Client/Individual’s name

The “Doctor/Provider Visits” page will be displayed for you to document Doctor/Provider visits and additional information needed
Check “Yes” in the section below, if the Client/Individual saw the Doctor/Provider that day

The “Doctor/Providers” section
Choose the Doctor/Provider name in the drop down
Type visit time in the field provided
Check “Yes”  box if the  physical was completed
Check “Yes” box if you want to add the Doctor/Provider visit to the client/individual’s calendar

Click the “Submit Form” button at the bottom of the page to submit Doctor/Provider visit information
The visit will be also added to the client/individual’s calendar
Click “Submit Form” button at the bottom to apply changes you made.

Edit “Doctor/Provider Visits To The Calendar
Click the “Home” tab at the top menu
Next to the “Doctor/Provider Visits” click the “Pencil” icon

The “Doctor/Provider Visits” Edit page will be displayed for you to edit Doctor/Provider visits and additional information needed
Choose the name of the staff, client/individual and the date of the visit
Click the “Submit” button
The Doctor/Provider visit records will be displayed at the bottom

Click “Delete” button to delete the record
Click “Edit” button to edit the Doctor/Provider visit
Doctor/Provider visit page will be displayed for you to edit the info

 

Release Date:01/09/2019

We have implemented the “Activities” & “Activities Log” forms and they are now available for use in your agency. You can now create and track activities for your Clients/Individuals.

Activities: Add and View Activities Options for Your Agency
Activities Log: Document and Stores Activities of the Clients/Individuals.

Access The “Activities” and “Activities Log” Forms
Click the “Home” tab at the top menu
The “Activities” and “Activities Log” forms will be displayed under the forms list

 

View & Add Activities of Your Agency
Go to the Activities Form and click the “+” Icon next to the form

You will see a list of default activities
Click “Add+” Icon to add a new activity to the list. Once you click the “Add+” icon the blank field will be displayed for you to type in a new activity
Click the “Trash Can” Icon to delete an activity from the list of default activities

Click “Submit Form” button at the bottom to apply changes you made.

Edit Activities of Your Agency
Click the “Home” tab at the top menu
Next to the “Activities Form” click the “Pencil” icon

You will see a list of default activities
Click “Add+” Icon to add a new activity to the list. Once you click the “Add+” icon the blank field will be displayed for you to type in a new activity
Click the “Trash Can” Icon to delete an activity from the list of default activities

 

Document and Store Activities of the Clients/Individuals.
Go to the Activities Log Form and click the “+” Icon next to the form

In the drop-down, choose the name of the Client/Individual that you want to document the activity for, and then choose the date of the activity

The “Activity Log” page will be displayed for you to document the activity and additional information needed
After you fill the activity information, click “Submit Form” button at the bottom to store the activity

Note:
You have an option to add the activity to the client/individual’s Calendar by simply checking the “Add to Calendar” box
If the client/individual decline an activity, you can check the “Declined Activity” box
You can check the box “Urgent” if you want your supervisor to review the activity. Once you check the box, the blank field will be added for you to type the supervisor email. They will receive an email immediately

Edit Activities Log of the Clients/Individuals.
Go to the Activities Log Form and click the “Pencil” Icon next to the form

The “Activity Log” Edit screen will be displayed
In the drop- downs, choose the staff name, client/individual name, and the date(s) of the activities log you want to edit then click “Submit” button
The Activity log section will display the activity record that you want to edit at the bottom

You can click “Delete” button to delete the record
You can click the “Edit” button to edit the record
If you click edit button, you will be taken back to the “Activity Log” page where you can edit the activity information of the record you chose

NOTE:
If the forms are not displayed for your agency, you can activate them using the procedure below. Only an Admin can activate the forms

Activate the Activities” & “Activities Log Forms
Go to the “Edit Agency” Tab at the top menu

Scroll Down and click the link “Show/Hide Forms”

Locate the “Activity Log” form and check the boxes under Manager & Staff Access and click “Submit” button at the bottom

Click the “Home” tab at the top menu
The “Activities” and “Activities Log” forms will be added to your forms list for use

 

Release Date:01/09/2019

 

We have updated the “Physical Characteristics and Diet” section to include “Diet Preferences” You can now document Diet Preferences for your clients/Individuals

Access
You can find the “Diet Preferences” under the Client Form

View & Add Diet Preferences
Go to the Client Form, scroll down and you will see the “Physical Characteristics and Diet” section.
Click “Show” button, and you will see the “Diet Preferences” field

Type the Diet Preferences in the box provided
Click the “Add” or “Submit” button at the bottom of the page to save the Diet Preferences that you typed

Release Date: 12/15/2018

 

We have implemented the “Client Report Summary” feature and it is now available for use in your agency. You can now document Client Report Summary for your clients/Individuals in this section and it will still be displayed at the bottom part of the report section

Access
You can find “Client Report” under the Client Form

View & Add Client Report Summary
Go to the Client Form, scroll down and you will see the “Summary and Warning” Section.
Click the “Show” button

The “Client Report Summary” section will be displayed
Type the Client Report Summary in the box provided
Click the “Add” or “Submit” button at the bottom of the page to save the Client Report Summary that you typed

Release Date: 12/15/2018
Revised Date: 02/02/2019

We have implemented the “ Client Urgent Issues and Warnings” feature and it is now available for use in your agency. You can now document Client Urgent Issues and Warnings for your clients/Individuals

Access
You can find “Client Urgent Issues and Warnings (E.g. Choking hazard or likes to pinch or scratch staff)” under the Client Form

View & Add Client Urgent Issues and Warnings
Go to the Client Form, scroll down and you will see the “Summary and Warnings” section.
Click “Show” button and the section will be expanded

Type the Client Urgent Issues and Warnings (E.g. Choking hazard or likes to pinch or scratch staff) in the box provided
Click the “Add” or “Submit” button at the bottom of the page to save Client Urgent Issues and Warnings that you added

Release Date: 12/15/2018
Revised Date: 02/02/2019

We have updated the “Client Report” to give it a consistent look and feel and provide you more flexibility to add and remove sections as required by your agency.  The Client Report is also referred to as Monthly Report/Treatment Plan /ISP/ITP/IPP etc. depending on what you named the report when you signed up.

Access
You can find the “Client Report” under the Report Tab

View Client Report
Go to the Report Tab, scroll down and you will see the Client Report section
Click the Client Report link in the drop-down menu

Enter the information of the client/individual you want to create and view the report for, then click  the “GO” button

You will see a client/individual profile
Click “View Monthly Report” button

The report options will appear and this is where you can choose to add and remove sections on the report

• You can choose which sections you want to add to the report by simply checking the individual boxes next to each section.
• If you want to add all the sections on the report, you can check the “Display all” box on the header
• You can also un-check the boxes next to the sections that you don’t want to appear on the report
  

 

Release Date: 12/11/2018

 

We have moved the “Helpful Interventions” section to the top and moved “Edit Existing Interventions” section at the bottom

We have collapsed the “Edit Existing Interventions” section. If you want to see section, simply click the “Show” button

Once you click the “Show” button you will see a list of existing interventions that you entered for the client/individual

Release Date: 12/03/2018

We have moved the “Add Goal” section to the top and moved the “Edit Existing Goals” at the bottom

We have collapsed the “Edit Existing Goals” section at the bottom. If you want to see sections, simply click the “Show” button

Once you click the “Show” button you will see a list of existing goals that you entered for the client/individual

Release Date: 12/03/2018

We have collapsed some sections on the Client Form. If you want to see the sections and input information, simply click the “Show” button

Release Date: 12/03/2018

We have implemented the “Approved/Unapproved Call/Visit List” feature and it is now available for use in your agency. This feature will allow you to enter who is approved or not approved to have contact with your client/individual.

Access
You can find “Approved/Unapproved Call/Visit List” under the Client Form

View & Add Approved/Unapproved Call/Visit List
Go to the Client Form, scroll down and you will see the “Approved/Unapproved Call/Visit List” section. Click the “Show” button to expand the window

Click the “Add+” button to add a person to the “Approved/Unapproved Call/Visit List”

You can document the “Approved/Unapproved Call/Visit List” Information for your clients/individual in the fields provided. Make sure you choose the appropriate status i.e. “Approved” or “Not Approved” in the status drop down menu

 

 

 

If you want to add an additional person in the “Approved/Unapproved Call/Visit List”, click “Add+” button and the additional fields will be displayed for you to enter additional person
Click “Add or Submit” button at the bottom of the page to update your changes

Delete Approved/Unapproved Call/Visit List
Click the “Trash Can Icon” to delete  a person that was added to the  clients/individual  “Approved/Unapproved Call/Visit List”

Click the “Add or Submit” button at the bottom of the page to apply changes

 

Note
At any time you can click the “Hide” button to hide the sections

Release Date: 12/03/2018