Log into the system using Admin credentials.
Click Clients under the Clients menu.
Click the Edit Client icon to open the Client’s profile.
Click the Assessment tab:
Click Edit to enter observations and requirements, as well as the date of observations.
If this is not the initial assessment for this client, you should select which type of assessment it is.
When you select Care Plan Update OR Reassessment, the system will give you the option to copy data from previously completed assessment.
There are five sections you can access using the options on the left:
Facesheet
Skills & Requirements
Companion Care
Personal Care
Transportation Needs
Facesheet:
Skills & Requirements:
Companion Care:
Personal Care:
Transportation Needs:
Click the Summary button to review all the data for this Client again. NOTE: This is a mandatory step before this assessment is recorded in the system as complete. Once you have reviewed your selections, click on Complete so that caregivers can see the tasks.
Click one of the buttons: Resume, Finish Later, or Complete.
NOTE: All the tasks mentioned here as recurring (daily or weekly) will automatically populate on Clients’ schedules.