Care Coordination Team

 

  1. Click the Add button to open the care coordination team popup and add 'Agency Information' and the 'Interdisciplinary Team Information' and click Save & Close or Save and add new to add more.

                

 

Barriers to Care

 

  1. Click the add button to add a Barrier to care; add the onset date, the barrier and enter a comment (if applicable) then click Save & Close or Save and Add New to add others.

            

    

Care Plan History

 

1.Click Add; click ''problem Assessed Need' field and select one of the needs from the list; click ok.

  1. Click 'Goal' field and add a comment.
  2. Click 'Outcome' field and add a comment.
  3. Click ‘Intervention' field and add a comment.
  4. Click 'Status' field and select from picklist; click close.
  5. Click 'Next team review date' field; select a date; click ok.
  6. Click in the 'role' field and choose from the pick list.
  7. Click 'Intervention frequency' field; select from picklist; click close.
  8. Click 'Next intervention due date' field; select a date; click ok.
  9. Click 'Intervention progress' field and add a comment.
  10. Click Save & Close.

 

Care Coordination

 

  1. Click in whatever boxes apply to this scenario.
  2. Click 'Care Coordination comments' field and add a comment.

Education/Recommendations

 

1.Click in whatever boxes apply to this scenario.

2.Click 'Education/Recommendations comments' field and add a comment.


                

Action Items

 

  1. Click in whatever boxes apply to this scenario.
  2. Click 'Action Items/Follow up comments' field and add a comment.


                

Communication

 

  1. If Applicable: Click to highlight 'Outgoing Call'; click add; add contact type of outgoing call; add name and relationship; click on call reason and select from list; add a comment; save & close template.



   

Assessment/Diagnosis

  1. If the client has a diagnosis, you will click the 'Active Diagnosis' link; highlight a diagnosis from the active diagnosis grid; click Add to Grid; click close. If the client does not have a diagnosis you will click on the 'Diagnosis Code Lookup' link and search for the diagnosis, highlight the diagnosis in the list and click select.

 

 

  1. If there is more than one Active Diagnosis in the active diagnosis list add them (if applicable)

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  1. Add 'Status, Severity, Impression and Specifier' (only add information to these sections if it is applicable)
  2. If the diagnosis in the grid needs to be re-organized - click the sort of button on the bottom to arrange them in the order needed.

 

 

 

Charges

 

  1. Click on the link 'Interpreter, Cultural, Counseling Details' to open the 'Counseling Details' popup.

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  1. Complete each section that is applicable and click save and close - if nothing needs to be documented you can click cancel to close the window.
  2. Click on the down arrow next to 'Start Time' and add the time started; select AM or PM; click ok
  3. Click on the down arrow next to 'End Time' and add the end time; select AM or PM; click ok
  4. Click in the 'Service Code' box and choose the appropriate service code, click ok
  5. Click the 'Submit Code' button and if the document does not automatically generate click the generate button.
  6. Review the document for accuracy

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