CALENDAR FOR (Home)

The Home Page is where associates will find their schedule. To search for a specific associates schedule, click on the drop down to the right of "Calendar For" and choose your associate. Whether or not you are able to see someone else's schedule depends on the privileges your agency administrator has given you.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Manage Patient Schedules and Manage My Patient Schedules.

ASSIGNED/UNASSIGNED/VERIFIED (Top)

On the Home Page Calendar, you will notice the legend right below "Calendar For". This gives you information regarding what the colors of the visits represent. Green is for visits that are assigned but not verified. Yellow is for visits that have not been assigned to anyone (You will never see yellow on your home schedule. This is only found on the patients schedule. Blue is for completed visits that have been verified for billing.

DAY/WEEK/MONTH (Top)

You can view your schedule by Day, Week, or Month.

ARROW NAVIGATION (Top)

You can navigate through the calendar by clicking the "Left Arrow", "Right Arrow", or choose the "Down Arrow" to navigate whole months at a time.

ADD NOTE (Top)

If you right click on the Service Icon, you have several options. If you have not added a service note yet, the first option you see is "Add Note". This will allow you to add a note to the scheduling icon.

You will then be prompted to enter the "Note Type" for this scheduling note.

NOTE: For Careficient Agency Administrators, “Note Type” options can be set in Settings > Lookup Tables > Patient Support Tables > Transaction Note Type.

Note Type and Note are required in order to save the note to the schedule. Click "Save" when you have finished entering the information.

DEACTIVATE NOTE (Top)

Once you save, you will see a little piece of paper icon sitting on the right side of the schedule icon as follows:

If you click on the piece of paper, the preview for the note is seen.

You can inactivate the note by clicking on the deactivate icon. This will remove the note from the screen.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Inactivate Activate Schedule Notes.

If you click on the "Date" link, you can edit the note. You only have 24 hours to edit the note.

But you can also delete the note as well within the 24 hour time frame.

If you would like to see the inactive notes, click on "Show Inactive" and click "Search".

To reactivate the note, click on the "reactivate" icon.

You can also add another note by clicking on "Add Note".

You can filter by type...

From and To Dates...

or keyword.

You can export a PDF file of the notes by clicking drop down and choosing PDF

or choose Spreadsheet format

and then export.

ADD PAGED SERVICE NOTE/ASSESSMENT (Top)

Next, you can "Add Paged Service Note/Assessment. This is how you add a visit note whether it's for nursing, therapy, HHA's, etc. You would add every discipline note the same way. Click here to learn more about "Add Paged Service Note / Assessment".

Once your assessment is closed, you will see a piece of paper attached to your bubble to the left side. If the assessment is completed/approved, the piece of paper will indicate this when hovering over the piece of paper and if not, the piece of paper will indicate “open service note”.

EDIT PAGED SERVICE NOTE ASSESSMENT (Top)

If the service note is not complete, you can edit it from this screen by right clicking on the visit again and choosing either "Edit Paged OASIS Integrated Assessment" or "Edit Paged Service Note Assessment".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Service Note Assessment.

PLEASE MAKE NOTE, THE SERVICE NOTE ASSESSMENT CONSISTS OF 2 PARTS

The Comprehensive Assessment &
The OASIS

Your assessment will populate your 485 (with the LOCs from within your assessment) and will also populate the OASIS on the “Orders” Tab of the Patient Encounter with all OASIS items. See example of LOC item within the assessment below.

VIEW/PRINT BLANK ASSESSMENT (Top)

You can also "View/Print Blank Assessments".

Here you can choose the agency type, service code, note form type and oasis version. Click "Continue" to see a PDF printout of the form you are wanting to View/Print.

EDIT SERVICE (Top)

You can edit the service (visit type).

Choose the drop down to the right of "Service" and choose the type of service that you want to change this visit to. Click "Save" once you have made your changes.

VIEW OASIS ANALYSIS (Top)

Click here to learn more about the Oasis Analysis option.

VIEW OASIS ANALYSIS / COMPARE (Top)

Click here to learn more about the Oasis Analysis / Compare option.

VIEW PATIENT ENCOUNTER (Top)

You can "View Patient Encounter" (Chart) from here.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Patient Encounter.

This will bring you to the patients encounter (Chart) where you can view the patients profile, contacts, notes, referral, physician, facilities, documents, clinical information, medications, orders, payers, service notes or EVV information.

VIEW PATIENT SCHEDULE (Top)

You can "View Patient Schedule" as well by clicking on "View Patient Schedule".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Schedules.

This will bring you to the patient's schedule where you can see all the visits assigned or unassigned for the patient. To learn more about scheduling on the patient encounter, see Assigning Visits.

If you have added a service note to the visit icon, you will see a sheet of paper on the left of the visit icon. If you right click on the visit, you have the following options:

VIEW SERVICE NOTE/ASSESSMENT (Top)

By clicking on the option to "View Service Note/Assessment". Click here to learn more about "View Serivce Note / Assessment".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Service Note Assessment.

VIEW FULL SERVICE NOTE ASSESSMENT (Top)

By clicking on the option to "View Full Service Note/Assessment". Click here to learn more about "View Full Serivce Note / Assessment".

EDIT PAGED SERVICE NOTE/ASSESSMENT (HOME) (Top)

As long as you have not completed the service note, you will have the option to "Edit Paged Service Note/Assessment". You can make changes to this service note up until the tie you actually approve/complete the service note. Click here to learn more about "Edit Paged Service Note/Assessment".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Service Note Assessment.

REMOVE SERVICE NOTE ASSESSMENT (Top)

If you have privilege to do so, you can delete the service note that you added by clicking on "Remove Service Note/Assessment". CAUTION: Once you delete the note, you will not be able to undo this.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Service Note Assessment.

CANCEL (Top)

Click here to learn more about Canceling Visits (Missed Visits).