Client Management
Why is the "Close Episode of Care" checkbox not available?
The checkbox will not be available if there are encounters from other MDT members that still require follow-ups, or if follow-ups or referrals are required for this encounter. Review existing encounters with other providers and discuss ...
How do I close an Episode of Care?
You can close an Episode of Care by checking the "Close Episode of Care" checkbox when creating an Individual Encounter. Option 1: From the Episode of Care 1. Find the client as detailed above. 2. Navigate to the Episode of Care in the clients ...
Can I create an Episode of Care from the Workload Tracker page?
Yes, you can create an Episode of Care when creating an Individual Encounter or Aggregate Encounter from the Workload Tracker page. Navigate to the WLT main page Scroll down to patient time Select “+ Activity” Note that this may appear on the right ...
How do I create an Episode of Care?
You can create an Episode of Care from the Client's details page, under the Episode of Care tab. Navigate to clients via the left-hand side bar menu Find the patient you want to create an episode of care for through the search Click into patient ...
What is a Client?
In healthcare, the terminology used to describe individuals receiving care varies among professionals and organizations. Traditionally, the term "patient" has been used, implying a role where the individual is a recipient of medical treatment, often ...
How do I add a new client
You can add new clients by entering their demographic information, identification details, and contact information. 1. On Clients Management page, select +Add Client 2. Input the required information, then click on Save.
How do I search for a client?
You can search for clients using a search string (e.g., name, ID, phone number) or through an advanced search with specific attributes. 1. From the navigation bar, select Network - Clients to open Client Management 2.Input the search string, click on ...