Health Service Providers Section within Patient Profile

Health Service Providers Section within Patient Profile

You will notice that now you can add each part of your patient’s life on their profile. This section is OPTIONAL, however it is a great place to add where they go to doctor, dentist, their hospice agency. That way, the office staff has a quick way to verify who they need to contact in case the patient needs assistance from one of those locations or if your agency needs to request documentation (or other items) from that location.

Think of that space as a place to store more information about the patient, without having to keep it on a sticky note somewhere!


Notes & Category Manager

Notes and Category Manager Feature

Managing notes is never easy with notes and category manager feature on Carehandler! We know how important it is to keep track of patient and employee items on a regular basis. Without a way to quickly find those notes or keep them organized, your team will not be able to provide the best possible care as they will be stressed about finding an important note or visit documentation.

NO NEED TO FEAR! Our notes and category manager is the solution to this. The dashboard works like any other dashboard, there is a filter, preview of the notes, option to export, and ability to categorize your notes by date (ascending or descending).

Basically, all you need to do is create your category by going to the category menu option (if you hover over them, it should say category manager). Once there, you can create new categories, meaning this is how you will organize your notes. You can call them anything you want and make them active or inactive at any time!

Next, go into notes manager by going to the note’s menu option right above the category option. You can click the “new note” on the top right and begin documenting anything you’d like, from patient visit, to employee chat, to medicine notes on a patient, garage code, anything you’d like! Those notes, once tagged with a patient, will also show up in the patient profile.

One more awesome thing about this feature is that when a caregiver makes a note on a visit through the app, it will be organized and categorized there as well! You will see all important notes and unread notes show up as notifications. If they get too overwhelming, you can make them all as unread at once!

If you have other questions, view this link for a quick overview! Notes & Category Manager Training.

We are excited for this and hope you find value in this new feature!


Unscheduled Visits Feature

Unscheduled Visits Feature!

Link to Training Video

Mobile View Training

This new feature is totally optional, meaning your agency does not have to choose to use it. Unscheduled visits allow a caregiver that may work with a family member or live in the home the ability to clock in/out for a section service code based on their availability. This is also something that the administration has to do first, so it is 100% up to you!

Make sure to add service codes for the caregiver for the month and/or remove any appointments for the future if you are going to make an unscheduled appointment for a new participant!

You can search/find the unscheduled visits in the visit’s section by going to the visits filter, and select “unscheduled”. You approve and edit the same as before.

In the scheduling part, you will see that there is a section you can view unscheduled appointments. It shows how many units are left for that code for that client. It organizes it by client instead of date because an unscheduled visit can span a long period of time.

The Caregivers will access this feature in the app under “unscheduled appointments” they can simply select the service code they want to work or view how much time is left on a code, and then clock in and out the same as before.

Please contact us with any questions!!

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