Management through Information Case Manager
Puts the Case Manager’s record keeping onto the laptop computer. Electronic versions of the most recent records of assessments, monitoring notes, etc. are stored on Case Manager’s laptop computer. They are able to retrieve that information and update it as they perform client visits. A signature feature allows for recording of the necessary client, care keeper, witness, nurse and aide signatures
Visit information is then uploaded into the HALO database to store the visit documents and update client data. These electronic visit reports are permanently archived and any report is available for view or print from the main HALO system at any time.
Features
- Allows for the recording / entry of case manager visit reports
- After the first visit, all follow up visits utilize prior data requiring the case manager only update information changes
- Documents:
- Assessments and Reassessments
- Monitoring Notes
- PCA-Socio Medical
- Safety Plan
- Aide Evaluations
- Termination Visits
- Service Contracts
- Documents can be added or modified through program modifications at a reasonable additional cost
- Easy to navigate document input
- Upload of reports updates client records in HALO’s Client Tracking data tables
- Verification that uploads do not overwrite changes made by office staff
- Client’s Plan Of Care screen in Client Tracking utilizes latest assessment report
- Signatures can be recorded on documents where needed and printed on the printed document. This is an optional feature
Benefits
- Eliminates costly storage of paper copies of stored documents
- Visit reports readily available
- Eliminates the need for Case Managers to carry client paper record files
- Case Manager has Client information readily available for both scheduled and unscheduled client visits
- Elimination of separate updates to HALO’s Client Tracking information
