Table des matières

Training 2B - Validation of "FEBS" and "SAC" Forms

Training Steps

1. Introduction

Presentation of the training plan and training objectives:

  • Interactive training
  • Approximate duration: approximately 3 hours

OBJECTIVES:

  • Be able to configure the various types of needs assessment forms (care, à la carte services, and recreational activities).
  • Configure the various administrative tables associated with the assessment forms.

General Menu➔Configuration➔System Configuration➔Dictionary

  • Services
    • Validate the services offered by the residence (SAC and included services)
    • Add / modify services

Needs Assessment Form Configuration

2. Services
(residence instance)

General Menu➔Configuration➔System Configuration➔Dictionary➔Service

  • Identification of services included in the lease:
    • SKU: billing code*
    • Service type
    • Frequency
    • Duration and cost
    • Activity types
  • Can be entered manually or imported from external billing software.

3. Hourly Rates
(optional - management instance)

General Menu➔Configuration➔System Configuration➔Company➔Hourly Rates

  • Calculation of care hours.
  • Enter the hourly rate for PSWs and LPNs (relevant only if services included in the lease are billed based on care hours).

4. Creating / Modifying a Form
(management instance)

General Menu➔Configuration➔System Configuration➔Admission➔Assessment Type

  • Ability to create a new form or modify an existing one.
  • Determine the admission type(s) for which the assessment must be completed.
  • Review the activities that are already available.
  • Make modifications as required:
    • Modify, delete, or add new activities and/or activity categories.
    • Ability to associate a pictogram with the activity (Assistance Plan).
    • Enter the index associated with the activity (if care-hour calculation is required).
    • Set the frequency: day / week.
    • Set up automatic creation of tasks in the work plan based on the activity dictionary.
    • Add, modify, or deactivate tasks contained in the activity dictionary.

5. Task (Activity) Configuration in the Dictionary
(management instance)

General Menu➔Configuration➔System Configuration➔Dictionary➔Activity➔Activities

  • Adding an activity to the activity dictionary:
    • Complete the creation parameters (type, category, code, description, etc.) and check the “Active” parameter to make the activity available.
    • Associate the created activity with a subcategory (related, ADL, IADL, treatment plan, etc.) using the + button associated with the task.
  • Modification:
    • Locate the task to be modified using the search magnifying glass.
    • Use the pencil button associated with the activity to modify the description or other fields, then save.
    • Ability to add or remove a subcategory from the selected activity (using the + button).
  • Deactivation:
    • Locate the activity to be deactivated using the search magnifying glass.
    • Uncheck the “Active” checkbox.
    • The task remains in the dictionary and is displayed in red. It will no longer be available to users unless the “Active” checkbox is checked again.

6. Reports and Links to Other Tiles

Residence Instance

  • Care Hours Summary.

General Menu➔Task Tracking

  • Work Plan.

Resident Menu➔Care Planning

  • Assistance Plan.
  • Dietary Particularity.
  • Work Plan.

Resident Menu➔Certification➔Appendix 19

  • Appendix 19.

Recreational Activities Form Configuration

7. Creating / Modifying a Form
(management instance)

General Menu➔Configuration➔System Configuration➔Admission➔Needs Assessment➔Assessment Types

  • Ability to create a new form or modify an existing one.
  • Determine the admission type(s) for which the assessment must be completed.
  • Review the activities that are already available.
  • Make modifications as required:
    • Modify, delete, or add new activities and/or activity categories.
    • Ability to associate a pictogram with the activity (Assistance Plan, Dietary Particularities).
    • Enter the index associated with the activity.
    • Set the frequency: day / week.
    • Establish the link with the À la carte Service tile.
    • Set up automatic creation of tasks in the work plan based on the activity dictionary.
    • Add, modify, or deactivate tasks contained in the activity dictionary.

À la Carte Services Assessment Form

8. Services
(residence instance)

General Menu➔Configuration➔System Configuration➔Dictionary➔Service

  • Identification of à la carte services:
    • SKU: billing code*
    • Service type
    • Frequency
    • Duration and cost
    • Activity types
  • Can be entered manually or imported from external billing software.

9. Creating / Modifying a Form
(management instance)

General Menu➔Configuration➔System Configuration➔Admission➔Needs Assessment➔Assessment Types

  • Ability to create a new form or modify an existing one.
  • Determine the admission type(s) for which the SAC assessment must be completed.
  • Review the activities that are already available.
  • Make modifications as required:
    • Modify, delete, or add new activities and/or activity categories.
    • Enter the index associated with the activity.
    • Set the frequency: day / week.
    • Establish the link with the À la carte Service tile.
    • Set up automatic creation of tasks in the work plan based on the activity dictionary.
    • Add, modify, or deactivate tasks contained in the activity dictionary.

Resident Menu➔Assessment Tool➔À la carte Services

  • À la carte Services.

To be completed before the next training:

GLOSSARY

Warning (vital signs, expired NAM, Bacterium)
Displays on the resident's birthday.
Incident-accident form alert not completed.
Notification of change in resident file. PTI or evaluation
Indicates that the resident wishes Do not attempt CPR.
Indicates the resident is in isolation.

NOTES