Evaluation forms

Presentation of the training plan and training objectives:

• Interactive training.
• Approximate duration: 2-3 hours

OBJECTIVES:

• Be able to configure the various types of needs assessment forms (care, «pay per use» services and recreation).
• Configure the various administrative tables related to the evaluation forms

Menu General➔Configuration➔System configuration➔Dictionary➔Service

• Identification of lease services:
• SKU: charge code *
• Type of service
• Frequency
• Duration and cost
• Types of activities

Can be entered manually or imported from external billing software.

Menu General➔Configuration➔System configuration➔Company➔Hourly rate

• Calculations of care hours
  • Enter the hourly rate of the PAB and Inf Aux (relevant only if the billing of services to the lease is done in hours care)

Menu General➔Configuration➔System configuration➔Admission➔Needs assessment

• Ability to create a new form or modify the existing one
• Determine the type (s) of admissions for which the assessment will be completed
• Make the observation of the activities already proposed
• Make changes as needed:
  • Edit, delete or add new activities and / or categories of activities
  • Possibility of attaching a pictogram (assistance plan)
  • To issue the index linked to the activity (if calculation of the hours of care is desired)
  • Establish frequency: day / week
• Implementation of automatic creation of tasks in the work plan from the dictionary of activities
  • Adding, editing, or disabling tasks in the Activity Dictionary

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

• Adding an activity in the activity dictionary
  • Complete the creation parameters (type, category, code, description, etc.) and tick the “Active” parameter to make it available.
  • Reattach the created activity to a subcategory (related, AVQ, AVD, treatment plan, etc.) using the + button associated with the task.
• Modification
  • Find the task to modify with the search magnifier
  • Use the pencil button associated with the activity and modify the description or other fields, then save.
  • Ability to add or remove a subcategory to the selected activity (with the + button)
• Deactivation
  • Find the activity to deactivate using the search magnifier
  • Uncheck the box “Active”
  • This task remains in the dictionary and is displayed in red. It will no longer be available to users unless you check the “Active” box again.

Menu General➔Reports and stats

• Intervention statistics
• Hour-care summary
• Notifications follow-up

Menu General➔Tasks follow-up

• Workplan

Menu Resident➔Care planning

• Assistance plan
• Food particularities aliment
• Workplan

Menu Resident➔Resident profile➔Recreation interests and Life story

• Recreation Interests Profile (Life History - State of Health section)

Menu Resident➔Certification➔Appendix 19

• Appendix 19 (services offered grid)

Menu General➔Configuration➔System configuration ➔Admission➔Needs assessment➔Evaluation type

• Ability to create a new form or modify the existing one
• Determine the type (s) of admissions for which the assessment will be completed
• Note the observation of the activities already proposed
• Make changes as needed:
  • Edit, delete or add new activities and / or categories of activities
  • Possibility of attaching a pictogram (assistance plan, food particularities)
  • Issue the index linked to the activity
  • Establish frequency: day / week

Menu Resident➔Resident profile➔Hobby, interest and life story

• Recreation Interests Profile form

Menu General➔Configuration➔System configuration ➔Dictionary➔Service

• Identification of the «pay per use» services :
  • SKU: charge code *
  • Type of service
  • Frequency
  • Duration and cost
  • Types of activities

Can be entered manually or imported from external billing software.

Menu General➔Configuration➔System configuration➔Admission➔Needs assessment➔Pay per use services

• Ability to create a new form or modify the existing one
• Determine the type (s) of admissions for which the «Pay per use» assessment will be completed
• Note the activities already proposed
• Make changes as needed:
  • Edit, delete or add new activities and / or categories of activities
  • Issue the index linked to the activity
  • Established frequency: day / week
  • Establish the link attached to the «Pay per use» tile
• Implementation of automatic creation of tasks in the work plan from the dictionary of activities
  • Adding, editing, or disabling tasks in the Activity Dictionary

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

• Adding a task in the activity dictionary
  • Complete the creation parameters (type, category, code, description, etc.) and tick the “Active” parameter to make it available
  • Reattach the created activity to the “Pay per use” subcategory by using the + button associated with the task
• Modifying
  • Find the task to modify with the search magnifier
  • Use the pencil icon associated with the task and edit the description or other, then save
• Deactivation
  • Find the task to deactivate using the search magnifier
  • Uncheck the box “Active”
  • This task remains in the dictionary and is displayed in red. It will no longer be available to users unless you check the “Active” box again.

Menu General➔Reports and Stats

• Interventions statistic
• Billing of services
• Notifications follow-up

Menu General➔Tasks follow-up

• Work plan

Menu Resident➔Evaluation tools➔Pay per use

• Pay per use

Menu Resident➔Care planning

• Work plan