Viewing and Finding Clients

Step 1: Go to the Census tab to view admitted clients.

Step 2: Open the Inquiries tab to see all inquiries, including non-admitted clients.

Step 3: Use the search bar to find a specific client by name.

Step 4: Click See Full Table to display all clients, including those who have been discharged.

Accessing and Reviewing an Episode of Care

Step 1: Select a client (for example, a previously admitted but now discharged client).

Step 2: Click the Inquiry Profile tab.

Step 3: Scroll down to find the Episodes of Care section.

Step 4: Review key details, such as the episode’s start date, caller, potential client, current status (open/closed), who created or closed the episode, and latest updates.

Reopening an Existing Episode

Step 1: Click the pencil icon next to the episode you want to reopen.

Step 2: Scroll to Episode Status.

Step 3: Uncheck the box for closed status and click Save to reactivate the episode.

Note: Only users with proper permission can reopen episodes. This is a role-based capability.

Creating a New Episode of Care

Step 1: In the Episodes of Care section, click the plus (+) icon.

Step 2: Confirm you want to create a new episode (the system may prompt you to reconsider reopening the old one).

Step 3: Review the pre-populated information from past episodes. Make any necessary changes.

Step 4: Confirm a valid email is present.

Step 5: Scroll down and click Save. The new episode is now active and can be used for new documentation.

Filtering and Managing Documentation by Episode

Step 1: When viewing client documentation, use episode filters to view items for a specific episode or the entire client history.

Step 2: Apply these filters for documentation, audits, and reports to segment client interactions accurately.

Editing and Viewing Episode Details

Step 1: Click the pencil icon on an episode to see all associated activity.

Step 2: Edit details such as contact results or admission dates.

Step 3: Use the eye icon to view episode status, projected admission dates, inquiry status, and more.

Switching Between Episodes

Step 1: At the top right, next to the client’s name, use the episode drop-down menu.

Step 2: Toggle between episodes to view records from specific periods or all episodes.

Managing episodes of care helps you keep each client’s record accurate and up-to-date, supporting comprehensive documentation and reporting. Try switching between episodes and filters to find exactly what you need. If you run into questions, reach out for support!

Manage Episodes of Care

Managing episodes of care helps you track a client’s treatment history and streamline documentation. Use these steps to view, edit, create, and switch between episodes of care so your records stay organized and clear.