About Me - Know Your Client
Know Your Client
For your case managers and your care delivery team it is important that they know the person they are caring for. This helps improve the quality of the service and your teams can build raport with your clients more easily. While it is easy to be caught up with the clinical, compliance and regulatory requirements of delivering care, at the end of the day it is a business about people and it helps if your teams know a bit about the client as a person, their likes and dislikes when going into the home.
About Me
This field is found on the portal in the clients detailed profile, and should be used to capture a social media style bio about the person, and their background. It is recommended to not use this field for capturing clinical or sensitive information as it is included for all service delivery team to see. See some examples below
- The About Me for Harry Potter is ideal as it is about the person and does not reference any sensitive information
- The About Me for Robert John Fordham is acceptable so long as Robert has given consent for the information about the heart attack to be included. It is still about the person and informative.
- The About Me for Angela is not acceptable as it is far too detailed about the clinical and sensitive information of the client, it also does not help a reader know the person and contains information that could cause disputes. This information is still relevant about the client but it is best contained in a note or important notes on the client care plan, or on a client condition treatment plan which have appropriate and controlled levels of security
Likes and Dislikes
Teams can keep track of things a client like or does not like and it helps others with ensuring a good quality service is delivered in line with the clients likes and dislikes. This can also be useful to match clients and staff with similar interests, or help teams with knowing what topics to avoid.
When adding this detail you simply type in the field and hit enter or click the create button after each individual item. It is best to break the items up into unique items so they can be easily removed if the clients preference changes.
Related Articles
How to create a client
When do you add a client A client is to be added when you need their information on the system for future service planning or history archive, e.g. when you source a new lead, transfer a client's information from paper documents to CareVision ...Adding and Updating Client Group Meta Data on Client Profile
Coordinators are able to add a Client to a particular Client Group. Organisations create Client Groups as a way to sort out Clients according to their care or medical needs, rates, status and other specifications. The Client Minimum Data Set is ...Client Goals Condition and Treatment Plans
The coordinators can manage the Goals, Conditions, and Treatment Plans for a client. It will help carers to know the current conditions or goals of the client specially if they are assigned to assist the client based on their need and to achieve the ...Managing Client Contacts & Connections
Managing Client Contacts Your clients will have multiple contacts and people in their lives to keep track of. You can add these contacts on the client profile from the portal or the mobile application. These contacts can have different roles or ...Notifications for Lead Management and Client Onboarding
Lead to Onboarding Workflow Organisations regularly receive new client leads and it is important that the proper team is notified at the appropriate stage of the lead nurture and client onboarding process so they can follow up on and complete the ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.