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 required for various government reporting purposes, in addition your organisation wishes to capture certain metadata or reference data about clients so it can be reported on and used to drive workflow.
Some important things to remember is that there “Client Group Sets” and “Client Groups” that exist within a set. An example of a Client Group Set is Accommodation Type. Within this group set, there are various Client Group options as Boarding House, Independent Living Unit, and Own Home among others.
Clients are added to a Client Group within a Set at a certain date (from date). This is either the date that it took affect or in the case of something that is and cannot change i.e. Ethnic Origin put a date before they ever received services from you.
If a client's situation changes, you will need to update their Client Group within the appropriate Set. To do this, make sure to put an end date on the existing Client Group first, then add them to the new group with the same date as the end date on the previous group they were on.
Related Articles
Set Up the Client Groups Section in the Client Profile
Setting up this section is important for capturing information that will be included in relevant forms, such as Contractor Service Agreements. Keywords: client groups, client profile, living arrangements, client lives alone, client lives with, ...Social Groups Section in Client Profile
The Social Groups section in the Client Profile displays all social groups associated with the client. This allows coordinators and staff to view and manage the social groups a client belongs to. Keywords: social groups, client social groups, manage ...Client Groups Section in Client Profile
The Client Groups section in the Client Profile is used to classify and manage important information about a client based on categories defined by your organisation. These classifications help organise clients based on their care needs, medical ...Overview of Client Intake Workflow for HACC
This topic describes how to set up and manage HACC client profiles, including the required fields for personal details. Completing all relevant data supports accurate reporting and streamlines future billing and claiming processes. Keywords: hacc ...How To View and Manage Versions of Client Goals, Treatment Plans, and Assessments
CareVision allows care providers to deliver high-quality services by supporting accurate and up-to-date clinical documentation. In the client journey (from initial quote preparation, profile completion, assessment, and ongoing participation) ...
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.