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
Understanding Goals Conditions and Treatment Plans
Introduction to Goals, Conditions, and Treatment Plans Keeping track of the client's medical conditions and goals goes hand in hand with standard compliance and upholding the organisation's service standards. It's important to have a conversation ...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 ...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 Allergies and Dietary Requirements
Knowing a client allergies and dietary requirements is important for all care workers no matter the service delivered to ensure the clients' safety. Adding them to the Client’s Profile is considerably straight forward, just add a name and a ...Add organisation billing contact on a quote and it will update the client funding organisation billing contact
Add organisation billing contact on a quote and it will update the client funding organisation billing contact 1. Navigate to an open quote or create a new one 2. Open up one of the funding sources 3. Click "Billing Organization Contact and add ...
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.