Scheduling required client reviews in line with compliances and quality requirements
Depending on the type of care your organisation provides there are requirements for client reviews, furthermore this will often be on a client by client basis in order to meet their needs. When you set a new client up it is important that you set up the correct review frequency for your clients as part of their care plan.
It is recommended that you have a specific service for client reviews which is pre configured with the required forms and assessments, and allows your organisation to report on frequency or reviews with clients.
The best way to schedule these is to add them to the client care plan with the associated frequency of review as agreed to with your client using the specific service for reviews. This will ensure that the item comes up to be scheduled to the coordinator on the specified time frame, and the coordinator is prompted to arrange this with the client as appropriate.
Additionally, by adding this in as a specific service, you can report on the frequency of these services being delivered and track them for compliance.
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 ...Pausing Client Services & Client Leave
Client leave occurs when a client cannot receive services for a period of time due to reasons such as social leave, respite, hospital stays, transition care, or other circumstances. During client leave, services are suspended, which may affect ...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) ...Client Quoting, Contracts and Budgets
In CareVision, new quotes and contracts are generated when adding a new client, updating a client’s package during reviews, or making significant package changes. New potential clients are assigned the Lead status by default. When there is genuine ...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 ...
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.