courtesy of amy weaver, gold country community center, 2007
TRANSCRIPT
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Courtesy of Amy Weaver, Gold Country Community Center, 2007
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Accessing Clients In Q
Select Clients from menu options.
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Query ~
Searching for Specific Client in Q
Searching by the first 3 letters of the Last Name and 2 letters of the First Name is the fastest way to determine if a client already has a record in Q.
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Client List Search by Last Name
Once the list is generated, double click on the specific client wanted.
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Individual Client Record
Select Edit to make changes to Client data
Make sure to enter:Birth DateGenderRace RuralLow IncomeLives Alone
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Changes For Individual Client
Use Tab to move between fill boxes Make sure
to click Save when finished
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Entering Care Plan
Select Care Plan button in lower left corner
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Care Plans in Q
Select Care Plan Provided (make sure it has your agency name listed)
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Care Plans in Q
If no Care Plan or status is Disenrolled, you will need to create new plan
Click on far left Paper icon to create new plan
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Entering New Care Plan
Enter:
•Service
•Funding Source
•Agency
•Enter Start Date (an End Date will disenroll the client from services)
•Rate Condition
•Hit Save
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Updating Assessment Information
Update Assessment date in Last Assessment tab
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Assigning Route Information
After Initial Save Edit again Add Route Save and close
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Editing Service Units
If client cancels, click on Service Units
Select appropriate month or
Add new month, far left blank sheet button
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Editing Monthly Service Units
Select Edit
Enter appropriate unit total for month
Save
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Entering Assessments
Select Assessments button in lower left corner
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Entering Assessments
Select Nutrition Risk by double clicking
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Entering Nutrition Risk
Select Edit, enter information by clicking on all that apply
Save
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Entering ADL’s
Select Edit, enter information by clicking on all that apply Each ADL has
pull down list of choices , select the appropriate function level Click on IADL
(Part 1 and Part 2) Follow same
editing as above Save
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Creating Monthly List for Home/Phone Assessments
Select Clients with Reassessment Dates by Time Interval
Double click to open
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Running Monthly List for Home/Phone Assessments
Select Starting Date (Month for assessment)
Select Ending Date (last day of month)
Click on Query
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Monthly List for Home/Phone Assessments
List can be sorted by RouteRight click and
choose add columnsSelect Route to add it
as a columnClick in the gray
section of Route to sort
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Service Unit Logging
Select Service Unit Logging
Double Click
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Service Unit Logging
Service should be HDM Hot (for Home Delivered Meals)
Select Route (repeat this process for each route)
Under Units, add # of days in month service was provided
Click Query
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Service Unit Logging ~ Route
A Route list is generated
Look at desk calendar & make adjustments to those with cancelled days
Double Click on individual client to adjust units if needed
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Service Unit Logging ~
Change Individual Units
Adjust units to # of days meals were received
Save
Continue with other clients on Route as needed
Check each Route Book to verify that clients on route match
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Service Unit Logging ~ Route
Click Commit when all adjustments to Route are made
Close
Proceed to next route