Patient Profile

Patients’ services vary depending greatly on their needs. While some Patients may only require a home health aide to assist them with basic chores and mobility, others require fulltime medical care or therapy. This section covers the Patient Intake process and management to include entering new Patients, linking Contracts to a Patient, setting up Authorizations, and entering Plans of Care.

Create a New Patient Closed

The New Patient function is used to create a Patient Profile. Creating a new Profile consists of entering demographic information and identifying the types of service the Patient needs. Although some information is required on the New Patient page, other information can be entered on an ongoing basis as it becomes available.

Follow the steps outlined below to create a New Patient.

Go to Patient > New Patient.
Select the Office responsible for scheduling the Patient’s service. Once selected, the Office cannot be changed.

Complete the required fields. A new Patient Profile may be created completing this information. Remaining fields can be completed as information becomes available.

Field	Description
Accepted Services	Select all types of care the Patient is receiving.
Coordinator	Select the Coordinator responsible for managing the Patient’s case.
DOB	Enter the Patient’s date of birth.
First / Last Name	Enter the Patient’s full name.
Gender	Select the Patient’s gender (Male, Female, or Other).
Zip	Enter the first 5-digits of the Patient’s zip code.

The terms Service and Discipline are used interchangeably. Service refers to the type of care the Patient receives, while Discipline refers to the type of care a Caregiver is certified to provide.

Select the EVV Required and/or FOB Required checkboxes if EVV and/or an FOB device is used for visit confirmation.

The Unique Device Serial Number and the FOB Seal ID must be entered if an FOB device is used.
Enter the Patient Address(es). Refer to the Add Multiple Patient Addresses section for instructions.
Enter Address, Emergency Contact, and Emergency Preparedness information, as necessary.
Enter Clinical Info, Advanced Directives, Physicians, and Diagnosis information to track any clinical functions for the Patient.
In the Patient Preferences Used for Scheduling section, specify scheduling criteria that must be met by a Caregiver to provide service for that Patient. Agencies may create unique values for this section using the Reference Table Management function.
Click the Save button to create the Patient Profile.

Upon creating a Patient Profile, the following occurs:

The Profile is held in a Waiting status indicating that a Contract has not yet been assigned to the Patient. The Patient Profile becomes Active once a Contract is assigned.
The Patient is automatically assigned a Patient Admission ID, or reference number for the Patient within the system.

A Patient’s Admission ID can be changed by users who have the proper permissions.

Update a Patient Profile Closed

Follow the steps outlined below to update a patient profile.

Go to Patient > Search Patient to locate the Patient.
Select Profile. On the Profile page, scroll to the bottom and click Edit.

Make all edits and then click Save. The Patient's profile is now updated. Remaining fields can be completed as information becomes available.

Required Fields	Description
Accepted Services*	Select all types of care the Patient receive. Accepted Services should align with the Authorization Service Type and Caregiver Employment Type.
Address Line 1*	Enter the Primary address for the Patient. Refer to Step 5 below.
Coordinator*	Select the Coordinator responsible for managing the Patient’s case.
DOB*	Enter the Patient’s date of birth.
First / Last Name*	Enter the Patient’s full name.
Gender*	Select the Patient’s gender (Male, Female, or Other).
Zip*	Enter the first 5-digits of the Patient’s zip code.