Assign a POC to a Patient

Once the Duty List is complete, POCs may be setup for Patients assigned to the corresponding Office(s). Complete the following steps to assign a POC to a Patient.

  1. Go to Patient > Patient Search and select a Patient.

  2. In the Patient Profile, select the POC link from the Index.

  3. Click the New button and enter the POC details.

    New POC

  4. Select a Start / End Date for the POC. Add Duties by selecting the corresponding checkbox in the As Requested column. Click Save to finalize.

    Select or entering a value for the As Requested, Times a Week. and Days of Week fields prompts the system to add the Duty to the POC. Functionally, each of these fields serve the same purpose.

    Select Plan of Care Duties

  5. The POC can now be applied to visits for the Patient. To edit the POC in the future, click the link in the POC Number. Click the Delete icon Delete icon to delete the POC.

    Saved POC