Copy Note Details to Other Open Alerts for the Same Visit
Providers can copy note alert details to alerts within the same visit using Open and In Progress alert notes. This feature must be enabled at the Agency level.
To enable the VBC Copy Note feature, go to the Agency Profile page under Admin > Agency Profile. In the General section select the following settings:
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Copy Note To All Open VBC Alerts By Default |
Automatically select the Copy Details to Open Alerts checkbox in the VBC Alert Note feature. |
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Enable Copy Note To All Open VBC Alerts |
Allow the use of the Copy Details to Open Alerts in the VBC Alert Note feature. |
Care Insights alerts are generated when the call is received by the HHAeXchange system rather than when the call is linked to a visit at Clock-Out via Mobile App or IVR. This enhancement alerts selected personnel (nurses) sooner of potential issues.
Once the feature is enabled, a Copy Details to Open Alerts checkbox appears on an opened Alert Note, allowing a user to copy responses to all other open alerts for a visit. When saved, the Note details, such as Nurse, Assignee, Action Taken, Note, and Status, copy to the other open alerts from the same visit.
When viewing an Open or In Progress Alert Note, Providers can copy responses to other Open Alerts for the same visit. The image below illustrates the Open Alerts for the same visit. To copy responses to the other Open Alerts, select the Copy Details to Open Alerts checkbox. Once saved, any information entered in the New Note section for this alert copies over to the Open Alerts listed.
A New Note does not copy over to Closed Alerts for the same visit. Any Closed Alerts for the same visit display on a separate row underneath the Open Alerts row.
The Care Insights alerts now include more information describing the details when an alert is generated rather than an empty alert note. The alert now includes the Patient Admission ID, Visit ID, Visit Date, Start Time, End Time, and whether a call is linked or unlinked.
Once a visit with a Care Insights alert is linked via the Call Dashboard, the Care Insights alert is also updated with applicable information such as Patient Demographics, Visit Details, Caregiver Details and Nurse. The alert is marked as linked in the note with Visit ID, Visit Date and Times, and Patient Admission ID.
The system has been enhanced for alerts to generate for all Care Insights calls, to include exception calls. On the Care Insights Alert Dashboard under Action > Care Insights Alerts Dashboard, select the Include Unlinked Alerts checkbox to include calls that have not yet been linked to a visit.
Alerts generated for unlinked calls are indicated an Unlinked icon to the left of the Alert icon.
Unlinked alerts are filtered based on the Office selected when generating a search using the Office search filed.