How to Change the Automatic Billing Code from Acute to Administrative (or Vice Versa)
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Click the Search icon. Type âBedboardâ into the search bar. (Or, âResidentialâ.) Click to select Bedboard (My Office). [Or, Residential (My Office)]. If desired, filter the list to determine the […]
How to Reallocate an Unoccupied Bed from One Level of Care to Another
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The Swing Bed option gives you the ability to change bed details, including Level of Care (i.e. program associated with the bed), for an open bed from the Bedboard list […]
How to Change a Bed Assignment
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Click the Search icon. Type âBedboardâ into the search bar. (Or, âResidentialâ.) Click to select Bedboard (My Office). [Or, Residential (My Office)]. If desired, filter the list to determine the […]
How to Schedule a Client Leave
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The client must have a status of Occupied before you can schedule the client On Leave. Click the Search icon. Type âBedboardâ into the search bar. (Or, âResidentialâ.) Click to […]
How to Document Additional Services
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Procedures not covered by the situations described above, and which require documentation, will instead be entered using the Service Note feature. This allows you to record both a service and […]
How to Document Quick Notes During a Shift
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 Quick Notes allow you to track notes within the Whiteboard. These can be viewed by staff that have access to Quick Notes. These are not billable and not considered a […]
How to Document an End of Shift Summary
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A Shift Summary is a service and is documented as a service note, however this note is not billable. To access the Shift Summary, create a service for a client. […]
How to Document Vitals
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With an active client selected, begin on the Flow Sheets page. See How to See Flow Sheets for an Active Client for details. Select the Vitals Flow Sheet template from […]
Nurse: How to Complete the Nursing Assessment
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How to Display the Nursing Assessment Page With an active client selected, click the Search icon. Type âNursing Assessmentâ into the search bar. Click to select Nursing Assessment (Client). The […]
How to Complete the Nutritional Screening
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With the client open, click the Search icon. Type in âNutritional Screeningâ in the search bar. Select âNutritional Screening (Client)â from the search results. In the CDAG Program Enrollment window […]