How to Change the Automatic Billing Code from Acute to Administrative (or Vice Versa)
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
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
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
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
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
 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
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
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
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
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 […]