Care+ Standard Categories – HomeWatch

Care+ Standard Categories

Please see the recommended categories for each of the customizable areas in Care+. Having consistent categories among these areas will allow the HWCG Franchise Support Center to run reports and review metrics for our network more effectively, while record-keeping among branches will be more organized.

Table of Contents

Client Inactive/Termination Status Reason. 2

Caregiver Inactive/Termination Status Reasons. 3

Journal Categories. 4

Reminder Type – Tasks. 6

Check-In/Out Reasons. 7

Missed Visit Reasons. 8

Client Documents. 9

Client Inactive/Termination Status Reason

When a client’s status is made ‘Inactive’ or ‘Terminated’, the back office can select an accurate discharge reason to record why service was stopped and utilize for trend analysis. Whenever updating the client’s new status, we recommend capturing the details within the client’s Journal and inputting that information.

Client Inactivation Reasons:

Entered in Error
Deceased
Client/Family Cancellation
Hospitalization
Moved to a facility
Non-Convert
No longer needs service
One-Time Case
Relocation

Client Termination Reasons:

Entered in Error
Deceased
Client/Family Cancellation
Hospitalization
Moved to a facility
Non-Convert
No longer needs service
One-Time Case
Relocation

Client Transfer of Care Reasons:

Accident/Injury
Requires secure environment
Cognitive Decline requiring secure environment
Health Status Change
Fall
Exacerbated Health Condition
Cardiac Event

Caregiver Inactive/Termination Status Reasons

When a caregiver’s status is made ‘Inactive’ or ‘Terminated’, the back office can select an accurate reason to record the change as well as review for any trends with workforce management. You can also note whether they are Re-Hirable and add more details within the Reason Notes.

Once the caregiver status is updated it will show the user that they inactivated the caregiver.

Caregiver Inactive Reasons:

Entered in Error
Self Termination
Unresponsive

Caregiver Termination Reasons:

Entered in Error
Self Termination
Unresponsive

Journal Categories

The Client &Caregiver Journals help capture everyday events and exchanges between your back office staff, clients, and caregivers. We recommend using the standard list of categories for Client Journal Entries and Caregiver Journal Entries.

Care+ Client Journal:

30 Day Evaluation
60 Day Evaluation
90 Day Evaluation
Annual Evaluation
Billing
Call Off/Cancelled
Caregiver Concerns
Change of Condition
Complaint
Compliment
Client/Family Concerns
Client Introduction
Incident
Intake/Consultation
Lead Follow Up
Medical Leave
Missed Visit
Moved to Facility
Provider Notes
QA Visit
RN Visit
Schedule Change
Telephony
Authorization with Documentation

Care+ Caregiver Journal:

30 Day Evaluation
60 Day Evaluation
90 Day Evaluation
Annual Evaluation
Call Off/Cancelled
Caregiver Concerns
Caregiver Lead
Complaint
Compliment
Critical Incident
Caregiver Introduction
HR
Lead follow up
Medical Leave/Leave of Absence
Payroll Correction/Dispute
Re-hired
Refused Assignment
Removed from Case
Request for Time Off
Terminated
Schedule Related
Telephony Issue
Training
Volunteering

Reminder Type – Tasks

Tasks can be categorized based on Reminder Types and help us to remember to follow-up with a client or caregiver. We can add Reminder Types to help categorize the action to be taken to be taken as well as status of within the Task List from the Quick Launch menu or Utilities menu.

Tasks

Bonus
Call Client
Call Healthcare Provider
Candidate Follow Up
Caregiver/Client Introduction
Daily Reminder
Client Lead Follow Up
HR
QA Visit
Supervisory Visit
Referral Follow-up
Update Family

Check-In/Out Reasons

Within the Administration view from Other Settings > Manual Check-In/Out Reasons, you can add specific reasons why the caregiver needed to be checked in/out manually and specify the Payer(s) the reason will be added too.

The following Check-In/Out Reasons include:

No reception
Caregiver forgot to clock in/out
Caregiver transition
Client released early
GPS not working
Grace Period expired

Missed Visit Reasons

When a visit cannot be fulfilled or is cancelled, the visit will be marked as ‘Missed’ and have a reason why, which can then be reviewed on the Missed Visit report. This information will help to explain any missed revenue as well as trends in cancellation.

The Missed Visit Reasons include:

Inclement weather
Caregiver No Show
Client Cancelled
Client in hospital
Client in rehab
Client away
Declined for holiday
No Call No Show
Refused replacement caregiver
Unfilled Shift

Client Documents

Within the client’s profile you can upload documents and provide description about the document, as well as making it viewable on the Family Portal and/or by the Caregiver on the mobile app. We recommend having the following Client Documents categories and assigning these types of records and enabling the Family Portal/Caregiver view(s) accordingly.

General – Initial Consultation documentation, Client Service Agreement, Client Media Release, Payment Authorization, Authorization to Exchange Information, Client Receipt of Documents
- Viewable for Family & NOT Viewable for Caregiver
Progress of Care Documentation – any information related to Interview Suite of Screen tabs that can be scored and tracked ex. ADL IADL Form, Fall Risk Assessment, Sleep Evaluation, GPCOG, Pain Assessment
- Viewable for Family & Viewable for Caregiver
Care Delivery – Safety Evaluation, QA Visit, 30/60/90 Day Evaluation
- Viewable for Family & Viewable for Caregiver
Office Record – State/Territory related documentation, Survey/Audit related documentation
- NOT Viewable for Family & NOT Viewable for Caregiver
HR - Background check, Copy of driver’s license
- NOT Viewable for Family & NOT Viewable for Caregiver
Legal – Insurance related documentation, Power of Attorney/Estate documentation, Advance Directives such as MPOA and DNR
- Viewable for Family & NOT Viewable for Caregiver
Payer – VA/Medicaid/Medicare/LTCI documentation
- NOT Viewable for Family & NOT Viewable for Caregiver
Finance – Bank and credit card details, Membership details, ACH details
- Viewable for Family & NOT Viewable for Caregiver