Overview of AccuCare Feature Changes

Transcription

1 Overview of AccuCare Feature Changes Progress Notes Feature Changes: Co-Facilitator: All Progress Notes will now allow for inclusion of a Co-Facilitator. The Co-Facilitator list will consist of staff in the same provider as the clinician entering the note. The Co-Facilitators hours will also be tracked in the Clinical Services Reports. New Group Note Function: Click the Add Group Note button and a new screen will appear. Select the group you from the Choose a Group pull down. If there are clients that should not receive the note, exclude them by clicking the Exclude check box to the right. Click the Next button and a screen will open which will allow for documenting a group note for all selected clients in the group.

2 Progress Note Print Functions On the progress notes grid, clicking the Print Selected button will allow you to print all selected progress notes in the grid. By default just the highlighted progress note will print. 1. Clicking the boxes under the Print Selection in the grid will allow for multiple progress notes to be printed. There is also a master print selection check box under the heading that can select and deselect all notes. 2. Once the Print Selected button is clicked, a menu will appear with additional options of date order and output of either printer or preview. Individual notes can also be printed when they are viewed by clicking the Print button on that screen.

3 Progress Notes Filters Progress notes can be filtered by Date Range, Code and Session Type. One or more filters can be used at a time. The more filters used, the more the grid will filter down to find the Progress Note that is being searched. Date Range Filter: The date range filter allows for ease of finding notes that occurred in a specific date range. Dates may be entered by typing or by using the associated calendar control. The dates must be in a valid format (MM/DD/YYYY) for the filter to function. A blank box in the filter field will act as a boundless filter, for example if the there was a date in the first field of 01/01/2005 and not a date in the second, it would display all notes for the client on and after 01/01/2005. Code Filter: Allows for ease of finding notes by specific code. Each time a letter is typed the filter will run and filter down the list further. The filter will find letters that are located anywhere inside the code not just from the beginning. Session Type Filter: Allows for filtering the notes by specific session types. Each time a letter is typed the filter will run and filter down the list further. The filter will find letters that are located anywhere inside the session type not just from the beginning. Filter Reset Button: The Reset button will clear all filters that have been entered and display all the notes for the selected client. It will however retain the sort order in the progress notes grid.

4 Sorting Progress Notes: Each heading in the Progress notes grid has the ability to sort by clicking in the box of the heading. An arrow indicating the sort order will appear to the upper right of the heading box indicating that that column is sorted by ascending (arrow pointed up) or descending(arrow pointed down). The default sort order is descending by date. Only one column at a time can be sorted. Triangle arrow in upper right indicates sort order. New Date Picker Controls: The date picker control for the new Progress Notes page has been updated. 1. To open the date picker just click the calendar icon. 2. The new date picker has the ability to select the month and year by selecting the month and year headings in the calendar itself. Select the Month and Year by clicking on the headings. 3. Clicking on the date will close the Date Picker and enter that date into the text box.

5 Session Type Setup Feature Changes: Session Filters: Under each heading (Session Type Code, Session Type Description, Hour Rate and Archived) there is a text box which will allow for filtration of the Session grid. The filter under Session Type Code, Session Type Description and Archived will find letters that are located anywhere inside the text not just from the beginning. The Hourly Rate filter will filter by exact values. For example if 100 is typed, ONLY those sessions will an hourly rate of 100 will be displayed. If nothing is found in the filters, nothing will be displayed in the grid. Removing filters will reset the grid and display all session types. Sorting: Each heading in the Session Types can be sorted by clicking on the heading. An arrow indicating the sort order will appear to the upper right of the heading box indicating that that column is sorted by ascending (arrow pointed up) or descending(arrow pointed down). The default sort order is ascending by Session Type Code. Only one column at a time can be sorted. Triangle arrow in upper right indicates sort order.

6 Clinical Service Report Feature Changes: New Date Picker Controls: The Date Picker control for the new Progress Notes page has been updated. 1. To open the Date Picker just click the calendar icon. 2. The new Date Picker has the ability to select the month and year by selecting the month and year headings in the calendar itself. Select the Month and Year by clicking on the headings. Sorting by Column Each column in the Clinical Services Report grid can be sorted by clicking its column heading. An arrow indicating the sort order will appear in the upper right column of the heading box indicating that the column is sorted in ascending order (arrow pointed up) or descending order (arrow pointed down). The default sort order is descending by date. Only one column at a time can be sorted.

7 Summary Rows The first row of each grouping in the report contains the total hours charges for that grouping. These rows are colored light blue for visual reference. Tree View Structure Most of the reports are structured with a tree view to allow you to expand and collapse the groups in the report. To expand a group, click its icon. To collapse a group, click its icon. Client Intake Report Feature Changes: The Client Intake page has enhanced print functions which allow for greater flexibility when printing client information. The screen below displays the new prompt that is displayed when the Print button is clicked.

8 Cumulative Data Report Feature Changes: The Cumulative Data Report page has been enhanced to allow a date range to be selected.