Client review types
You are able to schedule and keep track of any reviews conducted for your clients in the CareLineLive web environment. Before you begin to start scheduling reviews, head to Settings → Reviews → Client Review Types
Here, you can add, amend or remove review categories to suit the needs of your agency. To add a category; click on the + icon in the top right hand corner and enter the review name.
Client review outcomes
Head to Clients → Review outcomes. The default list is:
Satisfied
Very Satusfied
Unsatisfied
No change to care package
Increase to care package
Decrease to care package
Click the + button in the top right to create a new outcome. You will only need to provide a name.
Deleting and archiving outcomes
For both carers and clients, on the right hand side of a review outcome, you will see the ⋮ icon. Click on this and you will be presented with two options:
Archive - Used when an outcome is being retired from use, but has already been used for past reviews
Delete - Deletes the status outright
Scheduling a review
Head to a carer's record and into their reviews tab, to see a carer's reviews page. From here, you can schedule reviews, add in previous completed reviews and update the review statuses. Click on the + icon to add in a review.
On this form, you can add:
Due date - This can be set in the past for a previous review that is being added to the system, on the same day, or in the future to schedule a review.
Review type - This is chosen from the types entered in the carer review types page mentioned above.
Notes - Any notes that you may wish to enter for clarification or otherwise.
Booking in a review
When you go to edit a review, you will see the option to book in a review. This allows you to set the date that the review is happening. When you add the completion to the review, this date will be pre-populated with this information, you will still need to enter the time.
ℹ️ This will not create a booking for the client, this is purely a way of managing the date of the review if it differs from the due date.
Where are you alerted?
On your Dashboard you will notice different tabs, Today, This week etc. Within those tabs is an expiration section where you will be alerted of any reviews that are expiring, click on the entry and it will take you to the Client Review report within the Reports section.
Who can see this information?
Similarly to Journals, this information is available to anyone whose user role has been set to allow them to do so.
To find out which user roles have been granted access, go to Accounts → User roles and select the user roles you wish to view.