Basics to Best Practice Masterclass #8 - Client Medical Information and Tasks

 

Donovan Fourie discusses the medical tab (for recording what medications are needed, and other medical information) and the tasks tabs (for recording when carers should complete tasks and administer medications during visits) inside your clients' record, focussing on:

  • Customising the times of day available in your environment's settings
  • Customising the dropdowns available when recording medical information
  • Customising the task completion statuses available on your MAR charts
  • Understanding the layout of the medical tab
  • Recording a DNAR form location inside your client's medical tab
  • Recording medical conditions and injuries inside your client's record
  • Recording scheduled medications inside your client's record
  • Identifying the required and optional fields when recording medical information
  • Differentiating between the medical tab and tasks tab
  • Understanding the layout of the tasks tab
  • Filtering between active and pending tasks
  • Customising the task schedule cycle and start dates per-client
  • Creating tasks for your activities and medications
  • Differentiating between general/standard tasks and medication tasks
  • Using the importance indicator to distinguish tasks on the carer companion app
  • Differentiating between the "how often" strategies and when to use each one
  • Understanding the difference between scheduled and recurrence rule tasks
  • Factoring in how tasks and medications react to bookings changing times and days
  • Adding booking type filters to scheduled and recurrence rule tasks
  • Utilising the preset times of day within scheduled and recurrence rule tasks
  • Understanding linked tasks and their caveats to consider while using them
  • Differentiating between permanent deletion and deactivation from midnight tonight
  • Exporting and interpreting MAR Chart PDFs, both individually and in bulk
  • Uploading client body map PDF exports to client documents to put body maps on the app
  • Handling PRN medication without a dedicated PRN feature, through scheduled medications
  • Uploading care package summary PDF exports to client documents to put medical information on the app
  • Handling tasks and medications scheduled during ad-hoc bookings