Post on 26-Mar-2015
Courtesy of Amy Weaver, Gold Country Community Center, 2007
Accessing Clients In Q
Select Clients from menu options.
Query ~
Searching for Specific Client in Q
Searching by the first 3 letters of the Last Name and 2 letters of the First Name is the fastest way to determine if a client already has a record in Q.
Client List Search by Last Name
Once the list is generated, double click on the specific client wanted.
Individual Client Record
Select Edit to make changes to Client data
Make sure to enter:Birth DateGenderRace RuralLow IncomeLives Alone
Changes For Individual Client
Use Tab to move between fill boxes Make sure
to click Save when finished
Entering Care Plan
Select Care Plan button in lower left corner
Care Plans in Q
Select Care Plan Provided (make sure it has your agency name listed)
Care Plans in Q
If no Care Plan or status is Disenrolled, you will need to create new plan
Click on far left Paper icon to create new plan
Entering New Care Plan
Enter:
•Service
•Funding Source
•Agency
•Enter Start Date (an End Date will disenroll the client from services)
•Rate Condition
•Hit Save
Updating Assessment Information
Update Assessment date in Last Assessment tab
Assigning Route Information
After Initial Save Edit again Add Route Save and close
Editing Service Units
If client cancels, click on Service Units
Select appropriate month or
Add new month, far left blank sheet button
Editing Monthly Service Units
Select Edit
Enter appropriate unit total for month
Save
Entering Assessments
Select Assessments button in lower left corner
Entering Assessments
Select Nutrition Risk by double clicking
Entering Nutrition Risk
Select Edit, enter information by clicking on all that apply
Save
Entering ADL’s
Select Edit, enter information by clicking on all that apply Each ADL has
pull down list of choices , select the appropriate function level Click on IADL
(Part 1 and Part 2) Follow same
editing as above Save
Creating Monthly List for Home/Phone Assessments
Select Clients with Reassessment Dates by Time Interval
Double click to open
Running Monthly List for Home/Phone Assessments
Select Starting Date (Month for assessment)
Select Ending Date (last day of month)
Click on Query
Monthly List for Home/Phone Assessments
List can be sorted by RouteRight click and
choose add columnsSelect Route to add it
as a columnClick in the gray
section of Route to sort
Service Unit Logging
Select Service Unit Logging
Double Click
Service Unit Logging
Service should be HDM Hot (for Home Delivered Meals)
Select Route (repeat this process for each route)
Under Units, add # of days in month service was provided
Click Query
Service Unit Logging ~ Route
A Route list is generated
Look at desk calendar & make adjustments to those with cancelled days
Double Click on individual client to adjust units if needed
Service Unit Logging ~
Change Individual Units
Adjust units to # of days meals were received
Save
Continue with other clients on Route as needed
Check each Route Book to verify that clients on route match
Service Unit Logging ~ Route
Click Commit when all adjustments to Route are made
Close
Proceed to next route