There are two aspects of a contact's care that are recorded on the system:
- The contact's care provision - the care they provide to others (e.g.meal time or personal care). These records will capture the type of care provisions and also the additional contact to whom the care is provided.
- The contact's care requirement - the care the contact receives (e.g. home help). These records will capture the type of care requirements only.
The procedure to update a care provision as a follows:
- Using the global search facility, type in the first few characters of the contact
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Contact Details. The Contact Details window is displayed for the current contact.
- Click on Care. The Care tab is activated.
- Click on New Provision. The Search Contact window is displayed 2.
- Enter sufficient contact details into the search fields provided and click on Search. The Select Contact window is displayed.
- Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The New Care Provision window is displayed, populated with the chosen contact.
- Using the Care type drop-down field, select the appropriate care provision parameter (e.g. Meal time, Personal care, etc.).
- Use the Comments field to add any contextual data that is relevant to this care provision.
- Choose an Effective from date for this care provision i.e. the date on which the provision came into effect 3.
- Choose an Effective to date if the provision needs to be reviewed on a specific date or to capture a change of circumstances.
- Click on Save.
The procedure to update a care requirement is as follows:
- Repeat steps 1 through 4, described in the update a care provision procedure (above).
- Click on New Requirement. The New Care Requirement window is displayed.
- Using the Care type drop-down field, select the appropriate care provision (e.g. Meal time, Personal care, etc.).
- Use the Reference field to store any internal unique identifier for this care requirement (e.g. an authorisation number).
- Use the Comments field to add any contextual data that is relevant to this care requirement.
- Choose an Effective from date for this care requirement i.e. the date on which the requirement came into effect 3.
- Choose an Effective to date if the requirement needs to be reviewed on a specific date or to capture a change of circumstances.
- Click on Save.
Note
1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.
2 The Select Contact search facility is used to locate the additional contact who is in receipt of the care.
3 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
Contacts record maintenance overview
To create a new contact
Using the search facility
