EmailMe Form - WEEKLY - QA SUMMARY (NEW SHIFTS)

Home Instead Senior Care Rep

Email of Home Instead Senior Care Rep

Date *

MM / DD / YYYY

NEW SHIFTS

QA Form - New Shifts *

# of New Shifts (from last Saturday thru today) and entered in this calendar *

Count how many are in this calendar

# of QA forms done during this period and located in this database *

User Name is hisc.hisc@gmail.com
PW is Excellence400

Was a full New Shift QA form filled out for every new shift since last Saturday? *

Look in this database
Click the plus sign (top right)
Choose the following check off boxes
1. Type of Call (focus only on New shift calls)
2. Date of Shift

Was a CC Note (with proper tag) filled out for every new shift since last Saturday? *

- This link will show you all the CC notes generated for QA - New Shift
- If done properly, then

a) Tag= QA Call (New Shift)
b) Related to fields must include the CG and CL being analyzed
c) Description must be a copy and paste of the comments made by the client

RESULTS ****************************

RESULTS

Green- how many? *

Click the plus sign
Choose the following check off boxes
1. Type of Call
2. Date of Shift
3. Client Final Opinion

Yellow- how many? *

Click the plus sign
Choose the following check off boxes
1. Type of Call
2. Date of Shift
3. Client Final Opinion

Red- how many? *

Click the plus sign (top right)
Choose the following check off boxes
1. Type of Call (focus only on New shift calls)
2. Date of Shift
3. Client Final Opinion

CC - Caregiver Preferences. Was every Green and Red as stated above flagged as "Favorite" and "Do not send" in each client record in CC? *

Go into each client and make sure

Signature. I am confirming that

1. All new shifts for are being followed up with a call
2. All outcomes were documented in CC as stated in the notes below
3. If I cannot get to this form, I will notify CT and ask CMS to do it or I will review the outcomes with him *

Clear

EVERY QA CALL OUTCOME IS TO BE DOCUMENTED IN CC VIA THE FOLLOWING

1. Go to CC for Client and modify
- log a note called QA Call and just the summary of this (Related to: Client and the CG)
- CG Preferences (Favorite or Do not sent)
- Matching Criteria (Favorite or Do Not Send)

2. go to CC for CG and modify Matching Criteria and HR Notes

3. Email Care Managers with any updates that are important for Staffing Instructions