Recent Clients/ New Clients/ Patients
  • / /

  • DECIDE WHO WE ARE REVIEWING

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  • 1. Go to Open first carelog and sort by first carelog date

    2. Click data and sort the first carelog date column, click twice to get latest date on top.

    3. Copy the most recent 15 clients on column A of this spreadsheet, where you will fill mark for each client if info required in this report is present: Open this https://app.emailmeform.com/builder/forms/entries/ReA4la65PzfDa3hQuMZynN9

    4. copy and paste in Emil, Bal and CMS chat

    (*) RECENT CLIENTS

    I am going to see what information is missing from the following recent clients:

    [copy and paste the last 15 recent clients]

  • STAFFING INSTRUCTIONS

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  • 1. Go to Open this

    2. See column that says ADLs Boilerplate

    3. Make sure the last 15 recent clients have those ADLs checked off so when they are to print they are already there
  • 1. Go to Open this

    2. See column that says IADLS

    3. Make sure the last 15 recent clients have those ADLs checked off so when they are to print they are already there
  • 1. Go to Open this

    2. See column that says IADLS

    3. Make sure the last 15 recent clients have those ADLs checked off so when they are to print they are already there
  • Every day I will report on the state of the union of the IADLs and ADLs project

    (*) STATE OF THE UNION - MANDATORY ADL SECTIONS

    The following clients of the entire active client pool are missing the mandatory ADLs

    [list]

    (*) STATE OF THE UNION - IADL SECTIONS

    The following clients of the entire active client pool are missing the mandatory IADLs

    [list]

  • SERVICE AGREEMENTS

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  • 1. Go to Open this Airtable document

    2. Go to Service Agreement $35 - Log

    3. Check the last 15 new clients and make sure all columns of Airtable are filled out

    4. With respect to Service Agreement column in airtable, please post in GLIP CHAT "Stage 2(b) - PC - FIN - Service Agreements/ PPW" those clients for whom we do not have an agreement signed

  • INTAKES

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  • II. GMAIL CONTACTS FOR THOSE SAME 15 CLIENTS

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  • 1. Check for the intake form originally taken for this client
    2. Look for names and phone numbers
    3. Add those in Gmail contacts and in CC (Daily Activities section as well as Contacts section)
  • Step 1. Open link, search client name field and check if we have a questionnaire filled out yet

    Step 2. If we have one, then (a) Look for names and phone numbers (b) Add those in Gmail contacts and in CC (Daily Activities section as well as Contacts section). *** Make sure all contacts present in CC are in GMC.***

    Step 3. If we don't have one, and we havent started services yet, chat with BAL about it.
  • Step 1. From the 2 forms you just reviewed, did it have a listed PCP?

    Step 2. Add it to the CC Assessment and add the name in the Gmail contacts Notes section (not in the phone field, just the notes [Name, Phone and Fax]. Same in the relevant section in CC

    We need this for the Med Order

  • ClearCare Sections for each of those 15 clients

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  • Make sure this field is accurate.
    Options are: Split Shift / Live-in / Live-Out / Overnight
  • If you cant find the referral source in Gmail contacts, go to the original intake form you can find it from the questionnaire or the intake (see previous section). If not available, enter: Unknown.
  • Choose the correct location (and edit CC profile accordingly) by looking at the postal code of the client and following the steps below

    Step 1. If the zip code is any of the following, then choose the location to the right

    10044 368
    10065 368
    10028 368
    10075 368
    10022 368
    10035 368
    10029 368
    10017 368
    10128 368
    10021 368
    10025 515
    10026 515
    10069 515
    10023 515
    10024 515
    10027 515
    10019 515

    Step 2.If the zip code is NOT on this list, please use 515

  • PEAQ & LISTEN360 INITIATIVES - MAY 2017 -
    ClearCare Sections for each of those 15 clients

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    Note: every client will be reached out to by the home office through 2 initiatives (PEAQ and Listen360) to see how happy they are

    In order to do this, we need to make sure

  • 1. If the client himself/herself has an email, it must be added in the Edit Profile section of CC

    2. In the contacts tab of every client, you must add the HCP or important family members in there and you MUST check off the box that says PRIMARY (in the relationships section)

    The home office will send out emails to the client and anyone checked off as Primary so make sure that anyone in the CC ADLs contact section that is important is also in the Contacts tab and checked off as primary (yes, you can have more than one contact checked off as primary)

    If there is not either a client email or a primary email, chat CMS

    A Primary contact is a HCP, spouse, son, daughter or guardian. Not neighbor, not accountant, not doctor, not POA unless the POA is also very involved
  • Fill this out with the info on your spreadsheet and paste in chat group Emil, CMS & Bal:

    Monday report for Recent Clients was submitted (add link to database).

    - All new clients are complete / Not all new clients are complete
    - New clients missing Questionnaire are: (list or none)
    - New clients missing PCP are: (list or none)
    - Most important issues are: (explain if any)