Client Chart Overview
You can view the client chart with a consistent set of information and tabs for all client records.
Client Header – Provides general demographic information about the client including clinical information such as code status, allergies, care teams and certification period. The Client Header is always found at the top of the page no matter where you navigate within the chart.
Client Details – Contains general information about the client that can be used by clinicians, billing staff, and managers. The tabs within this area are:
Demographics
Contacts
Medical Professionals
Allergies
Communication Notes
Caregiver History
Caregiver Rates
Attributes
Financial Record – Contains all payer and billing information regarding the client. The tabs within this area are:
Payers
Authorizations
New Claims
Pending Claims
Outstanding Claims
Rejected Claims
Paid Claims
Credits
Service Rates
Patient Ledger
Medications – Contains the medication information related to the client.
Case Details – Contains information about the client case. The tabs within this area can include (depending upon case type):
Case Details
Intake
Referral Source
Diagnosis
Requirements
Shift Overrides
Cert Periods
Charting
Services
Care Plan
Orders
OASIS
Schedule – Opens the Scheduling area for the client where you can add and manage appointments.
Many areas of the client record list several entries. For example, Medical Professionals, Medical Diagnoses, Authorizations.
A search box with a magnifying glass icon is usually available in the upper right area of any list. Begin typing key letters or values to filter the listing by that letter or value.
Each area of the chart is controlled by security. If you do not see a tab or heading noted here, you may need to contact the security administrator for your organization. Some tabs are dependent upon payer or case types.