Once a client’s name has been added to the “Client 360” section of Savii Care, all additional information regarding that person can be added at a later date or as the information becomes available. Information regarding client assessments, special care instructions, safety measures and a client’s service plan can all be entered in the “Care Plan” section of Client 360. To access the “Care Plan” section:
- Click on the “Client 360” tab
- Click on a client’s name
-
Click on the orange “Update Client” button
- Click on the “Care Plan” tab towards the top of the page
Complete any and all sections that apply for your client.
To enter a client’s actual service plan, click on "Service Plan" within the “Care Plan” tab and:
- Click on the category you would like to select tasks from: either ADL or IADL
- Choose the subcategory you would like to open from the drop-down provided (only the ones that have been activated by your agency will appear; see this article for more information)
- Click a task you would like to add to the service plan, followed by which shifts and days of the week they would be need to be completed. (You can select more than 1 task at a time if they will be needed on the same days and during the same shifts as the task you have already selected; otherwise, you'll need to proceed to Step #6 before clicking on another task that the client will need support with.)
- Click the "Add Task" button
- Repeat Steps 1-4 until all needed tasks have been added to the service plan.
-
Once all tasks have been added, you can click on the category they are in to the right and make any necessary adjustments.
To unselect a task that was previously selected but no longer necessary in the service plan, simply double-click on that task to remove it from their service plan.
|
Quick Fact: |
You can enter up to 8 diagnosis and up to 40 medications for each client in the client assessment section of the "Care Plan tab", if needed. |
You may also find helpful: