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Client List

The Client List contains the list of homecare patients in the system.

Client >> List

Referral Details

 Click the option  image.png in client list before each patient name to view the referral details of the patient in the system.

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Delete Patient

The Patient can be deleted from the system by using the option Disable Selected in Patient List. Select the Patient name by using the check box and click Disable Selected option.

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Restore Deleted Patient

The Deleted Patient can be activated by using the option Enable Selected in Deleted Patient List. Select the Patient name by using the check box and Click Enable Selected option.

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Bulk update Patient Group

The user can bulk update the patient group by using the option Set Bulk Group in patient list. Select the Patient name by using the check box and click Group under Select bulk option. Now select the Group code to be updated and click Set Bulk Group in patient list. Likewise we can Bulk update Assignee and Status for the patient.

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Features under Action

The following features are uploaded for the patient under Action in client list. 

  • Edit
  • Delete
  • Client Face Sheet
  • Incident Report
  • Add Notes
  • Vital Sign Tracking

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The forms updated in Client Face sheet, Incident Report and Vital Sign Tracking are uploaded in Face Sheet folder under patient documents.

Census

The number of Payor for the list of patients can be viewed by using the option Payor under Census.

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The number of patients according to their Status can be viewed by using the option By Status in Census.

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The user can sort the number of patient in the list according to their Care type by using the option By Care Type in Census.

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