Use the Patient Contacts tab to identify the people taking care of the patient.
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If the selected patient does not have any caregivers involved in their care, check the box next to No caregiver involved in the care of the patient. This checkbox is available for both lines of business, but is only used in other areas of firstHOSPICE for the CAHPS export file. Checking this box will not prevent users from adding caregiver records. |
To enter information for a patient contact in Patients | Intake Referral | Patient Contacts:
1. Below Contact Search, enter the ID or Last Name (or partial ID/last name) and click 
.
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You do not need to enter the complete number or name to search. |
2. From the list of contacts in the grid, click the patient contact to select the corresponding record. The software will display any existing information for the patient contact below the patient contacts grid.
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If the patient contact is not found in the search, users can create a new patient contact record. Begin by entering basic information for the patient contact. |
3. If the patient contact lives at the same address as the patient, click 
.
4. Click the arrow beside the Relationship field and select the caregiver's relationship to the patient (e.g. Spouse, Grandchild, Employee, etc.).
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If you need to add a new relationship option, click |
5. Use the Role field to indicate the role(s) that are associated with the corresponding patient contact record. Learn more about the functionality of this field.
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If the "Primary Care Giver" or "Additional Care Giver" role is selected, the No caregiver involved in the care of the patient checkbox becomes disabled. If this box is checked and . |
6. If the patient contact received a copy of the patient's rights, enter the appropriate date in the Copy of Patient Rights Provided field, or click 
and select the date using the calendar selection menu that displays.
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This date can only be entered for a patient contact that is assigned with one of the roles listed below. This field will be disabled if any other options are selected in the Role field. ● Primary Care Giver ● Additional Care Giver ● Healthcare Representative - Legal/Court Appointed ● Healthcare Representative - Patient Selected |
7. Use the Best Learns by drop-down field to specify the most beneficial method of instruction for the patient contact (i.e. Demonstration, Listening, Video, etc.).
8. In the Willingness, availability and limitations Functional Limitations field, enter any information regarding the patient contact's willingness, availability, and/or limitations that impacts the way they care for the patient.
9. In the Notes field, enter any additional information about the caregiver in relation to the patient.
10. If necessary, use the Phones / Email section to enter contact information for the patient contact.
11. If necessary, select the patient contact's primary language using the drop-down Primary Language field.
12. If the selected caregiver should be the one to receive patient statements, check the box next to Receives Statement.
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The Receives Statement checkbox determines which contact information will display in the "Payor" section of the Patient Statements report for the corresponding patient. Once selected, the patient name and address will then display on the report in the "Service Provided For" section. This checkbox can only be selected for one of the patient's caregivers at any given time. Once this checkbox is selected for a caregiver then the Receives Statement checkbox will be greyed-out for all other patient caregivers and hover text will indicate "another caregiver already marked for receiving statements". |
13. When the Include in Assessments/Evals box is checked, patient contact details will synchronize with the Patient Contacts section (as read-only information) of comprehensive documents (i.e. OASIS, Evaluations), as well as Plan of Care and Plan of Care Update documents. Learn more about the functionality of this field.
14. If the caregiver would like to be added to a donor list, click the Add to Donor List check box.
15. Click 
. The software displays the ID, Last Name, First Name, and Role in the Patient Contacts grid at the top of the screen.
16. Click 
to continue with Adding Advance Directives.
to update the information, adding it to the list of phone numbers.
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to open the