Clinical App: Work Visits

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Home Screen

After logging into the Billiyo Clinical app, you  will be taken to the main dashboard. Here you can see the visits that you have been scheduled to work.

 

 After locating your visit, you will see several icons within the client's appointment cell.

• •   Tap to view schedule details for the appointment. Here you will see the scheduled start and end time, and services/assessment that were ties to th visit..
  •   Tap to cancel the appointment. You will be prompted to choose a cancelation reason (i.e. hospitalized, client canceled, etc.) You can provide additional details in the comment box.
  •   Tap to track miles to the client's location. This is only available for appointments on the very next Schedule.

 

 

Select and View Client

If you work for more than one client/patient, you will need to make sure the correct client is selected. 

You can filter for clients by first hitting the three dots the in the top right corner of the screen. Then hit the filter   icon. You can then choose the client that you want to work with as well as the date of your schedule.

Clocking In 

To start you visit, please tap on the blue 'Clock In' button

                                               

 

After clocking into your shift, please navigate through the app to complete the forms and documents that are required for  your shift.

 

To document against the visit itself, please tap on the red highlighted appointment cell that you are working. 

 

 This will pop up the "Schedule Services" page. In this page there are three tabs: Services, Remarks and Visit Notes.

 

Here we can document against the services that were pulled from the client's Care Plan. To do this, place a checkmark next to the completed services by tapping on the box next to the corresponding service .

• • • This will trigger a pop up where you can say if the service was "Completed", 'Refused' or 'Skipped'. A Remarks field will then  become available to add optional comments.
      • Depending on your company settings, these additional service remarks may be required.

• • You can add or subtract time spent on each service by toggling the plus and minus icons,  though this is not required.   
      
    
    

 

Here we can write a short summary of the services provided . You can also include any need-to-know information like:

• • • Client was not feeling well 
    • Client refused certain services
    • Client had to cut shift short

 

Visit Notes

Here we can respond to any visit quesitons that your agency prepared forthe procedure code or service type that you are providing.

 

 

 

Clocking Out

• • • When you are done with your shift, tap the blue 'Clock Out' button from the Home screen.
      
      
                                               
                      

 

 

After clocking out of a visit, you will be taken through our clock out process. Here you will be asked to complete the services, remarks and visit notes that you were preparing during the shift. After completing your shift you will be asked to get a client and employee signature.

Signature
First, request a signature from the client. This is to indicate that they are successfully signing off on the shift. 

Then you, as the employee, will sign and initial, indicating that all of the information you have provided is accurate.

Finally, please tap on 'Complete' to finish documentation of this shift. You have successfully submitted your time worked along with your documentation.