Creating a QP Visit in the Clinical App

The Clinical application allows Field Clinicians or "QPs" to add visits to their schedules, add Supervisory Visit Reports, Caregiver Evaluations, Care Plans, Incident Reports and more.

Adding a Schedule/Visit from the Clinical Application

Once a clinician has logged into the clinical application from the home screen they will click on the 3 dots at the top right of the screen this will open up the options to Create a Schedule, Filter their patients and Open any Tasks assigned to them. 

 

The calendar view will now show for the last client that you were working on within the Clinical Application. Here at the top of the screen you can change the client you would like to view the schedule for by clicking into the drop box. This will open up a list of clients that are assigned you by the back-office staff of your agency.   

To schedule a visit, click on the arrow to the right of your screen. This will open the scheduling Feature, where you can chose your client, the type of schedule that you are wanting to create, the payer, the type of assessment that is available to be done on this client, the start date and end date will need to be chosen for the visits that you would like to schedule, these dates and times will be the present date and time by default, you may choose to schedule into the past or into the future. you will choose the employee to client ratio, typically this is a 1 on 1 visit type. Select your frequency and once you are satisfied with the schedule that you are about to create, click on the Create Schedule Button.

You will receive a message that your schedule has been created successfully, Click ok.

And now you will see your newly created schedule in the Schedule Screen. 

The newly created schedule will show in the calendar.

clinical app 6-1

In the Clinical Application, there are two types of visits for a Clinician. A Clinical Schedule or skilled visit and a QP visit.

A Clinical Schedule or Skilled visit will open a list of Assessments for you to choose from.

A QP Schedule will require a Care Plan, SA, and a Caregiver connection which all have to be made by your back-office staff. In the event that you are unable to get drop down options here, please contact your back-office staff. A QP schedule also allows an Auto Clock in option.

The schedule will also now show on the Dashboard Tab.

No real Client or Employee information was used.