Private Duty Nursing (PDN)

Information on PDN specifics, like eTAR and Clinical Assessments.

Jump to:

1. Clinical Assessments
   1. Clinical Assessment Setup
   2. View Clinical Assessment
2. eTAR
   1. Treatment Setup
   2. Edit Treatment
   3. View Treatment

Clinical Assessments

1a. Clinical Assessment Setup

• Navigate to Clinical > PDN > Clinical Assessment Setup.
• A list of clients with clinical assessments are listed (if previously added).
  • Sort by Client Name, Duration, and Active.

• Click 'Flowsheet Setup' to create a new clinical assessment.

• • Select the Client and the assessment duration (in hours).
    
  • Choose which measures to assess.
    • To select a measure, place a checkmark in the corresponding box.
    • To de-select a measure, uncheck the corresponding box.
    • To select/de-select an entire section, check the box next to the section header.
    • Click 'Add'.
      
      
      
• Click 'Add Sections' to create a custom assessment section.

• Navigate to Clinical > PDN > View Clinical Assessment.
• Pending Assessments
  • Enter the Client, Date Range, and Pending.
  • Click the refresh arrows.

• • Click on 'Generate Flowsheet' on the right-hand side to move selected assessment from a Pending to Completed status.

• • You will be able to view the selected assessment as well.

• Completed Assessments
  • Enter the Client, Date Range, and Completed.
  • Click the refresh arrows.

• • Click on 'View Flowsheet' on the right-hand side to see the completed assessment.

eTAR

• Navigate to Clinical > PDN > Treatment Setup (eTAR)
• Click on 'New Treatment' in the top right corner.

• Add the Treatment, Description (optional), Type, Client, and effective Date range
  • Type: Textbox- Caregiver/QP must type a comment 
  • Toggle (Yes/No)- Caregiver/QP can choose between Yes/No response
• Click 'Add'

To assign 1 or more existing treatments to a client, click 'Assign Treatments' in the top right corner.

• Select the Client
• Check the Treatment(s)
• Add the treatment date range
• Click 'Apply All' at the top to select all treatments at one time
• Click 'Add'

• Navigate to Clinical > PDN > Edit Treatments
• Search for created treatment plans and edit as needed
• Click ' Update' to save edits

• Navigate to Clinical > PDN > View Treatments (eTAR)
• Select the Client, Date Range, and Status (Pending or Completed)
• Click the blue refresh arrows

• Pending
  • Treatments will remain in pending status until a PDF is generated. 
  • Click 'Generate PDF' to review the treatment
  • Once PDF is generated, the treatment will move to 'Complete' status.
  
  

• • • Completed 
      
      • Click 'View PDF' to review the treatment.
      • Click 'Delete PDF' to out the treatment back in 'Pending' status.