Patient Overview

The Patient Profile is where the majority of case management takes place. Here you will find a snapshot of where the patient is currently standing in their treatment. 

The top of the profile contains the patient’s demographics as well as the Facility and Level of Care (LOC) they are assigned to.

The sidebar contains your To-Do list which contains the most important actions you need to take for each respective patient at any given time, such as upcoming assessments, evaluations and appointments.

The sidebar also contains active S.M.A.R.T. Goals and Assigned Staff.

Call Button

If your patient has a Phone number, you are able to contact them via VOIP.

Export UR

Click Export UR to choose a date range for the data from every assessment taken during that time frame. You can use this data for UR purposes. The page can also be printed for your convenience. 

Discharge This is where you can discharge a patient, choose reason and date for discharge,  and determine their follow up status for alumni purposes.