Patient Record
Navigating Matrix
Icons
Initial Visit Workflow
Care Plans
100

This defines the core of patient care, by detailing Problems, Interventions and Goals that drive visit documentation

What is Care Plan

100

This is the meaning of AFO.

What is Agency Front Office?

100

This icon takes you to your calendar.

What is Clinician Calendar Icon?

100

This is a PHYSICAL location of where you should be completing the majority of your documentation for the patient's assessment.

What is in the patient home?

100

This is a PHYSICAL location of where you should complete adding care plans.

What is done outside of the patient's home?

200

This is where you will see all previous medical history, certifications, scanned documents and initial visit documentation once completed.

What is Clinical Documents?

200

This is how you keep a patient on your iPad.

What is pinning them?

200

Selecting this icon provides access to Patient List and Patient Records

What is the People Icon?

200

On the administrative page, this is where you enter category (billable/non-billable) and description of your visit.

What is the Service Code?

200

True or False: You can edit the text of the problem and interventions.

What is True?

300

This is primarily used to include notes for IDG meetings, but can also include information for recertification summary, and information not tied to a specific visit.

What Are Communication Notes?

300

You should complete this action as often as you need, but at least twice a day is recommended.

What is sync?

300

This is how you create a new visit in the calendar.

What is Add Visit Icon?

300

This is how you know you still have unanswered questions in the assessment.

What is a red X?

300

These are the recommendations for care plans based off documentation from your assessments. 

What are Suggested Care Plan Problems?

400

This is where you will add additional Discipline Orders and Add visits to the calendar.

What is Service Schedule?

400

These are the types of statuses in the tasks you will see on the Clinician Dashboard (Hint: there are 3)

What is Scheduled Status,

Rejected Status,

and Editing Status?

400

This icon is the landing spot when you log in to Matrix Care and after you sync.

What is the Home button?

400

This is how you know when all questions are answered in the assessment

What is a green check mark

400

True or False: You must use every suggested problem offered by Matrix.

False, you can remove the problems not needed.

500

Information on Caregivers, Physicians, Organizations and Agency staff can be found here.

What is contacts?

500

When starting and ending a visit, this is the unit of time Matrix uses.

What is Military Time?

500

This icon provides access to the System Menu, which includes Online Help, Logout, Change Password, etc.

What is the Gear (or Settings) Icon?

500

This is where you document your assessment of the patient's symptoms (such as pain, fatigue, depression). Hint: there are 10 symptoms to document.

What are Flow Sheets?

500

True or False: You do not need to select a target date for goals.

What is False? 

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