Who Should I Ask?
My client is moving into a new community and needs their address changed in ClearCare.
Hillary
I bought my client some groceries for $54
Shift calendar
My upcoming and approved vacation time
Purely HR
My client's brother emails me on a Saturday to find out an update on their care
Can wait until Monday
Sharon
Divvy!
Writing the brief note describing how my time for the client was spent yesterday. I write if I was in person with them or worked from phone.
Daily Care Log
A photo of my receipt from a purchase I made on my Divvy card
Divvy / Bill.com under transaction
Caregiver covering the evening shift calls me to report a fall
Yes. Take the call and note as OT in ClearCare
Client can benefit from having a caregiver, I have a shift in mind and the family needs to speak to someone about a contract.
Judith
Arranging transportation for an upcoming appointment and I need to hire a wheelchair van service for $195
Contact FPOA or client's credit card or ask Sharon for permission
I enter the travel time that has been assigned to the client in their profile, after visiting them.
+ Visit Note
Upload my client's updated medication list
Files section on ClearCare
Caregiver texts you at 9pm that the client is almost out of toothpaste. You have already discussed with the caregiver that non-emergencies will not be answered after hours.
Do not need to respond immediately. Confirm on next business day and order supplies. Not OT.
My client wants to go bowling each week and would be safe doing so -- but their friends aren't available.
Skyler
Client requests a drive by to McDonalds on the way home from a doctor's appointment
Client's pays or Divvy. If Divvy is used, remember the receipt!
I enter the amount that I already recorded onto Bill.com / Divvy from a specific purchase that will be charged back to the client
+ Expense
"To/from [client's name] house"
Visit note section of + Visit Note
You want to follow up with the EP assigned on Sunday morning.
If not emergent, follow up with them the next business day or schedule a weekly call to check in during business hours with the assigned EP.
I am planning a vacation to Puerto Rico and am looking for coverage for my clients while I'm away.
Sharon (but you can ask Pam to come along)
Betsy would like to go to lunch at her favorite Michelin Star restaurant. She invites you along and offers to pay for you.
Contact FPOA and discuss prior to agreeing to the lunch.
Client Mildred suddenly has auditory hallucinations during my visit. This is new behavior and there are important follow ups or possible triggers for future care managers who may cover her.
Activity Note
A summary of my client's most recent updates and needs because I'm missing the Monday CM Team meeting on Zoom.
Email Pam
Order flowers to be delivered ahead of the weekend. Not OT.