Mobile Lite Training Key Notes

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1 Mobile Lite Training Key Notes Home Health Aides can do nothing on the mobile device until their schedule has been created. The Scheduler is responsible for assuring that an Aide care plan has been initiated by the clinician in the field and the scheduler confirms it exists (Patient>Clinical>Problems) before it can be added on the Aide s schedule. The scheduler must schedule all aide activities to include patients visits, meal times, office time, meetings, etc. HHAs may not move scheduled visits. They will have to call the scheduler to have a visit moved to another day. Once the HHA has pressed the submit button for documentation it cannot be changed. The Aide cannot make any changes to a completed visit. The scheduler would be responsible for making TimeLog corrections. The aide cannot verify their own visits. The Scheduler will create the HHA s visits on their schedule through the entire certification period based upon ordered frequency. HHA care plans are completed by the start of care clinician with frequency planned for the entire certification period and entered into Allscripts. No patient or family information should be entered into Phone Contacts all of this information is accessed through the Allscripts application. Phones should be cleaned with alcohol swabs before and after each patient encounter. HHA s cannot complete tasks on the device, they can only view. The HHA should the scheduler stating that they have received and viewed the information so that it can be marked as completed in back. If HHA knows their current caseload and does not see a particular patient on their calendar then they should notify the scheduler to confirm that the patient has an aide care plan, the aide is on the assignments screen and that there is a visit frequency and then schedule the visit for the aide. Page 1 of 35

2 Mobile Lite Training Logging In: The icon (green globe) is located on your telephone home screen. You will be prompted to the log-in screen. Enter your User Name and Password. Today Screen This screen allows you to view all of the scheduled appointments and activities. Page 2 of 35

3 At the bottom of the screen you will see the calendar icon. Tap this icon to show future appointments. Slide screen from left to right to see additional days (up to two weeks ahead). Tap the back arrow key on your phone to return to Today screen. Page 3 of 35

4 On the bottom right of your Today screen you will see the ellipses symbol Tap the ellipses and you see three options: log out, settings, learn more. Select the settings options and ensure that your phone is set to the On position as shown here. Once setting is complete tap your back arrow button at bottom of your phone to return to previous screen. Page 4 of 35

5 Tap your ellipses button again and tap learn more. Here you will choose the first option I am a home health or hospice aid and this is my first time using Allscripts Mobile Homecare Lite. Once you have completed this step hit the back arrow button on your phone. Page 5 of 35

6 When new items have been added to your phone you will see the following screen indicating that you have tasks, requests or notifications. Tap and hold each individual item to read and address. Once you have completed each item you must the scheduler to ensure that it is completed in the system. Even if items are Read Only tasks, they must be marked as complete in the system. Icons: Red Flag Needs Attention! (Green exclamation point inside a green circle) Urgent with due date & time! (Green exclamation point inside a white circle) High Priority with due date & time Patient Icon Patient related information Flag Staff activity Page 6 of 35

7 Frequently Used Icons Page 7 of 35

8 Navigating Tap Tap to launch the application, open a menu, view additional options, select check boxes, view options available for selection and so on. Example: Tap the button in the Application Bar to view the icon captions. Page 8 of 35

9 Tap and Hold Example: Tap and hold patient s name on Today to view patient s address, cell phone number, see notes, or start a visit. Pan (tap and drag at controlled rate) Pan to move slowly through pages or menus. Example: Pan right to increase or left to decrease the blood pressure values. Page 9 of 35

10 Navigating Flick (tap and Drag quickly) Flick to move rapidly through pages or menus. Example: Flick right or left to move through pages. Example: Flick up or down to select the visit start or end time Page 10 of 35

11 To start your first visit you will need to tap and hold the patient icon or tap patient s name. A circle with an arrow inside means start and will bring up your TimeLog. A box with an X inside is used to mark a visit as unmade. Tap and hold the patient icon to view notes related to each patient. Enter your travel start time. This time reflects the time you begin driving to your first patient of the day. Upon arrival at the patient s home you will enter your travel end time and your visit start time. Travel end time and visit start time should match. You will also need to enter your mileage. Patients being seen in the same residence/facility can have matching ending time for one patient and beginning time for another patient, without having travel time entered. Page 11 of 35

12 The following screen will display after tapping patient s name. You tap each tab to display detailed information related to that category. The next slides will show examples of detailed information contained under each tab. These are read only screens. Page 12 of 35

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14 The tabs under General Clinical allow the aide to view specific information. REMEMBER information pertaining to vision deficits and how corrected; whether they have hearing aids, dentures, etc. needs to be added to the Safety tab. Page 14 of 35

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17 To access patient contact information tap on the word contacts at the top of the screen and the following information will be displayed for the patient you have selected. Again, none of this information should be stored in the Contacts section of the mobile phone. It should remain in the Allscripts application only. Page 17 of 35

18 To access notes and information from previous visits tap the history tab at the top of your screen. Information documented on the patient from previous visits will be displayed. You may tap each individual tab to access more detailed information related to that tab. For example, if you were to tap the Falls/Infection tab you will be given any documented history related to patient falls. Tapping any of the other tabs will give you previous information related to those categories. Page 18 of 35

19 To view critical data related to your patient, tap the General Clinical tab. Here you may tap any tab heading to view information related specifically to that tab. These tabs should be viewed on each patient for updated or changed data related to patient care prior to each patient visit. Page 19 of 35

20 Preparing for the patient visit Tap and hold the visit to reveal the context menu Tap one of the following: You can use the context menu any time before submitting a visit. Starting Visits Go to Today Wait until all the needed data is loaded on your phone and progress bar disappears. Tap and hold the visit, and then tap START VISIT. Tap the visit, and then tap. Page 20 of 35

21 In the TimeLog, complete the following: Travel Start/End Time Enter the travel start and end time. Mileage Enter it as appropriate. Visit Start/End Time Accept the prefilled start time (current time) or change it as appropriate. Then tap Completing Clinical Monitoring In Documentation, tap Clinical Monitoring Input vital sign by tapping next to the item you want to report. Page 21 of 35

22 Complete the required values. (You will not document pain). The entered value will appear in white. To change it, tap. Choose the location you took the Blood Pressure: Left or Right Choose the extremity Arm or Thigh Chose position Sitting, Standing or Lying Proceed with other clinical monitoring items. Tap Save to add a second value to any vital sign. Once you add the second value, you can NOT edit the first value. Tap back to go back to Documentation. Page 22 of 35

23 You can also view vital sign measures from previous visits by tapping on the date at the top of the screen. Completing Care Plan Charting Tap the Care Plan Charting tab to begin charting on interventions for service provided. Tap a charting item to see the list of interventions. Tap each intervention to set the status to Done or Not Done. Page 23 of 35

24 Specify the reason for intervention status Tap Save Tap Back and proceed with other items. NOTE: when all the items are complete, the progress bar displays 100% complete. Tap Back to return to documentation. TIP: To clear documentation for the current visit, tap. If you exit the visit prior to completing the documentation, then once you log back in it will display the visit and how far along you are in completing the documentation. You can resume your visit documentation to complete and submit. Page 24 of 35

25 As you begin charting on the patient you will click on the item you will touch the box that indicates whether the intervention was done or not done and the variance reason for each. Click on the save button and it will save the information. Page 25 of 35

26 If the Item was completed you will see the following positive variances listed: Select the correct variance to apply Page 26 of 35

27 If the intervention was not done then you would select the correct negative variance reason why the intervention was not completed on that visit. Once the reason is selected it will allow you to click Save or Cancel. Page 27 of 35

28 If this is the correct reason the intervention was not performed on this visit then you would click save and move on to the next intervention to document. Page 28 of 35

29 Completing Clinical Notes If you do not have any clinical notes for a visit, select the No Clinical notes added today check box. In Documentation, tap Clinical Notes. The Clinical Notes tab will allow you to add a note to your patient s chart or to view any previous notes. To add a note, tap Complete each field and add your free text note. Once completed, save and move to the next screen. If needed, enter the end date for the note. Page 29 of 35

30 You will choose the appropriate box related to the clinical note. Select the needed usage codes, and then tap save. Tap the save button and your note is complete. Note: This is a part of the clinical record and should only be used to document any abnormalities found during the time of the visit. Page 30 of 35

31 Submitting Visits Tap to automatically complete the visit end time. When signature opens, tap the signature type (Full Name, Initials, or X) and have the patient sign for the visit. If you cannot sign this visit, tap TIP: To clear the signature tap Tap the check mark to accept the signature. Tap Save. Page 31 of 35

32 Reporting Activities Go to Today Tap and hold the activity name, and then tap start activity. In TimeLog, complete the travel Start / End Time, mileage and activity Start / End Time fields. Tap Tap and hold the activity name, and then tap Submit activity. Complete the TimeLog fields as appropriate. Tap Save Times are automatically sent to the back office for each visit. If at any time you feel there is a discrepancy in the mileage of your TimeLog, you must notify the scheduler for it to be adjusted here based on the reason the adjustment is required. Mileage is automatically calculated for you based on the phone s GPS system. If you have saved data throughout your day, it will not be lost in the event that power is lost from your phone. You will then return to the home screen and proceed to your next patient. Marking Unmade Visits In the today screen, tap the visit. To complete this action select the patient and mark the visit as unmade. For a not started visit, tap For the Started Visit, tap Then tap Provide the reason for marking the visit as unmade. If you want to submit this visit, tap the Serivce is unmade, Submit now check box. Page 32 of 35

33 Be sure to return to your home screen at the end of each day and log out. As you complete services, the status changes. Page 33 of 35

34 Statuses and Priorities Tasks You can view all the patient s tasks for today. Tasks for aides are read only. They cannot reply or mark as completed. They would be required to send an to the scheduler to mark them as completed. Page 34 of 35

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