The client status is viewable on the client's dashboard, as well as the status effective date.
To change the status, click Edit Profile.
This will bring you to your client's demographic page. To access the page to edit the status you may;
- Click Edit next to the status OR
- Click Edit Status from the left hand menu.
Both options will bring you to the Edit Status page of your client's profile.
This view allows you to see the Status History of the client, current status, and any pending future status changes.
** Please note: Status histories will no longer be visible on Client > Care Plan.
To change the client status, click Update in the right hand corner.
This will open the Edit Status window.
Select one of the options from the drop-down menu. (The menu will auto-populate to the current status. You must select a non-current status to proceed.)
Then, enter the status effective date. This can be a past date, present day, or future date.
** Please note: Any visits in the past that have been verified and/or paid or billed will cause an error if a date is selected prior to those verified visits.
Click Submit when complete.
The client's status history will update to reflect the newly added status change.
When you add a future status change to Active you will be presented with options to resume the schedule.
The page below will show the list of prior active authorizations. Click the > arrow to expand the authorization to review the prior active schedule.
Review each shift and staff member that was assigned to the schedule prior.
If there is no conflict, the green "No Conflict" message will appear.
If there is a conflict (such as the staff member being scheduled with another client) the red "Conflict" message will show.
- Click on the red "Conflict" message to make the selection of keeping the staff in the new assignment or moving the staff member to the previous assignment with the client.
Keeping the box checked next to Restore will restart the indicated schedule. Unchecking the box will ensure the shift is not included in the newly reactivated schedule.
The Status History will update with the pending status, as well as the red warning banner.
You can also cancel a pending status.
To cancel a pending status, click the Cancel button in the red banner.
To confirm the status cancellation, click Yes.
The canceled status will be updated accordingly in the Status History menu.
You will also be able to see any future status change and the future effective date in the client's dashboard (example below)
For any further questions please submit a help ticket HERE