Page 103 - Clinical Managers Orientation Binder

6/28/2019

How to filter Dashboards

1. Pick your own Branch and Team (optional for Case Manager)

2. Click on Last completed Visit and service code – Sort by Ascending

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Active Episode Visit Tracking:
Purpose

Allows the Clinical Manager to:
 Track visits and identify cases with no visits in >14 days
 Track cases for timely discharge
 Track cases without Case Manager
 Track to confirm discharge and recert visits are plotted on the patient’s
calendar
 Track cases with unassigned appointments

Notes:
o Run daily or as needed
o Dashboard information is updated every 4 hours

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