Page 126 - Clinical Managers Orientation Binder

5. Click Replace Pending Care Plan with Proposed Care Plan to accept the new care plan
services as the clinician suggested.
Note: If you want to keep the current care plan without accepting any of the changes in
the proposed care plan, use the Decline Pending Care Plan button.

6. Click Approve Pending Care Plan.
7. Click Stage Completed.

DAILY TASKS:
1. Review/ Approve Referral After Payor Verification
2. Review and Approve a New Order
3. Follow Up Regarding Delay in Assign Evaluation Visits (SN/PT)
4. Review Discharge Order **
a. Click Episode Summary Report
5. Review Vital Sign Alert Report
6. Review Visit Time Exception
7. Transfer to Inpatient Facility (TIF)
a. Print Visit Note  Review
b. Verify/ Enter Inpatient Facility  Add Other Facility
c. Add Inpatient Event
d. View Synopsis Compare Report
8. Review and Approve Order for ROC Visit
9. Review Recert/DC Decision
10. Review Discharge Assessment Data
a. Print Visit Note  Review
b. View Synopsis Compare Report
c. Edit/ View Discharge Info
11. Review, Edit and Approve Aide Care Plans
a. Review Aide Care Plan Report
b. View/ Edit Aide Care Plan
c. Replace Pending Care plan with Proposed Care Plan

Page 7