Managing Case Note Types for NDIS Care Clients

Efficient management of client information is crucial for NDIS participants and Home Care clients. CareVision allows you to create and manage case note types, which are essential for categorizing and accessing client profiles. This guide will walk you through the process of managing these case notes, ensuring your team has the necessary access to vital information.

Managing Case Note Types for NDIS Care Clients.

Importance of Case Note Types

Case note types play a significant role in organising client information. They help manage access to client data, ensuring that team members can retrieve the information they need. These notes are linked to specific security roles, which determine who can view and utilise certain case note types. Case note types can represent a member, a client, or a group, making them versatile tools in client management.

Creating New Case Note Types

To add a new case note type, follow these steps:

1. Log on to your CareVision portal.
2. Navigate to "Settings" and select "Case Notes."
3. Click the button in the top right-hand corner to create a new case note.
4. Enter the name of the new case note and select a colour. Grouping similar topics by colour can enhance organisation, such as using "red" for incident reports and "green" for health checks.
5. You may also include attachments and flags to indicate the importance of specific case notes.

Viewing Existing Case Note Types

To view the existing case notes:

1. Click on "Settings."
2. Select "Case Notes."
3. A list of case note types belonging to your organisation will be displayed.

Sample Case Note Types

Here are some examples of case note types you might encounter:

-Progress Notes
-Clinical Notes
-Activity Notes
-Management Notes
-Incident Notes

Managing case note types in CareVision ensures that client information is well-organized and accessible to the appropriate team members. By following this guide, you can efficiently create and manage case note types, enhancing the overall care provided to clients. For more information, visit CareVision Academy today.

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