O-11-210 Update Client Care Types

🎯 PURPOSE

Care types may be added at Intake or during an episode of care to further categorize a client based on specific needs or services provided. If a pending episode is created BEFORE a care type is added, the care type must be entered into both Current AND Pending episodes. If a care type is no longer applicable, it must be ended.

🔄 PROCESS

Add Client Care Type

1. In Clinical Input, find client and double-click to view the referral:

   

2. Go to the Referral Source tab:

   

3. Select Add Care Type:

   

4. Select magnifying glass to view options:

   

5. Select appropriate care type(s):

   

6. Review Effective From date and update if needed.

   • Date will default to the date the care type was added:

     

7. Select Apply Selection:

   

8. Select Save & Close:

   

Update Client Care Type:

1. If a care type was added in error, it must be deleted:

   • Select care type, then select Delete Care Type:

     

2. If a care type is no longer applicable (ie: COVID-19), update Effective To date to end active Care Type:

   1. Select care type, then select Edit Care Type:

      

   2. Update Effective To date:

      

   3. Select Save & Close:

      

📅 Effective: 12.23.2024  | 🛠️ Revised: 10.19.2026   |  ✅ Approved: JS