Find your way around a client’s record

Everything about one client on one screen: their details, the buttons along the top, and a tab for each part of their care.

2 parts · 1 minClientsFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    Your Patients page

    Click any client to open their record.

    In the sidebar under Patients.

    On this page

    Open a client’s recordClick their row

    Their record holds everything about them, with a tab for each part of their care.

    See how jumps ahead to part 2: This is a client’s record.

    Read the guide
    Find a client fastSearch from any page

    Search at the top of the sidebar finds a client from anywhere in AveeCare, so you never have to scroll for them.

    See how plays the lesson Find your way around.

  2. 2

    This is a client’s record

    Their details are on Overview. Each tab along the top holds one part of their care, and the buttons above it act on the whole record.

    Patients, then click the client.

    On this page

    Their insuranceOn Overview, changed with Modify Patient

    Their insurer, member IDs and coverage dates are on Overview. Modify Patient changes them.

    See how plays the lesson Add a client’s insurance information.

    Read the guide
    Their care planWhat the caregiver does on each visit

    The Care Plans tab holds the tasks and goals caregivers follow on every visit.

    See how plays the lesson Add a care plan.

    Read the guide
    Medications and allergiesThe Medications tab

    Their medication list with doses and times, and their allergies, which caregivers see too.

    See how plays the lesson Medications.

    Read the guide
    AuthorizationsThe visits their payer approved

    The Authorizations tab keeps each approval with its units and dates, and warns you before one runs out.

    See how plays the lesson Authorizations.

    Read the guide
    Make them inactiveFor someone you no longer serve

    Make Inactive takes them off your active list. Their history stays, and Make Active brings them back.

    See how shows:

    1. Make Inactive Their visits, notes and billing are kept.
    Read the guide
    Arrange the record your wayMove or hide its parts

    The cog at the top right lets you move, resize or hide the parts of this record, just for you.

    See how plays the lesson Customize a page.

At the end

Now you know your way around a client’s record

Watch next

ClientsAdd a client’s insurance informationWhere a client’s insurance shows, how to add or change it, and where a second payer and coverage dates go.3 parts · 2 min
ClientsAdd a care planStart a client’s care plan from a ready-made plan, the one you already wrote, or a blank page.4 parts · 2 min
ClientsMedicationsKeep a client’s medication list and allergies current, and see where a signed review and eMAR fit in.4 parts · 2 min