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Paraprofessional Documentation

Non-Skilled Note Completion


Axxess HomeCare provides agencies with the choice to use custom or standard note types for care documentation.  Completion of care notes will depend on the note types your agency chooses.  This tutorial will provide you with an overview on both types of documentation available: Custom and the Standard Prebuilt Paraprofessional Note.

Custom Notes display only the task items that require completion whereas Standard Notes show all tasks and require review of the care plan to identify which tasks require completion for the selected shift.

 

Locating a Scheduled Task

There are several ways to open a note for completion.  The primary path is from the dashboard. Additional paths will be included at the end of the tutorial.

 

Dashboard-My Scheduled Tasks:

 

 

 

From within the My Schedule Tasks Window:

 

List Tasks:

 

Click on the task name to open.

 

Sticky Notes:  Before moving on to completing the note, let's discuss sticky notes.

Yellow Note: Displays when there is a comment specifically related to a visit.  It will show when hovering over the task in calendar format and to the right in the list format.

Blue Note: Displays when a comment exists for the care period.  Blue comments attach to all notes scheduled in the care period. Currently doesn't display in the hover but is available in the list view.

 

                                   

 

Completing a Custom Note Type:


Notes associated with a custom note will display all the tasks requiring completion.

 

Client Name and Care Period

 

Visit Details

 

Vital Sign Parameters

 

Safety Precautions/Functional Limitations/Activities Permitted

 

If any care plan comments were included in the care plan they will display as read-only.  

 

Vital Signs

 

Daily Living Tasks

 

Comments

 

Electronic Signature and Date

 

Addendums

 

Potential Warnings that may Display:

 

No Authorization

A warning will present if the note is linked to a payor that requires authorization and no authorization exists for the visit.

If you select back to edit document or close the window your documentation will not be sa

 

No Care Plan

If no care plan exists a message will appear inside the note alerting you to the fact that a care plan hasn't been created yet.

 

No Daily Living Tasks

If the Care Plan has been saved or completed without any daily living tasks selected a message will display to alert the user to contact the office to add daily living tasks to the note.

 

Completing a Standard (Prebuilt) Paraprofessional Note Type


The Standard (Prebuilt) Paraprofessional Note contains a set list of tasks (similar to paper forms).  Users must refer to the Care Plan to know which tasks are to be completed during the visit.

Client Name and Care Period

 

 

Visit Details

 

HHA Details

 

Vital Sign Parameters

 

Vital Signs

 

Tasks

Comments

 

Electronic Signature and Date

 

Addendums

 

Potential Warnings that may Display:

 

No Authorization

A warning will present if the note is linked to a payor that requires authorization and no authorization exists for the visit.

If you select back to edit document or close the window your documentation will not be saved.

 

Additional Paths to locate your note to complete care documentation:

Schedule-Schedule Center

 

Home Menu-My Schedule Tasks

Schedule-My Schedule Tasks

Client-Client Center-Locate the client and task, click on the task name to open.

 

This completes the Non-Skilled Note completion tutorial.

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