Implementing Visitations in CareNote: Enhancing Care Scheduling and Follow-Up

A CareNote Care Provider making a pastoral care visit with a Care Receiver.
A CareNote Care Provider making a pastoral care visit with a Care Receiver.

We're excited to introduce a new feature in CareNote: Visitations. This functionality is a significant addition for care providers and administrators, offering a streamlined way to schedule and manage visitation plans for care receivers. Let's delve into how you can effectively use this feature.

Setting Up Visitation Schedules

Step 1: Accessing the Feature

  1. Navigate to Visitations: In CareNote, under 'Care Receivers', find the 'Visitations' section.
  2. Adding a New Visitation: Click on 'New Visitation' to schedule a new visit.

Step 2: Creating a Visitation Schedule

  1. Selecting a Care Receiver: Choose a care receiver, like Alice, from your list.
  2. Assigning a Care Provider: Appoint a care provider for the visitation.
  3. Setting Frequency: Decide on the visitation frequency (e.g., quarterly, yearly).
  4. Scheduling Dates: Set the schedule for the upcoming period (e.g., next year, this year).

Managing and Tracking Visits

Step 3: Viewing Assignments and Completing Visits

  1. Care Provider's View: Log in as the care provider (e.g., Lino) to view their assigned visitations and the remaining number of visits.
  2. Documenting Completed Visits: After making a visit, like to Albin, enter the visit details, add any additional care providers involved, and submit follow-up notes if needed.
  3. Automatic Notification: Upon submission, the visit is recorded, and subscribed users receive notifications.

Step 4: Starting Early Visits and Setting Reminders

  1. Initiating Early Visits: You can also start visits ahead of schedule, like an early visit to Alice.
  2. Reminder Setup: CareNote automatically sets reminders based on the visitation period, ensuring care providers are alerted for upcoming visits.

Benefits of the Visitations Feature

  • Enhanced Scheduling: Easily plan and manage visitation schedules for multiple care receivers.
  • Automated Reminders: Care providers receive timely reminders for their upcoming visits.
  • Efficient Documentation: Quickly document visits and follow-up actions, keeping all relevant parties informed.
  • Improved Care Coordination: This feature allows for better coordination amongst care teams, ensuring consistent care delivery.

Thank you for exploring the Visitations feature in CareNote with us. This addition is part of our ongoing efforts to enhance the functionality and user experience of CareNote.

Stay tuned for more updates and tutorials on using CareNote effectively. If you have any questions or need assistance, please feel free to reach out to our support team.

This blog post is designed to be both informative and easy to follow. If you have specific needs or suggestions for improvement, please let us know!