Responding to a Care Request in CareNote

Today, we're diving into a step-by-step guide on how to respond to care request assignments within CareNote. This tutorial is designed to streamline your workflow and ensure you efficiently manage your care responsibilities.

Receiving and Accessing Your Care Request

When you are assigned a new care request, CareNote notifies you via email or SMS. This notification contains critical details like the assignee, the assigner, and the due date of the assignment. To begin, you would click the link provided in the email which leads you directly to the care request in CareNote. If you're not already logged into CareNote, the link will direct you to the login page where you can enter your credentials.

Navigating Notifications and Care Requests

Once logged in, you'll find several ways to be alerted to new tasks:

• Notifications: A notification bell in the top right corner will display a badge with a count of unread notifications.
• Care Requests Section: New care requests appear on the left-side navigation with a badge indicating unread items.

Managing Care Assignments

Upon viewing a new care request, you can:

• View the request: To understand the details.
• Accept the assignment: Confirm your willingness to take on the request.
• Reject the assignment: If you're unable to perform the task.
• Request reassignment: If you think someone else is better suited for the task.

Accepting a Care Request

Choosing to accept a request updates its status from "assigned" to "accepted" and notifies your care manager of your decision. This is crucial for keeping the workflow transparent and the care coordination smooth.

Delivering and Reporting on Care

After delivering the requested care, it's important to document your actions:

1. Access the Care Requests section: Find the list of your tasks.
2. Report on your care: Click on the report button, choose the date of service, the category, and detail the care provided.

Adding Details and Submitting Reports

You can add detailed notes about the service provided, including any co-care providers or the need for additional follow-up:

• If additional follow-up is required, you can notify the care manager within the report.
• If no further actions are needed, toggling off the follow-up option allows you to submit and close the request.

Managing Closed Requests

CareNote automatically filters out closed requests to keep your dashboard uncluttered. However, you can view these anytime by adjusting the filter settings to include closed requests.

Conclusion

This tutorial aims to make responding to care requests as straightforward as possible, allowing you to focus more on providing care and less on administrative tasks. By following these steps, you can ensure that every care request is managed promptly and effectively.

Stay tuned for more tips and updates, and remember, in CareNote, we transform compassion into action by keeping our care team aligned and informed.