Live Patient Record (LPR)
How do I update interventions & goals in the Live Pateint Record (LPR)?
To add goals to the Live Patient Record if a reassessment was completed in another EHR, please navigate to the Client List > Search for the Client > click the ellipsis "..." > then Live Patient record & your Discipline. You will be pulled into the LPR on the All Goals page, BEFORE you make any changes, go to the "PLAN" section, and tap GOALS to get started.
Once on the PLAN page, you can click the "+" to add the new goals for the current certification period, enter baselines, check start and end dates to align with the entire certification period, and click save. If you have HealthTrust pulled up, you may copy and paste your goals.
A video is included below for support as well.
TIPS:
Do NOT delete goals that have been discontinued or have expired. They will help provide a history of goal progression at the next re-eval.
Ensure you are in the PLAN section when adding goals - as this will allow then to pull through into your routine daily visit notes for documentation.
When adding new goals, double check the start & end dates to ensure they are what you need - especially when entering short term goals for a duration of 3 months, as they system calculates and end date 3 months from the start date & it will expire (making it unavailable for documentation); however, you can adjust it to be the end of the cert period or another date you need before clicking save!
You can copy & paste goals from HealthTrust into Cubhub
UPDATING or ADDING Interventions via the Live Patient Record - Please watch the short video below. Thanks!
What if changes are made to the goals "mid-certification"?
If changes are made to goals "mid-certification", this is considered a change to the Plan of Care & requires a Change Order to be sent out for signature. Please navgagte to the Orders section of the client's chart & clinck the "+" sign to fill out a change order as outlined below. Also, navigate to the Orders page for more information if needed, click here: Orders.
NOTE: Right now, during this "gol-live" transition from one EHR (HealthTrust, KanTime) to another (Cubhub), you may be asked to help add goals to the LPR if re-evals (or sometimes evals) were completed in the prior system when data as being migrated. In this case, you will NOT be required to generate a change order. Thanks for your help!
