On Comm.care, Timeline offers a single view of client records as it builds upon the communication notes populated by providers after service delivery to the participant. It's crucial for documents and progress notes to be easily accessible and extractable for all staff providing care to the participant, so Timeline makes it effortless to fetch out significant information about the participant.
Documents can be added to Timeline from the top right-hand corner of the screen by clicking Add Document, which will display a drop-down of the types of documents that can be added into the circle of care.
The template tool can help you create a document from a template with pre-filled text and customised content. Find out more about templates in this tutorial and how to categorise them to create documents for the participants.
Tips: After creating a document, you can also pin it to the Circle's homepage for quick access later. The pinned documents can be seen on the right side of the Circle's homepage.
The flag feature in the Circle of Care allows you to designate whether an event is reportable or not. This can streamline team meetings and audits, focusing attention on reportable incidents or complaints.
When creating a document, you can select the relevant flag from the bottom right-hand corner of the document modal. The types of flags are:
Tips: Recognising these raised issues, incidents or complaints can be an initial step of complaints or incident management
In the Circle's Timeline, you can conveniently extract documents by:
Tips: Some of the most commonly used types are Personal Plan, Case Instruction, Assessments. Also, you should often use the flag filter to quickly extract the documents that matter.
Depending on the type you selected, you can search for documents even faster by using the following filters:
Once you've applied the appropriate filter and received the desired documents, you can download them. Simply click on the Download PDFs** or Download CSV button located at the bottom of the filters to do so.
Access to a participant's records should be restricted to service providers directly involved in their care. You can manage staff access to the client's documents, just go to Circle > Participant > View their Access to your information. Therefore, you can ensure that only relevant data is shared, and privacy rights are maintained.
Depending on your access level to the circle, you can click on the title of a document to view detail, see change history or comment on it from the Circle's Timeline page.
When you click Edit, you can update the content, or click Delete on the bottom right to delete it from Circle's Timeline.
Comm Care efficiently records and stores all participant details and updates, providing a comprehensive view. Its flexibility allows for easy retrieval of essential information at the point of care, ensuring high standards of care delivery to help participants reach their goals.