You can classify a client's conditions to indicate if they are primary or secondary
conditions. For example, a secondary condition might be less important for the care team and client
to address than a primary condition.
Procedure
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Sign in to your account.
Your home page opens.
- To see your clients, from the Side Navigation Menu, select
, or search for other clients.
By changing the filters on My Clients page, you can change your client list
view. For example you can apply a filter to view only your High Priority clients. Click
Add Filter to add a filter and further refine your client list view by Name,
Date of Birth, Priority, Programs, or Phone Number. When you filter by Name, you can search by Last
Name, First Name to return a client record that exactly matches that name. If you do not know the
exact details to search for, you can complete a partial search by entering one or more characters in
the client's name. In this case, the search results might return multiple name records that contains
the partial string or character that you entered. Special characters are supported in name
searching, for example, you can search for the last name of O'Neill. Note that searching for ONeill
will return O'Neill name records but a search for O' Neill (with a space) will not return O'Neill
name records.
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Click a client name.
Their Summary View opens.
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Click Data.
The Data page opens.
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Expand the Clinical general category to
see the clinical data types.
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Click Condition to see the list of conditions.
You can expand each condition to see the full details of the condition and a history of
changes.
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Click Classify Condition in the Actions menu of a
condition.
- If you are classifying a condition for the first time, the New
Classification page opens.
- If you are updating the classification for a condition, the Edit
Classification page opens.
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Select a classification.
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Click Save.