Courtesy of Amy Weaver, Gold Country Community Center, 2007

Accessing Clients In Q

Select Clients from menu options.

Query ~

Searching for Specific Client in Q

Searching by the first 3 letters of the Last Name and 2 letters of the First Name is the fastest way to determine if a client already has a record in Q.

Client List Search by Last Name

Once the list is generated, double click on the specific client wanted.

Individual Client Record

Select Edit to make changes to Client data

Make sure to enter:Birth DateGenderRace RuralLow IncomeLives Alone

Changes For Individual Client

Use Tab to move between fill boxes Make sure

to click Save when finished

Entering Care Plan

Select Care Plan button in lower left corner

Care Plans in Q

Select Care Plan Provided (make sure it has your agency name listed)

Care Plans in Q

If no Care Plan or status is Disenrolled, you will need to create new plan

Click on far left Paper icon to create new plan

Entering New Care Plan

Enter:

•Service

•Funding Source

•Agency

•Enter Start Date (an End Date will disenroll the client from services)

•Rate Condition

•Hit Save

Updating Assessment Information

Update Assessment date in Last Assessment tab

Assigning Route Information

After Initial Save Edit again Add Route Save and close

Editing Service Units

If client cancels, click on Service Units

Select appropriate month or

Add new month, far left blank sheet button

Editing Monthly Service Units

Select Edit

Enter appropriate unit total for month

Save

Entering Assessments

Select Assessments button in lower left corner

Entering Assessments

Select Nutrition Risk by double clicking

Entering Nutrition Risk

Select Edit, enter information by clicking on all that apply

Save

Entering ADL’s

Select Edit, enter information by clicking on all that apply Each ADL has

pull down list of choices , select the appropriate function level Click on IADL

(Part 1 and Part 2) Follow same

editing as above Save

Creating Monthly List for Home/Phone Assessments

Select Clients with Reassessment Dates by Time Interval

Double click to open

Running Monthly List for Home/Phone Assessments

Select Starting Date (Month for assessment)

Select Ending Date (last day of month)

Click on Query

Monthly List for Home/Phone Assessments

List can be sorted by RouteRight click and

choose add columnsSelect Route to add it

as a columnClick in the gray

section of Route to sort

Service Unit Logging

Select Service Unit Logging

Double Click

Service Unit Logging

Service should be HDM Hot (for Home Delivered Meals)

Select Route (repeat this process for each route)

Under Units, add # of days in month service was provided

Click Query

Service Unit Logging ~ Route

A Route list is generated

Look at desk calendar & make adjustments to those with cancelled days

Double Click on individual client to adjust units if needed

Service Unit Logging ~

Change Individual Units

Adjust units to # of days meals were received

Save

Continue with other clients on Route as needed

Check each Route Book to verify that clients on route match

Service Unit Logging ~ Route

Click Commit when all adjustments to Route are made

Close

Proceed to next route