Caresmartz 360 gives an agency the ability to associate "Goals" with Clients.
We provide you with a comprehensive Goals Management System that allows agency users to define, assign, and track client-specific goals. Caregivers can now respond to these goals during visits, ensuring better care coordination.
Key Features & Enhancements
1. Client Goals Setup
Agency users can now define structured goals for clients, including:
· Goal Name: A clear, concise title (e.g., "Take Morning Medication").
· Scope/Objective: Optional field to describe the purpose.
· Steps/Description: Detailed instructions or steps to achieve the goal.
· Service Types: Multi-select dropdown to associate goals with specific services.
· Frequency: Define how often the goal should be completed (e.g., 3 times per week).
Where to Add Goals:
· Settings > Client > Goals & Response: Centralized management of reusable goals.
· Client Profile > Assessment > Goals Tab: Add or customize goals for individual clients.
2. Caregiver Response Management
Where to Add Caregiver Response:
· Settings > Client > Goals and Response - Centralized management library of standardized caregiver responses.
· Add new responses with:
· Response Text (e.g., “Completed”, “Not Completed”)
· Response Key (2-character code like “C”, “NC”)
· Responses are globally applicable across all goals.
· Responses can be reordered to assign scoring (starting from 0)
· Caregivers can log responses to goals during visits
· Predefined Responses: Quick-select options like “C” or “NC” with short keys.
· Scoring System: Each response is scored to calculate progress.
· Editable Responses: Caregivers can edit or delete responses before clock-out.
Example:
If a goal is “Assist with walking,” the caregiver can select “C” if completed and add notes like “Client walked 10 minutes.”
3. Client Profile
· Care Assessment (formerly known as Assessment) > Goals tab
· Assign and customize client-specific goals directly from the Goals section within each client’s profile.
· Select from existing goals in the settings Library.
· Customize fields like Start Date, End Date, and Frequency.
· Track goal progress and caregiver responses here.
· Assessment template
· View and manage goals directly within the context of assessments while creating or editing them.
· Goals from the client profile are pulled into the assessment.
· Any updates made here sync back to the client profile once the assessment is completed.
4. New Settings & Notifications
· Clock-Out Restriction: Prevents caregivers from clocking out if required goal responses are missing.
· Goals Report Reminder: Monthly email to remind users to generate reports.
· Smart Reminder Dates: Automatically adjusts for months with fewer days (e.g., Feb 28/29).
5. New Pages & Permissions
· Goals and Response Page: Located under User Settings > Client, with tabs for managing goals and caregiver responses.
· Permissions Added:
o Client > Assessment > Goals
o Reports > Client > Goals Summary Report
6. Caregiver App & Portal Enhancements
· New Goals Tab: Visible in schedule details.
o Tap the Goals icon to view assigned goals.
o Tap the Respond icon on a goal card.
o Select a predefined response or enter a note.
o Save the response; it updates the pending count in real time.
o Responses can be edited or deleted before clock-out (within thresholds).
· Offline Support: Goals and responses can be accessed and recorded offline.
· Clock-Out Alerts: Warns caregivers if goal frequency is unmet.
· Ad-hoc Schedule Support: Goals can be tracked even in unscheduled visits.
7. Workflow
Goal Assignment
· Goals are linked to Service Types and Date Ranges.
· Only active goals relevant to the schedule’s service type and date are shown to caregivers.
Goal Frequency
· Defined as X times per:
o Schedule
o Day
o Week
o Month
· Determines how often a caregiver must respond to a goal.
Caregiver Interaction
· Mobile App & Portal:
o Caregivers see goals during visits.
o Can respond using predefined options or notes.
o Responses are tracked and scored.
· Clock-Out Alerts:
o If required responses are missing, caregivers are alerted.
o Agencies can enforce or allow override based on settings.
Goal Progress Calculation
· Based on the score of the last caregiver response divided by the maximum possible score, multiplied by 100.
· Displayed as a percentage to indicate completion.
8. Reporting
· Goals Summary Report:
o Available in Monthly and Quarterly formats.
o Filters for office, territory, client, and date range.
o Includes goal progress, caregiver initials, notes, and completed hours.
o PDF export with agency branding and optional signature.