Clinical Monitoring Protocols in TechCare® allows you to enter patients into specific services that relate to their individual needs. Additionally, it allows for you to enter individualized notes per patient should the need for client specific documentation arise. To access this screen, click the Group Management option from the Global Menu, then click Clinical Monitoring Protocols.
The system displays the Clinical Monitoring Protocols screen, where you first choose the Type of Group Management from the dropdown menu.
When you select a Group Management Type from the list, the system displays all patients in that particular group. Group Management Types you can choose from include:
You can use any of the following Filters across the top of the screen to further narrow your search:
- Housing – Use the dropdown menu to select the housing location unit. Only the housing locations of patients that have been added to the list based on Group Type will be available for selection.
- Search – Use this field to search for a specific patient in the list.
- Past Due – Select this checkbox if you want to view only the patients in the list who are past due.
- Active – Select this checkbox if you want to view only the Active patients in the list.
- Projected Release – Patients are automatically populated into this queue when their projected release date is within a certain timeframe. You can use this field to further narrow your search.
- Order by – Use this dropdown menu to filter all results in the list by Housing Location, Length of Stay (LOS), or Last Visit.
- Add Patient – Click this button to admit a patient into the Group.
- Print – Click this button to print a detailed list of patients.
- Print for Officer – Click this button to print a list of patients for the officer. This list will not contain any personal health information.
- Check All – Select this checkbox if you want to select all of the patients in the list for printing.
- Export – Click this button if you want to download the list.
Action menu
You can use the Action buttons next to the right of the Patient Name to do any of the following options:
- View – Click this button to view the historical Progress Note.
- Add Note – Click this button to choose which type of Note you want to add. You can add a Quick Note, SOAP-E Note, Discharge Planning, MH Discharge Checklist, or Release Summary. You will select the checkbox next to the note you want to add, and the system will open the appropriate form for you to complete. Note Types vary depending on the Group Type.
- Discharge – Click this button to make selections for various discharge options. You will enter a discharge note and click Add Note. The patient will be removed from the group and the Clinical Monitoring Protocols queue.
- Print – Click this checkbox to select the patient whose information you want to print.
- Comment(s) – Enter any comments in this field.
Add Patient
You can enroll a patient to a group using the Add Patient button. The system displays the Admit Patient screen. Type the patient’s name in the Search (1) box or scroll down the list to select the patient you want to add to the group, then click the Admit (2) button.
Complete either a Quick Note or SOAP-E Note for the patient to add them to the queue, then click Add Note. The patient will be added to the Clinical Monitoring Protocols queue.