In this Quick Reference Guide we will learn the following:
- How to access the Life Planning MG template.
- How to use the Life Planning template.
How to access the Life Planning MG Template
To access the Life Planning template, click the Life Planning MG active text link located on the Patient Information Bar.
How to use the Life Planning Template
The Life Planning template has 3 sections:
- Documents
- Medical-Durable Power of Attorney
- Document Tracking
Documents
The Documents section of the Life Planning template, gives the user the ability to view the members existing Life Planning documents on file.
Viewing filter options are also available, just above the Documents grid. (See Image Below)
In order to view the actual Life Planning documents, choose the Life Planning category from the Categories tab.
Medical-Durable Power of Attorney
If the member has a DPOA on file, the Care Manager must complete the following:
- Relationship - select individuals relationship to the member
- Last Name/First Name - Free text field
- DPOA Phone - Free text field
- Last Updated - complete this field if the member has updated their DPOA
- Save & Close
Document Tracking
The Document Tracking section allows the tracking for the following types of documents:
- Advance Directives
- POLST
- Serious Illness Discussion
To initiate Document Tracking:
- Click the Type field
- Select the desired Document Type
Status
Select the document Status from the Status window. The following options are available:
- Follow-up
- Initiated
- Obtained
- Refused
- Reviewed
After selecting the Document Type, the Status window will automatically pop up.
Comments
Select desired Comments from the pop up window
Comments will vary based on Status.
Additional Details
Use the Addtl Details field to free text any additional details pertaining to the Document Tracking.
The Addtl Details field is limited to 100 characters.
If the information needs to be tasked to another user for follow up, click the Task Due Date field to select a date.
Once all of the necessary fields are completed, click the Add button to save the information to the Document Tracking grid
If a Task Due Date was entered, then the task recipients window will open upon clicking the Add button.
Updating Document Information
Document Information can be updated by:
- Selecting the desired document type from the Document Tracking grid.
- Update the necessary fields (Status, Comments, etc.)
- Click Update
Users must choose the existing order when updating tracking information even if you are not the original creator of the document.
All document updates will be tracked in the History grid.
