Mandatory Training for New Users - HIPAA

This video provides an overview of changes to the client record that will go into effect on July 1. Primary changes include tabs on the client record and assessment modules. 

If you missed the Mandatory Training on the new client record page, please watch this video and take the quiz.

This video shows users how to create a Home Delivered Meals client from start to finish. 

Topics Covered: Creating a new client, NSIP eligibility, adding assessment modules to the client record, and reviewing the service eligibility and data reporting requirements checkboxes.

This video shows users how to create a Family Caregiver Assessment, including the Care Recipient Assessment and Relationship in SUDS. 

Topics Covered: Creating a new Caregiver Client, reviewing Caregiver eligibility, adding assessment modules to Caregiver Client record, creating a new Care Recipient, adding assessment modules to the Care Recipient client record, creating the Caregiver/Care Recipient Relationship

Instructions for the Caregiver/Care Recipient Relationship begin at the 27-minute mark.