Service Policy

Service policies are helpful to allow the caregiver to access your company's policies on completing a service.  The caregiver will be able to view on screen and/or print out the policy that is set up for any or all services.

To View Service Policies While Recapping

  • Start at the Today Screen
  • Select a Provider
  • Find a service that has a policy
  • Click on the "Policy" option
  • This will open a window displaying the policy
  • You may click print by clicking print or just close the window

To Enter a Policy

  • Click "Setup"
  • Select "Service List"
  • Select the option on the right - "Global Service List"
  • Select a Service
  • On the bottom right - Enter the Policy Header
  • Enter the Policy details
  • Click the Display Policy button

View Policies While E-Charting

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  • Written by: Mary Ann Friese
  • Wednesday, 15 September 2010