Point of Care Ideas

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Documentation Checkbox in Sup Visits Dashboard

Provide checkbox in Sup Visits Dashboard that indicates documentation has been received by the office, in lieu of uploading.

Coincides with I-565, so users can filter dashboard to determine which visits have documentation (either uploaded or within the client's file).

  • Danielle Beebe
  • Apr 5 2023
  • Planned
Idea Background

Reported by Ashley Bouknight. SC is uploading Sup Visit documentation to Call Center and Sup Visits Dashboard. SC sites use Call Center to keep all client documentation, so it's easily accessible for audits.

Sup Visits Feat...
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Idea Benefit

Sets up central location for documentation uploads, but allows tracking in the Sup Visits dashboard. Also decreases need to upload forms to multiple places.

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