0:00 Introduction & Form Template Settings
1:29 Care Recipient Intake, Assessment, & Care Plan Creation
1:48 Intake Entry Options
4:40 Form Versioning
6:30 Adding Unique Sections to Forms
7:00 Assessment Entry
8:04 Activating Assessments
8:24 Care Plan Creation
9:57 Care Task Creation & Options
11:48 Translating Care Plans
Intake, Assessments, & Care Plans: How-To Guide
0:00 Introduction & Form Template Settings
Access form template settings: Go to "Settings" and click on "Forms."
Customize default templates: The platform provides default templates for Intake, Assessment, and Care Plans. You can customize these templates at the service line level and further personalize them for individual clients when creating a service.
Intake template: This template gathers initial information about the care recipient and their needs. You can customize section names, descriptions, remove existing sections, or add new ones.
Assessment template: This template helps you assess the care recipient's condition and needs in more depth. Similar to the Intake template, you can adjust section names, descriptions, remove, or add sections.
Care Plan template (Caregiver facing): This template is what your caregivers will see and use in their app to deliver appropriate care. Customize this template with the information caregivers need, including section names, descriptions, and adding or removing sections.
1:29 Care Recipient Intake, Assessment & Care Plan Creation
Access a care recipient's profile: Click on "Care Recipients" and select the desired individual.
Navigate to the "Services" tab: Once in the care recipient's profile, click the "Services" tab.
Select the relevant service: Click on the specific service entered for the care recipient to access its associated forms.
1:48 Intake Entry Options
Start the intake process: Click the plus sign (+) next to "Intake" under the service's "Forms" section.
Intake completion options:
Manual entry: Type information directly into each section of the form.
"Generate" feature: Click "Generate" in the top right corner for two AI-assisted options:
"Generate from conversation": Looper, the AI assistant, guides you through each section of the form, allowing you to type or speak your answers.
"Generate from summary": Provide all the intake information upfront by typing or speaking. Looper then organizes the information into the appropriate form sections, saving time.
4:40 Form Versioning
View form versions: A dropdown arrow under the form name (e.g., "Intake") indicates multiple versions. Click to see the date and time each version was completed.
Create a new version: To update information or complete missing fields, click the dropdown arrow and select "New Version."
Update using AI assistance: You can use the "Generate from conversation" or "Generate from summary" options to efficiently update existing information or add new details to a new form version. When speaking in, click the microphone icon before you begin speaking and then click the microphone icon again to stop recording. Then click "generate" to submit your entry.
6:30 Adding Unique Sections to Forms
Customize for individual needs: At the bottom of any form, click "Add Section" to include information specific to the client that doesn't fit within the standard template.
7:00 Assessment Entry
Initiate the assessment: After completing the intake, click the plus sign (+) next to "Assessment" under the service's "Forms" section.
Assessment completion options:
"Generate from conversation": Looper guides you through each section, allowing typed or spoken responses. When speaking in, click the microphone icon before you begin speaking and then click the microphone icon again to stop recording. Then click "generate" to submit your entry.
"Generate from intake": Looper automatically pulls relevant information from the completed intake form to minimize data entry duplication and save time.
Add unique sections: Use the "Add Section" option to include client-specific assessment details not covered in the template.
8:04 Activating Assessments
Finalize the assessment: Click "Sign and Activate" in the top right corner to complete and lock the assessment.
Create new versions: Click "New Version" in the top right corner to make changes or add information to the assessment after it has been signed and activated.
8:24 Care Plan Creation
Start the care plan: Click the plus sign (+) next to "Care Plan" under the service's "Forms" section.
Care plan creation options:
"Generate from conversation": Looper walks you through the care plan sections for typed or spoken input. When speaking in, click the microphone icon before you begin speaking and then click the microphone icon again to stop recording. Then click "generate" to submit your entry.
"Generate from assessment": Looper extracts relevant data from the assessment, including suggesting Risks and Precautions and initial Goals based on the assessment findings.
Review and edit suggestions: Consider Looper's suggestions as a starting point in the process. Review, edit, and add your own insights to personalize the care plan.
Add unique sections: Include client-specific instructions or information not in the standard template using the "Add Section" option.
9:57 Care Task Creation & Options
Looper-suggested tasks: Based on intake and assessment data, Looper suggests relevant care tasks.
Customize care tasks: You can edit the task title, type (Perform, Assist, or Self Care), amount of care needed, frequency (days and times), and add care task specific notes for the caregiver.
Require caregiver notes: Check the "Require Caregiver Notes" box for tasks that necessitate caregiver documentation.
Remove or add tasks: Delete any suggested tasks that are not applicable and manually add new ones to tailor the care plan.
Require responses to all tasks: Check the box to mandate caregiver completion of all care tasks before clocking out of their shift. This ensures comprehensive documentation. Caregivers will not be allowed to clock-out, and therefore will not be paid for the shift, if you've required responses and they haven't provided them all.
11:48 Translating Care Plans
Create a new version: Click "New Version" to generate a translated version of the care plan.
Request a translation: Using the "Generate from conversation" option, instruct Looper to translate the care plan sections into the desired language (e.g., "Add a Spanish translation to each section of the care plan").
Finalize the translation: Looper will process the translation, which might take a few minutes. Review the translated version for accuracy. You may need to tell Looper to proceed or finalize.
Activate the translated care plan: Click "Sign and Activate" to make the translated version accessible to the caregiver.