The Should-Know functionality is a way for your Care Team to share changes to a Member's routine that Care Workers (Helpers) should know about and important things Care Workers (Helpers) must do during their visit with the Member.
Should Knows
A Should Know is a way to communicate important information to a care worker regarding that specific visit. An example might be “Debra was discharged from the hospital on the weekend” or “It’s Lorna’s Birthday today, wish her Happy Birthday!”.
When scheduling a Should Know, the care worker is not required to acknowledge the message and therefore you shouldn’t use this option to request tasks to be completed.
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Click on a newly scheduled visit from Roster View.
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Refer to the visit details panel on the right-hand side of the screen
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Click ‘Add a Should Know’
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Enter Title and Description
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Click Save
Care Worker App View
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The Care Worker will visibly see details surrounding the 'Should Know' before checking into their visit.
Should Knows on Recurring Visit
The Lookout Way provides the ability to add a Should Know when adding a recurring visit, you can choose for the should-know to recur with the rule and apply to all scheduled visits in the series.
Click on a newly recurring scheduled visit from either the Member's roster or the Care Workers (Helper) roster.
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Refer to the visit details panel on the right-hand side of the screen
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Click ‘Add a Should Know’
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Enter Title and Description
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Once entered, a prompt will appear and display options for "Only add to this visit" or "Add to future visits"
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If "Add to future visits" is selected, this will add a Should Know to every visit in that recurring visit rule created
Editing Should Knows on Recurring Visit from Dashboard
The Lookout Way will also provide you the ability to Add/Edit the Recurring Rule from either the Member's Dashboard or the Care Workers (Helper) Dashboard. Click on newly recurring visits
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Refer to the Recurring Visits rule details panel on the right-hand side of the screen under Recurring Visits.
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Click ‘Edit"
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Enter Title and Description
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Scroll to the bottom of the recurring rule
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Add or Edit Recurring 'Should Know'
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Click Save
Bulk Should Know creation from List View
The Lookout Way provides the ability to add a bulk Should Know notification via the roster's list view on Helpers and Memberships. You can apply a should-know in bulk to selected visits and notify all or selected Care Workers (Helpers) visits.
Click on a list view in the Member or Helpers list view.
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Refer to the list view details and select ALL or selected visits.
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Click the 'Should Know’ options
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Enter Title and Description
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The selected visits will be visible and display the number of should-knows the detail will be added to
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If needing to remove 'Should Know’ options you can select ALL or selected visits