Coordinator
Pages
  1. Progress an enquiry and prepare the client record
  2. Prepare and follow a care quote
  3. Create and manage a care package schedule
  4. Assign care workers and review completed visits
  5. Approve hours and handle corrections
  6. Follow client invoices and worker self-bills
  7. Maintain clients, contacts and care locations
  8. Create a care visit and maintain its brief
  9. Resolve operations exceptions at their source
  10. Review and supersede an incorrect visit record
  11. Match a payment and check the invoice balance
  12. Maintain care-worker capability and availability
  13. Screen reference
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Guide › Care Coordinator › Maintain clients, contacts and care locations

Optimus HealthUser guide

Care Coordinator

Maintain clients, contacts and care locations

Keep client facts, the people who can be contacted, billing arrangements and care-location instructions current.

Before you start: Sign in as the Care Coordinator for the client’s office. Use the existing client record and the contact or care location belonging to that client.

Care Coordinator4 steps

Update the client facts

Care Coordinator

Edit OHC-C0001

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Update the client factsFull-page screenshot ↗

1Step 1 of 4

What to doIn Clients, open the intended client and its edit form. Check Name, Client type, Primary contact, Billing contact, Billing address and Payment terms. Choose contacts already belonging to this client, then use Save changes after checking the form.

Result to check

If the save succeeds, the client facts are updated. The client keeps its status, reference and office.

Care Coordinator · User guide01

Maintain an existing contact

Care Coordinator

Edit Siân Hughes

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Maintain an existing contactFull-page screenshot ↗

2Step 2 of 4

What to doOpen the intended client contact’s edit form. Review Telephone, Mobile, Email, Preferred channel and Contact roles. Record the person’s explicit channel choices under Communication consent, then choose Save changes when correct.

Result to check

If accepted, the contact stays attached to its client and the permitted changes are saved. A consent change is added to its history; an earlier entry is preserved. Selecting SMS or Portal as a preference does not itself send a message.

Care Coordinator · User guide02

Add a contact when needed

Care Coordinator

Add client contact

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Client contact fields and required contact detailsFull-page screenshot ↗

3Step 3 of 4

What to doOpen Add client contact. Select the parent Client, complete the required name and contact fields, choose the applicable Contact roles, and record the offered consent evidence. Review the parent client before choosing Save.

Result to check

If the save succeeds, the new contact belongs to the selected client. To use it as the primary or billing contact, return to the client’s edit form and select it there.

Care Coordinator · User guide03

Update the care-location instructions

Care Coordinator

Edit 14 Willow Mews

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Care-location service needs, access and risk notesFull-page screenshot ↗

4Step 4 of 4

What to doReview Address, Property type, Size, Home features and Default service windows. Update Home contact, Access instructions, Home information and Risk notes, then choose Save care location.

Result to check

If accepted, the facts and windows are saved for the same client. Coordinates are derived from the address; parent, office and status stay unchanged. Check existing visits’ copied summaries separately.

Care Coordinator · User guide04
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Care Coordinator

  1. 1Progress an enquiry and prepare the client record6 steps · Care Coordinator
  2. 2Prepare and follow a care quote5 steps · Care Coordinator
  3. 3Create and manage a care package schedule5 steps · Care Coordinator
  4. 4Assign care workers and review completed visits5 steps · Care Coordinator
  5. 5Approve hours and handle corrections5 steps · Care Coordinator
  6. 6Follow client invoices and worker self-bills6 steps · Care Coordinator
  7. 7Maintain clients, contacts and care locations4 steps · Care Coordinator
  8. 8Create a care visit and maintain its brief4 steps · Care Coordinator
  9. 9Resolve operations exceptions at their source4 steps · Care Coordinator
  10. 10Review and supersede an incorrect visit record3 steps · Care Coordinator
  11. 11Match a payment and check the invoice balance4 steps · Care Coordinator
  12. 12Maintain care-worker capability and availability4 steps · Care Coordinator

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