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It explains how to start and end appointments, manage signed and draft documents, handle missed visits, and ensure correct mileage entry rules. It also covers medication entry expectations tied to OASIS, along with setup and documentation practices for office review, QA changes, and routine visit care planning.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/clinical-training-plan-updated-452021/572869/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/clinical-training-plan-updated-452021/572869.png","ImageObject",442,249,{"name":88,"@type":89},"Ivy","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-10-13",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the difference between refreshing and syncing in the system?","Question",{"text":108,"@type":109},"Refreshing is the top bar and must be done morning and evening so changes made in the office appear on your schedule. Syncing uses the green “BIG” button and moves documents into the appropriate status for completion and QA review.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should missed visits be documented?",{"text":113,"@type":109},"Start the appointment, choose “Ad Hoc” then select “Missed Visit Note,” and use detailed information to explain why the visit was missed and when the patient will be seen next. Do not enter mileage if you did not go out to see the patient, then end the appointment and notify the office.",{"name":115,"@type":106,"acceptedAnswer":116},"When and how should medications be entered?",{"text":117,"@type":109},"Medications should be entered by office staff before you refresh at the beginning of your day. If entered after your refresh, they may not be visible and you may need to manually enter them; add the pharmacy details so they pull into routine visits, and select medications from the provided list instead of free-text.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},572869,1792316527,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":15},549758252649,"https://ap-avatar.wpscdn.com/avatar/8000253669c5317157?_k=1778319167496531819","Clinical Training Plan  \n-PointClickCare 2021-  \nProperty of the Home Care Group Do not re-distribute  \nUpdated: 4/5/2021  \nIndex of Contents:  \n\n| Apps and iPad Basics, Passwords | 3 |\n| --- | --- |\n| Widgets, Refreshing & Syncing | 4 |\n| Starting an appointment, App tabs, Where to enter mileage | 5 |\n| Starting an appointment, Missed visits | 6 |\n| Medications Page | 7 |\n| Skilled Services and Care Plan Page, Adding service frequency | 8 |\n| How to add HHA frequency and PT eval | 9 |\n| Adding Protocols, Adding goals | 10 |\n| Interventions | 11 |\n| Goals and Interventions: S. M.A. R.T. | 12 |\n| Edit Interventions | 13 |\n| HHA Goals and Interventions, MED-OASS Start of Care / Resumption | 14 |\n| Pages | 15 |\n| Pages, Ending an appointment | 16 |\n| Documenting online | 17 |\n| Billing information and OASIS scrubber | 18 |\n| How to read the OASIS scrubber | 19 |\n| Recert Visits, Widget: “My Draft Orders” | 20 |\n| Adding Fall, incident reports, infection reports outside of a visit, QA process | 21 |\n| Adding a physician, Discharges / Transfers inside and outside a visit | 22 |\n| Medications changes and Orders outside a visit | 23 |\n| Frequency changes outside of a visit | 24 |\n| Frequency changes inside a visit | 25 |\n| Forcura: Setup | 26 |\n| Forcura: Capturing a document | 27 |\n| Forcura: Capturing a document | 28 |\n| Forcura: Capturing a wound | 29 |\n| Routine Visits | 30 |\n| Care Plan within a routine visit | 31 |\n| Care Plan within routine visit | 32 |\n| Care Plan within routine visit, visit summary documentation | 33 |\n| Scheduling app | 34 |\n| iPad Cheat Sheet | 35 |\n\nCURRENT APP NEW APP IN FALL 2021 App that allows you to move your  \nvisits around within the MCA week and within your order parameters  \nIpad Basics:  \nAllows you to take wound measurements, get wet signatures on admit documents, and secure message  \n􀀀 Turning on/off, charging, switching between apps, closing apps, home button  \n􀀀 Settings / Apple ID / Connecting to the Internet  \n􀀀 Closing tabs in browser  \nClinical At Home App:  \n􀂃 LIVE username: cmwm.  Password: Welcome1!!  \n􀂃 TRAINING username: [hccust8.training](hccust8.training)  Password: Welcome1  \nWebsite for online: [pointclickcare.com/login](pointclickcare.com/login)  \nWidgets  \nWidgets are little circles that show up on your “Dashboard”. Clicking into them will bring you to a list of documents or orders with hyperlinks  \n􀁸 My Incomplete Documentation  \n􀁸 MY QA changes requested  \n􀁸 My Draft orders  \n􀁸 My rejected orders  \n􀁸 My upcoming recerts  \nREFRESH BAR  \nSYNC BUTTON  \nStarting and Ending your Day  \nMake sure your Ipad is charged and that you’re connected to Internet  \nEnter the app, login, and refresh. Sync all appointments that have “sync”. Without syncing, the office doesn’t know that the appointment was completed and it won’t generate the No-PAY RAP! (we loose a % of the grouper for each day late!) If documentation is not complete on those synced appointments, you will go online to your “My Incomplete Documentation” widget to finish documenting.  \n*Refresh AND SYNC any visits at the beginning and end of your day-ALWAYS*  \nSaving & Syncing-> moves the document to “My incomplete Documentation”  \nSigning & Syncing-> moves the document to QA review for the office  \nStarting an appointment  \nIn your App, press on the patient you are wanting to see in your schedule  \nThe top appointment shows as started. If you try to go into another appointment without ending the previous one, it won’t let you. Any started appointment that was not ended will continuously stay at the top of your schedule when scrolling.  \n4  \nApp Tabs:  \no MY SCHEDULE: shows your schedule for a 2 week period  \no SIGNED DOCUMENTS: shows documents that are signed  \no MY DASHBOARD: provides a hyperlink to your dashboard. You must be online to see your dashboard.(This will change with the new Clinical at Home app)  \no SETTINGS: not utilized  \no Refreshing vs Syncing  \n􀂃 If finished with documentation or want to finish documenting onl","cbCaiaQ5ulYgjQwU","https://ap.wps.com/l/cbCaiaQ5ulYgjQwU","pdf",4143000,35,"English","# Apps and iPad Basics, Passwords\n## Widgets, Refreshing & Syncing\n## Starting an appointment, App tabs, Where to enter mileage\n## Starting an appointment, Missed visits\n## Medications Page\n## Skilled Services and Care Plan Page, Adding service frequency\n## Adding Protocols, Adding goals\n## Interventions\n## Goals and Interventions: S. M.A. R.T.\n## Edit Interventions\n## Medications changes and Orders outside a visit\n## Frequency changes outside of a visit\n## Frequency changes inside a visit\n## Forcura: Setup\n## Forcura: Capturing a document\n## Forcura: Capturing a wound\n## Routine Visits\n## Care Plan within a routine visit\n## Scheduling app\n## iPad Cheat Sheet","[{\"question\":\"What is the difference between refreshing and syncing in the system?\",\"answer\":\"Refreshing is the top bar and must be done morning and evening so changes made in the office appear on your schedule. Syncing uses the green “BIG” button and moves documents into the appropriate status for completion and QA review.\"},{\"question\":\"How should missed visits be documented?\",\"answer\":\"Start the appointment, choose “Ad Hoc” then select “Missed Visit Note,” and use detailed information to explain why the visit was missed and when the patient will be seen next. Do not enter mileage if you did not go out to see the patient, then end the appointment and notify the office.\"},{\"question\":\"When and how should medications be entered?\",\"answer\":\"Medications should be entered by office staff before you refresh at the beginning of your day. If entered after your refresh, they may not be visible and you may need to manually enter them; add the pharmacy details so they pull into routine visits, and select medications from the provided list instead of free-text.\"}]","Clinical Training Plan - Updated 4/5/2021 | PDF",1791929753]