CARE CASES

what we had 20 Page Word Document Sent Via Outlook Email Group Managed Care For 435+ Staff Members, Leaders, And 30,000+ Members and Prospects No Tracking System Campus Specific Word Documents Duplication Of Efforts Care Provided Send Via Emails And Text Messages Some Care Excessive And Some Care Insufficient Medical Information Sent Through Email Two Failed Attempts At Custom Development

what we needed Web Based Accessible 24 hours A Day With Current Information Accessible On All Types Of Devices Access For 400+ Users Efficiency For Follow Up Medical Information Secured For HIPAA Laws A System That Was Successful

how we manage CARE CASE TYPES CHRISTIAN LOVE AND SYMPATHY– Deaths DEACONS ON MISSION - Deacons on mission trips DISCHARGED - Hospital list care cases are edited to care case type of discharged HOME CARE – Homebound HOSPITAL LIST – Currently in the hospital LONG TERM ILLNESS – Ongoing health issues LONG TERM CARE – Long term care locations MILITARY LIST – Active military and their mailing addresses NURSING HOME & ASSISTED LIVING – Currently in a nursing home or assisted living facility PRAYER PAGER– Assigned to a prayer pager PRAYER REQUEST – Prayer requests REHABILITATION – Currently in a rehabilitation facility SURGERY – Scheduled surgery details WELCOME TO OUR WORLD – Births

how we manage CARE TYPES Assisted Living Visit Email Other Benevolence Hospital Care Basket Phone Call Bereavement Call Hospital Visit Prayer Pager Bereavement Card Household Visit Prayer Shawl Blessing Basket Long Term Care Rehabilitation Blooming Blessing Meal Text Message Card Meal – Nurture Team Update of Contact Information Card – Deacon Nursing Home Visit Card – Nurture Team Operation Enduring Blessing

CARE SUPERVISOR SECURITY ROLE CARE WORKER SECURITY ROLE how we manage CARE SUPERVISOR SECURITY ROLE CARE WORKER SECURITY ROLE Each campus has a team of Care Supervisors. Each are trained to enter and manage a Care Case as well as Care History. Teams include: Campus Pastor Worship Minister One or two Ministers in charge of care Campus Administrative Assistant Each of these Users are trained to enter Care History for a Care Case only. Users include: All Full Time and Part Time Staff Deacons Ladies Nurture Team Group Leaders

Search by Name, Care Type, Congregation, Location, or Last Action Date NEW CASES – No recorded Care History LAPSED CASES – No recorded Care History in 14 Days CURRENT CASES – Care History has been recorded in the last 14 days

how we launched STAFF DEACONS & NURTURE TEAM Lunch and Learn training session Live walk through of looking up information and making an entry into a sample Care Case. One on one training Printed Handout For 13 weeks in the fall, we met on Thursday nights and trained the next weeks Deacon Team Live walk through of looking up information and making an entry into a sample Care Case. One on one training Printed handout

where we’ve struggled Adoption Of A New System Culture Change Hard To Find The Newest Cases Forgetting To Check Mobile Tools

how we overcame Message was sent from Senior Leadership that this is what we are using. So learn it. Message was sent to everyone that we could no longer personalize communication to each User about what they needed to do. If you assume a leadership or servant role, you need to invest the time and take the initiative to keep yourself informed. End date set for the old system to go away for good. Created a daily Care Case Update Email through Professional Services. Game Changer!

Daily Care Case Email sent daily at 3 pm

works for us We use Views on the Household Care Log to run counts of Care Types and Care Case History for reporting statistics and resource planning. End Date Christian Love an Sympathy Care Cases 7 weeks after the date of death so that Users can follow up with care a few weeks. Then they automatically come off of the active Care Cases list after 7 weeks. We edit “Hospital List” Care Case Type to “Discharged” Care Case Type for a few days so that Users have time to see that someone is no longer in the hospital. We do not assign a Case Manager usually to a Care Case. It’s just worked for us this way for right now.