Courtesy of Amy Weaver, Gold Country Community Center, 2007

Accessing Clients In Q Select Clients from menu options.

Query ~ Searching for Specific Client in Q Searching by the first 3 letters of the Last Name and 2 letters of the First Name is the fastest way to determine if a client already has a record in Q.

Client List Search by Last Name Once the list is generated, double click on the specific client wanted.

Individual Client Record Select Edit to make changes to Client data Make sure to enter: Birth Date Gender Race Rural Low Income Lives Alone

Changes For Individual Client Use Tab to move between fill boxes Make sure to click Save when finished

Entering Care Plan Select Care Plan button in lower left corner

Care Plans in Q Select Care Plan Provided (make sure it has your agency name listed)

Care Plans in Q If no Care Plan or status is Disenrolled, you will need to create new plan Click on far left Paper icon to create new plan

Entering New Care Plan Enter: Service Funding Source Agency Enter Start Date (an End Date will disenroll the client from services) Rate Condition Hit Save

Updating Assessment Information Update Assessment date in Last Assessment tab

Assigning Route Information After Initial Save Edit again Add Route Save and close

Editing Service Units If client cancels, click on Service Units Select appropriate month or Add new month, far left blank sheet button

Editing Monthly Service Units Select Edit Enter appropriate unit total for month Save

Entering Assessments Select Assessments button in lower left corner

Entering Assessments Select Nutrition Risk by double clicking

Entering Nutrition Risk Select Edit, enter information by clicking on all that apply Save

Entering ADLs Select Edit, enter information by clicking on all that apply Each ADL has pull down list of choices, select the appropriate function level Click on IADL (Part 1 and Part 2) Follow same editing as above Save

Creating Monthly List for Home/Phone Assessments Select Clients with Reassessment Dates by Time Interval Double click to open

Running Monthly List for Home/Phone Assessments Select Starting Date (Month for assessment) Select Ending Date (last day of month) Click on Query

Monthly List for Home/Phone Assessments List can be sorted by Route Right click and choose add columns Select Route to add it as a column Click in the gray section of Route to sort

Service Unit Logging Select Service Unit Logging Double Click

Service Unit Logging Service should be HDM Hot (for Home Delivered Meals) Select Route (repeat this process for each route) Under Units, add # of days in month service was provided Click Query

Service Unit Logging ~ Route A Route list is generated Look at desk calendar & make adjustments to those with cancelled days Double Click on individual client to adjust units if needed

Service Unit Logging ~ Change Individual Units Adjust units to # of days meals were received Save Continue with other clients on Route as needed Check each Route Book to verify that clients on route match

Service Unit Logging ~ Route Click Commit when all adjustments to Route are made Close Proceed to next route