Optima Training
PDF ATTACHMENTS
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Administrative Configuration Review
Company profile, manage staff, update profile, user roles, manage groups, hierarchy, visit frequencies, manage IDG, announcements, LEIE lookup, staff tasks, message center

Referral/Intake Configuration
Patient administration overview, marketing center training, dashboard

Patient Center Overview
Admission/Re-Certification, Physician Orders, Continuous Care, IDG Forms, Social Worker, Chaplain Notes, Nursing Notes, Hospice Aide Notes, Volunteer Notes, Labs/Supporting Documentation, Visit Counts, Discharge/Death, On-Call Events, Recent History, Bereavement, Pharmacy Uploads, Claims, Visit Frequencies.

Admission Basics
Complete admission forms, change patient status, insurance, admission/recert, level of care, patient record.

Admission Scheduling
Scheduling administration, scheduling center

Post Admission Functionality
Patients records, scheduling center revisit, reports center

Nurse Documentation
For the nurses and aides

Social Work, Spiritual, Bereavement Documentation
Patient record, bereavement tab, configuration center

IDG Overview
IDG Meeting Overview and Basic Navigation
Comprehensive Assessment
Plan of Care
Physician Orders
Mass Signing Options

Form Customization
Form Versions
Question Search
Care Plan Customizations
Predefined POC Items
POC Recommendations
Electronic Signatures
List per your Hospice State Laws

Medical Records Tracking and Reports
Medical records center, patients center, reports center, documents center

Physician Documentation
Update user profile, physician signatures, electronic signing, digital signing, Physician tasks

Volunteer Documentation
All Volunteer tasks and time tracking

Advanced Reports
Advanced patient and marketing reports