Windows and Options

Welcome to Homecare Window

In the Welcome to Homecare window, you must enter your login and password to access the application. You can also select the server you want to use if you have access to more than one server. When logging in to a field unit, you can synchronize your data with the data on the server.

This window consists of the following fields:

User Name – Enter your username.

Note: If this field is unavailable, and a supervisor wants to access the laptop in Field Mode, right-click to access the Supervisor Override option. A supervisor with the appropriate permissions can then log in and upload any unsynchronized data.

Password – Enter your password.

If you forgot your password, click the Forgot your password link to see a password hint or reset your password based on the security settings defined in the Password Vault Window in Administration>Configuration>Operators.

Note: The Forgot your password link is not available for technical support staff or when using supervisor override in Field Mode.

When you click the Forgot your password link, the Password Hint dialog opens displaying your password hint if it was defined in the Password Vault window. If so, you can click the Reset Password button and correctly answer three security questions in the Reset Password dialog. The answers are not case sensitive, but they must exactly match the answer entered in the Password Vault window. To check your answers, click the Check Answers button. After answering all questions correctly, you can enter your new password and its confirmation in the appropriate fields.

Server – Specify the name of the server you want to access. Right-click to access the Configure Server(s) window.

Configure Server(s) Window

With the Configure Server(s) window, you can add, edit, or delete a server to which your application can be connected. You must enter the server IP (Internet Protocol) address, server name or description, and server port. For more information on how to work with records, see Working with Records in the Grid.

Updating Homecare Window

The Updating Homecare window opens when there is a new version of the software on the server that you need to download to your workstation. There are two kinds of updates: optional and mandatory. If the update on the server is optional, you can either download it and then synchronize or synchronize and then download the update. If the update on the server is mandatory, you must download it before synchronizing.

This window consists of the following fields:

Synchronize without program update – Select to synchronize your data without downloading an update from the server.
Don't ask me this again – Select to verify your Business Unit switch every time you change Business Units.

Opening Homecare Dialog

With the Opening Homecare dialog, you can select the application components you want to open and a Business Unit you want to use when you enter the application. You can also set up to apply your selection every time you enter the application and specify whether you want to see the Opening Homecare dialog when entering the application.

This dialog opens automatically when you log in to Homecare, unless you have previously specified that you do not want it to open.

This dialog consists of the following fields:

Choose a Business Unit – Select an appropriate Business Unit from the list of Business Units to which you have access.
Restore previous configuration – Select to use the same components as in your previous session.
Begin with – Select the check boxes next to the components you want to open.
Make this my default starting configuration – Select to open the specified components every time you log in.
Don't show this dialog again – Select if you do not want to view this dialog every time you log in to Homecare.

Note: If you select not to show this dialog again, you can change the opening configuration later using the Startup tab of the application settings.

Action Items Due Dialog

When you log in, the application determines if you have any actions due, including collection notes, within the time determined in the Action due lead time field in Administration>Configuration>Business Units>Settings>Administration. If you do, the Action Items Due dialog appears with the open action items assigned to you. In this dialog, you can skip doing the assigned actions, print actions, or mark actions as complete. Any outdated items appear in red.

Use the following options for managing action items assigned to you:

Complete – Select if the action in the selected line is complete.
Print – Click to print a list of the actions due.
Continue – Click to save changes and continue logging in.
Skip – Click to log in without saving changes.
Complete All – Click to mark all actions as complete.

Disconnected from Server Dialog

The Disconnected from Server dialog opens when you are working in Host Mode and lose your connection to the server. The disconnection can happen for a number of reasons and is usually temporary. You can reconnect and continue working without losing any unsaved data.

You can click the following buttons to perform the appropriate actions:

Reconnect – Click to reconnect to the server.
Retry – Click to try again to reconnect to the server.
Continue in Field Mode – Click to continue working disconnected from the server if Homecare cannot reconnect.
Exit Homecare – Click to exit the application.

Calendar Dialog

With the Calendar dialog, you can select a date. This dialog is available in most date fields when you click the down arrow. To move in the calendar back and forth a month at a time, use the left and right arrows. To move in the calendar back and forth a year at a time, use the up and down arrows. Click on a date to select it. Click Today to select the current date.

Set Time Dialog

The Set Time dialog is available in most time-related fields in Allscripts Homecare. To access the dialog, click the down arrow in any field that requires you to enter time.

This dialog consists of the following fields:

Now – Click to set the current time as the start time.
Clear – Click to clear the Time field.
Increase Hour – Click the up arrow to increase the start time hour to the needed value. Be sure to select AM or PM as appropriate.
Decrease Hour – Click the down arrow to decrease the start time hour to the needed value. Be sure to select AM or PM as appropriate.
Increase Minutes in Ten-Minute Increments – Click the up arrow to increase the start time minutes by ten-minute increments to the needed value.
Decrease Minutes in Ten-Minute Increments – Click the down arrow to decrease the start time minutes by ten-minute increments to the needed value.
Increase Minutes – Click the up arrow to increase the start time minutes to the needed value.
Decrease Minutes – Click the down arrow to decrease the start time minutes to the needed value.

Select Date Dialog

With the Select Date dialog, you can select a date to link a clinical item to a service or a resource.

This dialog consists of the following fields:

Connect to Visit/Telephone Call – Select to attach the needed clinical item to a visit or telephone call in the Select Service Dialog.

Note: Only visits and telephone calls listed in Transactions>General>TimeLog as services for the selected patient appear in the Select Service window.

Provided by – Select the resource who provided the visit that you want to associate with the selected clinical item. You can click the Select Myself icon () and automatically attach the visit to you or click the ellipsis button and search for the appropriate resource in the Select a Resource dialog. If the selected resource has more than one associated role, you must also select an appropriate role for that resource.
On – Specify the date of the service.

Homecare Toolbar

The Homecare toolbar appears in all components and allows you to quickly access other components and perform common actions such as saving, clearing fields, adding rows, accessing Help, and so on.

Select Service Dialog

The Select Services dialog lists all services scheduled for a patient and allows you to select the service you want to view or edit. You can specify the date starting from which the services will be shown. In this dialog, you can view information about the resource that performed a service, resource discipline, resource type, date of providing a service, service code, and insurance code. You can also sort your results by the needed parameters.

Current User Dialog

Help > Show Current User

The Current User dialog displays the login and name of the operator who is currently using the workstation.

About Homecare Dialog

Help > About Homecare

The About Homecare dialog shows the version and release number of the application, the current Business Unit, and the current user. It also lists all third-party software used within the application.

Data Verification Messages

When you enter information in a window, and then exit it, Homecare checks whether you have entered all the required information. In many cases, you can also confirm that you really want to perform a certain action.

The following topics describe the common messages that Homecare uses to help you verify the information you enter:

Incomplete Fields Message

When you close a window, an error message displays all the required fields that you have not completed. In many cases, you can click on the field name link and go directly to that field. You must complete the required fields before you can save and close a window.

Confirmation Message

With the confirmation message, you can cancel the current action or confirm that it is correct. Be sure to read the confirmation message carefully before making your decision to continue.

Toolbar Buttons

The following table defines the Homecare toolbar buttons.


Icon	Name	Description
	Save	Click to save your changes.
	Save All	Click to save your changes to all windows that you modified.
	Refresh	Click to update the current window with the latest information available from the server.
	Undo	Click to undo all changes made in a window.
	Clear	Click to clear all changes made since the last save.
	Cut	Click to cut the selected information. Cutting information removes it from the window and saves it temporarily to the clipboard. You can then, for example, paste or place it in another window or in a word processing document.
	Paste	Click to paste information from the clipboard. You must cut or copy information from its original location before you can paste it.
	Copy	Click to copy the selected information to the clipboard. Copying information saves it temporarily to the clipboard. You can then, for example, paste or place it in another window or in a word processing document.
	Delete Record	Click to delete the selected record. Use this button to delete items that are one record but which the application cannot display all at once, such as Assessments.
	Close	Click to close the window.
Close All	Close All	Click to close all open windows.
	My Day	Click to open the My Day component.
	Patient	Click to open the Patient component.
	Resource	Click to open the Resource component.
	Schedule	Click to open the Schedule component.
	AllDocs	Click to connect to AllDocs.
	Inbound Patient Messages	Click to open the Inbound Patient Messages window.
	Launch to Community	Click to access the Exchange Community data repository.
	Show Audit Trail	Click to open Audit Trail Information window with records showing who has accessed the selected item (ID and the full name of the operator), what operations they have performed (created, modified, signed, co-signed, or denied the currently selected item), and when (date and time).
	Show Revision History	Click to open the Revision History Log Panel with the records showing the changes made to the basic and clinical data for the selected patient. The log shows the operator who made the changes and when these changes occurred.
	Settings	Click to view or set up local preferences for your workstation. Local preferences you make in this window apply to your workstation and override any global application settings.
	Help Contents	Click to view the Homecare Help content.
	Window Help	Click to view Help for the active window.
	Check Eligibility	Click to open the Patient Eligibility Submit Requests dialog.
	Launch to NetsmartCares	Click to access the NetsmartCares website.
	Spelling Checker	Click to check the text for spelling errors.
	Quick Synch	Click to download only data for a new patient who is not currently on your laptop.
	Select Patient	Click to search for and select an existing patient from the Select Patient dialog.
	New Patient	Click to add a new patient to the Homecare application.
	Add Row	Click to add a new row to the grid. The application adds a row at the end of the table.
	Insert Row	Click to insert a new row in the grid. The application adds a row above the selected row.
	Delete Row	Click to delete the selected row from the grid.
	Disconnect field unit from server	Click to disconnect from the server and begin the initial synchronization.

Working with Records in the Grid

When working with the records in a grid, you can perform the following actions:

Add new records – Click to add a row at the bottom of the grid or click to insert a row in the grid.
Edit records – Select the needed row and make the necessary changes.
Delete records – Select the needed row and click.

Using the mouse:

Position the mouse pointer over the field, grid column, or button you want to move to and click the left button once. If you moved to an empty field or grid column, the pointer appears in the field or column and you can enter information. If you moved to a completed field or grid column, the information there is highlighted and you can override it. If you moved to a button and clicked it, the action associated with the button is performed.

Using the keyboard:

You can usually press Tab to move to the next field, grid column, or button. When you move to a field or grid column, the pointer appears there and you can enter information. When you move to a button or group of radio buttons, a dotted outline appears around the button or radio button indicating it is active. Press Enter to perform the action associated with the active button.

Working with Text

The Homecare application supports standard Windows procedures for text cutting, copying, or pasting. To cut, copy, or paste the text, click the appropriate buttons on the application toolbar. You can also use the standard keyboard shortcuts:

To cut the text, click Ctrl+X
To copy the text, click Ctrl+C
To paste the text, click Ctrl+V

Note: You cannot cut or copy all text in a window. Generally, cutting and copying is limited to the text in free-text fields. You can paste text only if you have previously cut or copied it.

Viewing Help

You can view the application Help or Help topic for the current window or field. To view Help, perform one of the following actions as appropriate:

To view application Help, go to Help>Help Contents or click Help Contents on the toolbar.
To view Help for the current window, go to Help>Window Help or click Window Help on the toolbar. You can also use keyboard shortcut (Alt+F1).
To view Help for the current field, place the pointer in the field and press F1.

Note: Click the Using HTML Help button in the Homecare Help window or the Help button in the Help window for instructions on using Help.

Determining How Windows Open

Close all open windows.
Make sure the outlook bar is visible.
At the bottom of the outlook bar, select one of the following options:
- Open as Window radio button to open each window separately.
- Open as Tab radio button to open each window as a tab within the same frame.
Open the appropriate windows.

Displaying the Outlook Bar

By default, the Outlook bar is hidden.

To show the Outlook bar, click the Hide/Show Outlook bar control located halfway down the left edge of the window.

Selecting a Business Unit

Go to File>Select Business Unit.
From the list of Business Units that you have access to, select the appropriate Business Unit.
Click OK.

Switching Business Units

Go to File>Switch Business Unit>[new Business Unit name]. Only Business Units you have access to appear in this list.
Confirm your choice and click OK.

Viewing the Current User

Go to Help>Show Current User.

In this window, you can view the name and login of the user who is currently logged in.

Viewing the Application Version

Go to Help > About Netsmart Homecare.

The open dialog shows the version and release number of the application, the current Business Unit, and the current user. It also lists all third-party software used within the application.

Disconnecting from the Server

Go to File>Disconnect from Server. The application remains open and the disconnection takes place immediately.

Operator Logging Out

Go to File>Logout Operator [OPERATOR NAME].
Click OK.

The Welcome to Netsmart Homecare dialog opens where you can enter the other credentials.