Create a new Case Conference

Prerequisites: 

• Case Conference privilege

Netsmart Homecare > Case Conference

1. Select General> Case Conference
2. Ensure Scheduled is enabled
3. Select Edit > Add Row
4. Enter Conference name
5. Enter Date
6. Enter Start time
7. Enter End time
8. Optional: Select CM. Groups patients within the Conference by Status, then Case Manager’s name.
9. Select Add a Row under Participants to add the resources that will participate in the conference
   1. In Select Resource dialog search for each resource
   2. Double-click each Found resource to add to Selected
   3. One participant must be selected as the conference scribe
   4. Select OK when all resources are selected
   5. Some resources with multiple roles require you to select that resource’s role for this conference.
10. Select Add a Row under Patients to add the patients that will be reviewed during the conference
    1. In Select Patient dialog search for each patient. The filters use an "and" logic. Selecting a new filter builds on the previously selected filter.
    2. Double-click each Found patient to add to Selected
    3. Select OK when all patients are selected
11. Select options for Patient Chart section
    1. Care Plans
    2. Clinical Notes
    3. Diagnosis
    4. Documents
    5. General Clinical
    6. Medications
    7. Visit Frequency
12. Optional: Check Remember selection
13. Select OK