Client CPA Information

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The Client CPS Information form allows for the viewing and/or printing of Care Plan Activities (or CPAs) by client. It provides the ability to filter by date range, all CPAs, CPAs that have been taken, or CPS that have not been taken, as well as filtering by CPA types, or individual CPAs.

The CPAs are displayed within the form including the CPA description, episode that the CPA is associated with, date it was scheduled, results date, and the actual results if applicable. The print out is a Crystal report that contains the same information and can be customized as needed.
This form is also available within the Front Desk Information and Quick Medication Order.

Prerequisites

Care Plan Activity Maintenance items must be entered.

Entering Client CPA Information

Select a client by entering their ID number or searching by name. Once the client is selected, the CPA Information field will populate with care plan information between the designated dates for the selected client.
Enter the Start Date. (The CPA Start Date and CPA End Date fields are used to filter the care plans to a specific date rang and a start date is required.)
Select the appropriate radial button under Display CPA Information.

NOTE: These are used to filter the care plans that are displayed. Selecting All Active CPAs will include both Taken and Not Taken care plans. Further filtering can be done by selecting either the Care Plan Activities or Care Plan Types radial buttons in the CPA Filter Type field. Selecting the Care Plan Activities button will enable the Select Care Plan Activities field and selecting the Care Plan Types button will enable the Select Care Plan Types field.

Once all filtering has been completed, click the Display CPA Information button. This will update the CPA Information field to reflect all the choices made within the form.

NOTE: Clicking the Print CPA Information button will generate a Crystal Report. The report can then be saved or printed if needed.