Document events in BHM: Routine Monitoring

Enter services and comments for a time interval

1. Search and select the other activity provided or completed for each time interval. 
2. To add additional activities, select the plus sign (+) next to the other activity already entered. 
   Results: Another row opens for users to add additional activities that occurred during the time interval. 
3. To remove other activities entered, select the minus sign (-).
   Results: This clears the other activity from the time interval.
4. Comments can be added next to any time interval/other activity entered.
   Note: Comments added on a line that does not have an Other Activity entered are not saved. An Other Activity is required to create the child event. A future myEvolv release will prevent adding comments unless an Other Activity is entered.
5. To remove entries made on a time interval, select the red 'X' to delete. 
6. To remove all entries made, select Clear All from the toolbar.
7. Select Save to save entries made for the client and navigate to the next client.
   Important: When navigating between clients, if the client has unsaved entries, the system generates a warning about unsaved data. 
   • Select OK to navigate away from this client and lose unsaved entries.
     OR
   • Select Cancel to return to the client and save. 
8. A note icon displays next to the client's name in the Client List indicating they have saved entries.
9. Navigate to another client to complete their documentation.

Delete a parent event

1. Select Delete from the toolbar to delete a parent event and all other activities entered. 
2. If a user has unsaved entries, the system generates an alert that they are deleting an event that has unsaved entries.
   • Select Cancel to return and save the data.
     OR
   • Select OK to proceed. All entries are removed.

Important: When completely deleting a parent event, any of the same events entered by the staff for that day are also deleted.

Example:

• A staff member worked the 6AM-10AM shift and documented the 15-minute Visual Check events for a client. That staff member returned for the afternoon shift and documented the 15-minute Visual Check events from 2PM-6PM. If the 2PM-6PM Visual Check parent events are deleted, all entries made for the Visual Check events during the 6AM-10AM shift are also deleted. At present, there can only be one parent event for a client, per staff, per day.
• If entries made for the 2PM-6PM shift need to be deleted, users should use the Delete option next to each Other Activity documented for a time interval and save.
• Optional setup: Create separate parent events for each shift. For example, AM Visual Checks, PM Visual Checks, and so on. 

Add or remove a client

When initial filters are limited to only display clients from a specific unit or units, additional clients can be added by clicking Add Client.
Note: Only clients that meet the filter criteria can be added.

Use case example: A staff member is working with clients in Room A. After lunch, Sam, a client from Room B, will join the others in Room A for an activity. Sam will need to have routine checks completed during this time.

1. In myEvolv BHM: Routine Monitoring, the staff member selects Add Client and searches for Sam to document for the time intervals that Sam is in the room.
2. The newly added client automatically populates in the data entry screen.
3. After the activity ends, Sam returns to his room. The staff member saves the entries made and selects Submit to ensure entries are signed.
4. To remove Sam from the Client List, the staff member selects the X next to Sam's name. 
5. The system generates an alert if the staff member attempts to remove the client and the events have not been saved.

Submit an event

Events can be submitted separately for each client by selecting the Submit button when the client is active in the data entry screen.

After selecting Submit, a green check mark displays next to the client's name in the Client List. 

The Submit action honors the configurations for the event in the program. For example, if only E-sign is selected, then the service is signed and locked. If Can submit and E-sign is selected, then the service is signed, locked, and submitted to the supervisor for review. 

• Submitted entries cannot be deleted. 
• Users can add to the parent event after an event is submitted. 
• New entries need to be saved and submitted once completed. 
• Users have the option to Submit All to submit entries for all clients.
  • When Submit All is selected, the system confirms the data entered for all clients has been saved.
    • If the data has not been saved, the system generates an alert to notify the user that the events and activities must be saved.
    • If the data has been saved, the system generates an alert to notify the user that all events and activities will be submitted. Users have the option to cancel to return and make changes or select OK to proceed.

► See Also

• About BHM: Routine Monitoring
• Set up BHM: Routine Monitoring
• Add Non-Routine Monitoring Events for a client
• Use filters in BHM: Routine Monitoring
• Navigate the BHM: Routine Monitoring screen