CareRight models simple Plans & Entitlements, for the purposes of tracking things such as a Mental Health Care Plan (MHCP) or NDIS Budget.
These are user definable and simply a way to keep track of what a Patient is entitled to, and what they have used.
Permissions
Three basic permissions exist
- Entitlement Manager - Able to create and archive entitlement categories
- Entitlement Viewer - Can read only see a Patient's plans and usage
- Entitlement Editor - Can create, update, and record usage of plans
Entitlement Categories
Under Administration > Entitlement Categories, you can created, edit and archive.
- Name - Choose a name for your plan.
- Behaviour - One of "Counter" or "Budgetary". A counter is a simple 1/10 style plan, where a budget is for dollar amounts, ie $10,000 of funding.
- Default total - If every plan has a typical total, for example a Mental Health Care Plan comes with a 10 session default entitlement.
- Number of days by default - Sets an expiry date, if known. For example, using 10 sessions within a 12 month period.
Patient Entitlements
With appropriate permissions, simply view the Plan/Entitlements area of the Patient record.
Add a Plan/Entitlement for a Patient
To start a new plan, select New.
The system presents defaults, but you may override these. For example, if a patient states they have used 5/10 sessions with another provider, you may wish to update the available amount.
View usage of a Plan/Entitlement for a Patient
Select the History control, and you will be presented with the usage by the patient, as well as Staff who recorded consumption of a plan.
Usage of a Plan/Entitlement for a Patient
From either the overview screen, via Use or from viewing the History, via New, you can record usage.
Counter style plans will default to 1 unit.
Budgetary style plans will require you to enter the amount.
Automations and Trigger Scripts
Plans/Entitlements are available via the Automation system.
This allows you achieve things such as:
- The provider performs an assessment, and consumes a mental health care plan appointment type.
- A staff member does an intake assessment, and creates an NDIS budget as a result of their processes
