Lumary DC - This article explains how to add a health condition to a client's record.
Health condition records capture details about the client's condition and medical officer. Health conditions can be displayed as alerts to notify workers before they provide services.
Alerts can also be displayed for high intensity needs, risks, and personal support plans.
To add a health condition:
- Go to the client's record.
- Click on the Support Needs tab.
- Click on the Health & Wellbeing tab.
- Locate the Health Conditions section.
- Click on the New button.
This will open a New Health Condition form. The following table describes the fields in this form. Mandatory fields are marked with an asterisk. Filling in some fields reveals or activates additional options.
| Field | Use and purpose |
|---|---|
| * Client | This field is auto-filled with the name of the client. |
| Status | Set the status to Active. |
| Date | Use the calendar to select the date this condition was reported. |
| Review Date | Use the calendar to set a review date, if applicable. |
| Key Information | |
| * Health Condition | Use this field to search for the health condition name. |
| Additional Details | Free text field to capture other information about the client's condition. |
| Does this Health Condition constitute a High Intensity Need? | Tick the checkbox to add a new high intensity need record associated with this health condition. |
| Plan Required | This field can be ignored. |
| Display as Alert | Tick the checkbox to add this record to the alerts displayed on the client's record. |
| Alert Summary |
Appears if you tick the Display as Alert checkbox. You can provide a description of the health condition, which will be appended after the health condition (eg. Hearing Loss: alert summary text here) when displayed as an alert. |
| Medical Officer Information | |
| Medical Officer Name | You can record the responsible medical person in this box. |
| Medical Officer Role | Select an option from the drop-down list. |
- Click on the Next button.
If you've ticked the High Intensity Need checkbox, you'll need to complete a New High Intensity Need form.
- Once you complete any additional forms that appear based on your selections, review the details.
- Click on the Finish button.
The new record will now be listed under Health Conditions on the Support Needs - Health & Wellbeing tab. To edit or delete this record:
- Click on the drop-down arrow at the end of the row.
- Select Edit or Delete.
If you selected Display as Alert, the health condition will be listed as an alert at the top of the client's record. This will prompt workers to understand the level of support required when they work with the client.