Documentation : Edit or Update Individual Data


Documentation : Edit or Update Individual Data

Users assigned with the following roles will be able to edit an IDF:

Individual Data Edit Edit large parts of the IDF except certain unique Individual information (Names and Suffix, SSN, Birth Date, Medicaid Number, ID Number, admit/discharge dates, etc.) and the first three fields of the insurance information.
Individual Admit/Discharge Edit the entire Individual Data form and also admit and discharge the Individual from programs and the agency, Access the Worklist link under the ‘Individual Data’ area on their Dashboard.


Edit or Update Individual Data for Individuals with ‘Pending Admission’ status

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To edit/update an ‘Individual Data’ form with ‘Status’ as ‘Pending Admission’, please follow the steps mentioned below:

  1. Click on the Worklist link in the Individual Data section under the To Do tab on your Dashboard.



  2. On the Individuals Pending Admission page, click on the name of the individual you want to admit or update the information. This will open the Individual Data form.



  3. The Individual Data form has been designed for a quick overview of the information related to the individual.




  4. Some sections of the Individual Data page can be edited by clicking on the Edit link under each of that section of the page in the Individual Detail View. These sections are:
    • Oversight (for Multi-Provider Agencies only)
    • Active Program & Site Information
    • Diagnoses List
    • Allergies
    • Advance Directives
    • Contacts
    • Attachments

    For further details on editing these sections of the Individual Data form, please click here.



  5. To edit/update the other sections of the Individual Data page, scroll down to the bottom of the page and click on the Edit Individual Data button.



  6. Once you click on this Edit Individual Data button you will be directed to the Individual Data form in editable mode.




  7. Release 2017.0.0: The following options have been added under the Supervision drop-down list of the Individual Data form:
    • 1:1
    • Determined by Family
    • Independent
    • Range of Scan
    • Visual Scan


  8. When the Individual Data form is open in editable mode, you will be able to edit the following sections:
    • Identification Data
    • Medical Information
    • Guidelines
    • Insurance
    • Behavior
    • Custom Fields

    For further details on editing these sections of the Individual Data form, please click here.


  9. Users of ‘Linked Provider’ Agencies will not be able to edit the following fields of the ‘Identification Data’ Section of the ‘Individual Data’ form if the Individual is linked to a Oversight Agency:
    • First Name
    • Last Name
    • SSN
    • Birth Date
    • Medicaid Number
    • Race


  10. Once you are done updating the Individual Data form, click on the Save button at the bottom of the form. This will take you back to Individual Detail View of the Individual Data page.


Edit or Update Individual Data form for ‘Admitted’ Individuals

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To edit/update Individual Data for ‘Admitted’ individuals, you may follow the steps mentioned below:

  1. Click on the Search link in the Individual Data area of the Individual tab of your Dashboard.



  2. You will be directed to the Search Individual page. You may enter search parameters in order to narrow down the search list.



  3. On the Search Individual page, you may click on the row in order to view the Individual Data form of a particular Individual.





    Users may also export the search results to excel by clicking on the Export to Excel link.


  4. Users are able to view the Emergency Data Form by clicking on the Emergency Data Form link. Also users are able to view the Pending Admission Notes of an Individual by clicking on the Pending Admission Notes link located at the bottom of the page.






  5. Once you are viewing the Individual Data in detail view, you may scroll down to the bottom of the page and click on the Edit Individual Data button. You may also click on the Display PDF link to view the form as a printable PDF document.




  6. You will be directed to the Individual Data form of the Individual in editable form. You may edit the form according to your requirements. After you are done updating the Individual Data form, you may click on the Save button in order to save the Individual Data form.



Related User Guide:


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Last Updated: Mar 12, 2017