The Manager Review button will open up a window that will allow managers to document more information when reviewing a CHW’s work. They will be able to document when they did the review, how long they spent reviewing the chart and will have drop downs to select themselves and their CHW. There is also a pre-populated note in the Note section which can be edited before finalizing the review.
To find the Manager Review button, open a client’s chart and look at the left side panel, just below the “Update status” button. You’ll see the Manager Review button.
- To complete a Manager Review Note, click the Manager Review Button.
- Fill out the required fields (Date, Start Time, Time Spent, and other relevant details).
- Review the prepopulated note text, edit and/or add anything you would like to document.
- Click Final to save and close. You’ll see a confirmation toast that your changes were saved.
If you have completed a Manager Review in the past, you will see the date and author of the last review completed next to the Final button.
Once the Manager Review is completed, the note will appear in the Note History section. Like other notes, it can be opened up to read.
The Manager Review Note can be edited by the manager if needed.
Feel free to reach out to us at support@impactcarehq.com with any additional questions - we're always here to help. 🙂