Health

Single source of truth

The Health tab in Fieldworker is not merely a digital filing cabinet; it serves as the clinical "source of truth" that drives automated workflows, ensures EVV compliance, and simplifies the billing process for clients like Andre Fuego Mandana Maya.

1. Clinical Records: Data into Action

The data captured here—Medications, Incidents, and Assessments—integrates directly with other Fieldworker modules to reduce manual entry and administrative errors.

• Medications & Task Integration:

  Medication lists (e.g., Colgate Junior Kids Batman Mild Bubble Fruit Fluoride) are accessible via the Fieldworker Mobile App. When a caregiver checks in for a task, this health data can be used to pre-fill visit notes or checklists, ensuring that medication-specific care is tracked in real-time.

• Incidents & Workflow Automation:

  When an incident is logged (like the Audio Incident or Unusual Echo Sound), it can be configured to trigger Automated Care Workflows. This might include auto-notifying a supervisor, creating a follow-up task in the TASKS tab, or generating an alert in the Scheduler to prevent future service conflicts.

• Assessments & Goal Setting:

  Assessments, like a Routine check-up, provide the clinical basis for the GOALS and NEEDS tabs. For example, a physical assessment might lead to a goal for "Independent Mobility," which is then linked to specific billing codes or service types in the AUTHORIZATION section.

2. Demographic Panels: The Foundation of Compliance

The left-hand sub-tabs (Personal, Social, ADL, IADL) are critical for regulatory and financial operations.

• Electronic Visit Verification (EVV): The Personal info (Address, Medicaid ID) is pulled into the EVV system. When a staff member "clocks in" via GPS, the system matches their location against the client's home address listed here to prove service delivery for Medicaid compliance.

• ADLs & Level of Care:

  The ADL (Activities of Daily Living) and IADL tabs track functional capabilities. This data is essential for Billing and Claims; it helps justify the number of authorized hours and the specific "Customer Type" (e.g., Individual vs. Organization) used for payout calculations.

3. Usage Across the Ecosystem

Functionality	How the Health Tab is Used
Audit Readiness	Every health entry is timestamped and immutable, allowing you to generate "Audit-Ready" reports in minutes by pulling from these logs.
Case Notes	Field workers can use Voice-to-Text to update these health records on-the-go, which automatically updates the central client profile.
Billing	Verified IDs (Medicaid/DDD) ensure that claims filed through the BILLING tab are 99.9% accurate and less likely to be rejected.

The Health tab is the clinical engine of the Fieldworker platform. It doesn’t just store data; it powers a bidirectional ecosystem between your agency and the Ability Hub—the dedicated portal for clients and their "Circle of Care" (families and guardians).

The Ability Hub: The Customer Perspective

While the Fieldworker screen you see is for agency management, the Ability Hub is the patient-facing side. Data entered in the Health tab syncs to the Ability Hub to provide transparency and active care management:

• Medication Reminders: Medications logged in the Health tab (e.g., Colgate Junior Kids Batman Mild Bubble Fruit Fluoride) trigger automated reminders on the client's smartphone via the Ability Hub app, ensuring adherence without manual agency follow-up.

• The Wellness Dashboard: The "Personal" and "ADL" data from your screen feeds into a visual dashboard for the family. It allows them to see trends in the client's health and functional status at a glance.

• Emergency Ready Reporting: If a family member notices an issue, they can report an Incident directly through the Ability Hub. This instantly populates the Incidents section of your Health tab, alerting the agency in real-time.

Usage Across the Fieldworker Ecosystem

The data in the Health tab serves as a "Source of Truth" for several integrated functionalities:

Feature	Usage of Health Tab Data
Scheduler	If an Assessment indicates a medical appointment or a need for specialized care, it can be linked to the Scheduler to ensure a qualified staff member is assigned.
Mobile App	Field staff can view current Medications and past Incidents on their mobile devices before starting a shift, ensuring they have the most current clinical context.
Workflows	Adding a new Incident can trigger a "High-Alert Workflow," automatically notifying the supervisor, updating the case file, and generating a follow-up task.
Billing & Compliance	The Medicaid and DDD IDs in the Personal panel are used to validate every claim. Without these, EVV records cannot be successfully tied to billing units.

Functional Details: ADL & IADL

The sub-tabs on the left—ADL (Activities of Daily Living) and IADL (Instrumental Activities of Daily Living)—are used to justify the "Level of Care" for insurance and state audits.

• Agency Use: Tracking these justifies the authorized hours in the AUTHORIZATION tab.

• Ability Hub Use: Families use this to track progress. If a client moves from "Needs Assistance" to "Independent" in an ADL, it’s a visible win for the care team shared through the portal.

Edit ADL Form

The Edit ADL form is a critical diagnostic tool within the Health tab. It allows care managers to document a client's functional independence, which directly impacts service authorizations, billing levels, and the information shared with families via the Ability Hub.

ADL Form Fields

The form uses a simple Yes/No radio button toggle for each category to indicate whether the client can perform the activity independently or requires assistance.

• Grooming: Ability to manage personal hygiene (brushing teeth, hair, etc.).

• Dress Upper Body: Ability to put on shirts, jackets, or medical vests.

• Dress Lower Body: Ability to put on pants, socks, and shoes.

• Bathing: Ability to clean oneself safely in a shower or tub.

• Toilet Transferring: Ability to move on and off the toilet.

• Toilet Hygiene: Ability to maintain personal cleanliness after using the restroom.

• Transferring: Functional mobility, such as moving from a bed to a chair.

• Ambulation: The ability to walk or move from one position to another independently.

Action Buttons

• [CANCEL]: Discards any changes made during the current session without updating the record.

• [SAVE]: Commits the selections to the client's permanent health record and triggers updates across the ecosystem.

Ecosystem Impact & Usage

Documenting these ADLs is not just for record-keeping; it drives the following functionalities:

1. Ability Hub (Customer Portal)

Once saved, these statuses are reflected in the Ability Hub. Families and guardians can monitor these "Functional Wins." For example, if Andre moves from "No" to "Yes" in Ambulation, the family sees this progress in real-time, providing transparency into the effectiveness of the care plan.

2. EVV & Mobile App Integration

The selections made here define the "Care Plan" visible to field staff. When a caregiver logs in via the Fieldworker Mobile App, the ADLs marked as "No" (requiring assistance) highlight the specific tasks the caregiver must focus on during that visit to remain compliant with the Electronic Visit Verification (EVV) requirements.

3. Billing & Authorizations

State and insurance payers use ADL scores to determine the "Level of Care" (LOC). By accurately capturing these fields, the system helps justify the hours requested in the AUTHORIZATION tab and ensures that the BILLING module applies the correct rate codes for the complexity of care provided.

4. Automated Workflows

Significant changes in ADL status (e.g., a sudden drop in mobility) can be tied to Workflows that automatically alert a clinical supervisor or trigger a mandatory Assessment update.

Edit IADL Form

The Edit IADL (Instrumental Activities of Daily Living) form is a specialized assessment tool used to measure a client's ability to live independently within the community. Unlike basic ADLs (like eating or dressing), IADLs focus on more complex cognitive and organizational tasks.

IADL Form Fields

The form utilizes a Yes/No toggle for each category. A "No" selection indicates the client requires support, which justifies the inclusion of these tasks in the caregiver's daily service plan.

• Money Management: Ability to handle finances, pay bills, and manage bank accounts.

• Household Management: Capacity to perform essential housecleaning, laundry, and general home upkeep.

• Health Management: Ability to track medical appointments, follow treatment plans, and manage health crises.

• Meal Preparation: Planning, cooking, and serving adequate meals safely.

• Communication: Proficiency in using a telephone, computer, or other devices to stay connected.

• Transportation: Ability to travel independently via driving, public transit, or coordinated ride services.

• Shopping: Ability to independently purchase groceries, clothing, and household necessities.

Actions:

• [CANCEL]: Exit the modal without saving changes.

• [SAVE]: Updates the client's clinical profile and pushes data to the integrated modules.

Ecosystem Integration & Usage

1. Ability Hub (Customer Portal)

The IADL status is shared directly with the client's Circle of Care. For families, this provides a clear "Independence Map." If a client is marked "No" for Money Management, the family knows the agency is actively overseeing this area, providing peace of mind and reducing the communication burden on the care manager.

2. Service Planning & EVV

When a caregiver starts a shift via the Fieldworker Mobile App, the IADL needs guide their task list. For example, if Meal Preparation is marked "No," it automatically generates a high-priority task for that visit. Completing these tasks within the app provides the verified documentation required for EVV compliance.

3. Billing & Authorizations

IADL data is a primary driver for Prior Authorizations. State agencies often require evidence of IADL deficits to approve "Community Living Support" or "Personal Care" hours. Accurate documentation here ensures that when the Billing module generates a claim, it is supported by clinical data, significantly reducing the risk of audits or denials.

4. Workflows & Scheduler

Updates to IADLs can trigger Automated Workflows. If a client's status changes from "Yes" to "No" in Transportation, the system can alert the Scheduler to ensure future appointments include a staff member with a verified driver's license and insurance.

Add a new Medication

Adding a new medication for Andre Fuego Mandana Maya ensures that care plans are accurate, caregivers are alerted via the mobile app, and families stay informed through the Ability Hub.

The "Add Medication" Form

When you click the + ADD button in the Medications section, a modal opens with the following fields:

• Medication Name (Required): The formal name of the prescription or over-the-counter item (e.g., Colgate Junior Kids Batman Mild Bubble Fruit Fluoride).

• Amount & Unit: Specify the dosage (e.g., "5" in Amount and "ml" or "mg" in Unit).

• Condition Medication taken for: The underlying reason for the treatment (e.g., "Dental Hygiene" or "Hypertension").

• Notes: Any specific instructions, such as "Take with food" or "Store in a cool place."

Setting the Medication Schedule

The scheduling engine defines when the medication appears as a task for caregivers.

• Start Date: The day the medication regimen begins (defaulted to today's date, 03/22/2026).

• Recurrence: Set how often the medication is taken (e.g., Repeat every 1 WEEK).

• Repeat On: Select the specific days of the week (Mo, Tu, We, Th, Fr, Sa, Su).

• Time(s) of Day: Enter the specific time (HH:mm format) and click [ADD] to log multiple administration times per day.

• End Options:

  • Never: The medication is ongoing.

  • Date: Set a specific completion date for a cycle.

  • Occurrences: Ends after a set number of doses (e.g., a 10-day antibiotic course).

Ecosystem Integration & Impact

1. Ability Hub (Customer Portal)

Once added, this medication automatically syncs to the Ability Hub. Families and guardians can see the current medication list and schedule, providing transparency and ensuring they are aligned with the agency's care plan.

2. Fieldworker Mobile App & EVV

The schedule you set here generates specific "Medication Tasks" for field staff. When a caregiver checks in via the Fieldworker Mobile App, they are prompted to verify administration at the exact times specified. This creates an immutable digital record for Electronic Visit Verification (EVV) compliance.

3. Audit Readiness

By logging the start date, dosage, and frequency, the system builds an automatic "Medication Administration Record" (MAR). In the event of an audit, you can pull reports directly from the Documents or Health tab to prove consistent care delivery.

Finalizing the Entry

• [CANCEL]: Discards the entry without saving.

• [ADD MEDICATION]: Saves the record to the client's clinical profile and triggers the automated scheduling workflows.

Adding a new Health item

Documenting an incident in the Health tab is a multi-step process designed to ensure clinical accuracy and regulatory compliance. For a client like Andre Fuego Mandana Maya, the Add Incident workflow allows you to capture the "What, When, and How" of an event through three distinct stages: Incident Details, Notes, and Artifacts.

1: Incident Details (INCIDENT Tab)

The first step focuses on the core data of the event. This information is used for reporting and triggering automated alerts within the Workflows module.

• Unusual Incident Type (Required): A dropdown or text field to categorize the event (e.g., medical emergency, behavioral issue, or equipment failure).

• Unusual Incident Start Time: The exact date and time the incident began (defaults to the current time, e.g., 03/22/2026, 02:15 AM).

• Unusual Incident End Time: The exact date and time the incident concluded. Precise timing is critical for state reporting and audit trails.

2: Adding Narrative (NOTES Tab)

The NOTES tab provides the qualitative context for the incident.

• Detailed Description: This is where staff should provide an objective, step-by-step account of the event.

• Response Actions: Document what immediate actions were taken (e.g., "Called 911" or "Applied first aid").

• Staff Involved: Identify which caregivers or witnesses were present.

3: Attaching Evidence (ARTIFACTS Tab)

The ARTIFACTS tab allows you to upload supporting documentation to the client's permanent record.

• File Uploads: Attach photos of injuries, PDF medical reports, or scanned handwritten witness statements.

• Integration: These files are stored securely and can be accessed later from the Files or Documents tab.

Ecosystem Integration & Impact

Feature	Usage of Incident Data
Ability Hub	Once an incident is saved, it can be shared with the family's "Circle of Care" via the portal for immediate transparency.
Fieldworker Mobile App	Caregivers can initiate these incident reports directly from the field, which then appear in this Health tab for supervisor review.
Billing & Compliance	Documented incidents serve as critical evidence for "level-of-care" adjustments or to justify temporary increases in service hours.
Scheduler	Major incidents may trigger a "block" or "alert" on the schedule to ensure the next staff member is properly briefed before their shift.

Finalizing the Record

• [NEXT]: Advances you through the three tabs (Incident → Notes → Artifacts).

• [CANCEL]: Discards the entry.

• [SAVE/SUBMIT]: (Appears on the final tab) Commits the incident to the clinical profile and triggers any linked Workflows.

Add a new Assessment

The Add Assessment tool in the Health tab is used to conduct formal clinical or functional evaluations for clients like Andre Fuego Mandana Maya. These assessments form the baseline for care plans and are vital for maintaining regulatory compliance. The assessment is structured into multiple sections to ensure a thorough review of the client's status.

Section 1: Sensory and Vital Information

This initial section captures the primary reason for the evaluation and the client's basic sensory capabilities.

• Assessment Reason (Required): Define why the assessment is being conducted (e.g., "Annual Review," "Post-Incident Follow-up," or "Routine check-up").

• Ability to Hear: Document the client's auditory status or any assistive devices used.

• Ability to See: Document visual acuity or the need for corrective lenses.

Section 2: Cognitive and Behavioral Profile

This section uses open text or specific descriptors to build a narrative of the client's mental state:

• Health Literacy: Captures the client's (or caregiver's) ability to obtain, process, and understand basic health information needed to make appropriate health decisions.

• Cognitive Functioning: A general overview of the client's mental processes, including perception, memory, and reasoning.

• Confused: Documentation of any disorientation regarding time, place, or identity.

• Anxious: Notes on symptoms of anxiety, restlessness, or specific triggers.

• Isolation: Assessment of the client's social support and whether they are at risk of loneliness or withdrawal.

• Memory Deficit: Specific details regarding short-term or long-term memory loss.

Section 3: Behavioral and Risk Assessment

The fields in this section allow the agency to quantify specific behaviors that may impact the safety of the client or the caregiver:

• Impaired DM (Decision Making): Documentation of the client's current capacity to make safe, logical, and independent choices.

• Verbal Disruption: Records the frequency or severity of shouting, swearing, or other vocally disruptive behaviors.

• Physical Aggression: Tracks incidents or tendencies toward hitting, kicking, or other physically harmful actions.

• Disruptive Behavior: General behaviors that interfere with care routines, social interactions, or the community environment.

• Delusional Behavior: Documentation of hallucinations, paranoid thoughts, or persistent false beliefs.

• Risk For Hospitalization: A high-level assessment of the client’s current stability and the likelihood of needing acute inpatient or emergency care.

Navigation

• [SECTION 2] & [SECTION 3]: These subsequent tabs allow for deeper clinical documentation, such as cognitive status, nutritional needs, or specialized therapy requirements.

• [NEXT]: Moves the user through the sections to ensure no data point is missed.

• [CANCEL]: Exits the assessment without saving progress.

Ecosystem Integration & Impact

Feature	Usage of Assessment Data
Ability Hub	Completed assessments can be shared with the family. This provides a transparent view of the client's progress or changing needs, fostering trust between the agency and the "Circle of Care."
Fieldworker Mobile App	Information from the assessment (like "Ability To See/Hear") is synced to the caregiver's mobile view, ensuring they are aware of specific communication needs before they begin a shift.
Workflows	Assessment results can trigger automated actions. For example, if a "Routine check-up" notes a decline in mobility, a workflow can automatically create a task to update the client's ADL status.
Audit Readiness	Assessments are date-stamped and stored in the Health tab, creating a permanent clinical history. This is essential for state audits to prove that the agency is regularly monitoring the client’s condition.