Documents

All your dcuments organized in a plain, simple way

Organizing Documents for Your Agency

Social care agencies utilize various documents to ensure the effective delivery of services, using them to ensure effective service delivery and compliance with regulations.

• Care Plans: Outline the specific needs and preferences of individuals receiving care, including goals and interventions.

• Assessment Reports: Document assessments conducted to determine the level and type of care required.

• Case Notes: Daily or weekly updates on the care provided, changes in condition, and any incidents.

• Consent Forms: Confirm the agreement of clients or their guardians to the proposed care plans and interventions.

• Confidentiality Agreements: Ensure that all staff understand the importance of maintaining privacy and handling sensitive information properly.

• Incident Reports: Record details about any accidents, injuries, or unexpected events involving clients or staff.

These documents are vital for communication, accountability, and maintaining the quality of care, and having them organized in an easy-to-understand way is equally important.

The Fieldworker platform lets an agency organize all its documents in an easy-to-understand, yet neatly organized manner. This feature is generally available to all agencies as part of the basic feature. The documents in the system can be accessed using the option from the left menu.

The Documents page is organized in a main pane that shows the hierarchical structure and all the documents that the current user has access to. The side panel shows the details about the selected document, if any.

The center pane lets the user search any document by simply typing in a few characters of either the document or the customer. The customers with any documents uploaded in the system are also available in the middle drop-down window.

The Fieldworker documents are organized in three separate sections at the highest level.

• The secure section allows any agency to store documents that are restricted. These documents are only visible to and can be accessed by users with admin privileges.

• The documents in the Public section are always visible to and accessible by every user in the agency. Use this section to organize common documents such as training materials, policy and procedure, vacation lists, etc.

• Finally customer customer-related documents are organized in a tree-like fashion, with each customer followed by its projects at the next level, and then tasks at the next level below the projects. All documents attached to a task are automatically organized under that task's entry.

• A user has access to documents associated with their own customers, and the customers associated with any of the employees managed by the current user.

All users can choose to organize the documents according to their own use. The Fieldworker suggests a standard way to organize files and folders that has been proven very successful for social care agencies.