The Simple Steps of

1. The Simple Steps of Q Courtesy of Amy Weaver, Gold Country Community Center, 2007

2. Accessing Clients In Q • Select Clients from menu options.

3. Query ~ Searching for Specific Client in Q • Searching by the first 3 letters of the Last Name and 2 letters of the First Name is the fastest way to determine if a client already has a record in Q.

4. Client List Search by Last Name • Once the list is generated, double click on the specific client wanted.

5. Individual Client Record • Select Edit to make changes to Client data • Make sure to enter: • Birth Date • Gender • Race • Rural • Low Income • Lives Alone

6. Changes For Individual Client • Use Tab to move between fill boxes • Make sure to click Save when finished

7. Entering Care Plan • Select Care Plan button in lower left corner

8. Care Plans in Q • Select Care PlanProvided (make sure it has your agency name listed)

9. Care Plans in Q • If no Care Plan or status is Disenrolled, you will need to create new plan • Click on far left Paper icon to create new plan

10. Entering New Care Plan • Enter: • Service • Funding Source • Agency • Enter Start Date (an End Date will disenroll the client from services) • Rate Condition • Hit Save

11. Updating Assessment Information • Update Assessment date in Last Assessment tab

12. Assigning Route Information • After Initial Save • Edit again • Add Route • Save and close

13. Editing Service Units • If client cancels, click on Service Units • Select appropriate month or • Add new month, far left blank sheet button

14. Editing Monthly Service Units • Select Edit • Enter appropriate unit total for month • Save

15. Entering Assessments • Select Assessments button in lower left corner

16. Entering Assessments • Select Nutrition Risk by double clicking

17. Entering Nutrition Risk • Select Edit, enter information by clicking on all that apply • Save

18. Entering ADL’s • Select Edit, enter information by clicking on all that apply • Each ADL has pull down list of choices , select the appropriate function level • Click on IADL (Part 1 and Part 2) • Follow same editing as above • Save

19. Creating Monthly List for Home/Phone Assessments • Select Clients with Reassessment Dates by Time Interval • Double click to open

20. Running Monthly List for Home/Phone Assessments • Select Starting Date (Month for assessment) • Select Ending Date (last day of month) • Click on Query

21. Monthly List for Home/Phone Assessments • List can be sorted by Route • Right click and choose add columns • Select Route to add it as a column • Click in the gray section of Route to sort

22. Service Unit Logging • Select Service Unit Logging • Double Click

23. Service Unit Logging • Service should be HDM Hot (for Home Delivered Meals) • Select Route (repeat this process for each route) • Under Units, add # of days in month service was provided • Click Query

24. Service Unit Logging ~ Route • A Route list is generated • Look at desk calendar & make adjustments to those with cancelled days • Double Click on individual client to adjust units if needed

25. Service Unit Logging ~ Change Individual Units • Adjust units to # of days meals were received • Save • Continue with other clients on Route as needed • Check each Route Book to verify that clients on route match

26. Service Unit Logging ~ Route • Click Commit when all adjustments to Route are made • Close • Proceed to next route