Registration allows users to create a new client record or search for an existing client who has been registered into the TrakCare module.

Client Alerts allows healthcare professionals to add newly identified alerts and allergies and to view those previously recorded. In addition to notifying healthcare professionals of potential risk, the nature and severity of allergic reaction is also available if it has been captured. The severity can be color-coded to provide a visual display of allergic sensitivities. An alerts facility is available for recording details such as:

1. Administrative Alerts (e.g., client must pay up front)

2. Medical Alerts (e.g., diabetic, sensitive to certain drugs)

3. Other Alerts (e.g., beware, client has large dog)

Alert details can be restricted by user security level.

Assessments utilizes TrakCare’s Questionnaire tool, allowing the healthcare professional to define the content of the assessment and create standard templates. Assessments can be measurement-based using an algorithm that calculates a score. Any changes made to an assessment are entered, and a full history is maintained. The system provides electronic sharing of assessment information under security controls.

Appointment Management allows healthcare professionals to schedule appointments for individuals at their clinics (or during rounds), or they can use the booking system to book multiple resources for a service. Appointment Management supports multiple departments and/or service locations. Each department may have multiple resources (staff or equipment) each day. Clients may register for any department resource. There is no limit to the number of clinical departments that can be pre-set. A comprehensive set of functions for managing appointments includes options to:

1. Book individual appointments

2. Make multiple bookings for a client

3. Attach multiple interventions to an appointment

4. Make an appointment for a revisit

5. Record an arrival

6. Change appointment details

7. Reschedule an appointment

8. Cancel an appointment

9. Print letters to the client and the general Practitioner

Care Planning supports care tailored for the individual. Interventions derived as a result of care planning are matched and scheduled into the clinician’s diary. Standard Care Planning templates can be created. A care plan may be assigned to a client on the basis of assessment. Other functionality available includes the automatic integration of the required interventions, as determined in the care plan formulation, into the resource schedule. Once the course of the plan is determined, appointments will be scheduled at the required times. Any appointment conflicts generated in this process are highlighted and functionality to resolve these is provided.

Enquiry Contact allows healthcare professionals to record, forward, and monitor the status of casual enquiries, either client specific or general. Details of enquiries, including enquirer’s name and contact details, client related to enquiry, and details of enquiry can be recorded and forwarded to relevant clinicians for further action.

Referral Management allows the recording of episode details as well as client demographic details, which is critical to community health. TrakCare supports the creation and management of client referrals ensuring that all referrals are auctioned. The Referral Management function includes:

1. Registering referrals

2. Referral assessments

3. Referral outcomes

Client Record Tracking provides a facility for tracking client records, including medical records, dental charts, and psychology records. Any record that can be linked to the client can then be tracked. The Record Tracking facility significantly reduces the time it takes to perform these clerical procedures. The system maintains a history of all movements for later analysis.

Client Discharge produces a discharge summary when care is completed for a client and the client is discharged.

Automatic Notification to General Practitioners automatically notifies general practitioners of a client’s involvement with an agency, if desired. This notification can be faxed, e-mailed, or printed.

Client Labels/Registration Forms produces a variety of printed documentation, including labels, and registration forms.

Healthcare Professionals Diary allows the healthcare professional to manage his client population, view new referrals, and manage internal referrals from his diary. It is central to the Community Management module and provides a listing of all clients with open episodes that are assigned to the healthcare professional and ensures that all currently active clients are reviewed regularly. The diary function also provides the user with his list of appointments for a given day.

Client Diary provides a client-centric view of appointments and activities, allowing healthcare professionals to schedule activities for a client from the client’s perspective.

Client Billing charges for appointments and services rendered. Charges are determined by billing contracts with various payers. Refer to section Patient Billing for details.

Mobile Devices (Point-of-Care Access) addresses the challenges of recording information at the point of care and complements the EPR, extending TrakCare to the client. It applies the latest technology to bring fast, affordable, accurate, computerized charting to the client’s home or bedside. Mobile Devices eliminates the “record on paper and later transcribe” process of nursing and clinical documentation. Clinicians can chart activities and record the administration of medication, execution of treatment, and other orders.

Event Creation and Management allows users to create and manage events – for a group of clients, clinicians, or both – from their clinician’s diary. The event creation system allows users to invite individuals to participate in a group or event and to keep tabs on RSVPs. Clinicians can be invited to attend and the system can also alert clinicians of upcoming events where they are responsible for presenting to a group.

Complaints and Plaudits supports the tracking of poor and exceptional performance and can be utilized to review service contracts with contracted agencies. It allows recording and reporting of feedback, both positive and negative, in a formal and structured manner.