Event History Tab

Provider Type(s) for Which These Instructions Apply	Program(s) for Which These Instructions Apply
Case Management Home Care Assisted Living	All Programs

This process will be used to document Member events, including falls, ER/Urgent Care visits, hospitalizations, medical appointments, service suspensions, and other related incidents.

Guidance for Responsibility of Event History Tab:

• If an Interdisciplinary Team (IDT) visit involves both the Case Manager and the Home Care/Assisted Living Nurse, the Case Manager is responsible for completing any necessary updates to the Event History tab in the Member’s record.
• If a visit is conducted by a single discipline (either the Case Manager or the Home Care/Assisted Living Nurse), the individual conducting the visit is responsible for updating the Event History tab, as appropriate.

Entry of New Event

1. Navigate to the Event History Tab

2. Hover over “File”

Select “Add Event Details”

3. Complete the blank field(s) of the record

• Select the appropriate Program
• Select the appropriate Event Type
• Enter the Start Date of the Event
• Enter the End Date of Event, if applicable
  *If the Member is in the hospital (or other facility), the End Date may be left blank but must be updated once the Discharge Date is known.   
• Enter “Comments” to identify the Name of the Hospital, MD, or other specific details regarding the Event. 

4. Hover over “File”

Select “Save and Close Event Details”

Reminders

• ADvantage and SPPC cases – “Fall or Injury REQUIRING Medical Attention” must have a Critical Incident Submitted.
• Medically Fragile and Living Choice cases – “Fall or Injury REQUIRING Medical Attention” AND “Fall or other Injury that DOES NOT REQUIRE Medical Attention” must have a Critical Incident Submitted. 

Update of Existing Event

1. Navigate to the Event History Tab

2. Select the Event record in need of an update. 

3. If the Event record was created in error, follow step 4
   If the Event record needs updated to include an end date or other information, follow step 5

4. Update “Status” to “Error”

Hover over “File”
Select “Save and Close Event Details”

5. Add End Date of Event, or update other fields as appropriate

Hover over “File”
Select “Save and Close Event Details”

Reminder

• If “New Text” is entered, “Append Text to Note” must be selected prior to saving the record.