Checklist: Add a New Client Intake

Follow this best practice data entry guide to help create a new client intake in Procura. The information below is from the Home Support Order (HSO) and Community Risk Screener (CRS) in PARIS. 

Related Sections and Articles

• How to Complete the Client Information Folders
• Transcribe the PARIS Home Support Order (HSO) to Procura
• Transcribe the PARIS Community Risk Screener (CRS) to Procura

Note: Make sure the client doesn't already exist in Procura before creating a new record. 

Client Information Folders

Folder	Information to Enter	Comments and Links
General	- Last Name (legal)  - First Name - Middle Name (if applicable) - Alias (if different from first name) - Phone numbers - Gender - DOB - Area (the scheduling area your client belongs to)	do not use special characters eg. ,* ()
Departments	- HS Department	Today's date is the active date.
General	Reference Numbers (from HSO) 'Present' or leave blank - AGA Plan - Behaviour Care Plan - No CPR Form, - Notfn of Expected Death - Paris and PHN #  - NS only - HS supervisor	Department needs to be entered first.  Urgent Response Priority will be entered by LPNs.
Addresses	- Address line 1 = building and street number only - Address line 2 = unit or apt. # - City, prov/state, country, postal code - Address directions - buzzer #, parking instructions, etc.	Geocode the address so mileage is tracked and the Locate Me feature works.
Orders	- Default Funder order (LTC, Palliative, etc.) - Client Charge order if a per diem exists	See Orders
Groups	- Scheduling Group  - Scheduling Area  - Cluster (if applicable)	See Add and Archive Groups for a Client
Attributes	- Language (other than English) - Likes (has/does) and Dislikes (does not like)	If it is ‘Language Needed for Care’, add this in Comments section, as a Service Restrictions. Click notify to change name red.
Contacts	- Formal Contact(s)  eg. Responsible Clinician  - Informal Contacts(s)  eg. emergency contact, next of kin
Supervisors	- add a supervisory requirement of Initial Visit	LPNs will retrieve this in Care Connection.
Care Plan	- add Assignable Tasks as per HSO	Check with your site for your DOT process.
Service Requirements	- Competencies as per the HSO	check with your site which competencies to enter.
Diagnoses/Procedures	- Diagnoses Relevant to Care	- copy and paste diagnoses to the Comments box
Allergies	- Food and environmental allergies only	- medication allergies will be maintained in PARIS
Physical Environment	- Hazards/Risks (from CRS) and enter comments and control plan
Tasks	- send a task to scheduler planner to build the client schedule - send a task to LPN planner if DOTs exist	See Creating Tasks
Dated Notes	Dated Note Type examples:  - New Referral - use template (New Clients) - Client Update (communications for CHWs)	See Add and Discontinue a Dated Note
Additional Information	- copy and paste Patterns of Service	not visible to CHWs, only for Scheduler reference.
Comments	Details of service restrictions e.g. Notification of a care language, client requires multiple CHWs, etc.)	check off 'Notify users of Comments' to make the client name red if important comments need to be read.