Social Worker

Ashley Anderson

January 15, 2026 18:34
Updated

Hospice Tools Suggested Workflow:

Complete the Psychosocial Assessment: The assessment should be completed within 5 calendar days of admission. The psychosocial assessment is located in the Assessments chart section
Veteran History Checklist: If a patient is a veteran, complete within 5 days of start of care
Complete the Psychosocial Visit Note : The visit note can be used to document scheduled visits or PRN visits. Document a patient and family's mental, emotional, and behavioral status in addition to needs for spiritual support. The last page of the visit note contains the symptom based care plan dashboard prompting social worker to identify any new or update on existing problems
Social Worker Progress Note: The Social Worker Progress Note can be used for a variety of situations including PRN visits, missed visits, phone calls, care plan meetings, care coordination, etc. One of it's primary uses is for providing an IDG update.
Missed Visit Note: This should be completed anytime a scheduled visit should have occurred but was missed. This is connected to the Missed Visit report 360 as well as connected to the calendar when visits are scheduled using the Event Type: Patient Visit, if documented using a missed visit note this will be identified in the calendar by a red checkmark.
Care Plan & Update: The symptom based care plan dashboard is located within plan of care chart section as well as the last page of the Psychosocial visit note. The overall plan of care needs to be updated with any changes in problems, goals, & interventions every 15 days min.
Patient Incident Report: To be completed as needed to document incidents that occur such as falls, suspected abuse/neglect etc. The patient incident report is located in the Miscellaneous chart section
Volunteer Request Form: To be completed as needed when patient/caregiver requests a volunteer (if request is made of spiritual counselor). The request form is sent to volunteer coordinator for review and volunteer assignment
Sticky Notes Tab: This is located in the patient's chart and to be used to indicate internal planning and team communication and not part of the clinical record
TimeKeeper: Documentation is connected to the timekeeper module which is connected to billing. Completed documentation filters to the timecard identifying the name of the patient, day, and total time. ** If you are being asked to log your travel for reimbursement, this will require separate entries to be logged directly in timekeeper.