Hospice Tools Suggested Workflow:
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Bereavement Risk Assessment: The assessment should be completed within 5 calendar days of admission. This allows the bereaved contacts to be identified as well as risk levels. This is connected to the bereavement risk dashboard in the patient's chart
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Bereavement Risk Assessment Dashboard: Connected to the bereavement risk assessment, allows tracking of risk scores, comments. Used while patient is on care and post expiration
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Bereavement Care Plan & Update: Used at the start of care to guide the bereavement services provided by the hospice
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Bereavement Follow-Up Report: Used for significant outreach such as scheduled visits, phone calls. This document allows the coordinator to access emotional and spiritual needs and should be paired with the Bereavement Care Plan
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Bereavement Progress Note: This document is used to document brief interactions, coordination, internal communication that does not meet the requirements of the Bereavement Follow Up Report
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Progress Note for IDG Update: Used prior to IDG to provide relevant updates to the team in advance of the IDG meeting
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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.
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Bereavement Discharge Summary: To be completed when the period ends, or terminated . This does not replace updating the Bereavement Care Plan as needed
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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.
Recommended Resources:
Bereavement Charting Checklist
Help guides:
Bereavement Caregiver Contacts
IDG Narrative Using Progress Note
360 Reports:
Patient Birthday & Veteran Status Report (new resource coming soon)
Veteran Status Report (new resource coming soon)
How to Videos:
IDG Update Using the Progress Note
Amending Correcting Documentation
External Resources:
Code of Federal Regulations 418.76- Condition of participation: Core Services