The Should-Know functionality is a way for your Care Team to share changes to a Member's routine that Care Workers (Helpers) should know about and important things Care Workers (Helpers) must do during their visit with the Member.
Should Knows
A Should Know is a way to communicate important information to a care worker regarding that specific visit. An example might be “Debra was discharged from the hospital on the weekend” or “It’s Lorna’s Birthday today, wish her Happy Birthday!”.
When scheduling a Should Know, the care worker is not required to acknowledge the message and therefore you shouldn’t use this option to request tasks to be completed.
Click on a newly scheduled visit from Roster View.
Refer to the visit details panel on the right-hand side of the screen
Click ‘Add a Should Know’
Enter Title and Description
Click Save
Care Worker App View
The Care Worker will visibly see details surrounding the 'Should Know' before checking into their visit.
Should Knows on Recurring Visit
The Lookout Way provides the ability to add a Should Know when adding a recurring visit, you can choose for the should-know to recur with the rule and apply to all scheduled visits in the series.
Click on a newly recurring scheduled visit from either the Member's roster or the Care Workers (Helper) roster.
Refer to the visit details panel on the right-hand side of the screen
Click ‘Add a Should Know’
Enter Title and Description
Once entered, a prompt will appear and display options for "Only add to this visit" or "Add to future visits"
If "Add to future visits" is selected, this will add a Should Know to every visit in that recurring visit rule created
Editing Should Knows on Recurring Visit from Dashboard
The Lookout Way will also provide you the ability to Add/Edit the Recurring Rule from either the Member's Dashboard or the Care Workers (Helper) Dashboard. Click on newly recurring visits
Refer to the Recurring Visits rule details panel on the right-hand side of the screen under Recurring Visits.
Click ‘Edit"
Enter Title and Description
Scroll to the bottom of the recurring rule
Add or Edit Recurring 'Should Know'
Click Save
Bulk Should Know creation from List View
The Lookout Way provides the ability to add a bulk Should Know notification via the roster's list view on Helpers and Memberships. You can apply a should-know in bulk to selected visits and notify all or selected Care Workers (Helpers) visits.
Click on a list view in the Member or Helpers list view.
Refer to the list view details and select ALL or selected visits.
Click the 'Should Know’ options
Enter Title and Description
The selected visits will be visible and display the number of should-knows the detail will be added to
If needing to remove 'Should Know’ options you can select ALL or selected visits