This article explains how to manage weeks where ROCs change halfway into the week due to a new plan starting.
Sometimes a participant's Roster of Care changes with their new plan, and it can happen in the middle of a week. That means you need to do one half of the week with the old ROC, and the second half of the week with the new ROC.
No worries! You can do that with quickclaim.
- Go to the "Roster of Care" module via the menu on the left hand side.
- Select the participant whose plan is changing. You will see their existing ROC.
- Click "ADD". As per the Roster of Care instructions, add the new ROC into quickclaim, line by line.
- When the week's ROC runs, all the old AND new items will appear in the Service Delivery module. You can see them by going into the Service Delivery module using the menu on the left hand side, and filtering for the relevant participant using the fields circled in the screenshot below.
- One by one, go through each of the doubled-up items. Click on the "edit" button - the pencil icon on the right hand side of the item.
This will allow you to edit various fields, including the date.
Identify the old Roster of Care line items, and change them to end on the final day of the plan.
Identify the new Roster of care line items, and change them to start on the first day of the new plan.
On each item, press the green tick on the right hand side to save it.
