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CAREWare 6 Annual Review

CAREWare support and documentation has been moved to a new location. For the most updated user guides and documentation for CAREWare click on the link below:

jPROG CAREWare Support Portal

Entering Annual Review Data


Annual review data includes screenings for primary care, HIV risk reduction counseling, housing arrangement, and substance abuse, as well as the poverty level assessment and insurance information necessary for the RSR. Insurance assessment and poverty level assessments are required for the ADR. Quarterly review tabs are available for updating this data for clients more frequently.



Annual Screenings

1. Click Add.
2. Enter the Date.
3. Click the drop down arrow to select the Type of screening.
   
   
4. Click the drop down to select the Result of the screening.
5. Click Save.
   

Note: For HIV Risk Reduction Counseling select a Counseled By option.



Note: The annual screenings are required information for the RSR if the client receives an Outpatient Ambulatory Health Service, a Medical Case Management Service, a Case Management Non-Medical service, or a Housing Service. In the case of the Housing Service, only the Housing Status is required.


Insurance Assessments

1. Click Add.
2. Enter the Date.
3. Click the drop down arrow to select Primary Insurance.
4. Check the box for all secondary insurances that apply.
5. Click Save.
   
   
   

Note: The insurance assessment is required information for the ADR.
Note: The insurance assessment is required information for the RSR if the client receives an Outpatient Ambulatory Health Service, Medical Case Management Service, or a Case Management Non-Medical Service.


Poverty Level Assessments

1. Click Add.
2. Enter the Date.
3. Enter the Household Size (minimum one).
4. Enter the Household Income.
5. Click Save.
   
   
   Note: Providers/grantees in Hawaii and Alaska, which have different cost of living calculations, must indicate the appropriate state in the Grantee setup wizard in Central Administration.
   
   Note: When the US Department of Health and Human Services issues new Federal Poverty Guidelines each year, typically in February or March, CAREWare will incorporate them and post a new business tier build. You will need to install this update each year to correctly calculate annual poverty levels. This is usually the build for the ADR.
   
   Note: The poverty level assessment is required information for the ADR.
   
   Note: The poverty level assessment is required information for the RSR if the client receives an Outpatient Ambulatory Health Service, Medical Case Management Service, or a Case Management Non-Medical Service.
   
   

Annual Custom To add an Annual Custom record:

1. Click Add.
2. Select the year.
3. Enter a value for each custom field.
4. Click Save.
   

To add fields to Annual Custom:

1. Click Administrative Options.
2. Click Custom Features.
3. Annual Custom Fields.
4. Click the field to be added.
5. Click Activate.
   

Annual Review Quarterly Custom

1. Click Add.
2. Enter the Year.
3. Click the drop down for each field and select a value.
4. Click Save.
   
   
   
   
   
   
   

Annual Review Summary


To generate the Annual Review Summary:

1. Click Edit.
2. Select an As of Date.
3. Click Run.
4. Click to View results.
   
   
   
   

To print values in a window click Print or Export to get to the Report Setup.
Click Printable List Format Options to edit the format of printed pages.
To download these instructions click here.

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