Mastering Census and Insurance Management in PointClickCare: A Comprehensive Guide

Reviewing census and insurance information in PointClickCare (PCC) is an essential task for healthcare providers, as it helps in managing patient admissions, discharges, transfers, and financial details associated with care provision. Here is a step-by-step guide on how to review census and insurance information in PCC:

1. Accessing PointClickCare:

• Log in to your PointClickCare account with your username and password. Ensure you have the necessary permissions to view and edit census and insurance information.

2. Navigating to the Census Management Section:

• Once logged in, navigate to the Census tab on the main menu. This section is designed to manage patient movements within the facility, including admissions, discharges, and transfers.
• In some configurations, you might find it under Clinical or Operations menus, depending on how your institution has customized its PCC interface.

3. Reviewing Census Information:

• Within the Census area, you can view a list of current residents and their status (e.g., in-house, discharged).
• To review details of a specific resident, click on their name or the corresponding action button (often labeled as “View” or “Edit”).
• Here, you can see detailed information about the resident's admission date, room assignment, level of care, and any recent changes in their status.

4. Accessing Insurance Information:

• Insurance information is typically found within the resident’s profile. Look for a tab or section labeled Insurance or Financial.
• Click on this section to view detailed insurance information, including payer details, policy numbers, coverage details, and eligibility dates.
• You may also find options to edit this information if changes need to be made to reflect new insurance policies or updates to existing ones.

5. Reviewing and Updating Information:

• Carefully review the information displayed. For insurance details, ensure that all data is accurate and up-to-date, including coverage periods and policy numbers.
• If updates are needed, use the edit function (usually a button labeled “Edit” or an icon resembling a pencil) to make corrections or add new information.
• Save any changes made to ensure the updated information is accurately recorded in the system.

6. Utilizing Reports for Census and Insurance Review:

• PointClickCare offers reporting tools that can help in reviewing census and insurance data. Look for reports related to census activity, insurance verification, and financial coverage.
• These reports can be used for a comprehensive review of census trends, insurance coverage issues, and to aid in forecasting and planning.

7. Collaboration and Verification:

• Coordinate with your admissions, clinical, and billing teams to verify the accuracy and completeness of census and insurance information. This collaboration is crucial for ensuring seamless care delivery and financial management.

8. Continuous Monitoring:

• Regularly review and monitor census and insurance information to catch and address any discrepancies early. Set a routine (e.g., weekly, monthly) for these reviews to maintain up-to-date records.

Additional Tips:

• Take advantage of training resources and support materials provided by PointClickCare to enhance your understanding and efficiency in using the platform.
• Consider setting up alerts or notifications for important census changes or insurance updates.

Please note, the specific navigation and interface may vary slightly based on the version of PointClickCare your facility uses and any custom configurations. Always refer to your facility’s protocols and PointClickCare’s user guides and support for the most accurate and detailed instructions tailored to your system setup.