While a Client’s file may have its status changed (see the Changing a Client’s Status SOP for more information), AlayaCare also allows users to modify a Client’s services individually. This SOP has two purposes.

1. Discuss cases where a single service may need to be placed on hold
2. Provide users with clear instructions to change a Services status

Situations where a Service may be placed on hold

Client Services may be placed on hold if the Client is receiving additional service through a Family member or a community support program, but Nurse Next Door support is still required (for example, a Client’s family member is providing Caregiver support, but the Client still requires Nursing support

Placing a Client’s Service on Hold

Follow the steps below to successfully add a Client Contact to a Client’s file

1. Access the Client’s file
2. Review the Client Files SOP for a summary of data that can be used to search for Client files.
3. Navigate to the Care Management tab
4. Locate the Service whose status you need to change
5. If you are changing the status of a Discharged or On Hold service, you are required to change the filters
6. Click the name of the service highlighted in blue
7. Click the current status
8. Select a new status. Depending on the status you select, you may need to enter an Effective Date and a Reason
9. Click OK