Tracking Program Usage for Patients and Clients

Tracking Program Usage for Patients and Clients

Sumac Case Management for Hospices includes a dedicated area for tracking the usage of your Hospice's programs by patients and clients.

Program Usage allows you to record and report on any programs accessed by patients or clients. You can record who the patient or client was, which program they used and when it was accessed, and the duration of each session.  The Note/Comments field allows you to record any additional information. The duration of each session can be aggregated to report to funders on the overall program or service usage.

Recording Program Usage

When a client or patient accesses a program or service, record it by selecting their record from the Contact list.
  1.  Go to their History tab and click "Add to Contact" and select "Program Usage" 

  2. Enter the appropriate date, select the "Type of Program" and the "Service Provided."

  3. Enter the Start and End Time for the program or service. Sumac will calculate the duration for you, which can be used to report to funders.

  4. Add any additional notes about the session and click "OK" to save the record.

If you need to record a new Program Usage record for multiple patients or clients, you can also enter new Program Usage records directly from the Program Usage list.

From the main Sumac console, expand Case Management, and click "Program Usage" to open that list. Click "New" to enter a new one. 
This will save you time when entering new Program Usage records for several contacts, as you won't have to take the time to find each contact first!

To learn how to report on these statistics, refer to this article.

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