Tracking Assists
PointCare has the ability to track the number of assists made by user. PointCare tracks assists using automatic tracking and manually inputted assists.
Automatically tracked assists include: screening a member, selecting a program or changing an enrollment status.
To manually add an assist:
- Go to the profile of the member you are assisting
- In the notes section of the profile, make a note of the assist encounter
- Use format #assist-[number of counted assists] to indicate number of assists generated*
- Click Save
- You'll notice the hashtag will turn blue indicating it was entered correctly
For example: The patient comes into the clinic to drop off a form for income verification. The CEC will make a note in the member’s profile to track the patient encounter as one assist.
Jane head of household dropped off income verification #assist-1
* The assist hashtag must follow the format “#assist-[number of counted assists]”, no other hashtags will be tabulated or counted.