Attach a Plan of Care (POC) Approval

POCs and Progress Reports are required by Medicare. See Plan of Care and Progress Reports for more information.

  1. Open the Manage Attachments window.
    • Click Paperclip icon on the main toolbar.

    • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

    • On the Case Information tab in the Client Editor, click one of the following:
      • Add POC button – Add a POC and a Progress Report
      • Add Prog Rpt button – Add just a Progress Report

      Click Add P.O.C. or Add Prog Rpt

      Note: If you click Add POC button, then INSIGHT adds lines for both a POC and a Progress Report, with default values for number of visits and number of days.

      Clicking Add POC example

  2. Manage Attachments window only: In the Document Type pane, select Plan of Care Approval. If you opened the window from the Client Editor, then this step was done for you.
  3. Manage Attachments window only: In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
  4. Manage Attachments window only: In the Case list, click the case to which you want to add an attachment.
  5. Enter Plan of Care information. You can override values if necessary.
    • Plan of Care icon – Plan of care
    • Progress report icon – Progress report

    Fill out Plan of Care section

  6. If you are working in the Client Editor, then click Paperclip icon.
  7. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach POC

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