Case Notes Report
Purpose Run and review a case note report for a specific client. Who should do this CAREWare users who are authorized to review client case notes. Use this guide when you need to Select a reporting period, choose the provider scope, and open or export the completed report. Main warning Case…
Relations
Purpose Link two client records so staff can view a documented family or other relationship from either client. Who should do this CAREWare users who are authorized to update client records and manage relationships. Use Relations when you need to Add, review, or remove a link between two existing …
Immunizations
Purpose Track immunizations in a client record. Who should do this Clinical staff and other authorized CAREWare users. Use this guide when you need to Add an immunization record and document vaccine details, receipt status, immunity, administration, and related information. Main warning The…
Counseling and Testing
Purpose Record a client’s HIV counseling, testing, results, referrals, partner notification, and related notes. Who should do this Authorized CAREWare users working in the client’s provider-domain record. Use this guide when you need to Add or review a Counseling and Testing record for a client.…
Diagnoses
Purpose Add, review, and maintain current and past client diagnosis records using ICD-10 codes. Who should do this CAREWare users who are authorized to enter or review client clinical information. Use this guide when you need to Add a diagnosis, update diagnosis details, or review active diagnos…
Vital Signs
Purpose Record and maintain a client’s height, weight, pulse, blood pressure, temperature, and BMI. Who should do this CAREWare users responsible for entering or updating clinical information in a client record. Use this guide when you need to Add a new vital signs record or edit an existing rec…
Contact Information in Client Record
Purpose Maintain the client's street address, mailing address, and phone numbers. Who should do this CAREWare users responsible for updating client demographic information. Use this guide when you need to Add or revise contact information in an existing client record. Main reminder Select “…
Case Notes
Purpose Add and edit case notes in client records. Who should do this CAREWare users who document client contacts, services, and follow-up activity. Use this guide when you need to Enter a case note and resume an auto-saved draft. Main warning Case notes can contain sensitive client informa…
Screenings
Purpose Record and manage a client’s screening results. Who should do this CAREWare staff who enter or review screening data. Use this guide when you need to Add a screening result to a client record. Main warning Confirm the screening date and result before you save. Quick path Clie…
Race/Ethnicity
Purpose Record complete, reportable race and ethnicity information for client records and required HRSA reporting. Who should do this CAREWare users responsible for client demographic data entry, review, or reporting. Use this guide when you need to Understand reporting categories and add a client…
