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Responding to Supervisor Feedback

Case Managers use feedback alerts and indicators within the Activity List to identify and respond to supervisor feedback on assessments and care plans. Completing this feedback ensures documentation quality and keeps the client workflow moving forward. For instructions on how to locate clients with supervisor feedback, see: Feedback Notifications Overview

Complete Assessment Feedback

  • In the Client Profile, locate the FBK column. Click the assessment marked Fbk.

 

 

  • Inside the assessment, topics with feedback also display Fbk.

 

 

  • Click the topic, then select the yellow Feedback Memo icon.

  • Read the supervisor’s comments in the memo and make any required changes.

 

  • After making the changes, click Leave Feedback on the assessment screen.

  • The topic will update to Cmp (Completed).

 

Complete Care Plan Feedback

  • From the Client Profile, click the Care Plan button (if it includes an exclamation mark).

  • In the Care Plan tab, check the Feedback column for memo icons.

 

 

  • Click the gray memo icon to open the supervisor's feedback.
    The top (blue) section contains the supervisor’s comments.

 

 

  • After making the requested changes, reopen the memo, type your response in the bottom (white) section, and click Save.

 

 

 

  • Once all feedback is addressed, click Feedback Completed, then confirm by selecting Yes.

After Feedback Is Completed

  • Dashboard: Client is removed from the Clients with Feedback alert.

 

 

  • Client List: The Feedback column changes from “Yes” to “No”.

 

 

  • Client Profile: The Review pop-up shows Complete, and the Fbk column updates to Cmpl.

 

 

  • Care Plan: The Leave Feedback button is removed, but feedback memos remain available to read.