Click here for downloadable PDF

Maneuvering Around in the Chart

1. Along the top of the page, is the Tool Bar. Hovering the mouse over any of the icons will display a small box with a description of the icon.  This Tool Bar displays icons for the following functions:
   1. Navigating back and forward
   2. Updating the software
   3. Select Theme (change color of the interface)
   4. Reporting a Problem
   5. Email THIS page
   6. Print this document
   7. PDF this document
   8. Open All
   9. Close All
   10. Undo All
   11. Synchronize Chart (seen only when in a patient’s chart)
   12. Attachments (seen only when in a patient’s chart)
   13. View entire chart
   14. Face sheet

***Hovering over Diagnosis and Allergies will also display the complete details in a small box

2. Along the bottom Navigation Menu are the different SECTIONS of the chart (Forms, Orders, Care Plans, Medications, Notes, Orders, and Visits.
3. In addition to the SECTIONS of the chart, in the bottom Navigation Menu are 3 items:
   1. HOME Icon, clicking on this will take you back to “Your Page”, where you can see a list of assigned patients and open charts, if any.
   2. PATIENTS Icon (2 person figures).  Clicking on the icon will bring you to the default patient list of Active Patients and referrals and discharges occurring in the last 14 days.
   3. OVERVIEW Icon (1 person figure).  Clicking on this icon will take you to the Overview Page of the chart you are currently in.
4. When you select a Section of the Chart from the Navigation Menu, the screen will change to display this section.  You will see a list of all documents that have been completed in this Section of the chart to date.  Just above the toolbar, you will also note a PINK icon indicating what section you are in.  This is called the Task Bar.
5. Once in a patient chart, there are additional icons in the Navigation Menu:
   1. Open Visit: click this icon to open a chart to write in or view blank forms, careplans or orders.
   2. Once in an Open Visit, additional icons allow “Undo” visit (discard any documentation and begin over), “Edit” visit (allows editing of visit type, visit date/time), and “Close” visit. 
6. When selecting Section from the lower Navigation Menu, in the Task Bar you will see an option of tasks you can do in this section.  Many sections, such as Forms, Care Plans and Orders, there is only one thing that can be done, sometimes such as with Patients and Medications there is a box with drop down options.
7. On a day-to-day basis, you will be filling out a form (as you make a visit to a patient), possibly updating or creating a care plan problem. Each of those is in a different SECTION of the chart along the bottom Navigation Menu.
8. The right-hand pane allows you to see any document, which has been completed on a patient, including a form, care plan problem or order.  It also allows you to enter notes related to care plans: progress toward goals, evaluation of interventions and patients’ response to care.  This area is also a place where you can AMEND any of the forms that you need to make changes to. It is available from every screen within HBC once you are in a patient’s chart. 
9. After double-clicking on the nurse icon to enter the program, a SINGLE click is all that is necessary to move within the program or to choose the proper document for charting.

Opening a Visit

1. In order to write in the chart or to view blank documents (forms, orders, care plans), you must be in an “open” visit.  Remember, “visit” in HBC means that you want to open the chart and write in it. 
2. Log on to HBC by double-clicking the nurse icon.
3. Enter User Name and secret password.
4. HBC will open to your Page.  You may see a list of assigned patients to choose from.  If you do not have assigned patients or need to document or view a chart that is not assigned to you, click on the Patients Icon in the lower Navigation Menu.  The listing of patients will be Admits, Referrals, and patients Discharged within the last 14 days.  To view a different listing of patients, Click on the down arrow of Patient Listing Filters /Teams just above the lower Navigation Menu.  Select the patient chart you wish to view or document in.  If you are documenting in the chart, click on the EYE icon in the first column (this is a shortcut to the OPEN VISIT page).
5. On the open visit page, enter the applicable visit details, paying special attention to the Arrival Time of the visit!  Once Visit Details are complete, click on Open in the top right corner.
6. The chart will open to display the Patients Overview Page.
7. Now you are ready to fill out your form and complete other documentation associated w/ your visit to your patient.

Overview Page

1. First page that comes up in a patient’s chart.  Meant to be a “snap-shot” of the patient’s needs.
2. Enter any important information (such as safety issues or special instructions) into the “Comments” box.   Remember, the Face Sheet is available in the top Tool Bar at all times, so it should not be necessary to enter caregiver phone numbers, directions to home, etc as these should be entered on the Face Sheet.  

Completing Forms

1. Select FORMS from the bottom Navigation Menu.
2. It will display all Forms previously completed (if any).
3. Select FILL OUT A FORM next to the pink icon directly above the Navigation Menu.
4. A list of forms will appear.
   1. The forms displayed are mapped to your job description and to the Visit Type that you chose. The visit type, and the forms type will display in the task bar, as well as an option to choose “ALL FORMS”.
   2. If you do not see the FORM you want to fill out, you may click “ALL FORMS” in the task bar and see all available forms.
   3. If you still do not see the form you need, notify tech support by clicking on the Report a Problem Icon (Top Tool Bar).
   4. Click on the form you need to complete.
   5. Note just above the bottom Navigation Menu, in the Task Bar, are options of tasks you can do once you are working in or have completed the desired form.
      • Preview.  There is no need to save anything in this program, nor is there a save button.  We suggest you Preview you documents when you have finished to ensure they appear the way you would like.
      • Next Unanswered Required.  These options allows you to skim through a document and capture any and all unanswered required questions.
      • Expand All and Collapse All.  When a document opens, it will automatically open with all the accordions Expanded.  If you prefer to Collapse the accordions or divisions of the document, click on Collapse All.  You may also Collapse individual accordions or divisions of the chart by clicking on the arrow icon in front of the Division Title.  This allows for less scrolling.
      • Undo.  This allows you to remove the form that you just opened perhaps in error.  Choose this option carefully, once the form has been undone or removed, mumms support cannot restore it.
      • Fill Out Another Form.  Once the current form is completed if another form is required, this option will take you directly to the list of forms appropriate for this visit type. 

Completing Care Plan Problems

1. If you have no other forms to complete, select CARE PLAN Icon the bottom Navigation Menu
2. The current and resolved list of problems will display, if any.
3. In HBC, the care plan section is INTERDISCIPLINARY.  This means that any discipline can and should be familiar and may make changes to any Problem in the list.
4. Click on the Care Plan Problem to see the care plan problem expanded.  Once you have viewed the care plan, you will note tasks in the bottom Task Bar.  OR
5. You may click on View, Edit or Resolve boxes to the right of any of the current problems in the list.
   1. EDIT existing CARE PLAN PROBLEMS to identify or discontinue information from the SW’s point of view.
   2. SW’s will need to EDIT the Visit Frequency care plan problem and enter the planned frequency of visits.
6. If there is a new problem, then click on “Add Problem” in the Task Bar just above the Navigation Menu.  Select what the problem is Related to, Add Goals that are individualized and Interventions that are interdisciplinary.
7. Make the appropriate changes click PREVIEW in the Task Bar
8. Update your Care Plans as needed during subsequent visits either by choosing “Edit” or by using “Care Plan Notes” from the right-hand pane.  (See Tip Sheet:  Care Plan Notes)

Preparing your IDG/IDT Summaries (under ORDERS)

1. This SHOULD be done while you are doing your visit documentation whenever you have information that you wish to share at the next IDG/IDT meeting.
2. Go to ORDERS in the bottom Navigation Menu.
3. The current orders will display.  Medical Records or their designee will have prepared the appropriate IDG/IDT update form that you need to complete: either POC/CA Update or POC/CA Recert. It will be dated with the next IDG/IDT date.  NOTE:  Team members should NOT generate one of these documents (unless instructed otherwise by your administration team) EXCEPT for new patients coming on to service.  For new patients, the Admitting Nurse will create the POC/CA-Initial.
4. Choose the document marked with the date of the next IDG/IDT meeting (POC/CA Update or POC/CA Recert).  Click on the EDIT to the right of the document name.  ALWAYS choose “N/A” to stickies.  NOTE:  The nurse is responsible for filling out the section of the form relating to the patient’s condition and Medical records will have answered a few questions.
   1. Complete the division titled Summary of Needs/Progression of Disease/Hospice Appropriateness: either put a summary note for the specific care plan problem or select the last box “Summary” and summarize the care provided for the past 2 weeks.
   2. This SHOULD BE DONE PRIOR TO IDG/IDT so that by the time of the meeting, the documents have been updated appropriately.
5. Once done, close the visit. 

Closing Visit  

1. When documentation is complete, close your visit. This is done by clicking on the “Close Visit” icon in the Navigation menu.
2. Check time and date for accuracy.  This should be the date/time that you left the patient’s home (if documenting a direct care visit).
3. Complete NOTIFICATION question (NOTE:  This button does NOT automatically notify anyone; it documents that you have notified your teammates appropriately.
4. Click on CLOSE in the top right corner of screen. 

Synchronizing: Uploading and downloading charts to your laptop

See H4.3 “Synchronizing and Open All” for more information

1. HBC has the functionality to work ONLINE or OFFLINE.  To identify if you are on or offline, note the DOT or TARGET next to your name.  The TARGET means you are ONLINE, the DOT means you are OFFLINE.  To change the status from offline to online, click on the dot.
2. If you have been working off-line, you must also synchronize after closing your visit.  IF YOU HAVE BEEN CHARTING ONLINE, SYNCHRONIZING IS NOT NECESSARY.
3. Get on-line and log into the program.
4. When the program opens click on the Synchronize Icon in the top Tool Bar.
5. The screen will then display a list of patients that have changes since your last synchronization.
6. Click on SYNCHRONIZE in the right corner of the screen/program.
7. This will “send” the information you have just entered back to the server. 
8. To prepare to work off-line tomorrow, repeat steps 2-4.  Choose the patients you will see tomorrow.
9. This will store all of these pts in your laptop (allowing you to document in the patient’s chart whether you have internet service or not).