The Client Management Module in MedShare HC contains all aspects of your agency's client information. One easily accessed, central repository of client data within MedShare HC eliminates duplications across your other enterprise business systems.

Within the Client Module you can set up and edit your clients' personal information, referral information and care plans. Referrals include any service orders and service units (visits) related to the specific client. You can also customize appropriate care plans for your clients.

The Client Module makes it easy for you to manage your clients' data related service orders and service units. The simple fly-out panel allows you to keep track of where you are in the system. It is a centralized access point to help you navigate through your client information.

The Billing Module is designed to organize and compile information required for customer invoices. This module gathers all relevant information from other modules to create an easy-to-view format for the agency as well as a SAF(Service Advice File) file format for submission to customers. For your convenience a separate function allows you to delete any invoice without affecting the service order associated with it.

New billing features give you the flexibility to bill your customers at an hourly rate, a fixed rate or a combination of both for each visit. In addition, flexible invoicing rates and visit control criteria can be defined, allowing different billing rates to be set for things such as volume and date price breaks.

The Payroll Module is used to manage information related to earning statements and expense accounts for your agency’s home care workers. Within this module you can create, edit, delete and view each home care worker’s statement of earnings and expense accounts. The statements of earning can be deleted without affecting the service units and expense account associated with it if the information is no longer valid.

Additional features include the ability to account for changes of information such as statutory holidays pay rate, and the ability to link to associated service units and expense items. You can also choose to pay your Home Care Workers hourly rates, fixed rates, or a combination of both.

The Scheduling Module contains two components designed to speed the process of determining Health Care Worker availability schedules and scheduling visit appointments and assigning to employees.

The first component, the Availability Schedule, provides system administrators or agency coordinators a quick and easy interface to view and change the availability of any Health Care Worker in the system. The intuitive "grid" style interface displays all employees daily status, indicating vacation time, unavailable time and other agency defined status. The tool also greatly eases the burden of administrators having to maintain visit assignment conflicts. Employees have access to their own availability schedules, and can set daily availability months in advance, further decreasing the burden on coordinators.

The second component is the "Outlook" style appointment calendar. The calendar allows coordinators and Health Care Workers alike to create visit appointments tied to specific clients and service orders. Coordinators have the ability to reassign visit appointments to other employees using the resource assignment option. Creating recurring appointment patterns is a simple task using the calendar interface, and the drag and drop capabilities of the calendar makes adjusting appointments a snap. Creating visit appointment in the Scheduling Module dynamically adds the visit record to the Time Entry Power Tool interface, streamlining the process of creating, assigning and closing out visits.

The power of this module is in its ability to eliminate the disconnection between a Health Care Workers schedule, and coordinators assigning work to their employees. With these easy, yet powerful tools coordinators and Health Care Workers work from the same synchronized schedule.

Reporting services within MedShare HC are provided using reporting tools from Microsoft. MS Reporting offers some great benefits to HC's reporting functionality:

1. Interactive features in MS Reporting services that include: drill down, drill through reports, dynamic filtering, sorting and grouping
2. Powerful tools for the end user to create customer reports on the fly
3. A variety of report output formats (TIFF, HTML, PDF, XML, Excel)
4. Report delivery based on a secure subscription service

MedShare Health Document handling provides a central area to store client medical records and make them available to the assigned health care workers.  Service requests, medical records, treatment notes and other information sources are received electronically and stored in a secured environment within MedShare HC.

Up-to-date information, forms, methods, procedures and medical references are instantly accessible by remote workers through using this method.

The Assessment Module provides a convenient location within the MedShare HC suite to receive and store assessments sent in from CCAC or other Customers for your clients. Information from these assessments is used to set up new clients and populate related fields in areas such as referrals, service orders, service units in the HC suite.

Furthermore, this module will include an intake tool to allow users to perform the actual assessments. The intake tool will be similar to the questions in the current paper assessments, but it will follow the interRAI Short-stay care standards.