Instructions to Complete Your Weekly Case Conference Notes: Every week you will be assigned a task called “Case Conference and 60 Day Summary,” located in your hotbox. You will be sharing this document with any assigned clinicians on the case. Open the document and fill out the necessary information that pertains to you. The names associated with the case will be listed on each box. You will find this in the middle of the page. Once you fill out your part of the Case Conference note, you must initial off at the end of your statement. Scroll to the bottom of the screen and click “Save.” You will not need to enter your signature password. DO NOT TOUCH THIS SECTION, TO BE FILLED OUT BY CLINICAL SUPERVISOR. Once you hit the “Save” button. You must scroll back to the middle of the page to see who you will need to forward this task to. If the discipline’s text box is empty, please forward to them. If you are no longer on the case, please send LaRae a K-Mail and she will be in charge of re-assigning the case conference note to the appropriate discipline. Note: As you can see, Cathy has not filled out her portion of the Conference Note. She will need to be the next discipline to complete her portion. The order is as follows: (SN ->PT -> OT -> ST -> MSW -> HHA). In order for you to forward this note, scroll to the bottom of the page, hit the drop down box and click “Forward To” on the appropriate discipline. Once you have clicked on the name, this page will disappear and you will be put you back into your personal hotbox. You have now completed your part of that patient’s Case Conference note. Repeat steps each week for each patient that is assigned to you. There will be a 7 day timeline for all disciplines to complete the case conference note. Front desk will be tracking the status and will report to the Clinical Supervisors. Any questions, please see Jean or Cathy.