Recent Articles
Exporting Assessments from Packet Log for Audit Purposes
After opening the member record, follow these steps to generate and download an Assessment Packet for your audit. Step 1: Open Packet Log From the member record, select the Packet Log icon from the left-hand navigation menu. This will open the Packet ...
Exporting Multiple Notes to PDF
This article explains how to export multiple notes to PDF for a member using Guiding Care's "Save and Print Queue" feature. This is useful when gathering documentation on a member and multiple notes are necessary. Step 1: Navigate to Notes From the ...
How to Identify Members Counted in “Active with Billable Contact” Metrics (LEAP Dashboard)
Purpose This article explains how to identify which members are included (and excluded) in the “Active with Billable Contact” counts shown on the LEAP Dashboard for a specific Care Manager. This process helps reconcile discrepancies between internal ...
Removing Goals (OGIs) from a Member’s Care Plan
Purpose This article explains how to remove or delete a Goal (OGI – Opportunity, Goal, Intervention) from a member’s Care Plan in GuidingCare. Steps Go to Member Details From the main navigation, open the member’s profile. On the left-hand menu, ...
How to Add Units or Hours to a Care Plan in GuidingCare
Applies To: Care Managers, Supervisors, and Administrative Staff System: GuidingCare (CHN Instance) Last Updated: October 2025 Overview This article explains how to record service units or hours on a member’s Care Plan in GuidingCare. Hours and units ...
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