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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 ...
Why Phone Numbers and Emails Disappear After Saving in Member Details
Summary: Users may notice that phone numbers or email addresses entered in the Member Details screen appear to save successfully but are missing the next time the record is opened. This is typically due to not setting the updated contact as the ...
Care Team History Does Not Match Care Team Name
Problem Statement Users report that when selecting a Care Team record and then viewing History, the list of Care Team Names does not match the record selected. Cause This behavior is expected. GuidingCare displays Care Team history according to the ...
Removing Deceased, Disenrolled, or Transferred Members from My Members Widget
Problem Statement Users report that deceased, disenrolled, or transferred-out members are still showing in the My Members widget. These members are flagged with a red exclamation mark next to their name. Cause This behavior is expected. In ...
Care Plan Note Not Displaying in Care Plan History
Purpose To provide guidance on where Care Plan notes are stored in GuidingCare and how to properly locate them when they are not visible in the Care Plan History. Audience Care Managers, Supervisors, and Support Staff using GuidingCare. Problem ...
How to Update a Member’s Address in Guiding Care
Issue: Users need to update or correct a member’s address within Guiding Care but are unsure where to do this. Steps to Update a Member’s Address: Navigate to the member’s profile and select the Member Details tab. Locate the Address panel on the ...
Member Missing from Unassigned List – Assigned to Another Agency
Issue: A member appears on the BAF file but is not listed under “unassigned” in your CHN portal and appears assigned to a different agency. Likely Cause: The member is still actively assigned to another agency in NC Tracks, which overrides the ...
How to View Active Cases/Clients
You will receive members/clients in two ways: 1. Members will be assigned to you by a supervisor. Members who are assigned to you will show up in a list under My Members on the upper left side. 2. Members will be referred to you. Any member referrals ...