Wellsky Deactivation Reason Dictionary.txt

Wellsky Deactivation Reason Dictionary


Accurate data starts with a common language. This dictionary is designed to help us move beyond the broad "No Longer Needs Care" bucket and identify the specific "why" behind every client departure. When our WellSky entries reflect the true story found in our care notes, we can better understand our clients' journeys and work together to improve the services we provide.


Top tip: Before selecting “No Longer Needs Care,” review the below guide to see if a more accurate reason exists!




Reason
	Definition
	No Longer Needs Care
	Client has completely recovered and no longer needs any level of support (family, private cg or senior residency support included). Client has no long-term, chronic conditions that still require support. This may look like:
* Previously independent client recovers fully from hip replacement surgery
* Previously independent client recovers from acute illness with no lasting impacts
This is NOT someone who chooses another care option (Senior living, Family Care Arrangements, Private CG, etc) over TheKey. 
	Moved to Care Facility
	Client moved to IL, AL, MC, SNF or other long-term care community and no longer requires 1:1 care. This may look like:
* Client’s family has decided to move CL to Assisted Living with levels of support
* Client had a planned move at the start of care that we were provided gap coverage for 
* Client had a major degradation in condition and moved to SNF to conserve Finances
	On-Hold
	Client is taking a break from services - either for a vacation, extended family support, or other planned break in care - and intends to return. Ideally we have a weekly touch base with client or a clear resumption of care date. 
This is NOT someone on-hold due to being in the hospital.
	Chose Other Provider
	Client chose another provider - either another home care company, private CG, family care arrangements, or other - due to our inability to meet their needs, their needs exceeded our scope of care, or they chose a cheaper care option to conserve finances. 
Discharge notes should clearly outline the reason for choosing another provider, as well as any actions taken to try and retain/recover the business (price cut, recruiting, additional training, etc.)
	Moved Out of Area
	Client moved out of office’s service area. Notes should indicate (if possible) where client moved to and if we have services available in their new place of residence. If so, notes should indicate why client chose not to continue with services.
	Dissatisfied 
	Client was unhappy with care and ended services. Notes should clearly indicate what lead up to cancellation, what service recovery actions were taken, and if we think client recovery is possible. 
	Hospitalization - First Admission
	Client was admitted to hospital for the first time. Notes should indicate if TK caregiver was present, if CG was at fault in any way, and what follow through will look like to resume services if possible.
	Hospitalization - Readmission
	Same as above, but it is not client’s first admission to the hospital. 
	Deceased
	Client has passed away. 
	Other - Client Deactivation (IMPORTANT - When using this designation, notes must be clear about reason for deactivation)
	-Duplicate client profile created in error.
-Office discharged client due to unsafe home environment that cannot be mitigated.  (Client/family behavior creates a risk to CG’s/staff.)
-Regulatory or licensing constraints prevent continuation of care.
-Non-payment or billing disputes leading to deactivation.
-Family dynamics (not a clear dissatisfaction or switch to another agency)
-Financial reason- Indicate in notes if client no longer finds value or if client is unable to pay for services.