English | Newid i'r Gymraeg

How to Record Personal Details

Client Details is a set of forms that contains all of the background information about an individual person.

It is used to automatically prompt for things like pet care and health diaries. After completing this during your first contact with your client, try and fill in as much of it as you and they feel comfortable with.

Important information can be recorded that will aid the support group over the short and long term.

Step 1: Find your client in CHAI

Using My List find the individual whose details you need to change.

If the person isn’t in your list please speak to your group manager or team manager.

Step 2: Check Covid-19 Household Status (if visiting in person)

The current Covid-19 status Icon is indicated in the Banner .

Step 3: Navigate your way to Client Details using the Side Menu

Once you are on a client’s  Summary Page  (tapping the individual’s Personal Icon will always take you to this page), tap the Client Details Icon in the Side Menu on the left-hand side of the page.

Step 4: Completing the Client Details

Data about a person is viewed and recorded in digital forms, their  Client Details is split into three different forms.

These include:

  • Home Life – Their basic information, contact details, next of kin, pets etc.

  • Medical – Their medical background that may inform the group about the level of care required and the precautions that may need to be taken. e.g. They have Allergies that affect what kind of items you bring them whilst shopping.

    If the person is comfortable with providing this information, contact details for their GP, or other health professionals can be stored here.

    This is also where consent to use Health Diaries may be registered and record whether the person takes regular medication.

  • Independence – If the client is comfortable with sharing this information, this is where you may find details about their carer or social services contact. This also contains Risk Assessments which may highlight if the patient has a heightened risk of falling.

Progress Circle

To help track how much of a form has been completed, both the form link and the links to sections within the forms show a progress tracker. The proportion of the ring surrounding the icon that is shaded a darker blue indicates how many cards within that section have been submitted.

Whilst this feature is available, there is absolutely no obligation to completely fill everything. Just fill in the portions that you and your client feel comfortable with doing.

Open a Form

Open a form by tapping on its icon, this will take you to the list of sub-forms, called Cards.

Tap on one of these titles to open the Card and fill in the form, each section has its own SUBMIT button.

Navigation Icons are displayed at the top of the page that let you quickly jump to the other sections of the Client Details.

When entering data, CHAIĀ® can trigger further actions based on the data entered.

For example:

  • Saving an Allergy in the medical history will automatically highlight this information on their Summary Page.
  • Saving the fact that they suffer from asthma (with their consent) will automatically activate the Asthma Health Diary.

Tip: Card Header Colours

The card headers use colour to indicate the status of that card:

White: The Card has not been completed

Yellow: The card has been partially completed by an external source such as an integration link from the NHS or Social Services. It requires review. Depending on your group’s settings, you may not have any integration links set up.

Green: The card was completed by you, the current user.

Blue: The card was completed by a different user.

Purple: The card was completed by a trainee and requires countersigning. Depending on your version of CHAI, this feature may be disabled.