A Glossary of Home Care & CRM Terms
- AccountAn organization or facility that does business — or may do business — with your agency.
- Account ManagerThe user or marketer associated to an account (also called an Owner).
- Account SharingAllows the owner of an account to share editing permissions with another user.
- Accountable Care Organization (ACO)An organization of health care providers that agrees to be accountable for the quality, cost, and overall care of Medicare beneficiaries who are enrolled in the traditional fee-for-service program.
- Activities of Daily Living (ADLs)Self-care abilities related to personal care including bathing, dressing, eating, toileting, continence, transferring, and ambulating.
- Adult A person 18 years or older, or a person legally capable of consenting to his or her own medical treatment.
- Advance DirectiveA document in which a person either states choices for medical treatment or designates who should make treatment choices if the person should lose decisional capacity.
- All AccountsOne of the view options that provides users visibility to every account loaded in an agency's database, regardless of owner.
- All ContactsOne of the view options that provides users visibility to every contact loaded in an agency's database, regardless of owner.
- Annual Wellness Visit (AWV) A visit a Medicare patient may receive after they have been with Medicare for more than one year, or it has been at least one year since their "Welcome to Medicare" exam. At the Annual Wellness Visit, a doctor will speak to the patient about their medical history, review risk factors, and make a personalized prevention plan to keep them healthy. The visit does not include a hands-on exam, testing the doctor may recommend, nor discussion about any new or current medical problems, conditions, or medications.
- Application Program Interface (API)An interface for communication and interaction between two pieces of software.
- AssessmentThe process by which a physician or other health care professional evaluates a person's health status. Assessment is related to, but distinct from, diagnosis. It may involve the use of formal assessment instruments along with more informal interviews with the patient, the patient's family, and other caregivers, and with observation of the patient's behavior.
- Assessment InstrumentsSpecific procedures, tests, and scales used to measure and evaluate cognitive and self-care abilities, problems, functional limitations, and other patient characteristics.
- Assisted Living Facility (ALF)An out-of-home care option for elderly persons who continue to lead relatively active, healthy, and independent lives. Most ALFs feature apartment-style living and many services for the elderly.
- Attending PhysicianThe physician designated by the client who is to have the most significant role in the determination and delivery of the individual's medical care.


