{"v":"<p dir=\"auto\"><strong>Background.<\/strong> Forms V2 is the new paperwork system for client visits. During a visit, staff go through an on-screen interview with the client, and the system fills in the agency&#39;s paper forms from the answers. On 29 Sep 2026 Jane showed the customer the Start of Care \/ Annual (SOC\/AO) visit on site. This issue comes from Frank&#39;s notes of that meeting (item <strong>K1<\/strong> in <code>docs\/ActionItems.md<\/code>).<\/p>\n<h2 id=\"user-content-what-the-customer-said\" dir=\"auto\">What the customer said<\/h2>\n<p dir=\"auto\">&#34;Provide Directory with Agency Names and Phone Numbers\/Fax Numbers.&#34;<\/p>\n<h2 id=\"user-content-where-we-are\" dir=\"auto\">Where we are<\/h2>\n<p dir=\"auto\">Other providers are typed in by hand: <em>Other care the client receives<\/em> (Coordination of Care: skilled nursing, home health, other), and possibly the Transfer form.<\/p>\n<h2 id=\"user-content-what-to-do\" dir=\"auto\">What to do<\/h2>\n<ol dir=\"auto\">\n<li>Ask where it is used: Coordination of Care, Transfer, or both. Ask whether the customer has a list.<\/li>\n<li>Store the directory. It is not PHI. A new table or a file, and it needs a way to keep it up to date.<\/li>\n<li>In the interview, pick from the directory (with an &#34;Other&#34; choice). Picking fills the name, phone and fax.<\/li>\n<li>Related: the pharmacy lookup (E1, #99) and the doctor&#39;s address (C2, #82) are the same kind of lookup.<\/li>\n<\/ol>\n"}