Frequently Asked Questions

  • Q1. Can I copy and paste the entire Client Information page from one month to the next?

    A. No, you should not. You can do two things: you can re-enter the client information each month, or you can change the month, rename the file, then delete the contents of the previous month’s Home Care Services worksheet. Q2.
  • Q2 Where can I save the e-SDRT file on my computer?

    A. You can save your e-SDRT file to your favourite location on your computer or you can create a folder specifically for your e-SDRT files. It is a good idea to save one generic copy on a floppy or on your desktop that you can access easily when beginning a new month’s worksheet.
  • Q3. In what format do I save the e-SDRT file?

    A. The format of the suggested naming convention is: COMMUNITYNAME_MON_YYYY.
  • Q4. What do I enter under column “O” (Number of Home Visits) on the Home Care Services worksheet when I have provided more than one service for the client and have already captured the home visit in another category of service?

    A. Enter “1” for the first entry, then “0” (zero) for any subsequent services provided.
  • Q5. How often do I enter data?

    A. You can enter data as often as you want. It is a good practice to enter on a daily basis, but weekly or monthly entry is acceptable, provided you capture all the services that were delivered. You will have six weeks after the end of the month to submit your report.
  • Q6. Can I enter cumulative information if I have provided the same service to the same client on a repetitive basis?

    A. Yes, definitely. For example, if you have done a half-hour daily dressing change for the past 14 days, you can enter all visits in one entry. Enter the Hours of Service Provided (Column “N”) as a cumulative total (i.e., 7 hours), up to 240 hours per row and enter 14 as the Number of Home Visits (Column “O”). You can also enter each visit individually.
  • Q7. Can I practice uploading and downloading the e-SDRT before sending in my monthly entries?

    A. There is a separate, “testing” upload website where you can practice uploads without actually submitting data to the HCC records. You need to request one or more accounts on this server before you can use it. Once you have an account and password, you can create a fictional monthly report by changing the Community Name in your e-SDRT worksheet to one of your region’s assigned community names. Use the test website: to practice uploading your worksheet. You will receive validation messages (successful completion, or list of errors). After processing (approximately 2 hours), you can examine your reports by clicking on the Reports menu.
  • Q8. What ongoing technical support is available?

    A. Technical help is provided by the e-Health Solutions Unit Regional Office. Please see your User Guide Appendix F for the list of contacts in each region.
  • Q9. When a family member comes in to access education or supplies for a client, do we record the services to the client?

    A. The e-SDRT only looks at services to the client. This would not be recorded however; it may well be information for the client chart or recorded in an administration system (paper or otherwise).
  • Q10. How do we report involvement in group education and services such as the annual diabetes walk?

    A. We cannot record group HCC activities on the e-SDRT. This may be considered in the future, however, for the present time it is not.
  • Q11. Can travel time for home visits be recorded anywhere on this tool?

    A. This is probably the most asked question on the e-SDRT due to the fact that the previous SDRT did ask about time for travel. The new e-SDRT, on the other hand, only looks at services delivered, as that is what Treasury Board is most interested in. We tried to keep the non-mandatory items down to a minimum. Another tool in the future may look at time spent on travel, training, etc. but that isn't the intent of the e-SDRT. In the meantime, communities are encouraged to use a local system for recording nurses’ time if the Health Director/Tribal Council desires that information.
  • Q12. The Client Information sheet is a continuing record of those who are in the program and who have been in the program. Is this true?

    A. It can be a continuous record if the community wants to avoid the deletion of discharged clients and wants to have a running record. It is not a requirement nationally; it is a suggestion to users as a way of minimizing workload. For example in July, simply save the June as July client info sheet and add in the new clients, without having to delete those discharged.
  • Q13. If a person is discharged or deceased, their number is not to be used again for another person. That number is reactivated only if the original person to whom it was assigned is readmitted. Correct?

    A. Right, a new client needs a new number, they cannot use a number assigned to a previous client.
  • Q14. When someone has been discharged, do they continue to be listed as receiving "continuing services" on the Client Information Sheet?

    A. Yes, when someone is discharged there is no need to go back and change any of the columns on the client information sheet except to add the discharge date. Note it is important to ensure that all discharges have accompanying dates; an error will result if this is omitted.
  • Q15. When someone is deceased do we show the person as discharged?

    A. Yes, the Reason for Discharge column has “deceased” as one of the available choices.