Resident Profile and Identifiers

You can add contacts and assign a contact type to define how that contact is associated with the resident. A contact can be a resident, family member, friend, or guardian. Adding contacts is helpful so the facility knows who to contact regarding billing, care, or events. 

The Add Contact screen has 2 sections. In the first section, you search for an existing resident or contact. In the second section, you can add a new contact or resident if required. If Master Patient Index (MPI) is enabled, you can search across all facilities.  

Note

Always search for the contact before you enter a new contact. The contact may already be in the system. When you search, use as little information as possible to broaden your search results.

You can prioritize the phone numbers in the Contact area of the Resident Profile. The prioritization of phone numbers allows you to rank the call order.

If the contact is the insurance policy holder, complete the Gender and Date of Birth fields. This information is required for billing and flows to the UB form.

Procedure

  • Do one of the following:
    • Admin > Resident Chart > Resident Profile > Contacts.
    • Clinical > Resident Chart > Profile > Contacts.
  • Click Add.
  • Select a Contact field to search.

  • Complete the fields as required.
  • Click Save.


Assigning Medical Professionals to a Resident 

Regular contact with medical professionals is part of daily resident care. You can associate Medical Professionals to the resident and designate the Primary Physician. Select as many professionals as you need, ensuring one is the primary physician. This section is important so the care services team know who to contact for care and medication management decisions for the resident. 

Note

If the medical professional you need to add doesn't appear in the list, contact your system administrator. 

Procedure

  1. Do one of the following:
    • Admin > Resident Chart > Resident Profile > Medical Professionals.
    • Clinical > Resident Chart > Profile > Medical Professionals.

  1. Click Modify.
  2. Select the Show filter to specify the type of Medical Professional you want to assign. Click Search.
  3. Select the medical professional to include.
  4. Do one of the following: 
    • If this is the primary medical professional, click Primary. All residents must have 1 medical professional assigned as primary.
    • If this medical professional is an alternate or in a consulting role, click Relations.
  5. Click Relations to specify how the Medical Professional is associated with the resident. The Professional Relations is configurable by the system administrator in the list setup. For example, a Therapist can be assigned Consulting for professional relation.  
  6. To review the information to make sure you select the correct medical professional, click view profile.  
  7. Click Save.

 

Adding User Defined Fields

You can include user defined fields in the resident record. User defined fields document information specific to the resident that is not captured anywhere else. A few examples of user defined fields are: glasses, walkers, wheelchairs, and so on. You can run the Resident List *New* Report to view a list of resident's user defined fields. For example, if you need to see a list of all the residents with walkers because you found an abandoned one in the common area. 

Your organization can also use user defined fields to track gender identity and resident pronoun, such as he/him, she/her and they.

 User defined fields are determined by the organization, based on specific needs, and are set up for each facility. 

Note

New User Defined fields are defined under setup. They can be set to appear on the resident entry form and admission record as a required field. If you need to edit or add a new User Defined field set up, contact your configuration specialist.

Procedure

  1. Do one of the following:
    • Admin > Resident Chart > Resident Profile > User Defined Fields.
    • Clinical > Resident Chart > Profile > Custom Information.
  2. Click New or Edit All.

    

  1. Complete the fields as required.
  2. Click Save.

 

Adding External Facilities to a Resident Record

You can select external facilities for the resident. External facilities are other locations preferred by the resident and are identified through discussion with the resident and their family. These external facilities can include churches, pharmacies, and hospitals that are associated with the resident. External facilities appear on the admission record. 

Note

The external facilities you see in the hotlist are determined by the facility configuration specialist. To add new external facilities and hotlist the selection, contact your configuration specialist. The hotlist is the most commonly used external facilities for your facility.

All Facilities shows all external facilities set up by the organization. You can select from this list as well. 

Procedure

  1. Do one of the following:
    • Admin > Resident Chart > Resident Profile > External Facilities.
    • Clinical > Resident Chart > Profile > External Facilities.
  2. Click Select.

  1. Use the filter to search for an External Facility type. For example, a specific church. Select the facilities as appropriate for your resident.  
  2. Complete the fields as required.
  3. Click Save.

Hints and tips

  • You can print resident Face sheet/Admission Record or Transfer/Discharge Record by clicking on either item.