Edit/ End Services

Why Edit a Service?

Whenever a service changes, you want to be able to keep a history of what was previously scheduled. There are several reasons why you would need to edit a service.  Some reasons you may find yourself editing a service would include:

• A service changing from one service to another
• A service going on hold (for a known time frame)
• A service frequency changing
• A service time is changing
• A service Provider changing

Before you begin:
Make sure you are familiar with entering a basic service.

Editing a Service's Details
If a Service's details  (i.e., frequency, day of the week,  time of day, etc) change:

• Go to the Resident Service List
• Right click on the service that needs to be edited
• Select Discontinue and Restart
• A window will appear where you will put the end date of the current service.
• The date you enter will be the LAST day the service is to be performed as it is currently configured
• In the blank service field SELECT THE SAME SERVICE NAME
• Enter the first date the service is to be performed with it's new details
• Press OK to close the screen

Changing One Service to a Different Service

There may be a time when you need to change a service from one service to another.  A resident may go from a tub bath to a shower service or from Escorts to Meal to Meal Tray.  In both of these cases, ResiDex has a quick way to make this change.  You will discontinue and restart the service by:

• Going to the Resident Service List
• Right click on the service that needs to be changed
• Select Discontinue and Restart
• A window will appear where you will put the end date of the current service.
  • NOTE: the date you enter will be the LAST day that current service will be done
• In the blank field - select the NEW service name with the effective date 
  
  • NOTE: this is the FIRST day the service is to be performed
• If the provider needs changed, you may change it
• Press OK to close the screen

Dealing with Rotating Service Times

You may get an order for a blood glucose check to be done for a specified number of days at a certain time of day. (Example: 7 days at 7:00 AM, 7 days at 12:00 PM, 7 days at 5:00 PM)  This is a very complex scenario, but we can enter this into ResiDex.  To set this up, you will use a series of Discontinued and Restarted services.

• Start with entering the service as normal
• Right click on the service and select "Discontinue and Restart"
• Put the end date of the date the service is to end
• Enter the new start date of when the service is to begin again
• Press OK to close the screen

Since the discontinue date is most likely in the future, you will now have two duplicate services on the resident service list.

• Click on the new service line (effective date is in the future and DOES NOT have an end date)
• Edit the details (time or provider) as needed
• If that service is to be performed for a specified date range, repeat the above steps again

NOTE: you will continue editing the NEWEST created line item (updating the time and/or provider) and using the Discontinue and Restart option on the NEWEST created line item until the order is entered.

Managing Services - Video Tutorial