Managing Care Status

Residents should be put on hold when they are going to be out of the facility for 24 hours for any reason; the purpose of this is to keep their information up to date. A Resident should not be put on hold until they have left the building, because when a Resident is on hold, all of their services are also put on hold.

When a Resident’s Care Status is set to hold, it affects certain reports and features such as:

• Daily Assignments
• Charting Forms
• Medication Forms
• Census Reports
• E-Charting (The Today Screen)

Because these reports are affected, a Resident’s Care Status must be immediately changed to “Active” once they have returned.

Please Note: If you have started this process in error, press "Cancel" to end this process.  Please read the message that pops up when you cancel.  You MUST press the ESCAPE KEY on your keyboard to make the resident status return to the original value on the profile screen.

How to put a Resident on Hold

• From the Home Tab - Open a "Resident Profile"
• In the “Status” Section - Select "Hold"
• In the new window  - Select the “Reason for going on hold” (Click the + to add a new reason if needed)
• Enter the date of status change and (optionally) time
• Press OK
• You will see a pop up window displaying contacts that may need to be notified

How to Discharge a Resident

• In the “Status” section of the Resident Profile screen - Select Discharged
• Select the “Reason for Discharge” from the drop-down menu;(Click the + to add a new reason if needed)
• Enter the date of status change and (optionally) time
• Press OK
• You will see a pop up window displaying contacts that may need to be notified

How to Re-Activate a Resident

If a resident is discharged, you will need to click the "All (includ. discharged) button to see the resident name.  Find the resident name and simply:

• Change the Status of a Resident from "Hold" or "Discharged" to "Active"
• Fill in the information and press "OK"

Managing Resident Care Status - Video Tutorial