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Setup: Level of Assistance, Providers, and Groups

Learn how to set up level of assistance options, providers, and groups associated with service plans.

Setup: Level of Assistance Options

  1. Click on "Community Record" under the "Community" tab.
  2. Click on “Setup: Level of Assistance Options” under “Care” in the “Setup” dropdown.
  • The list shows various levels of assistance. These options can be inactivated by clicking the pencil icon.
    • Select the "Inactive" button.
    • Click the "Save" button to finish.
  • New options can be added by clicking the "New Entry" button.
    • Enter the name for the level of assistance option.
    • The level number will determine the order that the option is displayed in the list.
    • Click the "Save" button to finish.

Setup: ADL Providers

  1. Click on "Community Record" under the "Community" tab.
  2. Click on “Setup: ADL Providers” under “Care” in the “Setup” dropdown.
  • The list shows potential care providers for service plans.
    • Any of the options can be edited by clicking on the pencil icon.
    • Options can be added by clicking on the "New Entry" button.
    • Any of the options can be deleted by clicking on the trash can icon.

Setup: ADL Groups

  1. Click on "Community Record" under the "Community" tab.
  2. Click on “Setup: ADL Groups” under “Care” in the “Setup” dropdown.
  • For large facilities, groups can me made for staff members to more easily carryout and track ADLs.
    • Any of the groups can be edited by clicking on the pencil icon.
    • Options can be added by clicking on the "New Entry" button.
    • Any of the groups can be deleted by clicking on the trash can icon.
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