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ADLs

Learn how to chart ADLs. Make sure the nursing assessments and service plans have been set up. See the Setup: Nursing Assessment and Service Plan help topic if this has not been completed.

Make the Charting Site the Home Page

  • Certain staff members may need to chart ADLs more often than others. The Charting site can be set as their home page, so every time they log in, they will be taken to the Charting site.
  1. Click on "Select Staff" under the "HR" tab.
  2. Select a staff member.
  3. Click "Employment Information" under the "Employment" dropdown.
  4. At the bottom of the form, click the "Make the Charting Site the Home page" button.
  5. Click the "Save" button to finish.
  • The Charting site will now be that staff member's home page.

Navigate Scheduled ADLs

  1. Click on "Charting" under the "Charting" tab.
  2. Click on "Scheduled ADLs" in the Charting navigation.
    • All the ADLs that need to be done for the day are listed in chronological order with the PRNs at the bottom.
    • At the top of the page there are certain display settings listed in the purple bar. To change any of those settings click on the "Settings" dropdown. The selections made here will filter which ADLs are displayed on the page. Click the "Done" button to update the page.

Chart Scheduled ADLs

  1. On the Scheduled ADLs page, click on any ADL/PRN tile that needs to be completed.
    • The instructions for the ADL/PRN are listed so it can be completed correctly.
    • The default "Level of Assistance" is set by service plan. If more or less assistance was needed for this particular ADL/PRN, the level can be changed.
    • The "Options" dropdown contains a place to enter notes and select an exception if needed.
    • Click the "Staff Signature" button to sign off on the ADL/PRN. Multiple ADLs for a single resident can be signed off at once by clicking on each "Staff Signature" button. PRNs can also be signed off at the same time as other ADLs.
    • For reference, there is a list of "ADLs Previously Completed Today" at the bottom of the page.
  2. Click the "Save" button to complete and sign off on the ADL(s) and/or PRN(s).
  • The ADLs drop off the Scheduled ADLs page as they are completed. When all ADLs for the day have been completed, the only items left on the page should be PRNs. At the start of each day (12:01 am) the page is updated with all the ADLs that need to be done that day.