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Setup: Resident Record Summary/FaceSheet

The Record Summary shows all of the important resident information. This report can be printed for doctors appointments and other hospital/ER visits. It is a useful tool for entering resident information and quickly identifying information missing in the resident record.

Navigate the Resident Header

  1. Click on "Select Resident" under the "Resident" tab.
  2. Select a resident.
  • The Resident Header displays the resident's information.
    • Each field is linked to the page where the information can be added/edited.
    • It's important to enter as much information as possible, as well as to keep the information updated.
    • The fields can be rearranged and/or hidden. See the "Setup the Resident Record Summary" section of this help topic for more information.
  • The Resident Record Summary/Facesheet is printable.

Navigate the Resident Record Summary or FaceSheet

  1. Click on "Select Resident" under the "Resident" tab.
  2. Select a resident.
  • The Record Summary will appear first when a resident is selected. It contains important resident information in one, easy-to-find place.
  • When navigating through a resident's records and information, click on the "Summary" button to return back to the Record Summary.
  • Note that the Record Summary is customizable, but not per resident. Customizations made to the Record Summary effect the community as a whole, not individual residents.
  • Also note that similar to the Resident Header, each field is linked to the page where the information can be added/edited.

Setup the Resident Record Summary

  1. Click on "Community Record" under the "Community" tab.
  2. Click on "Setup: Resident Record and Face Sheet" under the "Setup" dropdown.
  3. To make changes and adjustments to different sections, click on the "Edit" button for the corresponding section.
    • The fields can be dragged and dropped into the desired order.
    • Drag and drop fields into the "Fields to Hide" section to hide them.
    • Note that the drag and drop system is the same for each section.
    • The "Sections Fields" section is unique in that the "Vital Signs Look Back" and "No Data Options" can be adjusted.
      • Change how far back vital signs are displayed by changing the number of days in the "Vital Signs Look Back." 90 days is the maximum.
      • The default value for fields with no data is "[no data]". Custom text can be entered to display instead of the default value. There is also the option to leave no data fields blank.
  4. Click the "Save" button to finish.
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