Custom Configuration

Table of Contents:

1. Resident Note Types

2. Document Configuration

3. Incident Configuration

4. Care Coordination Types

Resident Note Types

Resident Note Types let you:

• Organize resident notes
• Pull notes of specific types into relevant reports
• Choose which provider types can view and enter notes of each type
• Limit access to certain note types to Administrators only
• Create a structured note template of required elements for staff to follow when entering notes of that type

Structured elements are especially helpful for note types such as Care Conference notes, On-call notes, Therapy notes, or Hospice notes.

To add a note type

1. Navigate to Admin > Resident Note Types.
2. Click Add Note Type.
3. Enter the Type name.
4. Enter a note template, if you want one (optional). See Resident note templates below.
5. Make sure Active is checked if the type should be available now.
6. For each provider type, check Can view, Can enter, or both.
7. Click Save.

To edit a note type

1. Navigate to Admin > Resident Note Types.
2. Find the type in the list. Use Show Inactive to see types that are turned off.
3. Click the pencil icon next to the type. You must click the pencil to edit a note type or its template. Nothing can be edited from the list.
4. Make your changes. You can:
   • Edit the note type name (with caution; read the warning below first)
   • Make the type active or inactive
   • Add or edit the note template
   • For each provider type, check Can view, Can enter, or both
   • Limit visibility of notes of this type to Administrators only, by selecting Can view and Can enter only for the Administrator provider type
5. Click Save when you are finished.

Users with the Administrator role (Role 411) can edit who can view and enter each note type. Having Role 411 does not change a user's own ability to view or enter notes of a type. That access is set by the provider type settings above.

Resident note templates

A note template prompts users for the information you want when they enter a note of that type. Templates are optional. They help staff write complete, consistent notes, such as Care Conference, On-call, Therapy, or Hospice notes.

In the Template (optional) box, type the headings, questions, or reminders you want staff to see. You can format the text with bold, italic, underline, strikethrough, text color, lists, alignment, and links.

To add a note template

1. Navigate to Admin > Resident Note Types.
2. Click Add Note Type.
3. Enter the Type name.
4. Enter the prompts you want in the Template (optional) box.
5. Make sure Active is checked if the type should be available now.
6. Click Save.

To add or edit a template on an existing note type

1. Navigate to Admin > Resident Note Types.
2. Find the type in the list. The Template column shows its current template.
3. Click the pencil icon next to the type. You must click the pencil to add or edit a template. The template cannot be edited from the list.
4. Add or edit the text in the Template (optional) box.
5. Click Save when you are finished.

Use Show Inactive to see note types that are turned off.

Document Configuration

Documents are files (most commonly PDFs) that are uploaded to a resident or staff member's profile in Residex.

The default configuration of the Documents feature in Residex can be managed by clicking the blue Manage button next to the Document type field when adding a new document, or by navigating to the Admin > Document Types.

You can add or edit Document Types as well as set controls on what provider types at your organization can either see or upload those documents.

Incident reporting in Residex can be customized for each organization to meet your specific needs.

• How long after an incident report is entered can it be edited by staff?
• Restrict edits to incidents - if enabled, only users with special permissions will be able to view or edit an Incident report after it is completed.
• Is a clinical review required? If enabled, a Nurse or Supervisor will be prompted to do a Clinical or Supervisory Review of Incident reports (review the initial incident, then proceed to answer additional questions relating to that incident).
• Staff acknowledgement of an incident after Review will allow a notification to be sent electronically to any staff member identified as being responsible for an incident.
• Body Diagrams for documenting types of injuries or issues can be added to any Incident Report
• Recording resident Vitals can be required, optional, or omitted from any Incident report

Incident access can also be managed, similar to document management. Users can navigate to Admin > Incident/Audit Types. Here you can control what provider types can enter and/or view incident types. This would allow staff to enter a staff incident, but not view those that others had entered.

You can customize what types of care coordination can be scheduled for your organization.
From Clinical > Care Coordination > New Appointment/Provider Contact > Manage Types

• Press the Add Care Coordination Type button to add new types
• Select any care coordination type to edit its details and custom note format.