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Resident Maintenance

The Resident Maintenance window displays a list of residents in table (browse) format.

To Add a Resident

Under Common Tasks click Add a Resident.
Type information for the resident in the fields provided.
Click Okay to save and exit the resident window.

Notes:

Clicking Cancel will exit the window without saving changes.
Clicking Apply will save changes but not exit the window.
Fields that display an asterisk (*) must be filled in.

Fields to complete on the Resident Maintenance window

Name - First name, Middle Initial, Last name
Id - Sometimes matches the medical record number.
Category - Sometimes reflects the resident's insurance type. The field is user defined.

Add a new category by selecting the New Category field from the drop down box.
New categories may also be added in Setup Information.

Location - Section or wing of facility where resident resides.
Room - Room where the resident resides.
Facility Name - Facility where resident resides.
Current Status - Choose an appropriate status for the resident from the drop down list. Examples of typical status codes are: Active, Hold, Discharged.
Charge Group - A user defined field. Choose appropriate charge group for the resident. New charge groups can be added in ChargeTracker Setup.
Secondary Id - Alternate Id for resident.
Bar Code - Bar Code number assigned to the resident. Scanning of bar codes help link charges to residents.

To Sort Resident Information

Click the header of each column to sort by that column. For example, to sort the resident list by resident last name, click the word Last at the top of the last name column.

To Include Dismissed Residents

Click the Show Dismissed Residents check box.

To Filter by Resident Category

To display only residents from a specific resident category, choose the desired category from the pop up list. This pop up list is in the upper right corner of the Resident Information window.

For example, if you want to see only residents that have a category of Skilled, choose Skilled from the Category pop up list.

To Change Resident Information

To Edit Resident Information, double click a resident in the resident browse list
Make the necessary changes in the window that appears.
Click Ok to save changes and return to the resident browse window.

Status Tab

The Status tab on the Resident Information window displays all resident status records that have been added for the current resident. Click the Add Status Change button to change the status for the resident. To delete a status, double click the status to be deleted, then hit the Delete button.

Note: Resident Status may also be changed by clicking the down arrow to the right of the Resident Status field, then choosing a new status. The status change will be reflected on the Status Information tab.

Charges Tab

The Charges tab on the Resident Information window displays charges that have been added for the current resident. Choose from the Charge Date pop up list the range of activity to be displayed. Options include Today, Last 7 Days, etc.

To Add an Charge for a Resident

From the Resident Browse Window double-click the resident that will receive the item. The Resident Information detail window will appear.
On the Activity tab, click Add a Charge. The Charge Add window will appear.
Fill in the fields, choosing the appropriate item, resident, date/time, quantity and location. Note: the fields with an asterisk must have an entry.
Click Ok to save changes and exit the Charge Add window.

Events Tab

Events are "automatic charges" set up on a resident level so that a repetitive charge can be made without manually doing the charge each time.

To Add or Edit an Event

To Run Resident Reports

Click Run Resident Reports. (Upper left corner of Resident Information window, under Common Tasks.)
Make appropriate selections from all filter boxes.
Click Run Report.