Senior Living Communities

Contents

Creating and Managing a Clinical Chart Template

From Clinical Chart Configuration, you can create templates and select from different reports and settings to run for a resident, based on the request type. For example, audit, transfer, and so on.

After creating, the Clinical Chart template is automatically active and can be generated from the resident chart or reports listing. For multi-community organizations, Clinical Chart templates are available in all communities.

You can click the action icon to Edit, Inactivate, or select the communities that generate or view the templates. You can also generate a Clinical Chart for a resident in an inactive community. You must select and enable the inactive community first. For more information on enabling an inactive community, see Enabling and Disabling Clinical Chart.

Creating a Template

  1. Do one of the following: 

    • Single community: Care Services > Setup > Clinical Chart Configuration.

    • Multi-community: Management Console > Care Management > Clinical Chart Configuration.

  4. Select tabs to include reports and report options.

Editing a Clinical Chart Template

  1. Click the action icon, then select Edit.

  2. Complete edits.

Inactivating a Clinical Chart Template

  1. Click the action icon, then select Inactivate.

Reactivating a Clinical Chart Template

  1. Click the Display Filters

  2. Select Inactive Status.

  3. Click action icon, then select Reactivate.

Activating an Inactive Community(ies).

  1. Click the action icon, then select Communities.

  2. Select Show Inactive > select the inactive community(ies).

  • Clinical Chart Name has a maximum of 100 characters.

  • If Include Resident Photo is selected, the resident photo appears on the individual reports in the Clinical Chart.