Senior Living Communities

Defining Scope

If your organization is a multi-community, you can assign specific organizational scope to some setup features and options within the application. You can specify where a specific feature or configuration can be viewed or applied. For example, you are part of a multi-community organization and need to create a new Move In Coordinator role with responsibilities across the organization. You scope the role at Corporate to have available in all communities.

Note

If an item or function is used in all communities, scope to Corporate.

PointClickCare works in ranking order so that setting scope for higher levels includes those levels at the top of the hierarchy and below. Scope is color coded in PointClickCare to show different levels of scope.

Note

After scoping is applied to a feature or option, it cannot be scoped down. It can be scoped up as long as there are no lower scope dependencies. For example, a corporate intervention cannot be assigned to a LOB or community level focus.

Level

Description

Color Code

Corporate

Applicable to all communities.

White

Line of Business (LOB)

Applicable to a grouping of services related to one particular division or industry of your organization. For example, a Continuing Care Retirement Community (CCRC) may have a service line for residents that require independent living, assisted living, or skilled nursing. This is configured under General Setup > Line of Business Configuration.

Green

Province

Applicable to all communities that are in a particular Province.

Green

Community

Applicable to a specific community.

Yellow

Warning

Some inter-related features, such as Payers and Task Library, only work properly if scoping hierarchy is configured correctly for each function. Information on specific requirements are available in Configuration Help Files.