Senior Living Communities

Contents

Managing the Forms Portal - Scheduled

The Scheduled view of the Forms portal provides a list of scheduled forms that are due today, due in the future, and past due. Current forms appear in black, due in the future appear in grey, and past due appear in red. You can use the Forms portal as an audit tool to verify scheduled forms are started in a timely manner. 

Note

You can clear a scheduled form in the Forms portal for a resident by clicking clear next to the form. This also clears the form from the Next Form Due list in the resident's chart. For example, you completed a form and did not clear the schedule when you created it. You can click clear to remove the form. This only clears the one form and does not affect the schedule for future forms. If the form is to trigger weekly, the next weekly form still triggers.

  1. Care Services > Forms > Scheduled.

  • Sort By - Select option.

  • Show Forms due in the next 7 day(s) - Type information. You can change the number of days to modify the list.

  • Report Icon - Generates the Forms Scheduling Report based on filters selected in the portal. 

  • clear - Select option. Removes the scheduled form from the Forms portal and the resident's chart.

  • Due Date - Click to open and complete the scheduled form.