Senior Living Communities

Managing Form Schedules

You can set up form schedules in configuration to activate based on a census event such as a move in. Forms can also be set up so you can manually activate the form at the resident level for unscheduled events. For example, fall or wound forms. You can also edit schedules in the resident chart to activate and de-activate form schedules, as needed. 

In the Next Form Due list, forms due today and in the future appear in black. Past due forms appear in red. Forms linked to a dependency rule appear in grey.

Note

You can only activate a form that has a Manual Activation schedule.

Warning

De-activating a schedule also de-activates dependent Schedule Completion schedules. For example, when you de-activate a wound form that is scheduled to trigger weekly, the weekly forms are also de-activated.

  1. Care Services or Billing > Resident > Forms.

  2. Click Edit Schedules.

  3. Select form.

  4. Select an option.

    Scr_2_0_form_edit_schedule.png

  • Edit Schedules - Select option. 

    • Form - Select form.

    • Activate - Select option. Activates form schedule. Adds triggered form to Next Form Due list. For example, activate the Weekly Wound form schedule when a skin issue is detected.

      • Schedule Date & Time Chooser - Enter date and time stamp for selected form.

    • De-activate - Select option. De-activates form schedule and dependent Schedule Completion schedules. Removes triggered form from Next Form Due list. For example, de-activate the Weekly Wound form schedule after wound is healed. 

      • Reasons for Assessment - Type information. For example, Wound is healed, resident moved out, and so on.

    • Clear All - Select option. You can select specific or all forms to clear the schedule and remove from Next Form Due list. 

      • Reason for Clearing - Type information. For example, move out or form unnecessary. 

      • As of Date - Type information. Enter in a date to list forms due before that date. For example, enter a date of 10/24/2017 to list all forms due 10/23/2017 and previous.

      • Refresh List - Select option. You must select refresh list each time you change the As of Date to update the list. 

      Scr_2_0_SL_clear_schedules.png