Senior Living Communities

Overview of Document Manager Templates 

The Document Manager Templates area is where you create your Document Manager Templates and upload your Word documents and forms with the field tags. You can define if the template requires a signature, select the category (Admin, Clinical) the template is for, enter a Due Date for the form to be returned after it is generated, select the scope, and the community activation. Templates can be added to packets so multiple forms can be generated and printed at one time for the Resident.

Some examples of this are:

  • For Move In you may want to create multiple document templates that can be populated with resident-specific information and generated upon move in.

  • For Move In at a corporate level, you may need to manage which documents are used in which states, which communities and which lines of business. Some documents are universal across lines of business, states and communities, but others are unique to those settings and environments. You may want to create a document one time and re-use it or modify it and use the modified version for other care settings and environments.

  • This can also be true for Move In and yearly form updates for Care Services form requirements such as Medication Self Administration Consent Forms, Resident Medication List, and Consent for Vaccines.