Skilled Nursing Facilities

Contents

Resident Contacts Report

The Resident Contacts Report provides a listing of all the residents' contact information. It can be configured by type of contact and admission date. You can validate that all resident contacts have necessary mailing information, telephone information, contact relationship, and contact types.

  1. From Admin or Clinical Reports List page.

  2. Under the ADT/Profiles section, click Resident Contacts.

  3. In the Resident Contacts Report Setup page, leave the Resident and Resident Number fields blank to generate the reports for all residents. If you want to generate the report for a specific resident, click the icon that appears to the right of the Resident Number or Resident fields.

  4. Select the status from the Status list. 

  5. Select an option from the Include Outpatients list to include or exclude outpatients.

  6. Select Show Residents Admitted Between to show residents admitted between a selected time period. Using the calendar, Show Residents Admitted in a Month.

  7. Select the appropriate Contact Type using the list. For help, refer to Hints and Tips.

  8. Select Print Phone Numbers and Print Email Address to include this information in the report.

  9. Using the Hints and Tips below, search the report for residents who are missing the A/R Guarantor Contact Type.

  • When reviewing if all residents have a Contact Type for mailing private statements, select the A/R Guarantor or contact type that your facility designated as the contact to receive the private statement option from the Contact Type list.

  • If the resident is the person to receive the private statement, the resident must be entered as a contact and assigned the A/R Guarantor Contact Type or Contact Type designated as the contact to receive the private statement for your facility.

  • Press Control+f to search for residents with No Contact. In the Find box, enter the words No Contact and click Next. Residents that are missing the specified Contact Type are identified. Continue clicking Next until all residents without the specified Contact Type are identified.