Skilled Nursing Facilities

Document Manager generates the required documents Residents by using packets or by generating single documents. At the Facility level, you can use the Document Manager Portal to find the Setup instructions to download the macro and template fields for Document Manager to create your Word documents. You have access to create Facility level scope Document Templates and Facility level scoped Document Packets. For more information on accessing and completing the setup of Templates and Packets, refer to the following sections:

In the Document Manager Portal, the Pending Documents is where you see all resident's pending documents for your Facility. The list shows documents in pending, in progress, and in overdue statuses for both categories of Admin and Clinical. You can use filters to quickly find a document by using first name, surname or selecting a template. You can sort the document list by resident number and name.

You can use the resident name to redirect you to the resident chart. Depending on the signature type of the template, you can open or view the document. For example, an e-signature type document opens in Word, where as a document with manual or no signature required opens to the document details.