Skilled Nursing Facilities

Contents

Accessing Organization Setup and Overview

During the initial Set Up of your organization, some basic decisions are made, and values added or edited on lists - but there is no "cut off" point to prevent further management of lists or values. Changes to PointClickCare lists can be made at any time, although basic room and bed information should be completed before any actual assignment is started.

  1. While in the ADMIN module, depending on the Security access you have, you may (or may not) be able to see & select SETUP from the menu items. If you do not see it listed as an option, you do not have Security access to perform Set Up functions. See your Security Administrator.

  2. When you select SETUP the set up options of the ADMIN module appears.

  3. The first section is ORGANIZATION SETUP. This contains numerous areas which need to be addressed whether or not you are a Financial or Clinical facility. (e.g. Several of the selections are part of the initial creation of your beds and rooms, which must be present before residents can be admitted).

  4. You must address the separate sections from top down (General Configuration - External Facilities), completing the contained fields for each.

  • If you are implementing with PointClickCare guidance, most of this configuration work is already be completed for you.

  • Any selections you make regarding the enabling or disabling of fields can always be changed.

  • In this area, you are customizing the delivered lists, values, references, and so on. to your needs. Feel free to add anything you require to a list, but deletions are not recommended at this point.

  • You must have a security role with appropriate rights to see "Set Up" on the menu. If you don't see "Set Up" you don't have access to it. See your local Security Administrator.