Skilled Nursing Facilities

Creating and Managing Care Record Types

Common ADL Tasks are routinely auto-created for documentation on the ADL care record when a resident is admitted to the facility. There are times that additional tasks need to be added for individual residents. There are Care Record Types set up by default; however, you can add, edit, and delete care record Types and add interventions and tasks to each type to customize to your facility. 

If Point of Care (POC) is enabled, the Care Record Types flow to the Documentation Survey Report.

Note

You must have the care plan library and tasks library setup completed before setting up Care Record types. 

Warning

A task or intervention can only be assigned to one Care Record Type at a time. If a task or intervention is currently assigned to a Care Record Type and you assign it to another Care Record Type, it is automatically removed from the original Care Record Type. 

  1. Do one of the following: 

    • Single facility: Clinical > Setup > Care Record Types.

    • Multi-facility: Management Console > Standards > Care Management > Care Record Types.

    • Click interventions or tasks to complete the setup for the Care Record type.

    • Click Add and select intervention or task from the appropriate library.

  • Click edit to delete a Care Record Type and all associated interventions and tasks.