Skilled Nursing Facilities

Adding Schedules to Assessments

You can add schedules to assessments to prompt staff to initiate and complete assessments based on events or triggering types.

  • Admission - Schedules the assessment when a resident is admitted to the facility via Census or Quick ADT.

  • ReAdmission - Schedules the assessment when a resident is admitted to the facility after being discharged.

  • Return from Leave - Schedules the assessment when a resident returns to the facility after being on a leave of absence.

  • Transfer Out to Leave - Schedules the assessment when a resident transfers out on a leave from the facility. 

  • Assessment Lock - Schedules assessment of the same type after the current assessment is locked by staff.

  • Manual Activation - Allows staff to initiate the assessment with a schedule, outside of a triggering event. When this option is set up, staff can go to the Assmnts tab > click Edit Schedules > select the assessment > click Activate.

  • Schedule Completion - Initiates another assessment schedule after the existing schedule is completed. 

    • This type of trigger is used to activate a quarterly schedule. For example, an assessment is required upon admission and quarterly thereafter. The locking of the assessment indicates the admission schedule is complete, and the quarterly schedule is initiated.

  • Discharged - Schedules the assessment when a resident is discharged from the facility via Census or Quick ADT.

    • This triggering type triggers the assessment one time only. Other frequencies are not available.

  • If you want to schedule an assessment on the same day as the triggering type, use '0' Days for the frequency. For example, to schedule an assessment on the same day as admission, select One Time Only and type '0' Days for the frequency.