Skilled Nursing Facilities

General Configuration

During the initial Set Up steps of your organization, some basic decisions will be made - but there will be no "cut off" point to prevent further management of these selections. e.g. If you decide to refer to your "Clients" as "Residents" and later want to change, there is no issue.

  1. While in the ADMIN module, depending on your Security access, you may or may not 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, you are taken to the set up options of the ADMIN module. 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 & rooms, which must be present before residents can be admitted).

  3. Select GENERAL CONFIGURATION, and complete each of the fields by selecting the terminology used in your facility.

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

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

  • In this area, you are customizing delivered references, and so on, to your needs.

  • 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.