Skilled Nursing Facilities

Contents

Creating and Managing a Clinical Chart Template

From Clinical Chart Configuration, you can create templates and select from different reports and settings to run for a resident, based on the request type. For example, audit, transfer, and so on.

After creating, the Clinical Chart template is automatically active and can be generated from the resident chart or reports listing. For multi-facility organizations, Clinical Chart templates are available in all facilities.

You can click the action icon to Edit, Inactivate, or select the facilities that generate or view the templates. You can also generate a Clinical Chart for a resident in an inactive facility. You must select and enable the inactive facility first. For more information on enabling an inactive facility, see Enabling and Disabling Clinical Chart.

Creating a Template

  1. Do one of the following: 

    • Single facility: Clinical > Setup > Clinical Chart Configuration.

    • Multi-facility: Management Console > Care Management > Clinical Chart Configuration.

  4. Select tabs to include reports and report options.

Editing a Clinical Chart Template

  1. Click the action icon, then select Edit.

  2. Complete edits.

Inactivating a Clinical Chart Template

  1. Click the action icon, then select Inactivate.

Reactivating a Clinical Chart Template

  1. Click the Display Filters

  2. Select Inactive Status.

  3. Click action icon, then select Reactivate.

Activating an Inactive Facility(ies).

  1. Click the action icon, then select Facilities.

  2. Select Show Inactive > select the inactive facility(ies).

  • Clinical Chart Name has a maximum of 100 characters.

  • If Include Resident Photo is selected, the resident photo appears on the individual reports in the Clinical Chart.