Skilled Nursing Facilities

Contents

Overview of Document Manager

Senior Living and Skilled Nursing providers conduct business with their residents and their responsible parties (payers) through the execution of agreements for rent, health services, and other amenities and services. These agreements vary from provider to provider and often contain language required by state licensing and/or state Medicaid agencies.

The creation and execution of these documents is completed before (or at) resident admission to the facility, or on an annual basis. In many cases, multiple documents are required and each must be personalized for the resident and responsible party.

Without document manager, document creation is often a manual process involving paper template documents or is automated in a limited fashion using MS Word or an equivalent application. Document manager is a semi-automated process using document templates customized by the facility then printed or e-signed.

Document Manager provides a way for organizations to:

  • easily create documents in Word with field tags

  • include these documents in designed packet templates

  • perform a field tag merge to pull in resident specific and facility specific information into the documents

  • assign the required packets at the required time to the resident

  • generate, print, and track for required signatures

  • all in one convenient Document Manger Portal and on the resident's chart