Resident Page User Guide

1. Managing Moved-Out or Deceased Residents

• If a resident has moved out of your facility, click the "X" icon in the top-right corner of their resident card.
• All data for this resident will be securely stored in our system for five years.
• If you would like to retain the data beyond that period, please contact our support team.
• To mark a resident as Deceased, select the "Deceased" option and confirm by typing the resident's name.
• ⚠️ Once confirmed, this action cannot be undone.

2. Updating or Editing a Care Plan

• Go to the Current Care Plan page under the specific resident.
• Click Edit next to the task you want to update.
• Alternatively, click the Smart Setup button to reprocess the Care Plan using AI for updates.
• This allows you to easily refresh task lists whenever new Care Plan information becomes available.

3. Managing Medications

• If you receive a new physician order, click the Smart Setup button and upload the new order.
• The AI system will automatically extract and add new medications.
• Please review all added medications carefully to ensure accuracy.
• You can also:
  • Edit medication details
  • Delete discontinued medications, or
  • Print the full medication list
• These actions are available from the Current Medication page.

4. Viewing Resident Profile

The Profile page contains comprehensive resident information, including:

• Personal background (e.g., marital status, children, religion)
• Physical abilities and medical conditions
• Health information (hearing, vision, dietary preferences, hygiene, toileting, mobility)
• Cognitive and emotional health

To update any section, click Edit in the upper-right corner of the section.

5. Managing Appointments & Calendar

• You can add resident appointments directly to their personal calendar.
• These appointments automatically sync to:
  • The Tasks page, and
  • The Admin's calendar

To add or edit an appointment:

1. Click a date on the calendar.
2. Enter the title, details, and time.
3. Choose whether it repeats (e.g., daily, weekly, bi-weekly).
4. Click Submit to save.

Example:

• Title: Doctor Appointment
• Content: Annual check-up
• Start Time: 10/13/2025, 9:00 AM

6. Progress Notes

• Progress notes are automatically recorded by the system.

To manually add a note:

1. Go to the Progress Notes page.
2. Click + Create.
3. Choose the resident and toggle the relevant note categories, such as:
   • Behavior or Mood Changes
   • Family Communication
   • Healthcare Provider Updates
   • Medication or Diagnosis Changes
   • Mobility and Activities
   • Hygiene and Personal Care
   • New Symptoms or Complaints
   • Sleep Patterns
   • Other
4. Input your note and click OK to save.

Example:

• Family Communication: Spoke with daughter about upcoming medical appointment. Family appreciative of care updates.