How to Change a Bed Assignment

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Click the Search icon. Type ‘Bedboard’ into the search bar. (Or, ‘Residential’.) Click to select Bedboard (My Office). [Or, Residential (My Office)]. If desired, filter the list to determine the […]

How to Schedule a Client Leave

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The client must have a status of Occupied before you can schedule the client On Leave. Click the Search icon. Type ‘Bedboard’ into the search bar. (Or, ‘Residential’.) Click to […]

How to Document Additional Services

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Procedures not covered by the situations described above, and which require documentation, will instead be entered using the Service Note feature. This allows you to record both a service and […]

How to Document Quick Notes During a Shift

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 Quick Notes allow you to track notes within the Whiteboard. These can be viewed by staff that have access to Quick Notes. These are not billable and not considered a […]

How to Document an End of Shift Summary

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A Shift Summary is a service and is documented as a service note, however this note is not billable. To access the Shift Summary, create a service for a client. […]

How to Document Vitals

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With an active client selected, begin on the Flow Sheets page. See How to See Flow Sheets for an Active Client for details. Select the Vitals Flow Sheet template from […]

Nurse: How to Complete the Nursing Assessment

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How to Display the Nursing Assessment Page With an active client selected, click the Search icon. Type ‘Nursing Assessment’ into the search bar. Click to select Nursing Assessment (Client). The […]