AL Advantage has added new due date fields to the “RESIDENT INFO” Tab and has created a report to summarize these due dates in the “REPORTS” module. We expect that these new fields will allow you to track key due dates more accurately for your residents.
In addition, data entry in these fields is not mandatory, so your team can use the ones that are most valuable for your personalized care tracking.
This new feature can be accessed with the following steps:
RESIDENT DUE DATES FIELDS:
Step 1 –Click on the “RESIDENTS” Button at the top of the screen
Step 2 – Click on the “RESIDENT INFO” tab
Step 3 – Select the appropriate resident from the “Find a Resident” drop-down menu
Step 4 – Enter any relevant dates in the “IMPORTANT DATES” fields
RESIDENT DUE DATES REPORT:
The “RESIDENT DUE DATES” Report can be accessed with these steps:
Step 1 – Choose the “REPORTS” button at the top of the screen.
Step 2 – Click on the “RESIDENT CARE REPORTS” tab in the “REPORTS” module.
Step 3 – Click on the “RESIDENT DUE DATES” button.
NAVIGATING THE REPORT:
Step 4 – (Screenshot below) When the “RESIDENT DUE DATES REPORT” pop-up screen is open, select any appropriate fields in the top line to filter your report results, based on UNIT TYPE, ROOM NUMBER range or LAST NAME (in the “SORT BY” drop-down menu.
Step 5 – Click on the “RUN REPORT” button in the top right corner
Step 6 – After the report has run, you can scroll through the pages by typing in the page number that you want or clicking on the forward or backward arrows above the resident’s name.
Step 7 – You can also use the “FIND” and “NEXT” field to search for a particular word in the report. Type the word in the field, then click “FIND“.
To see if there are more instances of the same word, click the word “NEXT“.
Each time you click on “NEXT” it will take you to the next occurrence of the word that you’re searching for, until a message pops up that says “The entire report has been searched”
Step 8 – If you would like to save the report to your computer or for printing later, click on the drop-down arrow next to the “save” symbol. Select either “EXCEL”, “PDF” or “WORD” for the type of file that will be created.
NOTE: This report work best in EXCEL or PDF versions.
Step 9 – When finished working with the report, click on the “RETURN” button to get back to the previous screen.
We hope this is a helpful addition to your senior care toolbox.