Resident Management

Resident Records - Pending

3min

You can upload and store resident specific documents in the Resident Records Module.

For example:

Skin & Wound Care
Lab Work
X-Ray Results

POA Documents
Medical Reports
Other Documents


The documents are placed in categories to help you organize and manage the information. Categories are also used to determine the modules from where documents can be accessed and viewed. In addition to categories, you can use filters to find documents by uploaded date, category, effective date, and effective date of document.

Documentation Space

500 MB of storage is included across an organization. Additional space can be purchased by contacting customer support. You cannot edit or delete system created categories, however you can create new categories to meet your requirements. You can upload a file size of a maximum of 5MB. You can upload these file types: BMP, JPEG, JPG, PDF, PJPEG, PNG. To view online document storage space statistics for your organization, see Resident Document Storage Configuration.

Procedure

  1. Click New Document.
  2. Complete the fields as required.
  3. Upload Document. 
  4. Click Upload.