Assessment Reports

Assessment Summaries in CliniDex are reports that show assessment options selected and note details entered electronically during the course of a resident assessment.

Select & Print Assessment Summaries

To find and print the form you need, go to the Reports tab of ResiDex.  From the "Category" drop-down list, select "Assessment Results" or "Assessment Results - All Residents." This will filter the reports listed to only Assessment Summaries.

  • Assessment Results will have Assessment Summary reports for individual residents
  • Assessment Results - All Residents will have reports that summarize information across all of your Residents

Click the Go button next to the summary for the Assessment you want and select the name of the resident you wish to generate the summary for.  Preview or print the form as you desire.

The Master Care Plan

The Master Care Plan is a special Assessment Summary, designed to summarize information relevant to direct care providers; in essence, it is the overall Plan of Care.  Assessment items to be included in the Master Care Plan can be determined by following instructions in Master Care Plan Setup

The Master Care Plan can be sent electronically to all direct care providers to review and acknowledge at the time that each new assessment is marked complete.  This article describes that process:  RTasks:  Review Care Plan.

The Master Care plan can also be selected from the Reports tab, under the "Assessment Results" category.