Edit a Service

As resident needs change, so must the services provided change.  Staff need to easily update services and yet keep a history of the services that were previously scheduled. Examples of service updates include:

  • One service being replaced with a different service
  • A service placed on hold (temporarily discontinuing a service)
  • A service frequency changing
  • A service time is changing
  • A service Provider changing

The nurse can easily alter a client's service details whenever they need to to be edited or updated. The following method will keep a client's service history complete, clear, accurate and up-to-date. It will also save time during data entry.

Before you begin:

Make sure you are familiar with entering a basic service.

Editing a Service's Details

If a Service's details (i.e., frequency, day of the week, time of day, etc) need to change:

  • Go to a resident's Service List (sometimes called "Services" or "Service Plan")
  • Right click on the Service that needs to be edited
  • Select Discontinue and Restart
  • A window will appear;  enter the end date of the current service.
  • The date you enter will be the LAST day the service is to be performed as it is currently configured
  • In the blank service field SELECT THE SAME SERVICE NAME
  • Enter the first date the service is to be performed with it's new details
  • Press OK to close the screen

Changing One Service to a Different Service

If you need to change a service from one service to a different, similar service (for instance: a resident may go from "Whirlpool Bathing Assistance" to "Shower Bathing Assistance," or from "Escorts to Meal" to "Meal Tray.") In both of these cases, ResiDex has a quick way to make this change:

  • Go to a resident's Service List
  • Right click on the service that needs to be changed
  • Select Discontinue and Restart
  • A window will appear.  Enter the end date of the current service.
    • NOTE: the date you enter will be the LAST day that current service will be done
  • In the blank field - select the NEW service name with the effective date
    • NOTE: this is the FIRST day the service is to be performed
  • If the provider needs to be changed, you may enter this as well
  • Press OK to close the screen

Rotating Service Times

You may get an order for a blood glucose check to be done for a specified number of days at a certain time of day. (Example: 7 days at 7:00 AM, 7 days at 12:00 PM, 7 days at 5:00 PM). Though this is a complex scenario, we can enter this into ResiDex. To set this up, you will use a series of Discontinued and Restarted services.

  • Start by entering the service as you normally would
  • Right click on the service and select "Discontinue and Restart"
  • Put the end date of the date the service is to end
  • Enter the new start date of when the service is to begin again
  • Press OK to close the screen

Since the discontinue date is most likely in the future, you will now have two duplicate services on the resident service list.

  • Click on the new service line (effective date is in the future and DOES NOT have an end date)
  • Edit the details (time or provider) as needed
  • If that service is to be performed for a specified date range, repeat the above steps again

NOTE: you will continue editing the NEWEST created line item (updating the time and/or provider) and using the Discontinue and Restart option on the NEWEST created line item until the order is entered.

Managing Services - Video Tutorial