Limited Resident Access

ResiDex's "Limited View of Residents" feature allows certain staff to have RTask access limited to only one or a few residents. This is helpful if you have an outside agency that needs to view information or chart services for individuals, but for whom you would not want to give access to all residents.  Examples might include hospice workers, consultant physicians, therapists, or Medicare/skilled nursing providers.

Note:  To ensure compliance with aspects of the HIPAA Privacy Act, each provider should be added to the Staff list by personal name, not as a "XYZ Hospice" provider or "ABC Clinic", even if they represent the same agency or clinic.  Each person should be entered as staff and create their own unique login.  

Turn on Limit Residents for Staff:

  • Call Residex support at 866-512-8369 Option 2 for assistance in setting this configuration option to "yes"

Specify Resident Per Staff:

  • From Desktop ResiDex - start at the Staff Tab
  • Click the Go Button to open the Staff Profile Screen
  • Click Staff Roles on the bottom left of the screen
  • Select either "Can Access All Residents" or "Limit to Specified Residents"

  • Click on the Box beneath this to display the screen from which you can select the specific residents you wish to give access to

  • Close the screen when finished and the screen will display which resident(s) the staff can view

How it Works:


  • Staff log into RTasks and Select a Provider
  • The list of services will display only residents for whom the staff person has been given access.


  • When selecting resident names on reports only those residents the staff can view will appear
  • When NON-resident specific reports display information, only those resident(s) the staff can access will appear