Enter an Assessment

  • Users must be specifically be given permission to record clinical Assessments.
  • Access to conduct ONLY "Non-clinical assessments" (leisure, dietary, and Bio/History) can optionally be granted to non-nursing staff.

Assessments & Service Plans

If configured, any user with the abilities to record assessments and schedule services will be able to schedule services while conducting an assessment, ensuring you keep both in sync.

Assessment Update/Review

There are occasions users may wish to update an Assessment for a Resident without recording an entire new assessment. This is possible through using the "Review Assessment Details" option.  

Resident Bio/History

The Bio/History assessment offers users an opportunity to enter resident biographical data and personal preferences and share that with caregivers.  Information in the Bio/History assessment is entered in a similar fashion to other Residex assessments.  Once a bio/history assessment is marked complete, it can be either printed out and provided to staff, or sent electronically via RTasks to caregivers to review/acknowledge, and reference as needed to provide high quality, individualized care.  Bio/History is an assessment type that can be delegated to RTask users who do not have clinical roles assigned.  

ResiDex Master Care Plan Reviewed

Assessments marked complete may automatically generate a Care Plan for staff to review.  When Care Plans are being "electronically reviewed" in RTasks,  a report is available that will show the resident care plans that have been reviewed by each staff person.