Managing Resident Status

Importing a Resident

If your database has multiple campuses or settings, you may wish to move a resident from one campus to another.  This process is called 'Importing a Resident'.  

This action creates a copy of a resident in the new campus and includes much of the resident's data such as services, meds, notes, and contacts. The resident being imported is not removed from the original campus;  this allows users at the original campus to document a resident discharge and preserve all resident data from that campus as history.

Note: To import a resident in RTasks, the user will need to be either a Provider type Nurse and/or have Manager (11) or  Supervisor (13) roles.

Add a New Resident

Users with Roles 11 (Manager)  and/or 13 (Supervisor) can enter a new resident in RTasks. 

Resident Check-Out / In

Residents leaving the facility for short term outings or appointments can be 'checked out' by staff when leaving and documented 'checked in' again upon returning.  The RTasks Task Manager and Login Report are used to manage the process.

While this can be used for medical appointments, the Referral Appointments feature in RTasks already accomplishes this;  the Resident Check-Out / In feature can be helpful for other types of outings, or when resident location needs to be tracked.

Please note that 'checking out' a resident does not place the resident on hold status. The services and meds will still appear on caregiver assignments. Follow the link to instructions on How to put a resident on hold.


Put a Resident on Hold

Residents who are hospitalized or leaving the facility overnight (or longer) may have their status changed from 'active' to 'hold'.  Doing so will prevent most services for a resident from appearing on service schedules and allows users to keep an accurate resident census.  A resident should not be placed on hold until they have actually left the building for this same reason- it puts their services / cares on hold (so they are not visible from the Today screen in RTasks).  The resident should be made "active" again on return to the facility so medications and services can once again populate.

When a Resident’s Care Status is set to hold, it affects certain reports and features such as:

  • Daily Assignments
  • Census reports
  • Client Status reports
  • E-Charting of medications and services

Users must have Roles 11 (Manager) or 13 (Supervisor) to put a resident on hold or bring them back, ensuring the supervisor is aware that the resident is back under their care.  There is a campus configuration option that allows direct care staff to perform this function (typically seen in some group homes settings).  Contact ResiDex Support staff if you need this setting.

Discharge a Resident

If a resident is moving out, is deceased, or has transferred to another campus, Residex users will want to "Discharge" that resident in their database. ALL of the resident's services will be ended and will no longer generate entries on the Today screen in RTasks or  Daily Assignment worksheets.  Resident data is readily available to review or retrieve after discharge.