Resident Details

Resident Profile

Resident Profiles are essentially the Face Sheets of the resident electronic health records. All staff may view information here;  users with provider type RN or LPN and users with role 11 - (Manager) or 13 - (Supervisor) are able to:

  • Admit a new resident
  • Update or edit current resident information (demographics, allergies etc...)
  • Change a client status (active, hold, or discharged)

There is an optional configuration that allows other provider types to update a resident status (place on hold or make active).  Contact ResiDex Support for assistance in setting this option.

Resident Contacts

The RTasks Resident option allows a user with ResiDex user role "1 - ResiDex Data Entry" to add or edit contacts for a resident.  With this role, a user can:

  • Add a new contact
  • Edit contact information
  • Change the sort order of the contacts, identifying one as "primary"

Resident Diagnoses

The RTasks Resident option allows a user with ResiDex user role "1 - ResiDex Data Entry" to add or edit diagnoses for a resident.  With this role, a user can:

  • Add a new diagnosis
  • Remove a diagnosis
  • Change the "primary" diagnosis

Resident & Staff Documents

Signed MD orders, Service Plans, lab results, or staff evaluations are examples of documents that users may wish to scan electronically into RTasks.  Once scanned, they can be linked to a resident or staff member.  This minimizes the amount of paper data that must be managed and stored, and makes document filing and retrieval simple. This article addresses how attaching documents to residents or staff can be handled in RTasks.

Initial setup of Attachments is done in desktop Residex;  this involves identifying the attachment types you will be uploading, and permissions to upload and view data based on staff provider type.   

MD Orders

MD Orders is a tool in RTasks that allows the nurse or supervisor to create a comprehensive document (detailing a given resident's meds, diagnoses, services, code status, allergies, etc...) that can be provided to the physician or prescriber to review and sign or 'certify' the orders for that resident for a specified period of time.  This may be required annually in some states, but might also be considered a 'best practice' after a resident is hospitalized, to communicate with the physician and ensure both facility and physician are in agreement on current resident status and plan of care.

This document will outline creating and printing an MD Order from within RTasks.

Resident Resources

The Resources button in RTasks' Resident Profile screen allows users to document important resources for that individual, such as health care providers, organizations, insurances, and the like.

  • Three categories of resources are available here: Health Professionals, Organizations, and Health Plans
  • Selecting each of these options will display all current resources in that category, and allow the user to add resources.

Referrals & Appointments

Tracking resident appointments and creating an effective system of managing referrals is an important part of resident care.  Referral Appointments can be managed in RTasks and allows users to:

  • enter all upcoming appointments (even months ahead) and be able to view and manage these, create calendars and appointment reports
  • set up notifications which will show upcoming appointments
  • create referral forms that include all details about the appointment 
  • notify staff via RTask login reports of appointments that day, AND
  • assign specific staff to assist the resident in preparing for the appointment (this appears as a service in their "to do" list that day).
  • print the referral and/or vital signs to be sent with the resident and mark the service "complete"
  • add notes  to completed appointments--  summary of the appointment and  action items for coordination of care
  • mark as reviewed the referral appointment, conveying that the referral was completely addressed.
  • document and track not only face-to-face appointments, but also any time you have contacted the provider on the resident's behalf

The Referrals forms can be customized (both the Referral Types and formatted text). 

Resident Note Entry

Resident notes feature allows users to document and view narrative notes about the resident. Entry and viewing resident notes requires role "5 - Resident Notes".  

If a provider type should be able to read resident notes (but not enter them), access to Resident Note reports can be granted and resident notes viewed by navigating to Fax/Print > Reports > Category- Resident Notes.

Resident and Staff Photos

Having photos of your residents in RTasks is recommended as a best practice - resident photos can assist in orienting existing staff to new residents or new staff to existing residents, and help them ensure they are the right providing cares to the right people.

Flagged Info/ Ongoing Orders / Bulletins

RTasks offers several options to notify staff of key resident information such as code status,  resident concerns or conditions .  This article addresses three means by which important information can be conveyed to staff:  flagged information, ongoing orders, and bulletins.

Resident Bulletin

Residex's Staff Bulletin feature allows users to enter a concise message (140 characters) containing need-to-know information for a particular resident and have that appear as a banner when in the resident's electronic record.  

Suggested uses include:

  • NPO (nothing by mouth) status of a resident prior to labs or tests
  • Remind of specimen collection needs
  • Notice of resident birthdays, anniversaries, etc...
  • Other needs identified by you or your staff

Bulletins will be displayed in RTasks on the Resident Profile and on any service.  They can also be added to the Login Report.


The use of Tags in RTasks allows users to add and track additional information about Residents, Staff, Prospects, in the form of a label or tag that can be applied to the Resident, Staff, or Prospect profile.  Tagging residents can allow grouping residents in reports to make contact lists, etc...  Creating a tag such as 'Pet' would tag any residents in your facility who own and care for a pet on site.  A tag of 'Newsletter' would indicate this is someone who should receive a newsletter.  Tags should NOT be information already contained in a diagnosis, assessment, etc....     Tags can be entered by any staff.

Tags are also available to apply to Resources by navigating from Profiles > Resources > Edit Resource.