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.

To Add a Health Professional:

  • Navigate to Profiles > Residents > Select a resident > Click on Resources

  • Click on the Health Professionals tab
  • Click Add Health Professional

  1. Enter the health professional's first name
  2. Enter the last name
  3. Start entering the Health Provider Type such as, General Practice, Dentist, etc. RTasks will offer suggestions. Select the one that applies
  4. Enter the phone number
  5. Enter the fax number if available
  6. Add the organization or clinic to which they are affiliated
  7. Enter the UPIN/License (optional)
  8. Enter the NPI (optional)
  9. When finished press Save

To Edit a Health Professional:

  • Click any Health Professional in the list
  • Click Edit
  • Edit any of the details and press Save

Inactivate a Health Professional:

  • Follow the instructions above to Edit
  • Uncheck the "Active" box
  • This does NOT impact any other individuals with that health professional
  • NOTE: This is used when a health professional provided services for a time and now is no longer seeing the client
  • The health professional will remain in the list but flagged as "inactive"
  • The health professional can be edited to be made active at a later time

Remove a Health Professional:

  • Click on the Health Professional
  • Click Remove
  • This does NOT impact any other individuals with that health professional
  • NOTE: This is used when a health professional was selected in error for the individual
  • If the health professional is tagged as "primary", first EDIT the professional to remove the primary tag and then remove

Organizations

Selecting the option Organizations button from the Resources view will allow the user to view organizations used by the individual.  This can include hospitals, clinics, hospices, pharmacies, durable medical equipment providers, therapy groups, and even regular transportation sources.

Add an Organization:

  • Click the Organization option
  • Click Add Organization

  1. Select the organization type (required)
  2. Enter the organization name (required)
  3. Enter the street address
  4. Enter the city
  5. Enter the phone number
  6. Enter the fax number
  7. Type in the State (initials)
  8. Enter the zip code
  9. Enter any notes about the organization
  10. When finished press Save

Edit an Organization:

  • Click on an organization
  • Click Edit Details 
  • Edit any information and press Save
  • NOTE: Adding/editing details for the organization will update every residents' record who has that organization listed

 

Inactivating an Organization

  • Follow the instructions above to Edit
  • Uncheck the "Active" box
  • This does NOT impact any other individuals with that health professional
  • NOTE: This is used when an organization was used for this individual at one time but is now no longer used
  • The organization will remain in the list but flagged as "inactive"
  • The organization can be edited to be made active at a later time

Remove an Organization:

  • Click on the Organization
  • Click Remove
  • This does NOT impact any other individuals with that organization
  • NOTE: This is used when an organization was selected in error for the individual

Health Plans

This tab will allow users to view health plans and add additional resources as needed.  Examples might include Medicare and Medicare supplements, private health insurance, long-term care insurance, and the like.

Add a Health Plan:

  • Click on the Health Plans option
  • Click Add new plan

  1. Start typing the name of the health plan (a list of options will appear) Select the item or free type the health plan (required)
  2. Enter the Plan/Program number (Required)
  3. Enter the Group information (optional)
  4. Enter the Policy (optional)
  5. Press Save when finished

 Update/Edit a Health Plan:

  • Click on any health plan
  • Edit any of the details
  • Click Update

 

Remove Health Plan:

  • Click on the health plan
  • Click Remove plan
  • NOTE: this is used when a health plan was entered in error for the resident