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.

Access the RTasks Resident Profile

Log into RTasks and select  People > Residents as located on the banner of the RTasks screen.  All current resident profiles are visible;  those residents on Hold status are flagged and grayed.  Options across the top of the screen allow the user to 

  • Search by resident name (1) or the Admission number
  • View Current, Former (discharged) or All Residents (2)
  • View by community (e.g. memory care) (3)
  • Select +New Resident to enter a new Resident Profile (4)

Enter a New Resident

Select the +New Resident button to open entry fields

  1. Those fields with a downward arrow provide dropdown options from which you can select;  other fields allow free entry of data
  2. The Onsite/Offsite options are onsite by default; offsite allows entry of the address of a client who receives services at a different location.
  3. The Ongoing Orders field is optional, but allows users to enter key information which all staff should be aware of.  Data here appears in any resident service.
  4. Other Info and Admission # are fields that can be renamed/customized to meet your needs.  
  5. Select Save at the bottom to complete the new resident entry or Cancel to undo entries.

Edit Resident Profile Information:

  • Click on the Resident Profile to be edited; the following actions can be taken

  1. Click Update Profile to open entry fields and edit demographics, allergies, etc... by overtyping information or selecting from option lists.
  2. Transfer allows the user to transfer the resident to a different room and/or community onsite, OR select offsite to enter an address for the resident receiving services while at a separate location.
  3. Put on Hold allows the user to edit the status of a resident who may be hospitalized or on a leave of absence;  the button then changes to Make Active, allowing the user to bring back to active status
  4. Discharge allows the user to enter the resident discharge date and reason for discharge.  That resident becomes inactive, but the resident record remains accessible as described above
  5. Care Status History allows users to see a history of changes in status for that resident