Attachments or Links are typically PDF documents that are signed, scanned, and are intended to be linked to a resident, prospect or staff member's record.
Before using Attachments / Links in RTasks, some initial setup is required. This setup allows users to determine from which screen they can access that attachment type, as well as what access caregivers have to these attachments. To perform the setup, contact ResiDex support staff; they can assist with this inital setup.
Create Attachment Types:
Attachment types become the electronic folders in to which documents can be placed. Examples of Resident attachment types include:
Signed Service Plans
Signed MD Orders
You can also attach documents to staff files. Examples of staff attachment types include:
Signed Job Description
Specify Which Provider Types Can Upload/View Attachments:
Once Attachment types are created, ResiDex support staff will assist you in determining which provider types should be able to either view or upload these documents into the resident chart. These permissions are granted by provider type.