Recording & Review

Enter an Assessment

When performing an assessment in Residex (whether electronically or on paper), the user must first select the type of assessment to be performed. Our document on Assessment Types will outline different assessment options available.  Once this has been determined, the actual entry of an assessment may be performed.

Completing Assessments

An Assessment must be marked complete before it is considered closed.  Because CliniDex only allows users to have only one Assessment open for a resident at a time, one must complete an Assessment by marking it complete before starting another.

Campus Assessment Overview

ResiDex has a configuration option to specify the "Next Assessment Due" date upon the completion of an assessment.  This feature allows the user to receive notifications when assessments are coming due.  If this due date needs to be edited for any reason (or if you turn this configuration option on after you have already completed some assessments), the Campus Assessments Overview screen allows the user to review and/or edit the "next assessment due date" for any of their residents.

Review & Update Assessments

 When a resident assessment has been completed but their condition or circumstances have changed, you may need to update an Assessment for that Resident. ClinDex allows the user to review or update an assessment anytime without starting an entire brand new Assessment using the "Review Assessment Details" option.

Assessment Reports

Assessment Summaries in CliniDex are reports that show assessment options selected and note details entered electronically during the course of a resident assessment.

Assessment Add Services

After linking the evaluation options to services, you will be able to add services while entering an assessment. This will allows users to complete the assessment and build the resident's list of planned services at the same time.

Master Care Plan Reviewed

Assessments marked complete may automatically generate a Care Plan for staff to review.  When Care Plans are being "electronically reviewed" in RTasks,  a report is available that will show the resident care plans that have been reviewed by each staff person.