Resident Details

Resident Profile

 Resident Profiles in RTasks are accessed by selecting the RTasks People button, then selecting Residents. 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)

Resident Photo

Resident photos help to provide quality care and assist with orienting staff to new residents or new staff to existing residents. RTasks makes linking and cropping Resident pictures easy.  Users with Role 1 will have the ability to upload pictures.

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 Documents

Signed MD orders, Service Plans, lab results, or staff evaluations are examples of documents that users may wish to scan electronically into ResiDex or RTasks.  Once they are 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. 

MD Orders

MD Orders is a tool in Desktop ResiDex or 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.


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 either RTasks or Desktop ResiDex  and allow 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.

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

To create and view referrals in RTasks, a staff person will need ResiDex user role 1 - "ResiDex Data Entry" or Role 8, "Referrals". To create the appointment reminder, the campus configuration option: Enable Referral Appointments must be set to "Yes"

Resident Notes

Resident notes allow users to document narrative notes about the resident. If you have the ResiDex user role "5 - Resident Notes" along with RTasks access, you will be able to add Resident Notes.

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.

Resident Storage Lockers and Parking

ResiDex allows staff to track storage lockers and/or vehicle and parking locations.