Tagged with: Config

Global Job (Service) List

The Global Job (Service) List is the foundation for building a resident service plan.  This is the master (shared between all campuses in your database) list of services.  We will outline how to:

  • Access the Global Job (Service) List
  • View individuals with a specific service scheduled
  • Edit the service name
  • Create a new service
  • Edit the Service Details
  • Inactivate/Activate a service


When entering services you will need a list of providers to select from in order to assign the service.  You can look at providers in several ways.  If you have more than one staff/provider working during a certain shift you could create individually named providers.  You may choose to name your providers:

  • Day Aide 1
  • Day Aide 2
  • Evening Aide 1
  • Evening Aide 2

You may choose to name your providers on more of a shift view and have multiple staff work off the same assignment sheet (The "combined approach")

  • Day Aides
  • Evening Aides

There are benefits to each approach.  If your staff are accustomed to communicating between each other to share responsibilities you may want to use the "combined approach".  If you are already giving specific tasks to each provider, the first approach is more similar to what they have been using.

Estimated Minutes

"Estimated Minutes" is the standard number of minutes a service generally takes to complete.

Simplified Chore Times

We can use "simplified" scheduling times throughout ResiDex.  Simplified times are scheduling items for AM, PM or Overnight vs. 9:15 AM, 1:30 PM. etc.


The ResiDex notifications tool is helpful because it will automatically provide reminders and alerts to users upon login. Each user can specify which notifications they want to have displayed and the "number of days out" to display.

Friendly Descriptions

Resident Agreements are made up of different components and text pieces. The text in this field will be used if you use a service component that will display the "Friendly Description" on the agreement.

Require Service Value Feedback

The Global Job (Service) List is the foundation for building a resident service plan.  This is the master list of services shared by all campuses in your database. 

Certain services require staff to enter a value as they chart a service complete. Examples include vital signs, resident weights, blood glucose values, # of loads of laundry.  These services can be configured to require a value be entered and (in the case of clinical values) allow those values to be viewed in RTasks and reports as vital signs.

'Service Set' Configuration

When entering services for a resident, we offer flexible options to streamline the process.  You can:

  • Enter one service at a time using our Service Entry - Basic option in either desktop Residex or RTasks
  • Use the Service Entry - Mass Add option to add many services for a resident all at once (in desktop Residex)
  • Use our Service Set option to add a preset group of services and assign them to the same provider for the same day and time (available in desktop Residex).  This is useful for entering a group of vitals scheduled weekly or monthly.

We will explain what you need to do to setup Service Sets.

Medication Setup

The Med Setup field will indicate who sets up the medication. If you select "Nurse" in the setup option, the medication will show up on reports like the "Med Setup Sheet Nurse".

Auto-Create Services

The Auto-create Service option enables ResiDex to prompt ResiDex Users to add a Med Assist or Med Setup service when needed.

Include Services on MAR

Services can optionally be included on any MAR or Med Sheet.

Incident Types

Incident tracking and quality management is integral to the provision of quality service.  ResiDex's Incident Management system can be easily customized to meet your specific needs.  This article will explain how this is done.

Incident Type Detail

ResiDex allows users to set up the Incident Types appropriate for their own setting.  Each Incident Type can be further customized to include multiple questions with a variety of response types.  This article provides information on how users can create the questions and response options for both the initial incident report and clinical or supervisory reviews, and require vital signs, if desired, for each incident type.

RTasks: Claim Services/Chores

Charting in RTasks allows for flexibility when scheduling services.  Some facilities use multiple providers,  in which each provider on a given day and shift has their own assignment:

  • Day HHA 1
  • Day HHA 2
  • Day HHA 3
  • Eve HHA 1
  • Eve HHA 2
  • Overnight

Alternatively, some facilities schedule to a single provider per shift and allow the caregivers to coordinate between themselves who will do each resident's service(s). For example:

  • Day HHA
  • Eve HHA
  • Overnight HHA

For providers using this latter method, ResiDex offer a means by which providers at the beginning of a shift can "claim" services by resident that they will be responsible for.  By claiming resident services, it will bring all those claimed services to the top of that employee's To Do list, and it will also flag the items so the other caregivers can see the plan. 

Assessment-Service Consistency

ResiDex can be configured so changes to a resident service plan will not be allowed until a corresponding assessment item has been updated for that resident.  This has the effect of ensuring your residents' service plans are always consistent with their assessments.

[12 3 4 5  >>