Creating a Packet for Residents
When creating a resident, you may find yourself entering the same information over and over again. To save time, you can create a packet that contains all the necessary documents, attachments, and physician forms for a resident. This way, you can simply select the packet when creating a new resident, and all the information will be automatically filled in.
What is a Packet?
A packet is a collection of documents, attachments, and physician forms that are commonly used when creating a resident. By creating a packet, you can save time and avoid having to manually enter the same information for each resident.
Using a Packet
When creating a new resident, you will see an option to select a packet. Simply click on the drop-down menu and select the packet you created. All the information in the packet will be automatically filled in for the new resident.
If you need to make any changes to the information in the packet, you can do so before adding the packet to the new resident.
Using Your Packet Template
Next time you add a resident for the chosen CareType (e.g., Assisted Living), your newly created packet template will be available to select from the drop-down menu. This will make it faster and easier to assign the appropriate documents to the resident.
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Video Walk-through:
Step-by-step:
With images
With images
Written out
Written out
Understand Your Use Case
Consider how your community organizes its documents. For example, you may have separate packets for pre-assessment and post-assessment documents, or you might send everything in one comprehensive packet for signature at once. The choice is yours—create templates that best suit your process.
1: Access the Settings Menu
To begin creating a new packet template, select the Settings icon from the left-hand menu.
2: Navigate to Templates
After clicking the Settings icon, select Templates. From here, choose Packet Templates from the menu on the left side.
3: View Existing Templates
If you’ve already created packet templates, they will be displayed in the list, along with the CareType they correspond to.
4: Create a New Packet Template
To create a new template, click the gray plus icon on the right-hand side of the screen. Select the appropriate CareType for the template. For example, if you’re creating an assisted living packet, choose "Assisted Living."
5: Name Your Packet
Enter a name for your packet. For example, you could name it “Primary Packet for Assisted Living.”
Select the Documents to Include
Choose the individual agreements you want included in the packet. If all agreements should be included, you can select the Select All option.Arrange the Document Order
Once the documents are selected, you can use the up and down arrows to reorder them as needed. This ensures that they appear in the desired signing order.Add Attachments and Physician Forms
You can also select any relevant attachments or physician forms to include in the packet. Choose these individually, or select all if necessary.Save the Packet Template
When your template is complete, click Save. The new packet template will now appear in your list of available templates for the selected CareType (e.g., Assisted Living).
Still Have Questions?
