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Managing the Resident Details Header

In the Resident Details header, you can review and edit personal information, put meals and snacks on hold, and for non-integrated organizations, admit, discharge, and transfer residents.

You can also view and print selected resident reports:

  • Tray Cards report

  • Standing Order Labels report

  • Resident Details report

  • Export Resident History report

  • Export Standing Order History report

  • Diet Order Conflicts report

  • Diet Order Change History report

  • Resident Dislikes report

Warning

If you have an ADT integration with PointClickCare, the resident's personal information flows from PointClickCare Electronic Health Record and should not be updated in Nutrition Management.

Use the Apply EHR Status/Location button to update a residents information if it becomes out of sync.

  1. Residents > Resident Listing > locate resident.

    • Click resident name.

    • Under Actions, click people.

    • Under Actions, click list, then select Resident Details.

  • Edit Personal Info (for non-integrated organizations):

    • Resident ID - Type information.

    • Title - Select option.

    • First, Middle, Last name - Type information.

    • Sex - Select option.

    • Date of Birth - Type or select date.

    • Religion - Type information.

  • Edit resident photo:

    • Change Photo - Select to upload or change photo.

    • Update Photo from EHR (Resident Photo integration must be enabled) - Select to upload the resident's photo that is saved in the PointClickCare Electronic Health Record.

  • Admit Discharge Transfer (for non-integrated organizations) - Select option and complete fields as required.

  • Hold All Meals & Snacks - Select option.

    • Hold All Meals & Snacks - Places all meals and snacks on hold for the resident.

    • Custom Hold Schedule - Select the meals and days to hold and click Save & Close.

  • The Export Resident History and Export Standing Order History reports list all changes made to resident details and standing orders in Excel. 

  • The Diet Order Conflict report lists all standing order conflicts based on the resident's allergies and meal textures.

  • The Resident Dislikes report provides a list of a resident's dislikes. You can print the report and review it with the resident or resident's family during a care conference.

  • The sections on the Resident Details page can be expanded or collapsed by clicking the section header. For example, Dislikes.

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