The Documentation tab brings together all key resident documents in one place, including progress notes, forms and charts, care plans, handover reports, and policies. This guide gives an overview of each section.
Access the Documentation tab
Click Documentation from the left‑hand menu.
Progress notes
View progress notes for one or multiple residents. You can set a custom time period for the notes shown.
Forms and charts
Review forms and charts for single or multiple residents. A custom date range can also be applied.
Care plans
Access all active care plans recorded in the system.
Handover reports
View handover reports.
📌Note: These reports are different from the handover sheet described in the previous article.
Resident document file share
Scan, upload, and store documents for residents. Use custom tags to make documents easy to find.
Policies and procedures
Store and access all policies and procedures digitally.