Training 2A - Resident Record

Presentation of the training plan and training objectives:

• Interactive training
• Approximate duration: 3.5 - 4 hours

OBJECTIVES:

• Be able to admit residents and manage the resident profile.
• Be able to document and maintain up-to-date relevant resident information.

General Menu➔Admission

• Admission process:
  • Admission types (according to the facility's vocation. E.g.: Private, RI, CHSLD, Prospect)
  • Required fields (according to the admission type)
  • Once the admission is completed, the resident profile displays a “checklist” of the required information based on the established admission rules.
• Accommodation type, facility, rooms, etc.

Resident Menu➔Resident Profile➔Profile

• Quick navigation through the profile sections.
• Demographic information, photo, record number.
• Resident deactivation.
• Customization of vital sign thresholds.
• Information regarding the resident's CPR status.
• Medication distribution and administration method.
• The FEBS and its link to the Assistance Plan, Dietary Particularities and Work Plan. Ability to calculate care hours.
• Movements.
• Health history.
• Contact, professional, pharmacy, and physical profile information.
• Evacuation capacity (link to the form).
• Parking and storage.
• Insurance, pets, assistive and safety equipment.
• Particularities (Attendance) section.

Resident Menu➔Assessment Tools➔Needs Assessments

• Needs assessment forms
  • Link to the “Assistance Plan” (see tile)
  • Link to “Dietary Particularities” (see tile)
  • Possible link to tasks in the “Work Plan”
  • Ability to calculate care hours

Resident Menu➔Care Planning➔Nursing Therapeutic Plan

• PTI creation process.

Resident Menu➔Care Planning➔Interdisciplinary Intervention Plan

• IIP creation process.

Resident Menu➔Notes Record

• Tiles: nursing notes, professional services, PAR and recreational activities.
• Notes can be added, invalidated, and copied via the context menu.
• Selection of the note template.
• Attached files.
• Ability to continue a note after being disconnected following a prolonged absence (expired session).

Resident Menu➔Profile➔Printer Icon➔Printer Before Hospitalization

• Generate the hospitalization report as a PDF file.
• Assessment tools.
• Clinical monitoring - customization of vital signs.
• Risk management.
• Medical record.
• Life history.
• Resident dashboard.
• Certification.
• Legal / administrative.

• Lock: when locked, allows you to remain on the selected menu.

Information shared between residences:

• All information shared between residences is located in the “System Configuration” tile of the Management residence.
• Admission Types: validate the admission types offered and select those used by the facility.

General Menu➔Configuration➔System Configuration➔Dictionary

• Activity: activity configuration is located under the “Activity” section of the “Dictionary” menu.
• Responsible: configuration of departments, functions, and specialties is located under the “Responsible” section of the “Dictionary” menu.
• Resident: configuration of resident characteristic dictionaries is located under the “Resident” section of the “Dictionary” menu.
• Note Templates: nursing notes in SOFI use templates. These templates are configured under the “Note Templates” section of the “Dictionary” menu.
• Assistive Equipment: the list of assistive equipment used by a resident is shared between residences. This list is located under the “Assistive Equipment” section of the “Dictionary” menu.
• Safety Equipment: the list of safety equipment used by a resident is shared between residences. This list is located under the “Safety Equipment” section of the “Dictionary” menu.