Resident file

Training steps

1. Introduction

Presentation of the training plan and training objectives:

  • Interactive training
  • Durée approximative : 3.5 - 4 hours

OBJECTIVES :

  • Be able to do resident admission and resident profile management
  • Be able to document and maintain relevant data related to the resident

2. SOFI
revision if necessary

  • Selection of the company
  • Connection by assignment
  • Connection without assignment (quarter, team and user selection)
  • Resident list, notifications and alerts (see glossary), paths, user preferences, communication notebooks, help documents, attached file tiles only, logout button.

Resident's admission

3. Admission

General menu➔Admission

  • Admission process :
    • Admission types (according to the vocation. Ex: Private, RI, CHSLD, Prospect)
    • Required fields (depending on the type of admission)
    • Once admission is completed, the resident profile displays a “check list” of the required information based on the established admission rules.
  • Type of accommodation, Establishment, Rooms, etc.
  • Associated dictionaries:
    • Admission rules (previously configured)
    • Admission type (editable by Telemedic only but possibilities to make them invisible via the Management instance on the Company menu)

Profil du résident

4. Profile

Resident menu➔Resident profile➔Profile

  • Quick navigation for sections of the profile
  • Demographic data, photo, file number
  • Remove or disable resident
  • Personalization of vital signs settings
  • Summary report for hospitalization
  • Resident CPR information
  • Mode of distribution and administration of drugs.
  • The FEBS and its link to the Assistance Plan, with the Food Particularities and the Work Plan. Ability to calculate care hours
  • Movements (some automatic transfers)
  • Health History
  • Contact, professional, pharmacy, physical profile
  • Evacuation capacity (link with form)
  • Parking and storage
  • Insurance, animals, help and safety equipment
  • Section Particularités (Présences)

:!: Automatic addition of the information entered in the summary sheet
(Menu Resident menu➔Medical folder➔Summary sheet).
The doctor's notes are highlighted in yellow and cannot be changed.

Dossier résident

5. Needs assessment

Menu Resident menu➔Evaluation tools➔Need evaluation

  • Needs assessment forms
    • Link with «assistance plan » (see the tile)
    • Link with « food particularities » (see the tile)
    • Possible link with « work plan » tasks
    • Possibility of calculating care hours

6. Interservice report

Menu Resident menu➔Interservice report

  • Added note according to the shift
  • Possibility to change the date and time
  • Ability to make a note in the future
  • Ability to cross out a note only if you are the author
  • Message and a link to the Inc / Acc report (at the addition of an Acc / Inc report for access group: Coordsoins, DSI, Inf and IA)

7. TNP

Menu Resident menu➔Care planning➔TNP (Therapeutic Nursing Plan)

  • Logistics to create a TNP

8. IIP (CHSLD)

Menu Resident menu➔Care planning➔IIP (Interdisciplinary Plan)

  • Logistics to create IIP

9. Notes folder

Menu Resident menu➔Notes folder

  • Tiles: nurses notes, professional services, PAR, etc. with colour according to the quarter (day ⇒ black, evening ⇒ green, night ⇒ red)
  • Adding, invalidating and copying the note link through the context menu
  • Selection of the note template
  • Attached files
  • Ability to continue the note after a disconnection due to prolonged absence (session expired).

10. Overview of other resident's tiles

  • Care planning
  • Evaluation tools
  • Clinical monitoring
  • Risk management
  • Medical record
  • Resident dashboard
  • Life story
  • Certification
  • Legal / administrative

Outils

11. Utilities

  • Padlock
  • Question mark

When working in SOFI, there is a simple way to get help. By clicking on the question mark at the top right, you can access a web page where documents and videos are stored in capsule format. Each of the functions of SOFI is explained there.

Confirm the next training date

To be completed before the next training:

  • Complete the menu entries as seen previously
  • Prepare the tasks to be included in the work plan for the next training

Before the next training:

  • Configure rules by admission type (if change)
  • Validate the list of residents
  • Validate the data to the profile of the residents
  • Check the contact list for all residents
  • Validate the FEBS (wait before generating the tasks)
  • Set up care hours if desired
  • Validate the form: Level of care
  • Fill out the forms as needed (level of care, Prisma 7, etc.)
  • If necessary, print the assistance plan for each resident
  • Fill out the TNP as needed
  • Scan your photos and documents as needed
  • Prepare documents and websites for PAB and LPN Procedures
  • View Vaccine Dictionaries and Note Templates

Exercises: Make a fictitious admission and interservice report notes in TEST instance.

GLOSSARY

Warning (vital signs, expired NAM, Bacterium)
Displays on the resident's birthday.
Incident-accident form alert not completed.
Notification of change in resident file. PTI or evaluation
Indicates that the resident wishes Do not attempt CPR.
Indicates the resident is in isolation.

NOTES