The resident or patient profiles that exist in the People module of your account are typically imported from your EHR system via a Connect interface.
However, there is the ability to manually create a profile for a resident or patient. To do so, complete the following steps:
- Select People > People Listing. The People Listing screen appears.
- Click the Add New button at top left of the screen. The New Person slide-out panel appears.
- In the Personal Information section, enter the person's demographic information (fields with a red left border are mandatory):
- Title
- First Name (mandatory)
- M.I. (middle initial)
- Last Name (mandatory)
- Gender (mandatory)
- Date of Birth (mandatory)
- Admit Date (mandatory)
- Group (mandatory) - select the people group the person is to belong to (click here for more information on people groups).
- Client ID - the assigned ID from your facility
- MRN - medical record number from EHR system
- Ethnicity
- In the Room drop-down, select an area, room and bed for the person. For more information and instructions if needed, see the separate article (starting at step 2): Assigning Room and Bed to a Person.
- Assign the diet order to the person via the Diets, Texture, and Fluid fields. For more information and instructions if needed, see the separate article Assigning Diet Order (Diet Type, Texture Type, Fluid Type) to Person.
- Assign the dining area to the person via the Dining Room field, and, optionally, assign a table and seat via the Table and Seat fields. For more information and instructions if needed, see the following chapter for articles: Assigning Dining Area, Table and Seat to Person.)
- At this point the mandatory fields are completed, and therefore click Save at the top right of the slide-out panel to save the data. Then continue with the steps below.
- If the person has any allergies, then select them from the Allergens drop-down. For more information and instructions if needed, see the separate article Assigning Allergens to a Person.
- Your next steps are to assign the service type (tableside select, non-select, advanced ordering) to the person for each meal period (breakfast, lunch dinner). For more information and instructions if needed, see the separate article Setting Up Service Types (Table Select, Advanced Ordering, Non-Select).
- Click Save to apply your changes. At this point, the key information for the profile has been added. Additional profile information can continue to be entered depending on the resident or patient. Note that the profile slide-out panel contains the following sections to enter information:
- Personal Information
- Service Notes
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Profile Notes
- Instructions to enter additional profile information is contained in the following chapters: