This article presents a summary of the steps involved to update your facility data with a new facility layout and assignments after a physical move to a new building. Links to the appropriate articles are included for more information and detailed instructions if needed.
By completing these steps, you will maintain data integrity in your account to ensure operational efficiency and a smooth transition for your team and residents in the new building.
- Set Up Residence Areas
- Review Menu Service Locations (MSLs)
- Set Up Dining Areas
- Set Up the Residence Areas to Receive In-Room Service
- Set Up People Groups
- Review and Update Resident/Patient Profiles
- Remove Previous Residence Areas and Dining Areas
- Update Production Areas
- Production Area Reports
Set Up Residence Areas
Set up the new residence areas (e.g., Room 101, West Wing).
Note: If using a Connect interface to your EHR, the residence areas migrate over automatically; however review for accuracy in your account, and if needed resolve room data mapping issues between your EHR and your account.
Review Menu Service Locations (MSLs)
Review existing menu service locations (MSLs), and create new MSLs or rename as needed.
Set Up Dining Areas
Set Up Residence Areas to Receive In-Room Service
Set up the residence areas that are to receive in-room service.
Set Up People Groups
If needed, review and update the people groups (e.g., Resident - SNF, Resident - ALF) for proper categorization and filtering in your account.
Note: If using a Connect interface to your EHR, ensure that the people groups match the people groups (aka people types) in your EHR.
Review and Update Resident/Patient Profiles
- Assign the residence areas to your resident/patient profiles (e.g., Room 101, West Wing). Note: If using a Connect interface to your EHR, the profiles will be updated to new residence areas automatically; however, review for accuracy in your account.
- Assign the dining areas to your resident/patient profiles. Note: For those profiles who receive in-room service, keep their In Room assignment as is for the Dining Room field, but as mentioned above, ensure their residence area is set up to receive in-room service.
- Ensure the resident/patient profiles are assigned the correct people group.
- You can review the above settings on the People Listing screen by ensuring the Room and Dining Area columns are visible. You can also run the Roster Report if desired.
Remove Previous Residence Areas and Dining Areas
After your resident/patient profiles have been updated with new residence areas and dining areas, you can remove the previous residence areas and remove the previous dining areas.
Note 1: A residence area or dining area cannot be removed if still assigned to a profile.
Note 2: If using a Connect interface to your EHR, you will still be required to remove residence areas and dining areas because Connect only adds data to an account and does not remove data.
Update Production Areas
- For your kitchen production areas (e.g., Grill, Salad Station), create any new production areas or rename existing production areas.
- For new production areas, reassign the menu items to the new production areas.
Production Area Reports
Ensure any new menu service locations (MSLs) and new production areas are selected in the base settings for your production reports.