Administrator PCC
To sign Incident Reports:
Clinical > Select Risk Management under Care Management > Active > Edit > Signatures > Sign > Lock
To print Incident Log:
Clinical > Select Risk Management under Care Management > Select Incident Analysis > Select Date
Range (or leave it as all) > Scroll down and Select Sort By > Select Incident Date and Time
To sign/lock Grievances:
Admin > Select Residents under People > Search Resident > Evaluations > Sign (requires one signature
you or SSD) > Lock
To enter ID Note:
Clinical > Select Residents under People > Search Resident > Select Resident > Select Prog Note > Select
New > Select Type (ID Note) > Enter Note > Sign
To sign for Billing:
Clinical > Evaluations under Care management > Select In Progress > Select Drop down box & change to
Triple Check Claim Review v2 > Edit > Select Ready to Bill section > Fill in open boxes for names of Rehab
Director, Director of Nursing, and NFA > Sign > Lock
To move a resident’s room:
Admin > Residents under People > Search Resident > Select Census/Rates > Select New > Enter Effective
Date & Time > Select the Action: Dropdown box > Select Room Change [RC] > Select Use Last Known
Payer Setup File > Select search next to Room: > Select destination (only available rooms show up) >
Save
To print Nurse’s Notes:
Clinical > Select Residents under People > Search & Select Resident > Select Prog Note > Select View All >
Select Date Range > Select Printable View
To print morning meeting notes:
Reports----Progress notes-----prog note type-----change----clear all ---select the ones you want
Print MAR: Reports ----Administration Record.
What time was the medication actually given: Medication Admin Audit report.
Deaths, Discharges or Admissions: Action Summary Report.
Lift Dot audit: Reports----Care plan item task list report---care plan item (magnifying glass) choose
“task”------PCC Daily care task-------Resident lifting plans.
Audit for Alarms, Bath day, Enhanced barrier precautions, isolation, restraints, secure care bracelets and
smoking (all the same steps as above but change the option once you get to PCC daily care tasks (please
note if this isn’t care planned correctly it will not show up in the list.
Audit for any MD order (any med, oxygen, DNR status, Full code status, Diet ect.)---Order listing report---
-Remove order date----check order description and type in what you are looking for.
List of BIMS: Eval Scoring report----change range of date (will list every resident with their bims)
See if resident has had a BM or bath: Follow up question report— Bowel pattern and toilet use---(BM,
Bath)
See if activities is doing 1:1 with bed bound: Follow up question report: activities---1:1
Friday review to see if each resident has a PLI----Reports-----Payer setup information (scan all Medicaid.
Each should have a PLI unless spousal. Ask Accts MGR)
Print billing notes: Repots----A/R aging new-----scroll down----select to include general notes.
Utilization Review meeting: Reports -----Eval history report and Eval schedule audit report (will show you
if the evals are done late). Pull for each eval. Activity, Social Assess, Nutrition, Nursing data & screen,
Interviews.
See wounds: Clinical----dashboard-----skin and wound
672&802-Clinical-----MDS-----look to the right side matrix 802.
List of residents by CMI: Reports----Enterprise_RUGs report. Go to data and right click to sort low to
high. This will give you the residents with low CMI.
Diet orders: Reports---Order listing report---clear date----order description----Type “Diet”
Print a specific resident’s MAR- Clinical---Pick your resident-----orders---Drop down box to the right that
says Reports------here you can find the MAR, Order summary for all orders and Pharmacy req (all order,
who ordered them and what nurse entered them.
Was a PRN medication effective (we received an IJ one time because we didn’t say a pain med was
effective): Reports----PRN Medication audit report (make sure all say effective or if not that there was
something new done for the resident.
If you want to see how well your facility is doing with POC “point of care” documentation: POC
documentation compliance report which is an overview of how well your facility’s compliance is with
documentation.
If you need to know which residents have a specific Dx (Facility assessment): Dx Report new---select
code and search for the ICD10 code.
