To export resident documents, follow the steps below:
Export resident progress notes
Go to Reporting.
Click Exports.
Choose Select Data as Progress Notes.
Enter all the details: Facility, Resident Status, Resident, Progress Notes Types, and Date range.
Then click Export Result.
Export resident care plan
Go to Residents.
Find the resident's name.
Click Care plan.
Click Extended Care Plan and make sure to expand all domains.
Click Download.
Export resident assessment form
Go to Reporting.
Click Exports.
Choose Select Data as Form Submission.
Enter all the details: Form, Facility, Resident, Resident Status, Resident and Date Range.
Click Export Result.
Export resident Charts
Go to Resident.
Find the resident name.
Click Charts.
Click Charts.
Click Table view.
Select Custom for date and enter the date.
Export a list of deceased residents.
Go to Reporting, then click Exports.
Click the Data drop-down, select Occupancy details.
Select the facility, then resident status as Deceased.
Select the date range, then click Export Results.
Once the required data is produced, right-click on the page to print and choose the option to Print as PDF.
📌Note: You will have to have an instance of a PDF viewer available to be able to perform this.