Records Requests Settings

The Records Requests settings determine which file type items can be included for a community when generating resident file downloads.

Records Request settings are configured and managed in Company Settings. If you are a company or community administrator and would like help with this configuration, contact your Account Manager or our ALIS Customer Success Team.

What file types can be included in a Records Request? 

• Care: Evaluations, Service Plans, Filled Care Tracking Sheets 
• eHR: Compliance Items, Miscellaneous (Compliance) Items, Observations, Incidents, Facesheets, Emergency Packets 
• eMAR: MARs, Physician Orders, Vitals Records, Immunizations Records
• Billing: Invoices

Configure Records Requests 

To configure your own Company Settings, follow the below instructions: 

1. Click on Settings > Company.
2. Scroll down to the Records Requests section, and click Manage to configure these settings. 

• Type the File Name that you’d like your downloaded zip file to be called.
• Use the checkboxes to select which file item types you would like to be made available in the Print Center > Records Request tab when generating a Records Request.  

3. Click Submit to save your configuration. 

Related Articles:

• How to generate Records Requests

For more assistance with Records Requests,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com