The Caregiver Experience is designed to centralize your daily workspace. Our goal is to provide a "role-based" home for caregivers that highlights priorities and tracks progress, allowing you to focus more on resident care and less on searching for tools.
Enable the Caregiver Experience
This feature is behind an entitlement that must be enabled by the ALIS team. For assistance, contact your Account Manager or our ALIS Customer Success Team.
Access the Caregiver Experience
How you access the dashboard depends on your current navigation settings:
Current ALIS Navigation (Top Bar): Click the Dashboard dropdown menu and select Caregiver Dashboard.
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New ALIS Navigation (Sidebar): Click on the Clinical briefcase icon, then select Caregiver Dashboard.
Tip: Hover over the name and click the Star icon to add it to your "Starred" list for even faster access.
For more information, refer to this guide: The new ALIS Navigation Experience.
Set up your Experience
The first time you open the dashboard, you will be prompted to select the Care Lists you are responsible for (e.g., your specific wing or shift list).
Filter your view: Selecting these lists ensures that only the tasks relevant to your shift appear on your dashboard.
How to use the Caregiver Experience
The dashboard is built to be a "one-stop shop" that greets you with your most time-sensitive tasks. It is primarily organized into sections based on task type.
1. Shifts and Care Lists
At the very top of the page, you can manage the specific timeframe and assignments that govern your dashboard view. This ensures you are always looking at the most relevant data for your current shift.
Current Shift: The dashboard defaults to today's date and your current Care Shift time. You can still click to view previous or future shifts if you need to catch up on documentation or plan for the hours ahead.
Manage your Care Lists: Click the My Care Lists button shows you exactly which lists (or resident assignments) are currently displayed on your page. If you made a mistake during the initial setup or need to update your lists after they’ve already been set, simply select the correct list(s) and Save to immediately adjust your view.
2. The Personal Greeting & Progress Bar
Below your Care Shifts, you’ll see a personalized banner: "Good morning, [Name]!" As you complete tasks throughout the day, the side Progress Bar will update to show how close you are to finishing your Care tasks.
3. Overdue Tasks
Items that are overdue and need immediate attention will appear at the top of your dashboard. You can complete these items directly from this view without navigating to other parts of ALIS.
Expand Your View: Click the righthand arrow on a task category to expand your list and see specific resident needs.
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Complete Tasks Individually: Click the outcome (typically Completed/Not Completed).
Quick Entry: You can optionally add Time Taken (less common) or specific Notes directly within the dashboard view if the task requires extra detail.
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Complete All (Bulk Action): Use this option to save time. When you select Complete All, ALIS will automatically log each task with its "Completed" status.
Note: This feature will not apply to tasks that require a custom outcome (for example, BM or Hydration tracking). Those must be addressed individually to ensure accuracy.
Edit/Reset: If you make a mistake or need to review your recorded care, navigate to the bottom right Quick links section. Click the Care Tracking icon and navigate to the completed task to edit or reset as usual.
4. Complete upcoming care tasks
This section provides a high-level view of your remaining workload based on your assigned Care Lists. It’s designed to help you pace your shift and ensure no resident needs are missed as the day progresses.
Track Progress: Each assigned Care List features a progress bar showing the total number of tasks remaining, your current % completed tasks, and the total amount of time remaining in the Care Shift.
Chart Care: Simply click the Chart Care button on any list to navigate directly to the Care Tracking page, where you can begin documenting.
Real-Time Updates: As you document care, these metrics will update automatically.
5. Active Observations
The Active Observations section provides a real-time feed of resident-specific notes, replacing the need to check notification bubbles on the legacy dashboard. This ensures that important updates about residents are easily visible across shifts.
Only active observations associated with residents appear in this section, and you will only see observations that your security role has permission to view.
How Observations Are Organized
Active observations are automatically arranged to help teams quickly identify the most urgent information:
- Critical observations first – Any observation marked with Critical severity appears at the top of the list.
- Newest first within each group – After severity is applied, observations are sorted by date and time, with the most recent entries appearing first.
The dashboard displays five observations at a time. Click Show 5 More Observations to load additional observations.
View Observation Details
Each observation entry displays key information to help you quickly understand the context of the note, including:
- Resident Name (linked to the resident profile)
- Room Number
- Product Type
- Observation Type (for example, Shift Change Note or Progress Note)
You can also view the observation summary, the staff member who recorded it, and the exact date and time it was entered.
Observation Comments
If Observation Comments are enabled for your community, you can read and add comments directly from the dashboard. This allows team members to collaborate and add updates without leaving the page.
Open the Observation Center
Select the Open in New icon in the top-right corner to open the Observation Center. From there, you can view historical observations, apply advanced filters, or print reports (depending on your security role permissions).
6. Shift Checklist
The Shift Checklist is designed to help you stay on top of recurring administrative and environmental tasks that aren't specific to a single resident.
Check Items as Complete: Check off shift tasks as you complete them throughout the day, or use the Complete All button to finish your list in one click.
Celebrate the Win: Once all tasks are marked complete, celebratory confetti fills the screen to mark your achievement!
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Maintain Your "Streak": The dashboard tracks how many days in a row you have successfully finished your checklist. Keep your "Streak" alive by completing your tasks before the end of every shift.
Note: At this time, the checklist items shown here are a preset list. Future enhancements will be made to ensure more customization.
7. Around your community
Stay informed with real-time updates on resident status across the building. This section provides a snapshot of "need-to-know" changes, ensuring you are prepared before you even walk into a resident's room. Each category displays a high-level overview. Clicking on any resident’s name will take you directly to their specific profile or the relevant module in ALIS for more details (depending on your security role permissions).
Residents on Monitoring: View a list of residents currently flagged for closer observation. This display includes the Resident Name, Room Number, and the specific Monitoring Reason (such as post-fall protocols or clinical concerns).
Residents on Leave: Know exactly who is out of the building. This view shows the Resident Name, their Return Date (if scheduled), and the Leave Reason/Destination (e.g., Hospital, Family Visit).
Move-ins & Move-outs: Keep up with your changing community. This section highlights any resident transitions that have occurred within the last 7 days, helping you identify new faces or be aware of those who have recently departed.
8. Take action & Quick links
While the new dashboard centralizes your work, we’ve kept familiar ALIS patterns available:
Take action: Quickly Record PRN Care, start a New Observation, or Report an Incident directly from this page.
Quick links: Fast access to Care Tracking, Daily Stand-Up, the Calendar, and the Incident Center. Clicking any of these icons opens a separate browser tab to each of these locations.
Consistent Mobile Experience
Taking ALIS on the go? The mobile experience has been updated to match, so you’ll know exactly where to find everything. Whether you are using a tablet during a hallway check-in or a smartphone for quick updates, the navigation now mirrors the desktop experience. This consistency ensures that you know exactly where your tools are, regardless of the device in your hand.
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