How to Move Care Items to a Different Care List

If you need to adjust which items display on your Care Lists or change how the assignments are divided among your care team, read on to learn the ways to migrate Care Items between Care Lists.

Start by reviewing your current Care Lists and deciding what you need to change. 

In the Care menu from the top of your screen in ALIS, click Care Lists.

An easy way to look at the items on your lists from here is to click the Prioritize Items button to the right of a Care List. You can also find documents in the Print Center if you prefer to refer to a printable PDF of a list.

Migrate All Care Items to a New Care List

If you need to move all of a resident's Care Items from one list to another, this can be efficiently done in Care Settings.

1. Go to Settings > Care. Verify the community you are working on and click the Care Tab.
2. Scroll to the bottom of the page below all the Care Item settings to find your Care Program List settings.
3. Each Care Lists with items scheduled will have available the Move Residents button. Click Move Residents to open a pane from the right to reassign the tasks.
   • Select the Target Care List where you want the resident Care Items to move to. If your Care Items are scheduled for specific times, select only a list that is within the same Shift as the originating list.
   • Click the checkboxes for any residents for whom you want to migrate tasks to the Target Care List.

Update the Care List for Select Care Items

If you only want to update a few of the Care Items on a resident's Care Plan to go on a different Care List, follow these steps:

1. Navigate to the Resident's ALIS Profile and scroll to the Care section. Open the Care Plan blue bar and click the Create Draft and Edit button. Here is an editable list of Care Items as they are scheduled within Care Tracking.
2. If you want to move all items on one Care List to another within the same Shift, click the Assign Work List button.
   • Select the Shift. In the 'Times Assigned To' menu, click the Care List where the tasks you want to move are currently scheduled, and in the 'New List' menu, click the Care List where you want to assign the tasks.
   • Click Done.
   • Repeat these steps until all the Care Items are scheduled on the appropriate Care Lists.
3. If you want to edit specific Care Items, click the Options button and click Edit to navigate to the page where you can edit the details and schedule for the Care Item. 
4. Once you have made all necessary changes to the Care Plan, click Publish to update the future Care Tracking schedule!

Related articles:

Recording Care

Care Settings

How to Set the Priority of Care Items for Care Tracking