ALIS automatically generates a Facesheet based on specific information stored in the Resident Profile. This includes basic resident information, health profile details, insurance details, and contacts. It also includes your community name, logo, address, phone number, and fax number.
Any updates to information on an Applicant or Resident profile are automatically reflected on the Facesheet where applicable. Use this guide to ensure your Facesheets are filled out in full.
Access the Facesheet
You can access and download Facesheets from several locations:
All Residents Page: Click the Print Facesheets button to generate a document containing Facesheets for all current residents.
Individual Profiles: Click the Facesheet button located directly below the resident or applicant's photo.
Print Center: Go to Care > Print Center to bulk download or print.
Emergency Packets: These contain the auto-generated Facesheet by default.
All Residents page
Applicant or Resident Profile
Print Center
How to populate the Facesheet
1. Resident Photo
- The Facesheet displays the most recently uploaded resident photo on the profile, along with a “Last uploaded” date beneath the image indicating when the photo was last uploaded or edited.
- To learn how to upload photos to the resident profile, read this How to Upload Resident Photos guide.
2. Personal/Demographic Information
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The DOB, Age, SSN, Gender, and Marital Status must be completed in the Basic Information section of the resident profile.
- Note: If this information isn't completed for a resident, the fields will say "N/A" on the Facesheet.
3. Occupancy Information
- The Physical Move In Date, Room Number, and Phone Number (this Phone Number refers to the Room Phone Number) must be added to the Move In and Community Information section of the resident profile.
- The Care Type refers to the resident Product Type, which will have already been a required step when creating an applicant or resident profile. This can always be updated in the Basic Information section of the resident profile.
- Veteran ID also displays here, which is also updated in Basic Information.
- Evacuation Status must be set in the Health Profile > Sensory, Functional & Communication Limitations section to populate here and on the Resident Evacuation Report.
4. Advanced Directives, Third Party, and Vaccine Information
- Update the Advanced Directives field in the Basic Information section of the resident profile to display here as a blue label. If this information isn't completed for a resident, the blue label will say "N/A".
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The labels, Oxygen, Home Health, and Hospice can also be displayed here.
- To add the Oxygen label, go to the Health Profile section of the resident profile and find the Additional Devices menu. Select "Oxygen" in the menu and click the Update button at the bottom right of the profile section.
- To add the Home Health or Hospice labels, the resident needs to have contacts with the Home Health or Hospice Contact Type. Read this Resident Contacts Reference Guide for information about contacts.
- COVID-19 Vaccine doses, boosters, and additional doses will all display here. Add these details to the Immunizations section of the resident's profile.
5. Insurance Information
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Add resident insurance details in the Insurance Information section of the resident profile. Insurance policies entered will display here, and a policy checked off as Primary will display first.
- Only insurance policies added with the Medical or Prescription types will display on the Facesheet.
- If there are no policies added for your resident, this section will not display on the Facesheet.
6. Medical Information
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Complete the Health Profile section of the resident profile. This section populates Primary Diagnosis, Secondary Diagnosis, Medical Allergies, Food Allergies, and Diet.
- If this information isn't completed for a resident, the section on the Facesheet will say "N/A".
7. Additional Information (Optional)
- Notes can be types in the Basic Information section > Notes field, and will appear on the Facesheet when the 'Show Notes on Facesheet' checkbox is selected.
- Customized Fields will also appear here if selected in Resident Settings. See the below "Customize the Facesheet" section for more information, and refer to this ALIS Facesheet Settings guide for configuration instructions.
8. Contacts Information
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Configure all resident contact details in the Contacts section of the resident profile. This section is one of the most important parts of the Facesheet.
- At minimum, it is ideal to include four contacts: at least one Emergency Contact, a Primary Medical Provider, preferred Hospital and Pharmacy. Read this Resident Contacts Reference Guide to learn more about contacts.
- By default, only the primary contacts with at least one of the Additional Information labels or the Contact Types "Hospital" and "Pharmacy" selected will display.
- By default, not all of a resident's contacts display on their Facesheet. Refer to this ALIS Facesheet Settings guide for configuration instructions. Contact your Account Manager or our ALIS Customer Success Team for assistance.
- Contacts with the same Contact Type or Additional Information label will display in order of Priority selected.
- The Medical Contact label should only be applied to medical contacts who can prescribe medications to the resident. Any contact with this label can be set as a prescriber for an order on the eMAR.
- For a contact to display as Financially Responsible on the Facesheet, they must be set as the resident's Default Payer and configured to appear with this label in Resident Settings. Read these ALIS Facesheet: Settings and How to Set a Resident Payer guides for more information.
- Information added to the Notes section of a contact profile page will display on the Facesheet with the contact information if you select the Show Notes on Facesheet checkbox.
9. Community Details
- Update these details on the Community Details page. Use the Communities dropdown menu and select Communities.
- Similar to how you would on the resident profile, update these fields to automatically display the photo/logo, Community Name, Community Address, License #, and contact details on the Facesheet.
Customize the Facesheet
Use the following settings to configure exactly what information appears on your community's Facesheets. To access these, navigate to Settings > Resident and scroll to the Facesheet Settings section.
Display SSN: Manage privacy by choosing between None (entirely hidden), Partial (last four digits), or Complete (full number).
Show Active On Leave Details: When enabled, a resident’s active leave info (Start Date, Destination, Reason, and Return Date) will display for the duration of their leave.
Additional Information: This multi-select menu allows you to pull specific details from the Basic Information, Move-In & Community Information, and Health Profile sections of the resident profile.
Facesheet Contacts: Choose to show only ALIS Default Contacts (Emergency, Medical Providers, POA, Hospital, Pharmacy, etc.) or All Resident Contacts regardless of their tag.
Show "Financially Responsible": When enabled, the Default Payer will appear with this specific label.
Show "Responsible Party": When enabled, any applicable contacts tagged as a "Responsible Party" will be identified as such on the PDF.
Any selections you make in Resident Settings will automatically save and be immediately reflected on all residents' Facesheets. Refer to this ALIS Facesheet Settings guide for more information.
Non-ALIS Facesheets
You can also use your own Facesheet template. you can upload your Facesheet in Resident Settings > Compliance Configuration for your community. You may also contact your Account Manager or our ALIS Customer Success Team for help digitizing and uploading your Facesheet template.
- Click +Create Compliance Item, and upload the digitized document.
- Set the Classification to Facesheet.
- To pull your custom Facesheet into the Emergency Packet, set the Tag to Emergency.
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