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
See below for the various locations in which you can access and/or download Facesheets:
- On the All Residents page, click the Print Facesheets button below the filters in the Current Residents tab. This generates a document that contains Facesheets for all current residents.
- On an Applicant or Resident's individual profile, click the Facesheet button below their photo. Resident Emergency Packets also contain the auto-generated Facesheet by default.
- To bulk download and/or print Facesheets, go to the Care dropdown > Print Center.
All Residents page
Applicant or Resident Profile
Print Center
Fill in the Facesheet
The Facesheet displays the most recently uploaded resident photo. Read this How to Upload Resident Photos guide to learn more.
Fill in the 7 major components of the Facesheet:
1. Personal/Demographic Information
-
-
Complete the Basic Information section of the resident profile. Enter the DOB, Age, SSN, Gender, Marital Status, and Religion to display in this section.
-
- If this information isn't completed for a resident, the fields will say "N/A" on the Facesheet.
- You have the option to include additional information (i.e., Race, Eye Color, Move in From Location, Former Occupation) or change how the SSN is shown in this section of the Facesheet. Refer to this ALIS Facesheet Settings guide or contact our ALIS Customer Success Team for further customization.
-
-
Complete the Basic Information section of the resident profile. Enter the DOB, Age, SSN, Gender, Marital Status, and Religion to display in this section.
2. Occupancy Information
-
-
Complete the Move In and Community Information section of the resident profile. Enter the Physical Move In Date, Room Number, and Phone Number (this Phone Number refers to the Room Phone Number).
-
- 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.
-
-
Complete the Move In and Community Information section of the resident profile. Enter the Physical Move In Date, Room Number, and Phone Number (this Phone Number refers to the Room Phone Number).
3. 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".
-
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.
4. Insurance Information
-
-
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.
-
-
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.
5. Medical Information
-
-
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".
-
-
Complete the Health Profile section of the resident profile. This section populates Primary Diagnosis, Secondary Diagnosis, Medical Allergies, Food Allergies, and Diet.
6. Contacts Information
-
-
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 or contact our ALIS Customer Success Team for help updating your Facesheet Settings.
- Contacts with the same Contact Type or Additional Information label will display in order of Priority selected.
-
-
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.
- 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 if you select the Show Notes on Facesheet checkbox.
7. Community Details
-
-
Update these details on the Community Details page, found in the Communities dropdown menu > Communities. Similar to how you would on the resident profile, update these Community Details areas to automatically display the logo, name, address, and phone and fax numbers of your community on the Facesheet.
-
Update these details on the Community Details page, found in the Communities dropdown menu > Communities. Similar to how you would on the resident profile, update these Community Details areas to automatically display the logo, name, address, and phone and fax numbers of your community on the Facesheet.
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.
Related Articles:
Comments
0 comments
Please sign in to leave a comment.