How to set up the Emergency Packet

The Emergency Packet is an easy-to-generate collection of documents that can be customized to meet your community's needs. This guide explains how to customize the documents to include in your packet.

Default Emergency Packet Documents

By default, your Emergency Packet includes the following: 

• Facesheet - Current resident Facesheet (can be ALIS-generated or a custom document).
• Medication Administration Report (MAR) - Current month's MAR.
• Physician Orders - Current Routine, PRN , and Treatment orders found in Manage Orders.
• Immunizations Information - All vaccine information added to the Immunizations and Tests section of the resident's profile.

When you generate an Emergency Packet for a resident, these above documents will pull into a downloadable PDF as long as the information is currently contained on the resident profile. To learn more how to generating Emergency Packets and auditing documents completion for your residents, refer to this How to Generate a Resident Emergency Packet guide.

Configure the Emergency Packet

Emergency Packets are configured in Resident Settings, which require a security role permission to access. If you are a company administrator and need assistance with configuring Emergency Packets, contact your Account Manager or our ALIS Customer Success Team.

Follow the below instructions to configure your own Emergency Packet: 

1. Navigate to Settings link at the top of the page and click Resident. 
2. Scroll down to Emergency Packet Configuration section. 
   
   • This is where you can review the "Auto-generated by ALIS" default documents. For any ALIS default document you do not wish to include in your packet, move the toggle to Disabled.
3. To include additional documents to your Emergency Packet, they must first be added as a Compliance item and then tagged as "Emergency." To efficiently tag a compliance item to display in the Emergency Packet, first scroll up to the Compliance Configuration section of Resident Settings. 
   
   1. Click the checkboxes to the left of any items to add to the Emergency Packet.
   2. Click the Bulk Tag Items button at the top of the table.
   3. In the Tags dropdown of the pop-up that appears, click Emergency. Then click Save to automatically enable these documents.

      

In order for compliance items tagged as "Emergency" to appear in the Emergency Packet, they must either be Uploaded or Filled Online and have the Complete status shown in the Compliance Summary section of the resident's profile. 

Sort Order of Documents

To sort the order you would like all items to appear in the generated Emergency Packet PDF, click on an item to drag and drop the order of the documents. 

Disable "Emergency" Compliance 

You will notice that once compliance items have been tagged as "Emergency", they show as "Enabled" in the Emergency Packet Configuration table with no toggle to disable in this location.

If you need to remove any added Compliance Items from your Emergency Packet configuration, this must be done per individual document in the Compliance Configuration table.

1. Click the checkbox to the left of any item that was tagged as "Emergency".
2. Click Options > Edit.
3. In the pane that appears on the right, deselect "Emergency" in the Tags dropdown menu.
4. Click Submit to save and automatically remove this item from the packet.

Related Articles:

• How to Generate a Resident Emergency Packet
• ALIS Facesheets
• ALIS Facesheet Settings
• Completing Compliance Items
• Compliance Settings

For more assistance with Emergency Packet,

Contact our ALIS Customer Success Team:

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