How to Generate a Resident Emergency Packet

What documents are included in the Emergency Packet?

• By default, the Emergency Packet includes the ALIS Facesheet, Current Physician Orders, Current month's MAR, and All Immunizations details.
• Other Resident Compliance items can be added to the packet in your community's Resident Settings. Commonly added items are Insurance Cards and Advance Directives documents. 

For more information on Emergency Packets, refer to this How to Set up the Emergency Packet guide. If you need assistance with configuring Emergency Packets for your community, contact your Account Manager or our ALIS Customer Success Team.

Audit Documents Completion

Once you know which items are to be included in the Emergency Packet, it is important to verify that all of these items have been completed for all residents. If the documentation has not been completed for a resident, it will not be included in the Emergency Packet PDF.

See below for how to audit completion of commonly included Emergency Packet items:

Facesheet

• • From the All Residents page, click the Print Facesheets button to generate a document containing all current residents' Facesheets. This generates a large PDF file containing each resident's Facesheet. Use this file to determine if you need to add information to a resident's profile in order to complete all sections of their Facesheet. For more details about the ALIS Facesheet, read this ALIS Facesheets guide. 

    

Physician Orders and MARs

• • • The Physician Orders and MAR documents contain information that comes from a resident's Manage Orders page and their Pass Med administration records in ALIS. From the Manage Orders page, click the Print Current Physician Orders and Print Filled MARs buttons to bulk download these records for your residents.
    • For detailed medication administration auditing, you can also view the Pass Med and PRN Administration reports. 

Immunizations

• • To audit an individual resident's Immunizations information, go to the resident profile and scroll down to the Immunizations and Tests section. 
    • • To view a PDF of all immunizations information stored on the resident's profile, click the Print button at the top right hand corner of this table.
      • At the top left of each tab, you can click +Record to add vaccination records if needed.
      • To add a Vaccination Certificate for COVID-19, click the down arrow next to the +Record button > Upload Certificate. If there is already a certificate on file, you will see a blue "Vaccination Certificate" link below the records that were already logged.
  • To review Immunizations information for multiple residents at once, go to the Immunizations Center which is accessed by using the Residents dropdown menu or clicking on the Dashboard icon. 
    • • Go to the All Vaccines tab. It is recommended to click the Clinical Export button at the top right to download an excel file that contains all residents' vaccination details, however you can also use the Print or Export to Excel buttons to gather this data. 

Compliance items in the Emergency Packet

• • To look audit completion of compliance items for an individual resident, scroll to the Compliance Summary section of their profile and verify that the item has the Completed status. If the item is not Completed, make sure you click the Complete button to update the status. For more information, refer to this Completing Compliance Items guide.
  • The most efficient way to check compliance completion for multiple residents is to review the Compliance Details Report. 
    • You can filter the report for a the specific item or items you are auditing, and the table will show the completeness of each item for each resident. The Compliance Item filter can help you easily locate the documents needed for your Emergency Packet audit.
    • If you need to make updates or complete any the items (such as uploading an insurance card or filling out a form), click on the resident's name in the report to go to their Compliance Summary section. 

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