Software Training Manual 

for Community Care Staff

Learn how to us ALIS to document care, record observations, and manage resident information.

Section 1: Caregiver Shift Quick Reference

This quick reference outlines common ways caregivers use ALIS throughout a shift on a daily basis. Actual workflows may vary depending on your community policies, care programs, and company's procedures.

Start of Shift

At the start of your shift, log into ALIS and review information needed to provide care.

Log in to ALIS

Access ALIS using your assigned login credentials.

Review Assigned Care Lists

Review scheduled care tasks for residents during your shift. Examples include:

• Residents assigned to your care list
• Scheduled care items
• Special instructions or notes

Check Community Tasks (if applicable)

Review any tasks assigned to you or your team. Examples may include:

• Follow-up tasks from the previous shift
• Resident-related tasks
• Community or facility tasks

Review Resident Updates

Depending on your responsibilities, review recent:

• Observation notes, Incident reports, Resident Monitoring updates 
• Move-Ins/Move-Outs
• Resident leave statuses

During Your Shift

Throughout your shift, document care, communicate with the care team, and update resident information.

Record Care

Document care tasks by completion status. Examples of recorded outcomes may include:

• Completed/Not Completed
• Yes/No
• Other custom outcomes

Record Observations

Document a resident’s condition, behavior, or overall well-being. Examples may include:

• General health status
• Changes in appetite
• Mood or behavior
• Activities participation

Report Incidents

If a significant event occurs (such as a fall, injury, or safety concern), follow your community’s procedures for incident reporting. 

Document Monitoring (if applicable)

If a resident is under Resident Monitoring, record required documentation as instructed by nurses or administrators. 

Manage Community Tasks (if applicable)

If your community uses this feature, use it to support communication between staff and shifts. 

Record Mealtime Attendance (if applicable)

If your community uses this feature, record whether residents are present or not present for meals. You may also create an Observation Note.

As Needed During the Shift

Caregivers may occasionally perform additional tasks in ALIS when needed.

Upload or File Documents

Some communities allow caregivers to upload documents to the Document Center.

Examples may include:

• Signed resident forms
• Medical documentation
• Compliance-related documents

Documents are typically filed to Resident Compliance records.

Print Documents

Certain documents may be printed when a paper copy is required, including:

• Care Lists
• Facesheets
• Emergency Packets
• Compliance documents
• Observation or incident reports

Bulk documents can also be generated using the Print Center.

Access Emergency Information

During emergencies, staff may reference:

• Resident Facesheets
• Emergency Packets
• Evacuation Reports
• Resident Census Lists

End of Shift

Before ending your shift, confirm that all required documentation has been completed.

Complete Care Documentation

Ensure all assigned care tasks have been recorded in the Record Care page.

Add Observations if Needed

Record any additional observations or updates that occurred during your shift.

Complete or Update Tasks

Review the Community Tasks page and:

• Mark completed tasks
• Add comments or updates for the next shift

Confirm Incident Documentation (if applicable)

If any incidents occurred, verify that the incident report has been created and completed according to community procedures.

Communicate Important Shift Updates

Ensure important updates are documented in ALIS so the next shift has accurate information.

Log out of ALIS

⚠️Important Note for Caregivers

ALIS is used to support accurate documentation, communication, and resident care tracking.

Always follow your community’s policies and procedures when recording information in ALIS.

If you are unsure how to document or use something in the system, always contact your Community Administrator for guidance.

Section 2: ALIS Logins and Account Access

About ALIS Logins 

Each organization has a unique ALIS login page used by staff to access the system.

Company URL

Your company login URL follows this format:

• [CompanyID].alisonline.com

Your Company ID is assigned during your organization’s ALIS setup.

Username

Usernames are typically created using the following format:

• firstname.lastname

Your username is created when your staff profile is added to ALIS.

Password

Your password may be:

• Automatically generated and sent to you by email or text, or
• Manually created by the administrator who sets up your staff account

⚠️If you are unsure of your login URL, username, or password, contact your Community Administrator.

How to Log in to ALIS (Standard)

1. Open your internet browser and enter your company URL to navigate to your company’s ALIS login page. 
2. Enter your Username and Password.
3. Click Login.

⚠️If you are logging in for the first time, you will be required to sign a one-time-only consent form. Based on your company's settings, you may also be prompted to change your password. 

Additional Login Methods

Some organizations enable additional login security features to improve data protection and meet compliance requirements. These features are configured by your Company or Community Administrator and may vary between organizations.

If you have questions about login security settings, contact your Community Administrator.

Two-Factor Authentication (2FA)

Some communities require Two-Factor Authentication (2FA) when logging into ALIS. Two-Factor Authentication adds an extra layer of security by requiring two steps to verify your identity:

1. Enter your Username and Password
2. Enter a verification code sent to you outside of ALIS

The verification code may be delivered through:

• Email
• SMS text message
• Authentication application (depending on company settings)

Once the code is entered successfully, ALIS will allow you to access the system.

⚠️If you do not receive a verification code or cannot complete the login process, contact your Community Administrator.

Single Sign-On (SSO)

Some organizations use Single Sign-On (SSO) to allow staff to access ALIS using their company login credentials. SSO allows you to sign into multiple systems using one set of credentials, typically linked to your organization's Microsoft account.

If your organization uses SSO:

• You may be redirected to your organization's Microsoft login page
• Enter your company email and password
• Once authenticated, you will automatically return to ALIS

⚠️If you are unsure whether your organization uses SSO, contact your Community Administrator.

Login PINs (For SSO Users)

Some organizations may enable Login PINs for staff using SSO. A PIN is a 6-digit code created within ALIS that allows faster identity verification during certain workflows.

Instead of completing the full SSO authentication process each time, the PIN can be used for quick verification.

Password Requirements and Security

ALIS Default Password Requirements

Your password must meet the following requirements:

• Minimum 8 characters
• At least 1 uppercase letter
• At least 1 lowercase letter
• At least 1 number
• At least 1 special character

⚠️Your organization may require additional password rules beyond these defaults. 

Password Expiration

Your organization may require passwords to be updated periodically (for example, every 30 days). When your password expires, you will be prompted to create a new one before logging in.

One-Time Passwords

Some users receive a temporary password for their first login. This password must be changed when you first access ALIS and will expire if unused after 90 days.

Company Password Configuration

Organizations may configure additional password security requirements to improve data protection.

Examples include:

• Increasing minimum password length
• Requiring password updates at scheduled intervals
• Preventing reuse of previous passwords

These settings are managed by Company Administrators.

Account Access and Security Roles

Security Roles

A Security Role determines what you can see and do within ALIS. Each role contains a group of permissions that control access to different parts of the system. Your security role is assigned to your staff profile when your account is created.

The Caregiver security role typically allows staff to:

• View resident profiles
• Document scheduled care
• Record observations
• Print relevant documents

⚠️Security roles are assigned by administrators. If you cannot access something you believe you should, contact your Community Administrator.

Login Lockdown by IP Address

Some organizations restrict logins to the community’s internal network. 

This means staff may only be able to access ALIS while connected to the community's Wi-Fi or network.

⚠️If you are unable to log in remotely, this setting may be enabled. Contact your Community Administrator if you have questions.

Managing Your Account (My Account)

My Account contains your personal staff profile and login settings.

To access it:

1. Click My Account at the top of any page in ALIS.

Your account contains several tabs that allow you to manage your information.

My Account: Staff Profile 

This tab displays your personal information and employment details within ALIS. 

This section includes:

• Profile photo
• Job Role
• Security Role
• Hire date
• Contact information  
• Signature setup

⚠️If information in your profile is incorrect, update it and be sure to notify your Community Administrator.

My Account: Compliance Forms

This tab contains digital forms your organization requires you to complete. If form completion is managed external to ALIS, there may be no forms here to complete.

Compliance Forms examples may include:

• Community policies
• State licensure acknowledgements
• Training documentation
• Employee compliance confirmations 

To complete a form:

1. Click the Compliance Forms tab.
2. Locate the form you need to complete.
   • To complete a form electronically, click Fill Online > Complete the Form > Save & Close > Complete. 
   • To upload a PDF document, click Upload File > Browse > Upload & Complete.

My Account: Login & Access 

This tab is used for changing your password, viewing your Security Role(s), and setting other types of session parameters. 

Change Your Password

Changing your password is always a recommended first step after logging into ALIS for the first time. You can update your password at any time.

1. Select the Login & Access tab.
2. Under Login Information, click Change Password.
3. Enter:
   • Your Current Password
   • Your New Password
   • Confirm your New Password
4. Click Save. Your new password will be required the next time you log in. 

Login Timeout

Your ALIS session length is controlled by the Login Timeout setting in this Login & Access tab. You may have permission to change the Login Timeout, or your administrator may have set it for you.

Privacy and Session Security 

Privacy Screen

The Privacy button allows you to quickly lock your screen when stepping away from your device. This hides sensitive information and prevents others from viewing or interacting with your ALIS session.

Lock Your Screen

You can activate the privacy screen from any page in ALIS.

To lock your screen:

1. Click the Privacy button (padlock icon) in the top-right corner of the screen.
2. The page will hide and display a password field. 

Keyboard Shortcut: Hold Ctrl + Alt + P to lock your screen instantly.

Unlock the Privacy Screen

To return to your session:

1. Enter your password.
2. Click Unlock.

ALIS will return you to the same page you were viewing before the screen was locked.

Logging Out from the Privacy Screen

If another user needs to access the device:

1. Click Logout in the bottom-left corner of the privacy screen.

This will end your session and return the device to the ALIS login page 

Privacy Screen and Login Timeout

Even if the privacy screen is active, ALIS will automatically log you out once the timeout limit is reached.

Username and Password Assistance

Username Changes

Only your Community Administrator can change your username.

⚠️ If you forget your username, contact your Community Administrator and they will reset your credentials or help you regain access. 

Password Resets

⚠️If you forget your password or cannot log in, contact your Community Administrator. 

Depending on your organization’s settings, password reset links may be sent to:

• Your company email address
• Your personal email address
• Your phone number via SMS text 

Login Troubleshooting

If you cannot log in, try the following troubleshooting steps:

Verify Your Login URL

Your login address should follow this format: 

• companyid.alisonline.com

Make sure:

• The correct Company ID is used
• The URL does not include “www”

If you see the message: “Whoops! That's an unknown community.” The Company ID in the URL is likely incorrect.

Login Disabled

For security reasons, ALIS will automatically disable your login after 8 incorrect password attempts.

To restore access: 

1. Contact your Community Administrator or the ALIS Customer Success Team.

Clear Your Browser Cache

Sometimes outdated browser data can interfere with login.

To clear your cache in Google Chrome:

1. Click the three dots in the upper right corner.
2. Select Delete browsing data
3. Choose All time as the time range
4. Ensure Cookies and other site data is checked
5. Click Delete data
6. Try logging in to ALIS again.  

Section 3: Navigating ALIS

About Navigating ALIS 

After logging in, the main page you see is the Dashboard, or homepage.

The Dashboard serves as the central hub for navigating ALIS and provides:

• Quick access icons
• Navigation menus
• Alerts and notifications
• Search functionality

The exact icons and features visible on your Dashboard depend on your Security Role and your organization’s enabled features.

Dashboard Icon Sections

Icons are grouped, and these sections can be reordered based on your preference.

To rearrange them:

1. Click and hold the section header
2. Drag the section up or down
3. Release it in the desired position

Your layout will automatically save for future logins.

Navigation Menus 

There are navigation menus, available from any page in ALIS, allowing you to quickly move between areas of the platform.

Examples includes:

• Residents
• Care/Clinical
• Community

Using the Search Bar

The Search bar allows you to quickly locate profiles you have access to. For example:

• Residents
• Staff
• Contacts

To search:

1. Begin typing a name.
2. Matching results will appear automatically.
3. Click the name to open the profile.

You can also:

• Right-click a result to open it in a new tab
• Hold Ctrl while clicking to open in a new tab 

Switching Between Communities

If you work within more than one community, you may have access to multiple ALIS environments.

To switch environments:

1. Click the Community Name dropdown in the upper right corner.
2. Select the community you want to access.

⚠️Always confirm you are working in the correct community environment before entering or reviewing information. 

Section 4: Care Tracking

About Care Tracking

The Care Tracking module is the centralized location for documenting completed care tasks for all residents within your community.

Care Tracking allows you to:

• Record scheduled care tasks
• Document PRN care
• Review previously recorded outcomes
• Add notes related to care delivery

Resident care tasks displayed in this module are based on each resident’s published Care Plan and are scheduled according to your community’s care shifts.

Access Care Tracking 

Efficiently access Care Tracking from the Dashboard or the Caregiver Experience.

Dashboard 

1. Click the Care Tracking icon on the Dashboard.

This opens the Care Tracking Landing Page, where you can select your assigned Care List.

Caregiver Experience (Specialty Feature)

Care Tracking can also be accessed directly within the Caregiver Experience, which serves as a one-stop shop for tasks completion for your shift. 

There are multiple options available:

1. Overdue tasks: Click Complete All or record individual outcomes. 
2. Complete upcoming care tasks: Click Chart Care next to a Care Task to open the Care Tracking page for that list.
3. Quick links: Click the Care Tracking icon in the Quick links section. This will open the Care Tracking Landing Page where you can select your Care List. 

⚠️The Caregiver Experience is a specialty feature that may not be enabled for your company. 

Care Tracking Landing Page

The Care Tracking Landing Page displays your scheduled care tasks based on the current shift. The page is organized into tabs, which represent different Care Shifts.

By default, the page displays the current shift based on the time of day. Each shift tab displays your community's Care Lists. 

Care Lists may represent:

• A hallway
• A group of residents
• A care program
• A specific shift assignment

If your community uses Care Programs, those lists will also appear and will be labeled with the name of the Care Program.

Care Lists Overview

The Care Tracking Landing Page allows you to quickly see which Care Lists still require documentation. 

It provides an overview of:

• Total number of tasks per Care List
• Number of tasks remaining 
• Time Remaining in the shift (dependent on your community's settings)
• Overall progress toward completion

Begin Documenting Care

To begin documenting care:

1. Locate your assigned Care List.
2. Click the Record Care button next to that list.

This opens the Record Care page for that Care List.

Record Care Page

The Record Care Page displays all scheduled care tasks for residents within the selected Care List. The goal of this page is to allow staff to record outcomes for all care tasks during the current shift.

Record Care Filters

At the top of the Record Care page are several filters that allow you to customize how tasks are displayed. These filters can help you locate specific care items more quickly.

You can filter tasks by:

• Resident Names
• Care Items
• Room 
• Product Type

Sort Tasks

You can also adjust how tasks are sorted.

Sort options include:

• Time (default)
• Room (by number)

You can view tasks in either order:

• Ascending
• Descending 

⚠️You may also be able to sort by Priority depending on your community's settings. This option means your administrator has prioritized tasks within the shift.

Task View Options

The page includes three display options:

1. Expand All: Displays all residents and care items in full detail.
2. Expand With Notes: Displays tasks along with note fields.
3. Collapsed All: Displays only resident names and the number of tasks assigned.

Care Item Grouping

Tasks are grouped by the time they are scheduled during the shift. Within each time group, tasks are displayed by resident.  

Care Item Details

Each Care Item may display additional details depending on your community’s configuration. These details help you understand how to complete specific care tasks.

Resident Information Links

Below the resident’s name, you may see links to additional resident information.

These links may include:

• Care Plan
• Tracking Sheet (recorded care for the current month)
• Facesheet

These links provide quick access to important resident information. 

Care Item Instructions

Some Care Items include Instructions. Instructions typically come from the resident’s Evaluation and Service Plan and may include guidance for completing the task.

Examples include:

• Specific transfer instructions
• Dietary considerations
• Special care procedures

⚠️Not all Care Items will include instructions.

Time Taken

Each Care Item includes a Time Taken field.

Depending on your community settings, this field may be:

• Optional, or
• Required

💡 Most communities use this field only when the time required to complete a task differs from normal expectations.

Outcome Options

Caregivers record care by selecting an Outcome. Outcome options may vary depending on the Care Item.

Outcome options include:

• Completed / Not Completed
• Yes / No
• Custom outcome selections

Custom outcomes are commonly used for tracking:

• Bowel movements
• Hydration
• Meals
• Behavior tracking

Add Notes

Some Care Items allow caregivers to add notes when recording outcomes.

To add notes:

1. Click the Add Notes down arrow.
2. Type the note in the text field.

Notes are recommended when:

• Care is refused
• The task cannot be completed
• Additional context is needed  

Specialty Care Item Features

Based on your community's Care Item settings, there may be additional details shown or actions to be taken per individual Care Item. 

Common examples include:

• View Last 30 Days Outcomes: Generates a PDF showing outcomes and notes recorded for this Care Item in the past 30 days.
• Float Care: Moves a task 24 hours into the future on the same Care List.
• Create an Observation: Creates an Observation Note using the selected outcome and any notes entered to share updates with staff.

How to Record Scheduled Care

Scheduled care refers to tasks generated by a resident's Care Plan.

To document scheduled care:

1. Locate the Care Item.
2. Enter Time Taken if required.
3. Add Notes if needed.
4. Select the appropriate Outcome.
5. Click Record Care.

💡You may record outcomes for multiple tasks before clicking the Record Care button. 

How to Record PRN Care 

PRN care refers to unscheduled care provided as needed. Use the Record PRN Care feature to document unscheduled care provided during the shift.

You can record PRN care from:

• The Record PRN Care button on the Record Care page (if enabled in your community settings)
• The Dashboard icon 

When you select Record PRN Care, a pop-up window will appear.

1. Enter the details of the PRN care that was provided. 

It is recommended to include:

• Time Taken
• Notes

💡These details help administrators review patterns and update Care Plans as needed. Recording PRN care adds the task to the PRN Care List for the specified Care Shift. 

Schedule PRN Care

PRN care can also be scheduled temporarily. Scheduling PRN care adds the task to the PRN Care List for a specified time period and Care Shift.

This feature is commonly used  by your Community Administrator when additional needs are expected in advance but do not require a permanent change to a Care Plan.

To schedule PRN care:

1. Click the Schedule PRN Care Dashboard icon.
2. Enter the details of the PRN care to be provided. 
3. Select the Schedule Range.
4. Select the Time the task should occur.
5. Enter Instructions if needed.

💡Instructions will appear for caregivers or other staff when they document the task.  

Show Recorded Tasks 

Previously recorded tasks are hidden by default so that incomplete tasks remain visible. Once a task outcome has been recorded for a Care Shift, this checkbox appears at the top of the page next to the Product Type filter.

To display completed scheduled tasks:

1. Select the Show Recorded checkbox. 

💡This will display all recorded care outcomes for the shift. Click Edit or Reset to update the record if needed.

Section 5: Observations

About Observations

In ALIS, Observations are used to document notes about residents or the happenings in the community. Many caregivers refer to this process as charting.

Observation notes allow staff to communicate important updates such as:

• Changes in a resident’s condition
• Behavioral observations
• Participation in activities
• Communication between shifts
• Community-related updates

Observation notes remain stored in ALIS and can be reviewed later for reporting, communication, and compliance purposes.

Observation Note Categories

In ALIS, there are two categories of Observations notes you can record: 

• Resident Observations
• Community Observations

Resident Observations are notes about an individual resident.

Examples include:

• Changes in physical condition
• Behavioral observations
• Participation in activities
• Health or wellness updates

You may also select multiple residents if the same note applies to more than one person.

Community Observations are notes related to the overall community,  or may be used for shift change.

Examples include:

• Maintenance issues
• Staff communication
• Safety concerns
• Community announcements

Record a New Observation

You can create observation notes from several areas within ALIS. The options available may depend on your Security Role and your community’s system settings.

The two most common locations for Caregivers to record an Observation are listed below.

Dashboard

1. Click the New Observation icon. 

Resident Profile

1. Open the Resident Profile.
2. Click + Observation under the resident photo or in the Observations section. 

Add Observation Note Details

When you click to record an Observation from any location in ALIS, a New Observation entry panel will open on the right side of the screen. Complete the required fields to create the note.

Observation Note Category

Determine whether the note is a Resident Observation or a Community Observation. 

Use the toggle switch at the top of the panel to select the correct type.

Resident

Select the Resident name the observation applies to in the dropdown menu. 

💡You may select multiple residents if the note applies to more than one individual. 

Type

The Type field identifies the category of observation. Your community determines which note types are available.

Examples may include:

• Shift Change Note
• Progress Note
• Nurse’s Note
• Activity Note

⚠️If you are unsure which type to select, contact your Community Administrator.

Date and Time

The Date and Time fields automatically populate based on when the observation is created.

You may adjust these values if the note refers to an earlier event.

Observation Summary

The Observation Summary field is where you enter the details of the note. This section should clearly describe the observation or event. Many communities establish documentation guidelines to ensure notes remain clear and consistent. 

Some communities also configure Observation Templates that automatically add prompts to this field based on the selected observation type.  

⚠️If you are unsure what details to include, contact your Community Administrator.

Severity

The Severity setting identifies the importance of the note.

The two options are:

• Normal: Indicates a standard observation note.
• Critical: Indicates that the note contains important information that may require immediate review.

Keep Active For

The Keep Active For setting determines how long the note can be edited after it is created. After this time period passes, the observation becomes locked and cannot be edited.

Examples include:

• 1 Day
• 3 Days
• 1 Week

After this time period passes, the observation becomes locked and cannot be edited. Community Administrators with the appropriate permissions may still edit notes.

⚠️Observation notes remain accessible in ALIS indefinitely.

Record Vitals

Depending on your Security Role, you may have the ability to record vital signs within the observation note.

If this feature is available, enter the appropriate vital values in the appropriate fields.

Create the Observation

1. Click Create Observation to create the record in ALIS.

Where Observation Notes Appear

Once an observation is created, it can be viewed in several areas of ALIS. Notes are commonly reviewed by Community Administrators once created. You may or may not have security role permissions that allow you to view these areas. 

Resident Profile

All observations recorded for a resident appear in the Observations section of their profile.

From this location you can:

• Filter observations
• Print observation reports
• Export data to Excel

Observation Center

The Observation Center stores all observation notes created for current residents and the community.

From this page you can:

• Search for specific notes
• Filter by resident, date, or note type
• Print observation reports
• Export information to Excel

Daily Stand-Up Report

Certain observation notes may also appear in the Daily Stand-Up Report. Access to this report depends on your security role permissions.

Examples of Observations in the Daily Stand-Up Report include:

• Critical Observations: Notes marked with Critical Severity appear in the Critical Observations (Last 72 Hours) section.
• Selected Observation Types: Your community may configure certain observation types to automatically appear in the Selected Observations (Last 24 Hours) section.

Section 6: Incident Reporting

About Incident Reporting 

The Incident Reporting feature in ALIS allows staff to document incidents that occur within the community. Incident reporting can involve multiple staff members. 

For example:

• Caregivers may initially report the incident
• Nurses may add clinical details
• Administrators may review and finalize the report

Access to different steps in the incident workflow depends on your Security Role. 

⚠️Important Note for Caregivers

In most communities, Caregivers should not mark an incident report as Complete. Many caregivers will not have permission to do so based on their Security Role.

Incident reports are typically finalized by a Community Administrator or Nurse after all review steps are finished.

Report a New Incident

The two most common locations for Caregivers to record an Incident are listed below. 

Dashboard

1. Click the Report Incident icon. 

Resident Profile

1. Open the Resident Profile.
2. Click + Incident under the resident photo.

Add Incident Report Details

When you click to record an Incident from any location in ALIS, an Incident entry panel on the right side of the screen. Complete the required fields to create the initial report.

Incident Type

Select the type of incident that occurred. The selected incident type determines which forms and follow-up tasks will be required later in the reporting process.

Resident Involved

Select the resident who was directly involved in the incident.

Other Residents Involved (Optional)

If other residents were indirectly related to the incident, you may add their names here. Adding residents in this section places the incident summary in the Indirectly Related Incident Reports area of their profiles.

Date & Time of Incident

The Date and Time fields automatically populate based on when you start the report. Update these fields if the incident occurred earlier.

Incident Summary

Enter a brief and objective description of the incident. Many communities establish documentation guidelines to ensure notes remain clear and consistent. 

You may include details such as:

• What occurred
• The severity of the event
• The resident’s current condition or status 

This summary may automatically populate the incident report forms used later in the reporting process. 

⚠️If you are unsure what details to include, contact your Community Administrator.

Incident Location (Optional)

Choose the location where the incident occurred.  

Other Dropdown Menus (Required or Optional)

Your community may have configured additional settings in which there are other dropdown menus besides Incident Location. Based on these settings, the menu selection may be optional or required. 

⚠️If you have questions, contact your Community Administrator.

Create Observation (Optional)

Your community may have configured additional settings related to observation notes created from incidents. You may choose to create an Observation note based on the incident summary.

If selected:

• An observation note will be created for the resident
• The note will use the information entered in the Incident Summary

You will also verify:

• Observation Type
• Severity
• Keep Active For 

⚠️If you have questions, contact your Community Administrator. 

Create the Incident Report

After completing the required fields:

1. Click Create Incident Report. 

This saves the initial report and adds it to:

• The Resident Profile
• The Incident Center

After 'Create Incident Report'

You may be automatically redirected to the Incident Report page to continue the reporting process. If you do not have access to that page, you will see the Dashboard.

Incomplete incident reports can always be accessed later from:

• Incident Center
• Resident Profile → Incident Reports section

Incident Report Page

If you have permission to view the full report, or are required to complete more information for the full report, the Incident Report page will open.

This page contains three main sections:

1. Basic Information
2. Incident Report Forms
3. Incident Report Tasks

At the top of the page you may also see action buttons:

• Go Back: Returns to the Incident Center.
• Export: Downloads a PDF copy of the incident report and associated form 

Basic Information 

This section displays the initial details entered when the incident was reported.

• Editable fields: Users with permission may update certain details such as the date/time, other residents involved, or incident summary. 
• Locked fields: Resident name, incident type, reported by, and created date cannot be edited after the report is created.

⚠️If  any locked fields are incorrect, the report must be deleted and recreated. Contact your Community Administrator for assistance.

Incident Report Forms

This section contains any forms required for the selected Incident Type.

Examples may include:

• Standard incident report forms
• State-specific forms
• Fall reports
• Medication error reports
• Elopement reports

Forms can be completed here in two distinct ways:

• On paper first, then scanned and uploaded
• Filled in electronically 

⚠️Ask your Community Administrator which method you and your team will use.

How to Fill Out Forms Online

1. Click Fill Online > New Form.
2. The digital form will open and automatically populate resident and community information stored in ALIS.

Staff can:

• Complete required sections
• Electronically sign documents
• Save progress

When you have completed required form sections for your role:

1. Click Save and Close.

The form status will display as Fill Online in Progress. Another staff member or administrator most likely will continue editing the form later. 

⚠️Completing the form is typically performed by a Community Administrator.

Incident Report Tasks 

Some incidents may include follow-up tasks that staff must complete. Your community determines which tasks are assigned to specific roles. 

⚠️Ask your Community Administrator if you are unsure which tasks apply to you.

Completing Tasks

To document that a task has been completed:

1. Click Mark Complete next to the task.
2. Add a note describing how the task was completed.

Resident Monitoring

Some incidents require a resident to be placed on Monitoring for a specific duration. It is most common that monitoring is set up by a nurse or  Community Administrator.

From the Incident Report page users with permission can:

1. Click Monitor Resident.
2. Follow the prompts to create the monitoring event.

Monitoring allows staff to document observations related to the incident over time. 

Completing the Full Incident Report

When all required forms and tasks have been finished, a Community Administrator will mark the report as complete.

This action:

• Locks the report
• Prevents further editing
• Changes the status to Complete in the Incident Center

Access Incomplete/Complete Incident Reports

All incident reports remain stored in ALIS indefinitely.

They can be viewed or printed from:

• Incident Center
• Resident Profile
• Reports page 

Section 7: Resident Monitoring

About Resident Monitoring

Resident Monitoring is a temporary status that may be applied to a resident after a significant event or incident. This feature allows care teams to provide additional attention and documentation while tracking a resident’s condition and progress.

Residents who are actively monitored appear on the Resident Monitoring page, where staff can review and record important updates such as:

• Observation notes
• Vital signs
• Follow-up interventions

In ALIS, residents on monitoring are marked with a “Monitor” status on their profile photo for the duration of the monitoring event.

Resident Monitoring is commonly used to support alert charting policies in various senior living communities. 

Certain situations require increased monitoring and follow-up from staff, and this feature helps ensure that documentation and observations are recorded consistently.

Examples of situations that may require monitoring include:

• Falls
• Illness or injury
• Medication changes or concerns
• Behavioral changes
• Post-incident follow-up

⚠️Monitoring events are typically created by a nurse or Community Administrator.

Caregivers most commonly review monitoring details and add documentation, such as observation notes, vitals, or follow-up information during their shift.

Access Resident Monitoring 

You may be able to access Resident Monitoring from a couple of locations in ALIS depending on your security role permissions.  

Dashboard 

1. Click the Monitored Residents dashboard icon 

💡The red notification badge shows how many residents are being actively monitored.

Resident Profile

1. Open the Resident Profile.
2. Monitoring details will appear below the Evaluation Information section.
3. Click View all active monitoring events to open the Monitoring Center. 

Monitoring Center 

When a resident is placed on monitoring, the monitoring event appears on the Resident Monitoring page. 

Communities commonly recommend that caregivers review this page:

• At the start of each shift
• At the end of each shift

This helps staff stay informed about residents requiring additional attention.

Monitoring Event Details

Active monitoring events are displayed under the Actively Monitoring section.  

Each monitoring event includes important details such as:

• Start and End – date and time of scheduled monitoring duration
• Reasons and Reason Summary – why the resident is being monitored with additional notes about the monitoring reason
• Interventions and Intervention Summary – instructions for care or follow-up actions staff should take while monitoring the resident 

💡Some summaries may be shortened on the page preview. If more text exists, you can click +Show More to view the full details. 

Record Monitoring Updates

Caregivers often use the Monitoring page to add documentation related to the monitoring event. 

This page highlights recent documentation recorded within the last 72 hours, including:

• Observation notes
• Vital signs

Add Observation Notes

You can add charting notes directly from the monitoring page to show that monitoring interventions have been completed.

1. Click + Observation.
2. Enter the observation details.
3. Click Create Observation.

Record Vitals

If your role allows it, you can also record vital signs.

1. Click + Vitals.
2. Enter the required measurements.
3. Save the record.

Vital sign entries help track the resident’s condition during the monitoring period.

End or Extend Monitoring

Monitoring events are set for a specific duration.

When the monitoring period ends, staff must either:

• End Monitoring, or
• Extend Monitoring

⚠️This step is usually completed by a nurse or Community Administrator.

Ending monitoring removes the Monitor status from the resident’s profile and removes the resident from the active monitoring list.

View Monitoring History

All monitoring events are stored in ALIS and can be reviewed later.

From the Monitoring History tab, authorized users can:

• View past monitoring records
• Print monitoring reports
• Review historical monitoring details

A Monitoring Audit log also tracks when records are created, edited, or deleted.

Section 8: Other Specialty Features

About Specialty Features

Some communities use additional ALIS features that support daily operations and staff communication.

These Specialty Features help staff coordinate tasks, track resident participation in meals, and document important information during the shift.

The availability of these features may depend on your community’s system settings and security role permissions.

Examples of specialty features include:

1. Community Tasks
2. Mealtime Attendance

⚠️If you do not see these features in your dashboard or navigation menus, your community may not use them. Contact your Community Administrator to ask.

1. Community Tasks

Community Tasks provides a secure location for staff to communicate about resident-related or community-related tasks.

Tasks can be:

• Assigned to specific staff members
• Organized into lists
• Tracked across shifts
• Marked complete once finished

Caregivers typically use this feature to create tasks, review assigned tasks, and mark tasks as complete.

Community Administrators usually configure task lists and manage advanced settings. 

Access Community Tasks

The most efficient way to access Community Tasks is from the Dashboard.

1. Click the Community Tasks dashboard icon. 

Community Tasks page

The Community Tasks page displays both incomplete and completed tasks.

Tasks are organized in several ways:

• By task list
• By due date
• By creation order 

Tasks that are completed automatically move to the bottom of the list. 

💡It is recommended to review the Community Tasks page regularly during a shift to stay updated on assigned responsibilities. 

Create a Task

To add a new task:

1. Click + Create Task in the top-right corner.

A task entry panel will open where you can add task details.

Add Task Details

Complete the task fields as needed. The only required field is the Task Title.

Task Title

Enter the name of the task.

Example:
Check refrigerator temperature

Resident 

Select a resident if the task is related to a specific individual.

Due Date / Due Time

Set a deadline for when the task should be completed.

• If a due date is added, the task list will automatically organize tasks based on their deadlines.
• If no due date is entered, the task will display as No due date.

Assigned To

Select a staff member responsible for completing the task. Most commonly Caregivers would assign tasks to themselves, while Community Administrators may assign tasks to other staff.

Assigned List

If your community uses task lists, you may assign the task to a specific list.

If no list is selected, the task will appear under Other Tasks.

Description

Use this field to provide additional instructions or details related to the task.

After entering the task information:

1. Click Create.

The task will now appear on the Community Tasks page.

View Task Details

To view or update a task:

1. Click the task name in the task list.

This opens the Task Details page, where you can review information such as:

• Assigned resident
• Due date
• Assigned staff member
• Task description

Add Comments to a Task

Staff can use comments to communicate updates about a task.

To add a comment:

1. Open the Task Details page.
2. Click + Add Comment.
3. Enter your comment.
4. Click Submit.

Comments allow staff to provide updates such as:

• Progress on a task
• Additional instructions
• Follow-up notes

Mark a Task Complete

Once a task has been finished:

1. Click Mark Complete next to the task.

You may also add an optional completion comment describing the work performed.

Completed tasks will remain visible but move to the bottom of the task list.

2. Mealtime Attendance

Mealtime Attendance allows staff to track whether residents attend scheduled meals.

This feature helps communities:

• Track dining participation
• Monitor nutrition trends
• Document reasons residents may miss meals

Attendance is recorded for each resident at Breakfast, Lunch, and Dinner.

💡Observation notes can also be added while recording attendance to document important dining information.

Access Mealtime Attendance

The most efficient way to access Mealtime Attendance is from the Dashboard.

1. Click the Attendance dashboard icon.

This opens the Attendance page, which defaults to:

• The current date
• The current meal period

Change the Date or Meal

If needed, you can record attendance for a different date or meal.

Change Date

1. Click the Change button with the calendar icon.
2. Select a date from the calendar.

Change Meal

Select the meal from the left sidebar:

• Breakfast
• Lunch
• Dinner

Record Mealtime Attendance

To begin recording attendance:

1. Click the Start Recording button.

A table will appear listing all current residents.

Record Attendance

For each resident, select the appropriate option:

• Present
• Not Present
• On Leave

Residents On Leave

If a resident has been marked On Leave, this status will automatically appear here.

Correct an Entry

If a selection is incorrect:

• Click the correct option to update the entry
  or
• Click x Clear to reset that individual record.

Reset Attendance

If you need to clear all entries for that meal:

1. Click Reset Attendance at the bottom of the page.
2. Confirm the reset.

⚠️This action removes all recorded entries for that meal and date. 

Record Observations During Mealtime

While recording attendance, staff may also add Observation notes for residents.

This is commonly used to document:

• Reasons a resident missed a meal
• Changes in appetite
• Dining-related behaviors
• Nutrition concerns

To add an observation:

1. Click + Observation next to the resident’s attendance record.
2. Enter the observation details.
3. Click Create Observation.

The observation will appear in the resident’s Observation history.

Review Attendance Completion

The left sidebar shows the number of entries recorded for each meal. This allows all staff to quickly verify whether attendance has been recorded for all residents.

💡Reviewing this section helps ensure that all residents have been accounted for during each meal. 

Section 9: Uploading and Filing Documents

About the Document Center

ALIS provides a feature called the Document Center that allows staff to upload, scan, or email documents into the system and file them to the appropriate resident record.

This feature helps communities store important documentation electronically, keeping resident records organized and accessible. 

⚠️Caregivers may not use this feature regularly or have security role permissions to access it. However, some communities allow caregivers to upload and file documents when needed.

Most caregiver document uploads are typically filed to Resident Compliance. 

⚠️Important Note for Caregivers

When uploading and filing documents:

• Confirm the correct resident name before filing
• Select the appropriate compliance item
• Upload clear, readable JPG, PNG, or PDF files
• Avoid uploading duplicate documents

These practices help keep resident records organized and accurate.

Access the Document Center

The most efficient way to access the Document Center is from the Dashboard.

1. Click the Document Center icon.

Upload Documents directly 

You can upload documents directly from your computer to this page.

⚠️Documents must be uploaded as JPG, PNG, or PDF files. Other file types are not supported.

To upload files directly:

1. Click the Upload Files button at the top of the page.
2. Drag and drop the file(s) into the upload window
   or
3. Select the file(s) from your computer.
4. Click Upload.

Each uploaded file will appear as a separate document card in the New tab.

Send Documents by Scan or Email

Some communities use scanners or secure email to send documents directly to ALIS. Each community has a unique Document Center email address.

To send documents this way:

1. Locate your community’s email address at the top left of the Document Center page. 
2. Attach the document(s) to an email
   or
3. Begin your scan. 
4. Send the email or scan the document to the community email address.

After sending, documents typically appear in the New tab of the Document Center page within a few minutes.

⚠️Important Email Guidelines

When sending documents to ALIS:

• Attach JPG, PNG, PDF files only
• Send separate files for each document
• Avoid sending one large PDF containing documents for multiple residents

Each file will appear separately in the Document Center queue so it can be filed correctly.

File Documents to a Resident Record

After documents are uploaded or emailed, they appear in the New tab of the Document Center page. From here, you can file the document to the correct resident record.

Step 1 – Select the Document

1. Locate the document card.
2. Click File.

This opens the File Document panel for you to choose the filing location.  

Step 2 – Complete the Filing Details

Fill in the required fields. 

Person Type 

Select Resident.

Owner

 Select the resident’s name.

Document Type

Typically, Caregivers will select Compliance. This allows the document to be filed to a specific compliance record on the resident profile. 

Compliance Item

Choose the correct document category.

Examples may include:

• TB Test
• Insurance Documentation
• Other required resident records

Expiration (if applicable)

If the document expires, select the expiration date.

Step 3 – Submit the Document

1. Click Submit. 

The document will now be filed to the resident’s Compliance record.

The item will move from the New tab to the Filed tab in the Document Center page.

View Filed Documents

Once filed, documents can be viewed on the Resident Profile.

To access the document:

1. Open the Resident Profile.
2. Navigate to the Compliance Summary section.
3. Locate the compliance item.
4. Click Uploaded to open the document.

Section 10: Printing Documents

About Printing Documents

ALIS allows staff to print resident information and care documentation when paper copies are required.

Printed documents may be used for:

• Shift documentation when a device is not available
• Care plan reviews
• Emergency preparedness materials
• Survey preparation
• Reference documents for care staff

💡Most documents can be printed individually from the resident record, or in bulk from the Print Center.

The most common items caregivers may print include:

• Care Lists
• Care Tracking Sheets
• Resident Facesheets
• Emergency Packets

⚠️Important Note for Caregivers

Your ability to print certain documents depends on your security role permissions and what your job role requires per your community's specific operations. 

When printing documents from ALIS:

• Verify the correct resident record before printing
• Ensure printed documents are handled according to privacy policies
• Store or dispose of printed materials according to community procedures

Resident information should always be handled securely and confidentially.

Use the Print Center

The Print Center provides a central location for generating many resident documents, especially when needing to print documents for multiple residents at once.

Caregivers may use the Print Center to print documents for several residents or entire care programs.

Access the Print Center

1. Click the Care dropdown menu at the top of the page. 
2. Select Print Center.

Within the Print Documents tab, you can click Download to generate PDFs for several types of resident records. 

Examples include:

• Care Plans
• Facesheets
• Tracking Sheets
• Care Lists

The generated file will download as a PDF packet that can then be printed.

Print Care Lists

Print Care Lists if a paper copy of scheduled care tasks is needed during a shift.

Printed lists may be useful when:

• Documenting care without a computer or tablet
• Reviewing tasks during rounds
• Supporting a hybrid paper and electronic workflow

Print from the Care Tracking landing page

1. Navigate to the Care Tracking landing page for a specific shift.
2. Click Print. 

ALIS will generate a PDF containing all care tasks scheduled for that entire shift. 

Print Care List from the Record Care Page

1. Navigate to the Record Care page for a specific Care List.
2. Click Print.

ALIS will generate a PDF containing all care tasks scheduled for that Care List during the selected shift. You can then print the document from the PDF viewer.

Print Care Lists from the Print Center

Care Lists can also be generated in several formats from the Print Center.

Available formats include:

Care Lists by Date (with Outcomes)

Provides space for staff to write outcomes or notes for each care task.

Care Lists by Date (with Photos)

Displays resident photos next to each care item.

Master Care List

Shows a full list of scheduled care items for selected residents.

Care Lists by Day

Organizes care tasks by day of the week.

These documents can be generated by selecting:

• A specific date
• A shift
• A Care List
• One or more residents

Print Resident Facesheets

A Facesheet provides a summary of important resident information.

Facesheets are commonly used as quick reference documents for staff.

Print for a single Resident 

1. Navigate to a Resident Profile. 
2. Below the profile photo, click the Facesheet button. 

ALIS will generate a single PDF file with that resident's Facesheet.

Print in bulk for All Residents 

1. Navigate to the All Residents page.
2. Click Print Facesheets.

ALIS will generate a single PDF file containing Facesheets for all current residents. You can then print the document from the PDF viewer.

Print for selected residents 

Facesheets can also be generated in bulk from the Print Center by selecting specific residents or care programs.

Print List of Current Residents  

ALIS allows staff to generate a printable report of all current residents in the community.

This report can be useful for:

• Quick census reference
• Shift reports
• Emergency planning
• Survey preparation

Generate the Resident List

1. Navigate to the All Residents page.
2. Click Print Residents.
3. Choose how you would like the list sorted:
   • Last Name
   • Room Number
4. Click Submit.

ALIS will generate a PDF report of all current residents. 

Information Included in the Report

The printed document contains the following resident details:

• Resident Photo and Name
• Room Number
• Date of Birth
• Leave Status (On Premise / Off Premise)
• Product Type (such as Assisted Living or Memory Care)
• Advanced Directive Status
• Compliance Percentage

This report provides a quick overview of residents currently in the community.

Print Emergency Packets

An Emergency Packet contains important resident information that may be needed for a surveyor or during an emergency situation.

Examples of information included in the packet may include:

• Facesheet information
• Medical details
• Emergency contacts
• Other configured resident documents

The contents of the packet are configured by your community administrators.

Generate an Emergency Packet

1. Open the Resident Profile.
2. Click the Emergency Packet button located beneath the resident photo.

ALIS will generate a PDF containing the documents included in the community’s Emergency Packet configuration. You can then print the document from the PDF viewer, and it will print as a complete document.

Frequently Asked Questions (FAQ)

This section answers common questions caregivers may have while using ALIS during their shift.

Login Issues

I cannot log in to ALIS. What should I do?

If you are unable to log in:

1. Confirm you are entering the correct username and password.
2. Check that Caps Lock is not turned on; passwords are case-sensitive.
3. Make sure you are using the correct company URL. Do not include 'www.'
   • Format: companyid.alisonline.com. 
4. Verify you are connected to the community's WiFi.
5. Try refreshing the page or closing and reopening your browser. 
6. Try clearing your browser cache or switching to Google Chrome.

If you are still unable to log in, contact your Community Administrator. They can assist with resetting your password, verifying your account access, and confirming your security role permissions.

If additional assistance is needed, your administrator can contact the ALIS Customer Success Team:

• Phone: 888.404.ALIS (2547)
• Email: support@go-alis.com 

My login was disabled. What happened, and how do I fix it?

ALIS automatically disables a login after 8 incorrect password attempts. This is a security measure to protect resident data, and you cannot re-enable your own account. 

Contact your Community Administrator or the ALIS Customer Success Team to restore access. 

I didn't receive a Two-Factor Authentication (2FA) code. What should I do?

If your community uses 2FA and you did not receive a verification code:

• Check that your email or phone number on file is correct.
• Check your spam or junk folder if expecting an email code.
• Wait a moment and try requesting the code again.

If you still cannot receive a code, contact your Community Administrator.

General System Questions

I can't find a feature described in this guide. What should I do?

Some features may depend on your community’s settings or your security role permissions.

If you do not see a feature in your menu or dashboard:

1. Confirm you are in the correct section of ALIS.
2. Refresh the page or log out and back in.
3. Contact your Community Administrator to confirm it is enabled for your role.

I am seeing information for the wrong community. What should I do?

Check the community name dropdown in the upper-right corner of any ALIS page. 

Select the correct community before entering or reviewing any information. Always confirm the active community before documenting care.

Something in ALIS is not working correctly. Who should I contact?

If you experience a system issue:

1. Notify your Community Administrator.
2. Provide details about what you were trying to do when the issue occurred.

Your administrator can then contact the ALIS Customer Success Team if needed.

Care Tracking

I forgot to record a care task during my shift. Am I still able to document it? 

Yes. If a care task was completed but not recorded:

1. Return to the Record Care page.
2. Locate the correct resident and care item.
3. Enter the appropriate care outcome.

Be sure to follow your community’s documentation policies for late entries.

I recorded a care outcome incorrectly. How do I fix it?

1. Return to the Record Care page.
2. Select the 'Show Recorded' checkbox to the right of the filters.
3. Locate the incorrect entry and click Edit to update it, or Reset to clear it and re-enter the correct outcome.
4. Click Record Care to update the record.

⚠️ Depending on your community's settings, your ability to edit recorded outcomes may be limited. Contact your Community Administrator if you cannot edit.

I recorded care for the wrong resident. What should I do?

Contact your Community Administrator as soon as possible. Corrections to records involving the wrong resident typically require administrator-level access to resolve. 

⚠️Do not attempt to work around this on your own, as accurate resident records are critical for care quality and compliance.

A care task is showing on my list that should not be there. What should I do?

Care tasks are generated from each resident's published Care Plan. If a task appears in error, do not delete or ignore it — notify your Community Administrator. Only administrators can modify Care Plans and Care List assignments.

Can I print a Care List to use during my shift?

Yes. Care Lists can be printed if you need a paper reference for scheduled care tasks.

You can:

• Print directly from the Record Care page, or
• Generate Care Lists from the Print Center.

Observations

When should I record an observation?

Observations should be recorded whenever you notice changes in a resident’s condition or behavior and as instructed by your Community Administrator.

I created an observation with errors. Can I edit it? 

You can edit an observation while it is still within the 'Keep Active For' time frame. Once that window closes, the note is locked. 

If you need to correct a locked observation, contact your Community Administrator.

I accidentally created a duplicate observation note. What should I do? 

Contact your Community Administrator. Caregivers typically do not have permission to delete observation notes. Your administrator can review and remove the duplicate.

Can I print observation notes?

Yes, but only if your security role permissions allow it.  

Observation notes can be printed from:

• The Resident Profile
• The Observation Center (if you have access)

Incident Reporting

When should I create an incident report?

An incident report should be created when a significant event occurs, for example:

• Falls
• Injuries
• Behavioral incidents
• Other safety concerns

Always follow your community’s incident reporting policies. 

I entered the wrong resident or incident type when creating a report. Can I fix it?

Resident name and incident type are locked fields once a report is created and cannot be edited. If either field is incorrect, the report must be deleted and recreated. 

Contact your Community Administrator for assistance. 

Should I mark an incident report as 'Complete' when I am done with my part?

In most communities, caregivers should not mark incident reports as Complete. This step is typically performed by a nurse or Community Administrator. If you are unsure, ask your administrator before completing a report.

Can I print incident reports?

Yes, but only if your Security Role allows it. 

Incident reports can be printed from:

• The Resident Profile
• The Incident Center

Resident Monitoring

What does “Resident Monitoring” mean?

Resident Monitoring is a temporary status used when a resident requires additional observation and documentation following an event or change in condition.

Residents on monitoring will appear in the Resident Monitoring page.

How do I know which residents are on monitoring during my shift?

The Monitored Residents Dashboard icon displays a red notification badge showing the number of residents currently being monitored. It is recommended to check this Resident Monitoring page at both the start and end of your shift to stay informed about residents requiring additional attention.

What am I expected to do for residents on monitoring?

Caregivers may be responsible for:

• Recording observation notes
• Documenting vitals or follow-up information
• Reviewing monitoring task instructions from nurses or administrators 

Contact your Community Administrator for specific instructions.

Community Tasks

What are Community Tasks used for?

Community Tasks provide a task list for staff communication and shift coordination.

Tasks may include:

• Resident-related tasks
• Facility tasks
• Follow-up actions between shifts

I completed a task but forgot to mark it as complete in ALIS. What should I do? 

1. Locate the task on the Community Tasks page.
2. Click Mark Complete.
3. Add a comment if additional information is helpful. 

Mealtime Attendance

What should I do if a resident is not present for a meal?

1. Mark the resident as Not Present.
2. Add an Observation note if appropriate to explain the reason.

I selected the wrong attendance status for a resident. How do I correct it? 

Simply click the correct option to update the entry, or click 'x Clear' to reset that individual resident's record and re-select. 

If attendance for the entire meal needs to be cleared, use the Reset Attendance button at the bottom of the page, but note that this removes all entries for that meal and date, not just one resident.

A resident was marked 'On Leave' but showed up for a meal. How do I handle this?

You can record the resident as Present. Their On Leave status will display automatically, but you can still select the appropriate attendance option for that meal. 

Notify your Community Administrator in case the leave status needs to be updated.

Uploading & Filing Documents

What file types can be uploaded to ALIS?

Documents must be uploaded as JPG, PNG, or PDF files. Other file formats are not supported.

I filed a document to the wrong resident. What should I do? 

Contact your Community Administrator immediately. Once a document is filed, caregivers typically cannot move or delete it. 

Your administrator can correct the filing location to ensure accurate resident records.

I cannot find a document I uploaded. Where do I look?

After filing, documents move from to the Filed tab in the Document Center page. Filed documents can also be viewed on the Resident Profile in the Compliance Summary section. 

If the document is not visible in either location, it may still be processing or may not have been filed yet. Check the New tab first.

Printing Documents

What documents can caregivers print?

This is entirely dependent on your company's security role permissions. 

Confirm with your administrator which documents you are expected to print.

What is the Print Center used for?

The Print Center allows staff to generate documents for multiple residents at once, such as:

• Care Plans
• Service Plans
• Facesheets
• Tracking Sheets
• Care Lists

Resident Reports

How do I print a list of all current residents?

1. Go to the All Residents page.
2. Click Print Residents.
3. Choose how to sort the list.
4. Click Submit to generate the PDF.

Additional Support

If you need help while using ALIS, several support resources are available to assist you.

For password resets or login issues, contact your Community Administrator first. Administrators can reset passwords and verify your access permissions.

For general questions, troubleshooting, or system issues, use the ALIS Helpdesk or contact the ALIS Customer Success Team via phone or email.

Links to these resources are available from every page in ALIS.

ALIS Helpdesk

Website: support.alisonline.com

The ALIS Helpdesk contains guides, video tutorials, and reference materials to help you learn how to use the system.

Tips for searching:

• Browse the Care or Residents categories for guides related to caregiver workflows.
• Visit the Video Library to watch short tutorials demonstrating common tasks in ALIS.

These resources can often provide quick answers to common questions.

Phone Support

Phone: 888.404.ALIS (2547)

Business Hours:
Monday – Friday: 8:00 AM – 6:00 PM CST

After-Hours Support:
Monday – Friday: 6:00 PM – 10:00 PM CST
Weekends: 8:00 AM – 10:00 PM CST

Response Times

Emergency Issues: Calls regarding emergency issues received during holidays or outside normal support hours will be responded to within 1 hour. If the issue is urgent, call and leave a message. A support team member will return your call as soon as possible.

Non-Emergency Issues: Non-urgent requests will be addressed as soon as possible or at the start of the next business day.

Email Support

Email: support@go-alis.com

Hours:
Monday – Friday
8:00 AM – 6:00 PM CST

Response Times

Emergency Issues: Emails regarding emergency issues received outside of normal hours or during holidays will be responded to within 1 hour.

Non-Emergency Issues: Non-urgent requests will be addressed as soon as possible or at the start of the next business day.

⚠️What Qualifies as an Emergency?

Emergency support requests typically involve situations where:

• ALIS is not accessible or unavailable
• There is a system outage
• A critical bug prevents charting care or accessing essential system functions

If you experience one of these issues, contact support by phone for the fastest response.

Information to Provide When Contacting Support

When contacting the ALIS Customer Success Team, please provide the following information:

• Your full name
• Preferred contact information (phone number or email)
• The community name where you work
• A detailed description of the issue or request

If possible, also include:

• The steps taken before the issue occurred
• The page or feature in ALIS you were using
• Any error messages you received

Providing this information helps the support team resolve your request more quickly.

Glossary
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

ADL (Activity of Daily Living)
Essential daily tasks such as eating, bathing, dressing, toileting, and mobility. These activities are often documented by caregivers in Care Tracking within ALIS.

ALIS (Assisted Living Integrated Solution)
A software platform used by assisted living communities to manage resident information, document care services, track observations, and maintain compliance records.

Assessment PDFs
Downloaded documents generated from resident Evaluations and Service Plans. These PDFs may include health information, care plan details, and optional information such as Care Points or resident contacts.

B

BM Tracking
A documentation tool used to record and track resident bowel movements as part of resident care monitoring.

Broadcasting to Observations
A feature that allows observation notes to be shared with multiple residents at the same time when the same observation applies to more than one individual.

C

Calendar
A scheduling tool within ALIS used to track events, activities, or services scheduled for residents.

Care Category
A grouping used to organize care tasks. Examples may include ADLs, Safety, or Medication Assistance.

Care Item
A specific care task assigned to a resident, such as assistance with bathing, hydration reminders, or safety checks. Care Items appear on Care Plans and Care Lists.

Care List
A list of assigned care tasks for residents. Care Lists are often organized by location or assignment area (such as floor or hallway) and are used by caregivers during a shift to complete scheduled care.

Care Package
A predefined set of care services that can be applied to residents based on their level of care or service plan.

Care Plan
A documented list of care services a resident requires based on their evaluation and service plan. Care Plans generate the Care Items that appear in Care Tracking.

Care Plan Recommendations
Notifications indicating that updates or changes to a resident’s Care Plan have been recommended or made. These appear as notification badges in relevant areas of ALIS.

Care Program
A system used to organize different types of services provided to residents. The default Care Program is typically Care, but communities may create additional programs such as Housekeeping or Activities.

Care Shift
Defined time periods within a 24-hour day when care tasks are scheduled and documented. Each shift appears as a separate tab in Care Tracking.

Care Tracking
The main area in ALIS where caregivers view assigned Care Lists and document the completion of resident care tasks.

Chart Care Start/Stop Time
A documentation setting that requires caregivers to record the time they began and completed a care task.

Community Contact
An individual associated with the community who may serve as a professional contact, service provider, or support resource.

D

Daily Stand-Up Report
A report used by staff to review daily resident information, such as care alerts, monitoring updates, and important resident notes.

Document Center
Files or documents uploaded into a resident’s record, often received from outside providers such as hospitals or healthcare professionals.

E

Emergency Packet
A printable collection of important resident documents used during emergencies. These packets typically include Facesheets, medical information, and emergency contacts.

Enhanced Care Tracking
An expanded care documentation interface that includes additional features for recording outcomes, notes, and detailed care information.

Evaluation
A structured assessment used to determine a resident’s care needs. Evaluations help generate Service Plans and Care Plans.

F

Facesheet
A summary document containing key resident information such as name, room number, medical details, emergency contacts, and important care notes.

Float Care
A feature that allows caregivers to move a care task to the same Care List 24 hours in the future if the task could not be completed during the current shift.

H

Hide Care Times
A setting that allows scheduled times for care tasks to be hidden from caregivers during documentation if exact times are not necessary for the workflow.

Hydration Tracking
A tool used to record and monitor resident fluid intake to ensure proper hydration.

L

Login Lockdown by IP Address
A security feature that restricts ALIS logins to specific networks, such as a community’s internal Wi-Fi.

Login Timeout
The period of inactivity before ALIS automatically logs a user out. This is typically set between 20–30 minutes to protect resident information.

M

Meal Tracking
A tool used to document resident meal participation and food intake.

Mealtime Attendance
A feature used to record whether residents attended scheduled meals.

Resident Monitoring
A temporary status used to track residents who require increased observation after an event or incident. Caregivers may add observation notes, vitals, or interventions during the monitoring period.

My Account
A section in ALIS where staff manage their personal profile, login settings, password updates, and compliance forms.

N

Notification Count Badges
Number indicators displayed on dashboard icons that alert users to new items requiring attention, such as alerts, recommendations, or pending documentation.

O

Observation
A note recorded by staff to document changes in resident condition, behavior, or other relevant care information.

Observation Comments
Additional notes or context added to an observation entry.

P

Print Center
A centralized location within ALIS where staff can generate and download various documents, reports, and tracking sheets for residents.

Personal Contact
A person associated with a resident, such as a family member, guardian, or emergency contact.

PRN Care
(PRN = Pro re nata, meaning “as needed.”) Care tasks that are provided only when necessary rather than on a fixed schedule.

Privacy Screen
A feature that allows staff to quickly lock their ALIS screen to protect resident information when stepping away from a device.

R

Report Card
A reporting tool used to review care documentation outcomes and service delivery over a defined time period.

Resident Evaluation Tool
The structured assessment system used to determine a resident’s level of care and generate service planning documentation.

S

Schedule Leave
A feature used to document when a resident is temporarily away from the community (for example, medical appointments or family visits).

Security Role
A permission set assigned to a staff member that determines what information they can view and what actions they can perform in ALIS.

Service Plan
A document generated from an evaluation that outlines a resident’s care needs and services. Service Plans help determine what appears on the Care Plan.

Single Sign-On (SSO)
A login method that allows staff to access ALIS using their organization’s existing login credentials, often through Microsoft authentication.

T

Time Taken
A documentation field used to record the amount of time spent completing a care task.

Two-Factor Authentication (2FA)
A security feature requiring users to enter a verification code in addition to their username and password when logging into ALIS.