When a resident transitions to Independent Living, ALIS does not update their profile automatically. Manual changes are needed so the resident stops appearing in your clinical and care workflows (Pass Meds, Care Tracking, the Evaluation Center) and so resident billing stays aligned with the updated status.
1. Update the Product Type
Start by changing the resident's Product Type to Independent. This is the setting that classifies the resident's level of care throughout ALIS.
- Go to the resident's Resident Profile.
- In the Basic Information section, open the Product Type dropdown.
- Select the Independent product type (e.g., this could be "IL", "Independent Living" or a different naming convention per your company).
- Scroll down to the end of the the section and click Update to save.
Changing the Product Type does not remove the resident's existing medications, evaluations, or care items from your daily workflows. Those are handled in the sections below.
2. Stop Medications from Displaying in Pass Meds
Independent residents self-administer their medications, so their orders should no longer load on the scheduled Pass Meds page. To do this, update the Service Level on each of the resident's scheduled medications.
Repeat these steps for every scheduled medication the resident has:
- Go to the resident's Manage Orders page.
- On a scheduled medication, click Edit.
- Update the Service Level to Self-Administered.
- Confirm that Show in Med Pass is unchecked. Selecting Self-Administered unchecks this option by default; leave it unchecked so the medication does not appear in Pass Meds.
- Scroll down and click Update Order to save.
- Repeat for each remaining scheduled medication.
Work through the resident's full medication list in one pass so no orders are missed. Any order left at its previous Service Level will continue to load in Pass Meds.
3. Remove the Resident from Care Tracking
Independent residents should no longer generate scheduled care items in Care Tracking. There are two ways to accomplish this. The first is the recommended best practice, and the second is a quick manual option when a reevaluation is not being performed.
Option 1 (Recommended): Reassess through the Evaluation and Service Plan
Reassessing the resident lets you more seamlessly adjust their care scheduling based on their new IL level of care.
- Complete a new Evaluation for the resident to determine the IL level of care.
- When you update the Service Plan, capture the "Independent" need.
- Capturing the Independent need adjusts the frequency scheduling, which removes the resident's scheduled care items accordingly.
Use this method whenever possible so that the resident's service plan, care plan, and billing stay in sync.
Option 2: Edit the Care Plan directly (quick changes, no reevaluation)
If you are not performing a reevaluation, you can edit the resident's Care Plan directly to remove or adjust the scheduled items.
- Go to the resident's Resident Profile.
- Expand the Care section.
- Click Create Draft & Edit.
- On an individual care item, click Options, then choose one of the following:
- Edit to take the item off a specific care list or shift.
- Delete to remove the item from the care plan entirely.
- Repeat for each care item you need to change, then save the care plan draft.
Because Option 2 changes the care plan without a reevaluation, it does not update the Service Plan. If the resident's care level affects billing, use Option 1 instead.
4. Update the Next Scheduled Evaluation Date and/or Configure Evaluation Center Settings
Independent residents should not appear in the Evaluation Center as having Past Due evaluations. You can address this on the individual resident by updating their next evaluation date, at the community level by excluding the IL product type from the Evaluation Center, or both.
Update the Next Scheduled Evaluation Date
On the resident's most recent evaluation, update the Next Scheduled Evaluation Date so the completed evaluation no longer flags as overdue. Note this may not be necessary if you have just reevaluated the resident.
- From the Evaluation Center or Resident Profile, locate the resident's most recent Evaluation and Service Plan.
- Click Manage Details.
- Use the interactive calendar to update the Scheduled Next Evaluation Date to an appropriate future date for the resident's IL status.
- Changes save automatically.
Once the next date is set in the future, the resident drops off the Past Due list in the Evaluation Center.
Configure Evaluation Center Settings
Alternatively, or in addition to updating the next evaluation date, you can configure the Evaluation Center so that IL residents do not appear there at all and never show as needing reevaluation. Users with the security role permission can configure these settings.
- Go to the Evaluation Center.
- Click Configure Evaluation Center.
- In the Product Types menu, deselect the IL option.
- Click Submit to save.
5. Review Resident Billing
A move to Independent Living usually changes what the resident is billed. Review the resident's recurring charges so their account reflects the new product type.
The most common adjustments are to the resident's Recurring Charges, typically both Level of Care (LOC) and Rent. How you make the change depends on what actually changed:
If only the rate is changing (same LOC, same unit/room type), add a rate change to the existing charge:
- Go to the resident's Resident Profile and open the Recurring Charges section.
- Find the charge you need to update and click Options.
- Click Add Rate Change and enter the new rate and its effective date.
If the Level of Care has changed or the unit/room type has changed, end the existing charges and start new ones:
- In the Recurring Charges section, end the resident's existing LOC and Rent charges as of the move's effective date.
- Add new LOC and Rent charges for the resident's IL level of care and unit, starting on that same date.
If the move happens mid-month, you will likely need to prorate the change on the resident's existing invoice. Credit the old charges for the remainder of the period and add the new charges for the same time period, so the resident is billed correctly for both the prior and new rates within the month.