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Tips & Tricks!

The "New" button appears throughout ResiDex; but instead of using the "New" button, you can just press "Control" + "N" if you wish!

CliniDex Documentation

Introduction

  • What are Assessments?
  • What are Assessment Categories and Sections?
  • What are Assessment Occasions?
  • What are Assessment Summaries?

CliniDex Setup

  • Activating and Deactivating Assessment Occasions
  • Specify custom display names for your Assessment Occasions
  • Configure display of Resident contact lists on Assessment Summaries
  • Specify Signature requirements for Assessment Occasions
  • Specify custom verbiage to appear on Assessment Summaries above signature line(s)
  • Configure Assessment to Service CliniDex-ResiDex integration
  • Configure "Other Provider" types for Assessments

Entering Assessments Process

  • Starting an Assessment
  • How to choose the appropriate Assessment form, (Video Tutorial)
  • How to Conduct an Assessment, (Video Tutorial) 
  • Assessment and Service Plan integration
  • Other Provide Types (for Assessments)
  • Mark the Assessment complete, (Video Tutorial)

Reviewing Assessment Details

  • Viewing Assessment Histories
  • CliniDex Assessment Reporting, and Sample Reports
  • Managing Fall and Elopement Risks
  • Vaccination, Vitals, and Supplies Data

Updating Assessments

  • Update Assessment Details, (Video Tutorial)

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