Knowledge is powerful care.

The RTasks name is now Residex™. While the name has changed, the tools, training videos, and trusted guidance remain the same – delivered by the same dedicated team you know and trust. These videos will walk you through everything you need know, helping you make the most of its intelligent, intuitive features.

Accounts Receivable

Learn how to manage and process adjustments in your Accounts Receivable module for accurate financial reporting.

Explore the steps to record and process payments within the Accounts Receivable system.

A guide on generating and analyzing Accounts Receivable reports for better financial insight.

Billing Setup and Update Rates

Learn how to set up and manage additional charges for billing configurations.

A tutorial on configuring general ledger codes for precise accounting integration.

Set up rent billing to ensure accurate and efficient monthly charges.

Learn how to set up and customize care packages in your billing system.

Understand how to set up supplemental packages and adjust billing settings accordingly.

Discover how to configure rate schedules for accurate billing in various scenarios.

Learn how to set up and manage additional charges for billing configurations.

Billing

Learn how to manually enter or upload charges to your billing system.

Understand how to generate test reports to verify your billing data.

Review the process of populating charges and reviewing them before finalizing.

A guide to posting and reviewing charges in your billing system.

Learn how to print and format invoices or statements for billing.

Walk through the steps to close the billing cycle and prepare for the next period.

ADS

Learn how to manage employee clock-ins and clock-outs using ADS for accurate time tracking.

Leads and Prospects

Discover how to manage and track prospects within your lead management system.

Learn how to create and manage tasks for effective prospect management.

Understand how to add a new prospect and input their details into the system.

Quality Management

Learn how to chart and track compliance for quality management.

Explore various graphing options to visualize quality metrics.

A guide to managing and resolving incidents in the quality management system.

Demo

Get an overview of Residex's software features and functionality through this comprehensive demonstration.

Send

Learn about the Send feature for sending and receiving documents efficiently.

Discover the steps to send, receive, and process documents using Send.

A detailed guide on how to use Send for managing document workflows.

Resident Info: Fees / Payers

Learn about managing resident fees and payer details in your system.

A guide to setting up and managing billing contacts for each resident.

Explore the different billing options available for residents.

Understand how to set up and manage care packages for residents.

Learn how to manage household details within resident information.

Discover how to set up and manage resident rate schedules.

A guide to configuring rent details for residents in your system.

Learn how to manage payer information for each resident.

Understand how to add and manage billing notes for each resident.

Learn how to set up and manage supplemental packages for residents.

A tutorial on how to configure and manage the Auto Pay option for residents.

Overview: Home Care / PDN

Get an overview of Home Care and Personal Care services capabilities.

Staff Management

Learn how to add new staff members and manage their roles.

Discover how to assign and manage staff roles within your system.

Learn the process of deactivating staff members when needed.

Explore how to assign limited access permissions for staff members.

Learn how to manage staff certifications and keep track of their qualifications.

A guide to populating care plans and policies for staff members.

Discover how to reset staff passwords securely.

Learn how to manage and update staff health information within your system.

Clinical Learning Management System (LMS)

Explore the features and functions of the Clinical Learning Management System (LMS) for efficient staff training.

Personal Funds

An introduction to managing personal funds in your system.

Learn how to set up beginning balances and manage charges and credits.

A step-by-step guide to processing monthly personal fund transactions.

Discover how to generate reports to track personal fund transactions.

Overview: Assisted Living

Get an overview of how Residex can streamline operations for Assisted Living facilities.

E-Fax

Learn how to send a fax using the E-Fax feature.

A guide to processing received faxes within the E-Fax system.

Pharmacy Connect

Discover how Pharmacy Connect integrates with your system to streamline medication management.

Incidents

Learn how to create and manage incidents in the system.

A guide to reviewing and resolving incidents within the platform.

Wait Lists

Learn how to manage multiple wait lists and prioritize residents accordingly.

Time Clock

Discover how to manage and configure time clock settings for staff.

A tutorial on how staff can sign in and out using the time clock feature.

MN Specific

Stay updated with regulatory changes specific to Minnesota in this helpful video.

Task Manager

Get an overview of the Task Manager feature and how it helps in managing tasks efficiently.

Learn how to create, assign, and track tasks within the Task Manager.

Administrator and Supervisor

Explains what staff has access, including editing services, viewing reports, and managing user data.

Covers key reports available to Supervisors, such as missed services and provider performance, to help monitor care quality.

Shows how users with emergency access can download critical resident info like facesheets and med lists for use in urgent situations.

Teaches Admins how to manage the organization-wide list of services used for care planning and documentation.

Demonstrates how to create and maintain a standardized medication list to ensure accurate med entries across the system.

Admins will learn how to upload, assign, and track staff acknowledgment of policies.

Learn how to monitor user logins and set alerts for tracking access and system activity.

A broad look at Admin capabilities, including managing users, settings, and organizational tools.

Details how Admins can update and maintain key resident information like contacts, preferences, and demographics.

Activity Management

Learn how to view and navigate the activity calendar, filter by audience, and access attendance and documentation tools.

Discover how to add, edit, copy, and remove activity events for efficient calendar planning.

Learn how to take and document resident attendance for individual and group activities.

Med Entry and Management

Familiarize yourself on how to enter new medications into a resident’s profile, including dosage, instructions, and administration method.

Discover how to add PRN meds and document required follow-up responses to ensure proper tracking.

Master how to modify medication entries when updates or corrections are needed.

Gain an understanding on how to filter the MAR view by various criteria and print for offline use or compliance.

Learn how to use internal MAR messages to communicate notes about med administration.

Become an expert for how to administer, document, and manage medications during a med pass using eMAR.

Learn how to review past medication activity, document changes, and reorder discontinued meds.

See how to add clinical notes and communicate medication changes or concerns to the pharmacy.

E-Charting Services / Chores

Learn how to confidently document daily care tasks using the Scheduled Services charting tool.

Discover how to navigate and apply charting restrictions so that documentation is secure, accurate, and only in the right hands.

Master the skill of claiming services to streamline accountability and ensure proper documentation for your assigned tasks.

Become an expert at offline documentation – learn how to chart when Wi-Fi is down and sync updates once reconnected.

Explore how to chart routine chores efficiently, and ensure responsibilities like housekeeping and laundry are properly logged.

Gain confidence documenting care that doesn’t follow a strict schedule, including vitals and spontaneous support tasks.

Learn how to accurately chart behavioral observations to support care planning and timely intervention.

E-Charting Activities

Discover how to document impromptu activities and ensure residents’ spontaneous moments of engagement are captured.

Become fluent in logging planned group and individual activities, helping your team track participation and promote engagement.

Clinical

Learn how to enter and manage physician orders to keep resident care plans current and compliant.

Discover how to document detailed, searchable notes that support clinical decision-making and continuity of care.

Master the process of scheduling, tracking, and documenting external appointments to ensure follow-through and communication.

Explore how to log and review incident reports accurately to support safety, compliance, and quality assurance efforts.

Learn how to enter, monitor, and review vitals efficiently – helping you track trends and respond to changes in resident health.

Get familiar with Pharmacy Connect to streamline medication ordering and reduce transcription errors through direct integration.

Become proficient in managing behavior documentation and tracking patterns that inform care planning and behavioral interventions.

Assessments

Explore the different types of assessments available and when to use each one to support accurate resident care.

Learn how to generate and interpret assessment reports to gain insight into resident needs and track progress over time.

Get answers to common questions about assessments, helping you navigate the tool with clarity and confidence.

Master the process of entering and editing assessment data to ensure accuracy and up-to-date documentation.

Discover how auto-scoring works and how it streamlines assessment completion and consistency across your team.

The Basics

Learn how to accurately log your time using the built-in Time Clock feature.

Discover how to securely access and exit RTasks to keep your workday running smoothly.

Master how to update your password quickly and safely to maintain account security.

Get familiar with the platform's layout and menus so you can move through the system with confidence.

Explore how to access and use reports to support better documentation and decision-making.

Learn how to get help when you need it, directly from within the system.

Services and Chores Management

Learn how to temporarily pause a scheduled service for a resident and manage the hold duration and reason.

Get guidance on assigning providers and organizing shift schedules to ensure accurate service delivery.

Discover how to quickly make updates to service details or move them to a different time or date.

Follow the steps to assign a new scheduled service to a resident, including time, frequency, and provider.

Understand how to add and track routine chores for residents or facility-wide tasks.

E-Charting Meds

Learn how to accurately chart scheduled medications, ensuring consistent and complete documentation.

Discover the proper process for charting and counting controlled medications to maintain compliance and accountability.

Become confident in documenting PRN medications, including reasons given and resident response.

Master the steps for charting medications dispensed from a dosage box for clarity and efficiency.

Explore how to manage controlled med counts when using dosage boxes for enhanced tracking and accuracy.

Understand how restrictions affect charting capabilities and learn how to manage them effectively.

Learn how to chart medications when working offline, and how to sync data once reconnected.

Get step-by-step instructions for documenting when medications are sent with residents or to outside locations.

Resident Info

Learn how to view and manage resident diagnoses to ensure accurate, up-to-date clinical records.

Discover how to update resident profiles to reflect essential personal and medical information.

Explore how to attach important documents and resources directly to a resident’s record.

Become proficient in adding and managing emergency contacts and support persons for each resident.

Master the process of creating and reviewing notes to keep resident documentation thorough and timely.

Learn how to correctly enter a new resident into RTasks, step by step.

 

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