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How To: Adjust Essential Documents

Learn how to manage the foundational documents automatically included in resident communications.

Summary

Essential Documents are facility-selected documents that are automatically included in certain communications sent to residents and responsible parties. These documents help set expectations, disclose common risks, and ensure consistent documentation.

Main Points

Accessing Essential Documents

  1. Click the Library dropdown in the left navigation.

  2. Select Essential Documents.

This page allows you to manage which documents are automatically included in reports.

What Are Essential Documents

Essential Documents are:

  • Foundational disclosures that apply to most residents

  • Not diagnosis specific

  • Focused on risk, expectations, and level of care

Common topics include:

  • Skilled nursing risks and expectations

  • Falls

  • Infection risk

  • Noncompliance

  • Emergency transfers

  • Level of care

These documents help set realistic expectations early in the stay.

How Essential Documents Are Used

  • General reports include only Essential Documents.

  • Baseline reports include Essential Documents plus diagnosis and treatment education.

By configuring Essential Documents once, you ensure consistent delivery, tracking, and documentation.

Viewing Your Selected Documents

When you open the tab, you will see:

  • The list of Essential Documents currently selected

  • General documents

  • Facility-level documents

  • Diagnosis and treatment documents

  • Videos

If this is your first time accessing the page, you may see pre-selected documents. These are default out-of-the-box settings based on common facility needs.

Adding or Removing Documents

You can scroll through the Library to select or deselect documents.

To find specific content:

  • Use the Search bar to locate documents quickly.

  • Use filters to refine results by:

    • Facility Library

    • Dx and Tx

    • Explainer Videos

    • Other available categories

  • Use alphabetical navigation to jump to specific sections.

To Add a Document

  1. Select the document.

  2. Click Save in the top right corner.

To Remove a Document

  1. Deselect the document.

  2. Click Save.

Changes will not apply unless you click Save.

Using Videos as Essential Documents

Explainer Videos can also be included.

Videos:

  • Increase engagement

  • Provide information in a visual format

  • Support better understanding of key topics

Key Insights

  • Essential Documents are foundational disclosures for most residents.

  • General reports rely entirely on Essential Documents.

  • Baseline reports include Essential Documents plus diagnosis-based education.

  • Default selections are provided but can be customized at any time.

  • Always click Save after making changes.