---
title: "How To: Adjust Essential Documents"
description: Learn how to manage Essential Documents in Informed Medical, including selecting foundational disclosures that are automatically included in General and Baseline reports.
---

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# How To: Adjust Essential Documents

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

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#### 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.

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