How To: Identify Residents Missing Education

Summary

You can use the Patients tab to filter for residents who are missing education. From there, you can select individuals or send reports in bulk, review recipients, and confirm delivery before sending.

Main Points

Step 1: Go to the Patients Tab

1. Log in to Informed Medical.

2. Click the Patients tab.

Step 2: Filter by Missing Education

1. Click the Filter option.

2. Filter by Status.

3. Select Missing.

This will display all residents who are currently missing education.

Step 3: Select Residents

You can:

• Select residents individually.

• Use the Select All option to include everyone listed.

Once selected, click Send Communication.

Step 4: Choose Report Type and Grouping

You will then:

1. Select the report type.

2. Choose the recipient grouping.

You can review the selected patients and switch between available options if needed.

Click Next to continue.

Step 5: Review Recipients and Documents

You will see a detailed list including:

• Resident name

• Date of birth

• Admission date

• Intended recipient and title

• Contact information

• Language of the report

• Informational sheets included

You can:

• Add additional informational sheets

• Remove individual recipients

Red Rows

A red row indicates missing contact information.

• These contacts cannot receive the report.

• You can remove them from the send list.

• If not removed, they will appear as undelivered.

Contact information should be updated in PointClickCare if needed.

Step 6: Send the Reports

When ready:

1. Click Send.

Reports will immediately be delivered to the selected recipients.

Key Insights

• The Status filter quickly identifies residents missing education.

• You can send reports individually or in bulk.

• Always review contact details before sending.

• Red rows indicate missing contact information.

• Updating contact data in PointClickCare helps prevent undelivered reports.