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How To: Send Education to Multiple Residents

Learn how to send reports to multiple residents at once from the Patients tab.

Summary

You can send education to multiple residents at the same time using the Patients tab. This workflow allows you to select residents in bulk, choose report types, review recipients, and confirm delivery before sending.

Main Points

Step 1: Go to the Patients Tab

  1. From the Dashboard, click the Patients tab.

  2. Search for residents by name or scroll through the list.

  3. Select the residents you would like to include.

You can select one or multiple residents.

Step 2: Send Communication

After selecting residents:

  1. Click Send Communication.

You will then choose the type of report to send.

Step 3: Choose Report Type

You will see the following options:

  • Full Only
    Includes diagnoses and treatments identified from PointClickCare.

  • ISO Only
    Includes only documents marked as Essential Documents.

  • Full plus ISO
    Includes both diagnosis-based education and Essential Documents.

Select the option that meets your needs.

Step 4: Select Recipient Group

Choose the grouping you want to send the education to.

  • Hover over a group to see which contact titles are included.

  • Confirm the selected residents are listed.

  • Remove any residents if selected by mistake.

Click Next to continue.

Step 5: Review Contacts and Documents

You will see:

  • All selected residents

  • Their associated contacts

  • The informational sheets being sent

Red Rows

A red row indicates invalid or missing contact information.

For example:

  • A phone number may be present but cannot receive text messages, such as a landline.

You can:

  • Update contact information in PointClickCare

  • Remove the contact from this communication

  • Add additional informational sheets for a specific recipient

Note: Changes made directly in this screen will not permanently update contact information. All contact data syncs from PointClickCare and will overwrite manual edits.

Step 6: Send the Reports

When everything looks correct:

  1. Click Send.

Reports will immediately be delivered to the selected recipients.

Key Insights

  • You can send education to multiple residents at once.

  • Report types determine which documents are included.

  • Hover over recipient groups to confirm included contact titles.

  • Red rows indicate missing or invalid contact information.

  • Contact updates must be made in PointClickCare to remain permanent.