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How To: Send Patient Education Through the Dashboard

Learn how to send patient education from the Dashboard and preview exactly what families and responsible parties will receive.

Summary

You can send education directly from the Dashboard or header using the Send Education workflow. This process allows you to select documents, choose recipients, customize messaging, and preview the full report before sending.

Main Points

Step 1: Start from the Dashboard or Header

There are two quick ways to begin:

Option 1: Dashboard

  1. Go to the Dashboard.

  2. Under Quick Actions, click Start to send patient documentation.

Option 2: Header

  • Click the plus icon in the top header to send documents from anywhere in the platform.

Both options will redirect you to the Library to select documents.

Step 2: Select Documents

From the Library, select the documents and videos you want to send.

For example, if a resident is transitioning to a low air loss mattress, you may choose:

  • Low air loss mattress education

  • Fall risk education

  • Fall prevention explainer video

  • Generalized weakness education

Once you have selected the appropriate materials, click Continue.

Step 3: Select the Resident

  1. Search for and select the resident.

  2. Click Continue.

Step 4: Choose Report Type

You will have the option to send:

  • Full Report
    Includes diagnoses identified from PointClickCare along with selected education.

  • Informational Sheets Only
    Includes only the documents you selected.

Choose the option that best fits your communication needs.

Step 5: Select Recipients

Select the individual or individuals who will receive the education.

You will see:

  • Name

  • Relationship or role

  • Email address

  • Phone number

You can send to multiple contacts if appropriate.

Confirm that you have authorization to send the information.

Step 6: Customize the Communication

Before sending, you can:

  • Change the language

  • Add a custom message

  • Include a summary report

For example, you may add a note such as following up on a conversation from earlier in the day.

Click Continue when ready.

Step 7: Preview the Report

You will see a preview of what the recipient will receive.

The preview includes:

  • An introductory letter explaining why the education is being sent

  • Selected videos

  • Selected documents

Review carefully. If edits are needed, go back and adjust.

Step 8: Send the Communication

If everything looks correct:

  1. Click Send Communication.

The report will immediately be delivered to the selected recipients.

Key Insights

  • You can start the Send Education workflow from multiple areas.

  • Full Reports include diagnoses from PointClickCare.

  • Informational Sheets Only include selected documents.

  • Always review recipients and preview the report before sending.

  • Sending through this workflow ensures documentation is tracked and recorded.