Your Name^*

Training Consultant^*

Date of Training^*

1. Click the question mark icon in the right top corner and access “The Knowledge Base” - Search ‘Progress Notes’ to locate the HTCP6C-23 Progress Notes^*

2. Open an Alert > Care and Lifestyle > Unresolved incidents, Wounds, Stop and Watch, Weights & Vitals outside of reportable range. Input a Residents weights and vitals ensuring reportable ranges are set for BGL. ^*

3. Locate a Resident using Quick Search and Advanced search. ^*

4. From the Resident page, review resident cards. Go to Daily Forms manager – view Daily forms and from daily forms dropdown locate assigned Daily forms ^*

5. Quick Launch: Review Quick Launch and explanation of colors in Quick Launch. HTCP6C-38 Multi Sign Off Feature. Enter the details into the Hygiene Chart for two residents. Using the multi sign off feature, mark all the residents as BNO ^*

6. Review Incident & Infection Forms. Complete an incident and infection record for your resident. ^*

7. Open Neurological Observations from pop-up when saving incident form, complete neurological observations for your resident. ^*

8. From alerts locate Pending Events and calendar. Complete a Task if using Tasks & Events ^*

9. Upload a Document to the Resident Page. ^*

10. Review Resident Home page cards & ability to alter order and for additional cards. ^*

11. Review the Admission process, Admission Assessments, & ongoing assessments. Complete Clinical Risk Matrix. ^*

12. Go to the Adverse Reaction link and add an allergy with a Manifestation and a sensitivity. ^*

13. Add a diagnosis into the Health Management Assessment, checking that it appears on the Residents Home page. ^*

14. Review Falls & Safety Assessment – Falls Risk Assessment Tool - Auto Scoring. Open the Functional Assessment- enter or change resident assistance required for transfers, check the Mobility Card on Your Residents Home page. ^*

15. Review Progress Notes/ create alert for progress notes. ^*

16. Review placing resident on leave/return from leave & discharge. ^*

17. Review Wound / Skin Management Plan, Wound label, & View Report.
Unresolved Wound report filter by ‘date next dressing). ^*

18. Access Overdue Care Evaluations. Care Evaluation Summary - Use dropdown to locate assessments. Complete 3 sections - Save in progress. Complete Case Conference – Reset Alert Date. ^*

19. Review Alerts, Edit Person Settings, and Edit Profile links. ^*

20. Review Goals of Care. Create goals of care for three different domains for your resident. ^*

21. List Reports – Clinical Risk Register Allergies & Sensitivities, Diabetes Detail –Sort by Room ^*

22. Create a Task for a resident. Add Event Category. Review tasks via pending events, calendar and resident Home Page. Complete & close task. ^*

23. Use " Ctrl F " to navigate the Detailed Care Plan for Goals of Care created earlier. ^*

24. Open the NMQIP Collection Form, complete the QOL Survey for your resident. ^*