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Managing nursing home patients

Once you have created your nursing home, you will need to add your patients. Once patients are assigned to a nursing home, you can edit their Wing and Room numbers from the MDS Manager, and if your patients leave the nursing home, you can remove them.

Adding patients into nursing homes​

Patients are added to nursing homes from the MDS Manager or their patient details form. Once a patient has been added, a Nursing Home section and MDS tab will display in their patient record.

Adding a patient into a nursing home from the MDS Manager​

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  1. To begin, open the MDS Manager by selecting MDS Manager from the left-nav.
  2. Use the Nursing Home dropdown to select the home you wish to add your patient to.
Note

By default, the last viewed nursing home will be displayed in the MDS Manager and the last five homes accessed will be displayed in the dropdown. If required, use the Nursing Home dropdown and select the Select Home... menu item from the dropdown to view all nursing homes assigned to your branch.

MDS Manager

  1. Select the [Add Patient - F2] button. The Select Patient window displays.
  2. Use the search field to search for the patient you wish to add to the nursing home.

Select Patient

  1. Highlight the patient from the search results and select the [Select - F10] button.
  2. The patient's details open in a new window. Enter a Wing and/or Room number if necessary.

Patient MDS details

  1. Select the [Save - F10] button. You're returned to the MDS Manager where your patient is now displayed in the Patient table.

MDS Manager patient added

Adding a patient into a nursing home from their patient details form​

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  1. To begin, from any module within Apotec CRM, type the patient's surname into the Search bar and press [Enter] on the keyboard.

Patient preview

  1. Highlight the patient from the search results and then select the [View Patient - F3] button to open the full patient record.
  2. Select any of the [...] buttons found within the Patient Details, Contact Details, Prescribing Organisation or Notes sections to open the patient details form.
  3. Select the Nursing Home tab.

Patient details form Nursing Home

  1. Select the Nursing Home dropdown menu and the Select Home... menu item. The Select Nursing Home window displays.

Patient details form Nursing Home

  1. Toggle the Show Org switch to Yes. All nursing homes assigned to your branch are displayed.

Nursing Homes Displayed

  1. Locate and highlight the nursing home to which you are adding the patient, then select the [Select - F10] button.

Nursing Home Highlighted

  1. Check that the details are correct and amend them if required then select the [Save - F10] button. You're returned to the patient's CRM where the Nursing Home section and MDS tab now display.

Patient details form Nursing Home

Editing patient's nursing home details​

Once patients are assigned to a nursing home, you can edit their Wing and Room number from the MDS Manager and their patient details form.

Editing a patient's nursing home details from the MDS Manager​

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  1. To begin, open the MDS Manager by selecting MDS Manager from the left-nav.
  2. Use the Nursing Home dropdown to select the home that contains the patient you wish to edit.
Note

By default, the last viewed nursing home will be displayed in the MDS Manager and the last five homes accessed will be displayed in the dropdown. If required, use the Nursing Home dropdown and select the Select Home... menu item from the dropdown to view all nursing homes assigned to your branch.

  1. Locate the patient to edit in the Patient table and select the Edit icon found in the Actions column. The patient's MDS details displays.

Edit Patient MDS Details

  1. Edit the Wing and/or Room fields as required and select the [Save - F10] button. You're returned to the MDS Manager where your updated Room and Wing details are displayed in the Patient table.

MDS Manager updated

Editing a patient's nursing home details from their patient details form​

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  1. To begin, from any module within Apotec CRM, type the MDS patient's surname into the Search bar and press [Enter] on the keyboard.
  2. Highlight the patient in the list and then select the [View Patient - F3] button to open the full patient record.
  3. Select the [...] button found within the Nursing Home section to open the patient details form on the Nursing Home tab.

Edit Patient Nursing Home Details

  1. Edit the Wing and/or Room fields as required and select the [Save - F10] button. You're returned to the patient's CRM.

Removing patients from nursing homes​

Patients are removed from nursing homes from the MDS Manager or their patient details form. Once a patient has been removed, the Nursing Home section and MDS tab will be removed from their patient record.

Removing a patient from a nursing home from the MDS Manager​

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  1. To begin, open the MDS Manager by selecting MDS Manager from the left-nav.
  2. Use the Nursing Home dropdown to select the home that contains the patient you wish to remove.
Note

By default, the last viewed nursing home will be displayed in the MDS Manager and the last five homes accessed will be displayed in the dropdown. If required, use the Nursing Home dropdown and select the Select Home... menu item from the dropdown to view all nursing homes assigned to your branch.

  1. Locate the patient to remove in the Patient table and select the Delete icon found in the Actions column.

MDS Manager

  1. The Remove Patient prompt displays. Select the [Yes - F10] button to remove your selected patient from the nursing home.

Remove Patient

Removing a patient from a nursing home from their patient details form​

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  1. To begin, from any module within Apotec CRM, type the MDS patient's surname into the Search bar and press [Enter] on the keyboard.
  2. Highlight the patient in the list and then select the [View Patient - F3] button to open the full patient record.
  3. Select the [...] button found within the Nursing Home section to open the patient details form on the Nursing Home tab.
  4. Select the Delete icon found alongside the Nursing Home name.

Edit Patient Nursing Home

  1. The Remove Patient from MDS prompt displays. Select the [Yes - F10] button to remove your selected patient from the nursing home. The details on the Nursing Home tab are cleared.

Edit Patient Nursing Home cleared

  1. Select the [Save - F10] button. You're returned to the patient's CRM where the Nursing Home section and MDS tab have been removed.