We’ve added an option under the Contact Associations menu that can help to identify which resident contacts are approved for a facility visit.
To use the new feature:
- Navigate to ADT and open an Admission Document
- Open the Contacts tab
- Select an existing contact, or create a new one, to open the Manage Client Contact window
- In the Associations menu, the new option “Approved Visitor” is now available
- Check the box to mark the contact as an Approved Visitor
- Save the record
Once all approved visitors have been designated in the ADT, you can view them in a list using e-Reports
To generate a list of Approved Visitors:
- Navigate to e-Reports > ADT > Group > Resident Contacts/Associations
- In the Contact Association parameter menu, select only ‘Approved Visitor’
- Click ‘Run Report’
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