Creating and Editing Resident Accounts in the Dashboard | Scribe

    Creating and Editing Resident Accounts in the Dashboard

    Before Getting Started: Are You Using An Integration?

    information ordinal icon
    **Did You Know?** Accushield has the ability to synchronize resident roster data between your resident health platform and Accushield. We partner with Yardi, Vitals, Matrixcare, PCC, ALIS and more! We call this synchronization an integration and it's **the best way** to maintain your resident roster. It saves you time, effort and ensures your roster is as accurate as possible. Interested in establishing an integration? Reach out to [email protected].
    1
    If your community IS utilizing an integration to bring over resident data, you will NOT want to follow this guide. You'll want to avoid making manual updates, edits or additions to the Accushield Dashboard. All resident data should flow from your EHR Software. If your community is not utilizing an integration, you can follow this guide:

    Uploading & Updating Staff In the Dashboard

    2
    Navigate to [https://dashboard.accushield.com](https://dashboard.accushield.com/landing)
    3
    Click "Accounts" and choose "Resident" from the dropdown.
    4
    Click "Upload"
    5
    Accushield provides a formatted CSV template you can paste your staff information into. To download that, click the blue "here" & follow the instructions on the popup for filling in your template.
    6
    Once the file is ready, click "Upload CSV file," choose your file and click "Upload" If there are any issues with your file, you may see a red banner appear that specifies which rows/columns our system couldn't accept.
    7
    To upload a single resident, click "Add"
    8
    Fill in as many fields are you'd like. The required and recommended fields include: First & Last Name, Phone, Care Type & Room Number.
    9
    "Do Not Display" is a field you can enable which would eliminate the resident’s name from appearing in the kiosk entirely - making it impossible for a kiosk user to even view their name in the search field.
    10
    You can enter care notes or other necessary information in the "Notes" area.
    11
    The "Contacts" tab at the top of a residents profile contains information about existing contacts for the Resident. Contact information provided includes: First name, last name, phone number, home address, relationship to the resident (e.g., spouse, brother, sister) and contact type (e.g., financial responsible party, primary contact, legal guardian). These fields are only available with our PointClickCare and MatrixCare integrations at this time.
    12
    Once you're done making your updates, click "Save"
    13
    To edit an existing residents profile, simply click on their name & then "Edit" from the profile popup that appears.
    14
    The "Status" field should be toggled from "Active" to "Inactive" if this resident is no longer at your community.
    15
    Accushield provides Permanent QR codes, which when downloaded & shared with the residents, will allow for quick sign-in. Download the QR Code by clicking the "Download QR" option. [Learn more here.](https://accushield.my.site.com/support/s/article/Permanent-QR-Codes)
    16
    "Do Not Disturb" is a field you can enable for a resident if they are not accepting visitors for a period of time. When a kiosk user searches for a resident that has "Do Not Disturb" turned on, and they click that resident’s name, a popup will appear telling them that the resident is not available.
    17
    If you want to narrow your view, you can apply filters by clicking the "Filter" button and filtering by Status or Building.