Reading the ALIS generated Facesheet

What is the ALIS generated Facesheet?

The ALIS generated Facesheet provides a quick overview of Residents in your community. The Facesheet includes identification information for the Resident, medical and insurance information, contact details, and other pertinent information. The ALIS generated Facesheet is useful for clinical staff who need quick and easy access to Resident information. Any updates to the Resident profile will be reflected in the ALIS generated Facesheet, to ensure you always have the most current details on your Residents.

Where can I download ALIS generated Facesheets for Residents?

Resident Profile: You can pull Facesheets for all Resident profiles, including Applicants and Residents who are no longer active in your Community. You can also include Facesheets in the ALIS generated Emergency Packet, if you’ve enabled it in the Emergency Packet Configuration section of Resident Settings.

All Residents page: You can print Facesheets in bulk for all Current Residents in your Community. This does not include Applicant or Residents who have either Moved or Transferred Out.

Components of the Facesheet:

Resident Snapshot: 

  1. Personal Information: The DOB, SSN, Gender, Marital Status, and Religion information all comes from the Basic Information section of the Resident profile. Age is calculated automatically from the DOB. The Resident photo will always be the most recently uploaded photo on the Resident’s profile.
  2. In Community Information: Care Type and Veteran ID come from the Product Type and Veteran # fields, respectively, in the Basic Information section of the Resident profile. Arrival Date, Room #, and Phone # come from Move In & Community Information. The Phone # on the Facesheet is the Room Phone Number field in that section.
  3. Badges: We show badges on a Resident’s profile and their ALIS generated Facesheet for Advanced Directives, Oxygen, Home Health, and Hospice. Any configuration of the Advanced Directives field in the Basic Information section of the Resident profile will display as a badge. If no Advanced Directive is chosen, “N/A” will display. If Oxygen has been selected as an Additional Assistive / Adaptive Device in the Health Profile section, an Oxygen badge will display. If a Resident has any Contacts with Home Health and/or Hospice Contact Types, the Home Health and Hospice badge(s) will display.

Medical Information: All of this information comes from the Diagnoses, Diet & Allergies section of the Health Profile section of the Resident profile.

Community Snapshot: All of this information comes from the Community profile, including the community logo.

Insurance: Insurance information comes from the section of the same name on the Resident profile. There are up to 5 slots for Insurance to display on the Facesheet: Primary, Secondary, Prescription, Medicare, and Medicaid Insurance. If a Resident has no Insurance information saved, then nothing will display. Insurance records are pulled into the Facesheet based on type, priority, and quantity. If a Resident has multiple Insurance records for a given type (ex. Prescription), the record which was marked as Primary will be the record to display on the Facesheet. If no primary tag is set for multiple Insurance records of a given type, then the most recently added/updated record will display.

Note on miscellaneous Type Insurance records: Dental, Vision, Disability, Life, Long-Term, and Other Insurance records do not pull into the ALIS generated Facesheet.

  1. Primary: Whichever Medical Type Insurance record is marked as Primary
  2. Secondary: Medical Type Insurance not marked as Primary. If non-Primary Medical Types have “Medicare” or “Medicaid” in the name, they will display in separate sections (see below)
  3. Prescription: Prescription Type Insurance
  4. Medicare: Medical Type Insurance with “medicare” somewhere in the Insurance Name
  5. Medicaid: Medical Type Insurance with “medicaid” somewhere in the Insurance Name

Contacts: Like Insurance, Contacts on the ALIS generated Facesheet also pull in with some caveats. You can adjust a Contact profile to have certain tags and priorities that determine whether they will appear on the Facesheet.  Contacts pull into the Facesheet based on priority, type, and quantity.

  1. Priority: Priority is set in the Personal Information section of the Contact profile, and defaults to “1st” when adding a new Contact. Setting a priority will allow you to determine which Contacts with similar tags and Contact Types will appear on the Facesheet. Insurance, Emergency, and Medical Contacts all display their 1st and 2nd Priority Contacts, if both exist for a Resident. All other Contacts will pull in their 1st Priority Contact.
  2. Type: Certain Contact Types will trigger certain features on the Facesheet. The Hospice and Home Health Contact Types will both put “Hospice”/”Home Health” badges at the top of the Facesheet, respectively and will trigger the Hospice/Home Health Contact(s) to display in the Medical Contacts section.
  3. Quantity: If you have multiple Contacts with the same Contact Type and Priority, your most recently added Contact will be the one to display. For example, if you have two Pharmacy Contacts with 1st Priority, the Contact you added most recently will display on the Facesheet.

Nearly all information filled out in a Contact’s profile will display in the Facesheet, with the exception of Notes and Alternate Email Addresses. There are two main sections and one optional section for Contacts, which are detailed below:

  1. Contacts: Emergency, Durable Power of Attorney, Power of Attorney, Health Care Proxy, Legal Guardian, Financially Responsible, Funeral Home, and Church Contacts display in this section. Most of these Contacts pull into the Facesheet based on whether they have the appropriate Additional Information box checked in their Contact Profile. You can have up to two Emergency Contacts, set up to be 1st and 2nd Priority. The Default Financially Responsible party will display on the Facesheet. By default, this is the Resident until a Contact has both Financially Responsible AND Default Financially Responsible checkboxes checked in the Payer Information section of their profile. Funeral Home and Church are Contact Types, rather than checkboxes in Additional Information, which you can select when adding a Contact.

  2. Medical: Medical, Hospital, Pharmacy, Home Health, and Hospice Contacts display in this section. Medical Contacts are set by checking the Medical Contact box in the Additional Information section of the Contact profile. You can have up to two Medical Contacts, set up to be 1st and 2nd Priority. The other Medical Contacts are set by using the corresponding Contact Types when adding a Contact in ALIS.
  3. Other Contacts: This is where all other Contacts will display that have been added to a Resident’s profile, which do not qualify to pull into the Contacts and Medical sections. By default, we do not pull in all Contacts to a Resident’s ALIS generated Facesheet. To pull all of a Resident’s Contacts into the ALIS generated Facesheet, update your community’s Resident Settings. Setting the Facesheet to display all Resident Contacts will group any Contacts which do not qualify for the first two sections into this third Other Contacts group at the bottom of the Facesheet.

Things to keep in mind:

You can always use your own Facesheet in ALIS, if your community has a format that you prefer. Simply upload your Facesheet in Resident Settings for your community. Tag your Facesheet Compliance Item as Emergency, and then you can also pull your custom Facesheet into the Emergency Packet.

When you are working in the Contacts and Insurance sections of a Resident’s profile in ALIS, you can always click the “Missing from Facesheet?” text in the top right corner, and you will be directed to this guide in a new tab!

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