Updating Resident Assessments and Service Plans

Updating an assessment or service plan is very similar to updating any other compliance item in ALIS.

1. From the Dashboard click on “Residents”
2. Click on the name of the resident for which you would like to update an assessment or service plan
3. Scroll down the page until you see the “Assessments and Service Plans” section
4. Depending on what you want to update, click on either “Assessments” or “Service Plan” – for this example we will use the Assessments, but updating the Service Plan involves the same steps.
5. At this point you have a few options for updating the assessment

Scenario 1 – Filling in the Assessment or Service Plan fully Online (E-Signature)

1. Click on the “Fill-Online” button
2. The document will open in the ALIS PDF Viewer. Fill out the assessment in the browser.
3. If you need to complete the assessment at a later time, select the “Save” button at the top of the document. This will keep the window open for you to come back to
4. If you have completed the assessment select the “Close” button at the top of the document. This will give you a prompt to save the changes you have made and exit the document
5. The PDF window will close and the document will update on screen like the following:
6. The document will not be put in an “Edit in-progress” mode. This will allow you to go back to the document to make any edits necessary (including getting multiple signatures)
7. If you have completed the form, update the expiration date as needed and select “Complete
8. If you need to continue to make edits, you can leave the assessment in the “Edit in-progress” mode and continue to do other work in ALIS
9. If you made a mistake, you can select the “Cancel” button to delete the edits you made to the document

Scenario 2 – Filling in an Assessment or Service Plan that Needs a Paper Signature (filled in completely by hand)

1. For the assessment or service plan select the “Options” button and “Pre-populated Template” or “Blank Template” (Pre-populated will try to pull as much information for the resident in ALIS. The blank is a completely blank template)
2. The document will open in Chrome PDF Viewer. Hover over the top of the document and the print icon will display
3. Select the print icon and print the document
4. Fill out the document by hand. Once it is complete, scan the document and save it as a file on your computer
5. Now go back to ALIS and select “Choose File” for the document you would like to upload
6. You will be prompted to select the file from your computer and click “Open”
7. The document will be in a “Pending” state where you can set the expiration date
8. Then select “Complete” to finish the upload