Breadcrumbs

Pre-Admission Filters & Patient List

Tutorial

Screen Navigation

  • Navigate to the Pre-Admissions screen by selecting the following menu option:

image-20240820-155139.png

  • Using the Status, Region, and/or Facilities filters will determine what patients will be displayed on the Patient list.

    • Status

      • Active - Referrals that are currently being worked

      • Converted - Referrals that have been admitted

      • Closed - Referrals that did not admit

      • All - All referrals (active, converted, and closed)

    • Region - Region of the SNF (Skilled Nursing Facility) you would like to view. Only available if Regions have been set up.

    • Facilities - Select any combination of individual facilities or All

  • image-20260514-144727.png

    Remember to select the Refresh button (shown above) after changing your filters.

  • The Search field in the right-hand corner will allow you to search a variety of fields based on the entered text such as name and MRN.

  • The blue icon will Clear Filters.

Top Right Icons

image-20250516-194507.png

Generate Documents

  • The Additional Documents icon to the right of the Search field produces a drop down menu including the following options:

    • Print Pre-Admission Information

    • Print Cost Out

    • Print Pre-Admission & Cost Out

Settings

  • The Settings icon to the right of the Search field produces a drop down menu including the following options:

    • PDPM Grouper

    • HIPPS Calculations

    • Print PDPM Details

Layout

  • The Layout icon to the right of the field produces a drop down menu including the following options:

    • Expand All Selections - opens all tiles on the screen

    • Collapse All Selections - closes all tiles on the screen

    • Configure - select which tiles display on the screen

fa24d831-65da-444c-b5e3-c85402ba44e7.png

  • Save Current Layout As - allows users to save the tiles on the in a specific configuration

    • Load Layout - select a role to configure the screen to that user type

    • Remove Layout from List - remove a specific layout from Load Layout option

image-20260519-203910.png

Patient List

  • Patient List is displayed in the order the referral was entered and shows the referral’s Name, Date of Birth (DOB), Expected Admit Date, and MCM ID.

  • Users can also Sort by Date ascending or descending.

  • Users can search for a specific referral using the Search bar at the top right of the screen.

  • Use the Column Slider to hide the Patient list from the screen.

  • image-20260514-144948.png

    The image below displays the screen with the Patient list hidden.

    image-20260514-145142.png