I see a lot of residents at a residential aged care facility. How should I organise my notes on Everbility?

How to organise your notes on Everbility for a Residential Aged Care Facility or Community Facility

Add the Facility as a Client

In Everbility, clients can be individuals or organisations you work with, such as residential aged care or community facilities.

If you work for a facility, such as a residential aged care facility or a community centre, you can add each facility as a client in Everbility.

Add Separate Notes for Each Resident/Client

Under each facility client, you can add separate notes for each resident or client in the facility. These notes will contain specific information about each individual.

Generate Documents for a Resident/Client

When you need to generate a document for a resident or client, go to Writer and:

• Select the facility as the client.
• Choose the template you want to use for the document (e.g., care plans, progress reports, assessments).
• Select the note for the resident/client that contains all the relevant information.
• Click on the Generate button (click the star icon and select Generate document).

Managing Multiple Notes for a Resident/Client

If you have multiple notes for a particular resident or client (e.g., different assessments, care updates, or health reviews), ensure each note includes the resident’s/client’s name.

In Writer, you can filter your notes by typing in the resident’s/client’s name.

Select the tick boxes next to the notes you wish to include in the document.