For PointClickCare Users
There are two steps needed to set up communication logs.
1. Create a new Online Documentation Storage Category in PointClickCare
You will need to have “Admin Setup Role (System)” assigned to your profile in PointClickCare to complete this task. In PointClickCare, create a new Documentation Storage Category named “Cliniconex”. This will allow ACM Messenger to upload and store records of each communication to the corresponding resident’s chart. This will only need to be completed at the organization level.
Note: Ensure no other options other than Admin and Clinical are checked.
For Single Facility Organizations:
- Click on the Admin tab
- Under the Other column, click on Setup
- Click on Online Documentation Storage Categories
- Click New
- In the Description box, enter Cliniconex
- Ensure Admin and Clinical are checked (no other option)
- Click Save
For Multi-facility Organizations:
- Click on the EMC tab, Standards, then Financial Management
- Click on Online Documentation Storage Categories
- Click New
- In the Description box, enter Cliniconex
- Ensure Clinical is checked
- Click Save
Note: If Cliniconex is entered at the EMC level it will be listed for all facilities – regardless if they have Cliniconex enabled or not.
2. Enable Online Documentation Storage for each facility in PointClickCare
If some facilities are not currently using the Online Documents Storage functionality within PointClickCare, you will need to enable it. This step will need to be repeated for all facilities that do not currently have Online Documentation Storage enabled in PointClickCare.
From the top right navigation bar, select the facility for which you want to enable document storage.
- Click on the Admin tab
- Under the Other column, click Setup
- Click Online Documentation Storage Configuration
- Under Enable Online Documentation Storage?, click the radio button Yes
- Click Save
- Repeat this process for each facility for which you want to enable Communication Logs
3. Configure Communication Records logging frequency in ACM Messenger
To avoid crowding the Misc. tab of a resident’s chart with a single log of each communication sent; Organizational and Facility Admins can change the frequency at which communications are logged.
- To change the default settings:
- Navigate to Main Menu ☰ > Settings > Communication Records
- Click on the dropdown and choose a frequency:
- Off
- Per communication
- Weekly summary
- Monthly summary
Communication logs will now be created at the desired frequency for your organization or facility.
Note: The default frequency is a weekly summary. Weekly reports are created on Sunday at 1 am. Monthly reports are created on the first day of each month. When a frequency is changed, the record will be created on the next eligible day (eg. weekly summary to a monthly summary, the record is created the first Sunday of the following month).
What’s Next?
Learn more about how to access Accessing Communication Records in Resident Charts here.