Open topic with navigation

Discharges/Returns Grid

Make the following menu selections to display the grid:

Leasing—Discharge/Return

Use this page to manage resident discharges and returns for properties that use the Assisted Living functionality. The grid shows residents suitable for Discharge or Return.

Note Note

The name of the Unit, Resident, and Resident status column headings is based on the Unit and Resident Long Name value in the Property Names category for property policies associated with the current Property. For example, if the value for Unit is "Bed," then Bed would display instead of Unit.

ClosedGrid Fields

NoteNote

You can filter a column using the filter button.

Building

The building identification that appears on lists and in reports. Click the column title to sort the list by building.

Unit

The unit identification that appears on lists and in reports. Click the column title to sort the list by unit.

Physical Unit

The Physical Unit that the unit is located in. This column appears if the property policy, Track Physical Units is turned on.

Resident

The resident name that appears on lists and in reports. Click the column title to sort the list by resident name.

Resident Status

The resident status that appears on lists and in reports: Current, On-Notice, and Transfer, based on status for the log in date. Click the column title to sort the list by resident status.

Discharge

The most recent discharge date and time for the resident, if the resident has been discharged from the unit.

Expected Return

The most recent date and time of return for the resident, if the resident has been discharged and then has returned to the unit.

Reason

The most recent discharge reason, if the resident has been discharged.

Discharge

Click the icon to add a new discharge record for the resident. The Add Discharge page opens. Refer to the Add Discharge Fields list for more information.

Return

Click the icon to add a new return record for the resident. The Add Return page opens. Refer to the Add Return Fields list for more information.

History

Click the link to view, edit or delete existing resident discharges and returns. Refer to the History Fields list for more information.

ClosedAdd Discharge Fields

Resident

The display-only resident name.

Resident Status

The display-only resident status.

Date

The editable date of the discharge. The current date at 12:00 AM appears in the field by default. To change the date/time, use the calendar button Calendar button and time button time button .

Expected return

The expected return date and time for the resident. The field is blank by default. To enter or change the date/time, use the calendar button Calendar button and time button time button .

Reason

The Discharge Reason for the resident. The field is blank by default. To enter a discharge reason, click on the drop-down arrow and select a reason.

Save

Click the button to save changes.

ClosedAdd Return Fields

Resident

The display-only resident name.

Resident Status

The display-only resident status.

Date

The editable date of the discharge. The current date at 12:00 am appears in the field by default. To change the date/time, use the calendar button Calendar button and time button time button .

Expected return

The expected return date and time for the resident. The field is blank by default. To enter or change the date/time, use the calendar button Calendar button and time button time button .

Reason

The Discharge Reason for the resident. The field is blank by default. To enter a discharge reason, click on the drop-down arrow and select a reason.

Save

Click the button to save changes.

ClosedHistory Fields

NoteNote

If the resident has not been discharged, the history grid will be blank.

Date

The date of the discharge or return.

Action

The action: Discharge or Return.

Expected Return Date

The date the resident is expected to return from Discharge. To add an Expected Return Date, click in the field and use the calendar button Calendar button and time button time button to add/edit a date/time.

Reason

The reason that the resident was discharged/returned. To change the reason, click in the field and then click on the arrow that appears to select another reason.

Delete Delete icon

Click the delete button to delete the line, which removes the history from the grid.

Save

Click the button to save changes.

Reset

Click the button and unsaved changes are discarded.

 

ClosedTo Add a Discharge

  1. From the eSite menu, select Leasing—Discharge/Return.
  2. From the Discharges/Returns grid, click the Discharge  button.
  3. Use the Add Discharge Fields list to complete the Discharge.
  4. Click Save. You are returned to the grid.

ClosedTo ClosedAdd a Return

  1. From the eSite menu, select Leasing—Discharge/Return.
  2. From the Discharges/Returns grid, click the Discharge Return button  button.
  3. Use the Add Return Fields list to complete the return.
  4. Click Save. You are returned to the grid.

Follow these steps  to add a new Physical Unit to eSite.

  1. From the eSite menu, select Setup—Property—Physical Units..
  2. From the Physical Units grid, click Add Physical Unit.
  3. In the  Physical Unit field, type the identifier for the Physical Unit and then press the Tab key.
  4. Click on the drop-down arrow that appears in the Building field, select the Building ID for the Physical Unit, and then press the Tab key.
  5. Use the arrows that appear in the Unit Count field to select the number of Units contained in the Physical Unit and then press the Enterkey.
  6. Click Save. You are returned to the grid.

Note Note

Refer to Setup Steps and Setup Sequence in the Policies and Setup Guide for more information about initial setup of property policies.

ClosedTo View/Edit History

  1. From the eSite menu, select Leasing—Discharge/Return.
  2. Locate a resident on the grid and then click the History link.
  3. View the History or use the History Fields list to edit the History.
  4. Click Save to save your changes or Reset to discard your changes.

ClosedTo Delete a Discharge/Return

  1. From the eSite menu, select Leasing—Discharge/Return.
  2. From the Discharges/Returns grid, click the History link for the resident with the Discharge or Return you want to delete.
  3. Select a button:
    * Click Save to permanently delete the Discharge/Return from the grid.
    * Click Reset to re-display the line; it is not deleted.

ClosedTo View All Residents

By default the Resident status grid is filtered to show only residents with the status Current, On-Notice, and Transfer. To view residents with other statuses, follow these instructions.

  1. From the eSite menu, select Leasing—Discharge/Return.
  2. From the Resident Status column, click the Filter button. The Filter pop-up form opens.
  3. Click the Clear button. The grid refreshes and shows all residents of all statuses.
  4. Click on the History link to view history, if desired. You cannot Discharge or Return a resident with a status other than Current, On-Notice, or Transfer.

Note Note

To restore the grid to the default and show only residents with Current, On-Notice, or Transfer, status, go off the grid by selecting another menu item, a History link, or any Discharge or Return button.

 

ClosedEffect of Property Policies

The property policy, Track Occupant Days by Occupant must be selected to work with discharges and returns.

The property policy, Track Physical Units must be turned on for the Physical Unit column to appear in the grid.

See Also

Discharge Reasons Setup

Assisted Living Overview

Effect of Names on Names Tab