Fix Resident Data Not Carrying Over in Assessments and Care Plans

Complete the resident profile to prefill data to the Assesment or Care Plan, use Prefill Data to carry over that data

FAQ: My resident data is not populating from the their profile, also, when I create a care plan, the data is not carrying over from the assessment.

  1. Understanding the Update

    • The care plan and assessment features now utilize the form builder module as their foundation.
    • Different states (e.g., Arizona, California, Washington, Oregon) may see slightly different versions due to state-specific requirements.
  2. Checking the Version of Your Care Plan or Assessment

    • Open a care plan or assessment and click “View” to see the title and confirm the version.
    • Older assessments can still carry data over to new assessments by using the “Pre-fill data from a previous submission” option.
  3. Creating a New Assessment

    • If you receive a message stating the care plan wasn’t finalized, you can still create a new assessment.
    • Check the box for “Pre-fill data from a previous submission” to carry over information from the resident's profile or an old assessment.
  4. Transferring Data to New Assessments

    • The system takes data such as the title and profile information from the old assessment and applies it to the new one.
    • Scroll through the resident face sheet to ensure the resident’s data has been transferred correctly.
  5. Finalizing a Care Plan or Assessment

    • When finalizing a care plan, ensure all required fields (marked with a star) are filled out.
    • If there are errors, the system will display instructions in red indicating what needs to be corrected.
    • Save changes, return to the actions menu, and finalize the care plan.
  6. Creating Multiple Versions

    • You can create a new care plan while retaining the old version for reference.
    • Data from the resident’s profile will also transfer to the new care plan.
  7. Getting Additional Help

    • For further assistance, click the help button in the bottom-right corner to schedule a Zoom session for guidance.


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