Editing & deleting a one-to-one care record from a resident profile

Modified on Mon, 9 Jun at 8:11 AM

3 minute read

One-to-one care records can be edited or deleted from a resident profile as long as the one-to-one care has not been marked as Complete. This is useful if a one-to-one care record was added in error or associated incorrectly with a resident.

Editing a one-to-one care record

You can edit a one-to-one care record in one of two ways:

Option 1: via the resident profile

Navigate to the Resident Profile.
Go to the Billing tab.
Select the one-to-one care tab.
Locate the one-to-one care record you want to edit, click the three-dot menu and select edit
Make the relevant changes and click Save Changes

Option 2: via the one-to-one care table

Navigate to the Invoices & Accounts dashboard
Select the relevant location
Select the View One-to-One tile
Locate the one-to-one care record you want to edit, click the three-dot menu and select edit
Make the relevant changes and click Save Changes

Deleting a one-to-one care record

You can delete a one-to-one care record in one of two ways:

Option 1: via the resident profile

Navigate to the Resident Profile.
Go to the Billing tab.
Select the one-to-one care tab.
Locate the one-to-one care record you want to delete, click the three-dot menu and select delete
Confirm you want to delete the one-to-one care by clicking “Yes, proceed”

Option 2: via the billable extras table

Navigate to the Invoices & Accounts dashboard
Select the relevant location
Select the View One-to-One tile
Locate the one-to-one care record you want to delete, click the three-dot menu and select delete
Confirm you want to delete the one-to-one care record by clicking “Yes, proceed”