Overview
The Resident Lookup feature allows you to quickly search for and access detailed resident information directly from your mobile device. View demographics, medical information, medications, contacts, and notes—all in one place without returning to a desktop.Key Benefit: Access complete resident profiles on the floor, including medications, allergies, diagnoses, and emergency contacts.
Who Can Use This Feature
Resident Lookup is available to facility staff who have:Edit capabilities within resident profiles require additional permissions. Contact your administrator if you need to modify resident information.
Quick Start
Find and view a resident profile in under 30 seconds:1
Open Residents Tab
Tap the Residents icon in the bottom navigation bar
2
Search for Resident
Tap the search icon and type the resident’s name
3
Select Resident
Tap on the resident’s name from the search results
4
View Profile
Browse through the collapsible sections to find the information you need
Resident List Screen
Screen Layout
When you open the Residents tab, you’ll see:| Element | Description |
|---|---|
| Header | ”Resident List” title with search icon |
| Search Bar | Appears when search icon is tapped |
| Resident Cards | List of all residents with key info |
| Infinite Scroll | More residents load as you scroll down |
Resident Card Information
Each resident card displays:Profile Photo
Resident’s photo or default avatar
Full Name
First and last name
Demographics
Gender | Age | Wing - Room
Medication Count
Number of active medications (badge)
Searching for Residents
The search feature includes smart functionality:- Real-time search - Results update as you type
- Debounced input - Waits 500ms after you stop typing to search
- Partial matching - Find residents by partial name
- Clear button - Quickly clear search and show all residents
Resident Profile Screen
Tapping on a resident opens their detailed profile with collapsible sections.Profile Header
The top of the profile displays:| Element | Description |
|---|---|
| Profile Photo | Large photo (tap to view/change if permitted) |
| Status Indicator | Green dot = Active, Red dot = Inactive |
| Full Name | Resident’s complete name |
| DOB & Location | Date of birth and current wing/room |
Quick Action Buttons
Below the header, you’ll find quick action buttons:Notes
View and add resident notes
Print demographics, medications, or interventions
Chat
Start AI-assisted chat about this resident
Profile Sections
Personal Info
View and edit (if permitted) basic resident information:| Field | Description |
|---|---|
| DOB | Date of birth |
| Gender | Male/Female/Other |
| Contact email address | |
| Phone Number | Primary phone number |
| SSN | Social Security Number (if available) |
| Religious Preference | Religious affiliation |
| Resident Type | Classification type |
Contacts
View emergency contacts and family members:| Field | Description |
|---|---|
| Contact Name | Name and relationship to resident |
| Address | Contact’s address |
| Contact’s email | |
| Phone Number | Contact’s phone |
| POA Badge | Green badge indicates Power of Attorney |
Medical Information
Critical clinical information:| Field | Description |
|---|---|
| MR Number | Medical Record number |
| Diet | Dietary restrictions/preferences |
| Allergies | List of known allergies |
| Primary Diagnosis | Main medical conditions (ICD codes) |
| Secondary Diagnosis | Additional diagnoses |
| Resuscitation Status | DNR/Full Code status |
| Infectious Disease | Contagious conditions |
| Medical Types | Dementia, Mild Cognitive Impairment |
| Preferred Hospital | Hospital preference for emergencies |
| Prescriber Info | Name, phone, email of prescriber |
| Specific Instructions | Special care instructions |
Places of Service
Current and historical facility assignments:| Field | Description |
|---|---|
| Facility Name | Current facility |
| Wing | Assigned wing/unit |
| Room | Room number |
| From Date | Admission date |
| To Date | ”Present” if currently admitted |
| Admission Status | Active, OffCampus, etc. |
| Off-Campus Details | Reason, leaving/return dates (if applicable) |
Medications
Complete medication list organized by type:Routine Medications
Routine Medications
Scheduled medications administered at regular intervals. Displayed with:
- Status indicator (green = active, red = discontinued, orange = on hold)
- Medication name
- Special instructions (italicized)
- Last administration date/time
PRN Medications
PRN Medications
As-needed medications. Same display format as routine, but grouped separately for quick identification.
Medication Actions
Tap the three-dot menu on any medication for options:| Action | Description |
|---|---|
| Medication Monograph | View detailed drug information |
| Edit Medication | Modify medication details |
| Show Images | View attached prescription images |
| Activity Log | See administration history |
| Delete Medication | Remove from resident’s profile |
Available actions depend on your permissions. Some options may not appear if you lack the required access level.
Resident Notes
Access notes by tapping the Notes quick action button.Notes Screen Features
| Feature | Description |
|---|---|
| Date Selector | Filter notes by date |
| Note Cards | Display category, date, content, creator |
| Attachments | View attached documents |
| Add Button | Floating button to create new note |
Creating a Note
1
Tap Add Button
Tap the green + floating action button
2
Select Note Type
Choose the category for your note
3
Enter Description
Type the note content
4
Attach Documents
Optionally attach files or images
5
Save
Tap Save to create the note
Note Actions
Each note card has action buttons:- Edit - Modify the note content
- Delete - Remove the note (with confirmation)
Profile Photo Management
Viewing Photos
Tap on a resident’s profile photo to:- View the full-size image
- Access edit options (if permitted)
Changing Photos
If you have edit permissions:1
Tap Profile Photo
Tap the photo in the profile header
2
Choose Source
Select Camera to take a new photo or Upload Picture to choose from gallery
3
Confirm Upload
The photo uploads automatically and updates the profile
Print Options
Access print functionality from the quick actions menu:Demographics
Print resident demographics sheet
Medications
Print medication list (MAR)
Interventions
Print custom interventions list
Permissions Reference
| Feature | Required Permission |
|---|---|
| View residents | Resident Management - View |
| Edit demographics | Resident Management - Edit Demographics |
| Add medications | Medication Management - Add Prescription |
| Edit medications | Medication Management - Add Prescription |
| Delete medications | Medication Management - Delete Prescription |
| View medication monograph | Medication Management - Medication Monograph |
| View medication images | Medication Management - Show Images |
FAQ
Why can't I find a resident in search?
Why can't I find a resident in search?
- Ensure you’re spelling the name correctly
- Try searching by first name only, then last name
- The resident may be at a different facility
- The resident may be inactive/discharged
Why can't I edit resident information?
Why can't I edit resident information?
You need Edit Demographics permission. Contact your administrator to request access.
Why don't I see the medication monograph option?
Why don't I see the medication monograph option?
Medication monograph access requires a specific permission. This is typically granted to clinical staff only.
How do I update a resident's room assignment?
How do I update a resident's room assignment?
Tap the edit icon on the Places of Service section. Update the wing and room fields, then save.
Can I see medication administration history?
Can I see medication administration history?
Yes! Tap the three-dot menu on any medication and select Activity Log to see the complete administration history.
What does the POA badge mean?
What does the POA badge mean?
The POA (Power of Attorney) badge indicates that contact has legal authority to make healthcare decisions for the resident.
Troubleshooting
Resident list not loading
Resident list not loading
Cause: Network connectivity issue or server timeout.Solution:
- Check your internet connection
- Pull down to refresh the list
- Close and reopen the app
- Log out and log back in
Profile photo not uploading
Profile photo not uploading
Cause: File too large or unsupported format.Solution:
- Use JPEG or PNG format
- Ensure file is under 5MB
- Try taking a new photo with the camera option
Search results empty
Search results empty
Cause: No matching residents or search term too specific.Solution:
- Try a shorter search term
- Search by first name only
- Clear search and browse manually
Medications section shows 'Failed to load'
Medications section shows 'Failed to load'
Cause: Network error or permission issue.Solution:
- Pull down to refresh
- Check your internet connection
- Verify you have medication view permissions
Cannot delete a note
Cannot delete a note
Cause: You may not have permission or the note was created by another user.Solution: Contact your administrator if you need to delete notes created by others.