Records

This is a feature that is accessible only in the Sekoia Administration within the Residents Menu. It is however available to the entire employee group within the organisation. You will see a tab within the Residents menu which reads Records.

Purpose:

Use cases for this feature should be carefully considered. Our strong recommendation is that most of your processes are already well covered between Plans, Tasks and Forms, so do not resort to using the Records as an alternative for free text entries.  

The intended purpose of the Records is for it to be used as a follow-up/documentation tool for specific events. For example, if an Accident/Incident form had been completed, you are able to find this form in the records, and then Management can record follow-up actions/comment on this. This example (and any other similar in context to this) is the ideal use case scenario for the Records.

Form Entries:

You will see that all Forms completed for a resident will automatically become part of the resident Records, allowing you to make remarks on relevant completed forms. You may use this for management follow-ups and in a way to internally communicate any outcomes/actions resulting from an observation/event that has been recorded. 

Adding Entries:

You can also add new free text entries as a resident record. It will also allow other employees to remark (comment) on these records. You will have to put an internal process in place for this to be checked, as it will not notify employees automatically of a new entry made to the resident records.

Tagging Entries:

You have the ability to tag Record entries to specific Care Plans. 

Filtering/Searching Entries:

You have the ability to filter record entries by Plan or Form type. You also have the ability to 'search for entries' by using the tab the reads the same at the top of the records. You can use keywords to search resident records in this way. 

Deleting Entries:

You are able to delete entries if needed. A record or comment may only be deleted either by the person who has created it or by a System Administrator.