Adding a Supply Request

Adding a Supply Request

Adding a supply request from a Daily Snapshot

1. Open a resident profile, then click Add Snapshot.
2. In the snapshot, locate the care categories (e.g., Dressing, Grooming, Showering, Bathing, Toileting) where supplies can be added.
3. Click Supplies for the relevant category.
4. Select the needed supply item(s), then click Done to add them to the supply request automatically.
5. Submit the assessment to finalize the supply request.
6. If an assessment is already submitted and you realize a different supply is needed, go to Supply Request instead of starting a new daily snapshot.
7. (Optional) Filter requests by Status, Office, Date, and Time.
8. Click Add Request.
9. Search for the resident you want to create the request for.
10. Select the resident from the search results.
11. Choose the supply/request item needed.
12. Add any extra notes if needed.
13. Verify where the request will be routed (typically to a resident contact if one is associated; otherwise to leadership).
14. Click Submit to place the request in the system.