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CareTracker Series

In the CareTracker System, Series Information groups questions and choices together.  An example of a series is:

G1b - Transfer

How well did the resident perform this activity?

Independent
Supervision
Limited Assistance
Extensive Assistance
Total Dependence
Activity did not occur

In this example, the Series description is: "Transfer."

The question asked in this series is "How well did the resident perform this activity?"

The available answers/choices for this question are listed beneath the question.

Series can be scheduled using Schedule Information in CareTracker.  The questions and choices will appear on the Kiosk touch screen. Staff members can easily record ADL's and other observations simply by touching the answers on the Kiosk.

Accessing Series Information

Series Information can be accessed in the Kiosk System by tapping the Change Category/Series/Questions button on the Administration Page.  Only those users with Administrative rights to the program will be able to access this area.  

Series Information Setup

Categories, series and questions are set up using the same layout as staff will see on the kiosk.  After tapping the “Change Category/Series/Questions” button, the Category screen will appear.  Select the Category in which the Series is located, then tap the Series to view or modify the Series information.  Use the Up and Down arrows on the bottom right to view all existing series records.  

Adding Series Information

There is no limit to the number of Series or Categories that can be added to CareTracker.  There is a limit of 10 questions per series.  The number of choices allowed per question depends upon the type of series being created.  For Multiple Choice, type series, six choices are allowed per question.  For Yes/No type series, only Yes or No choices are allowed. ADL type series are pre-established in CareTracker, with standard questions and choices as they appear on the MDS form.

To Add a new Series

  1. Tap on the Change Category/Series/Questions button on the Administration Page of the Kiosk application.
  2. At the Category information screen, tap an existing category to create the Series in or tap Add Category to create a new category.
  3. Tap Add Series to create a new series.
  4. Complete the appropriate information.
    1. Series Title (The title of the series.)
    2. Reference Id - Identifier of a series/question/choice primarily used in reports to specifically feature information on series/question/choice.  If applicable, used to associate with a corresponding section of the MDS.
    3. Question Type (Select ADL style, Multiple Choice, or Checkbox - Yes/No.  This field can only be set once.)
    4. Category (Select the category in which the series will be located from the drop down box.)
    5. List Entry Eligible - Mark this checkbox if this series is to be used in the List Entry feature of the kiosk.
  1. There is a drop down in the series maintenance that has 3 options, they are:

Always display, allow multiple entries - The Default is "Always display, allow multiple entries."   When "Always display, allow multiple entries" is selected, the series will always display on the kiosk, whether it is scheduled or not.  The series will continue to be displayed on the kiosk after the schedule light has been turned off, which will allow additional entries as needed.

Display only when scheduled, allow multiple entries - When a series is set as "Display only when scheduled, allow multiple entries" the series will only show up when it is scheduled.  The user can answer that series as much as they would like.  This feature also applies to List Entry by only allowing the staff member to select the series if it is scheduled for the resident they pick.  If the user has List Entry selected for a series, then pick a resident that doesn't have it scheduled, then it displays a warning message: This Series is not scheduled for this Resident. Please select another Resident.

Display only when scheduled, hide when complete - When a series is set as "Display only when scheduled, hide when complete" the series will only show up when it is scheduled as well as only allow any staff member to document on the series once.  This feature reacts similar to the "Display only when scheduled, allow multiple entries" option by allowing the staff member to select the series if it is scheduled for the resident they pick.. it ignores the fact that it may have been done once for this resident on the series select screen.  If the user attempts to document on the series then it will display a warning message: This Series has already been completed for this Resident.  Please select another Resident.

    1. Order (The order number in which the series will appear on the kiosk)
  1. To add a graphic to the new Series, tap the preview button.  Select a graphic from the available menu and it will be automatically displayed on the preview button.  
  2. Tap OK to save the new series and return to the series screen or tap the Cancel to cancel changes and return to the series screen.
  3. Tap the new series button to proceed to the Question setup page.
  4. To add a new Question, tap Add Question.
  5. Complete the appropriate information.
  1. Question Text (Type in the question to be viewed on the kiosk.)
  2. Type (This is pre-filled under the Series in which the question is being added.)
  3. Reference Id - Identifier of a series/question/choice primarily used in reports to specifically feature information on series/question/choice.  If applicable, used to associate with a corresponding section of the MDS.
  4. Order (The order in which the question will appear on the kiosk.)
  5. Mandatory - Did not occur questions should have the Mandatory check box marked. Example: Behavioral symptoms - If user has certain behaviors selected and then These behaviors did not occur, is selected, then all other choices should be de-selected.   To use this feature, on the Add or Edit a Question window,  you must setup the did not occur question as Mandatory. There can only be 1 mandatory question in a series. On the kiosk, when clicking on the mandatory question, it will de-select any other questions and vice versa.
  6. Range - Add an acceptable low and high numeric range for any free form numeric question.
  1. Use the bottom portion of the Question page to add/setup Choices.
  2. Complete the appropriate information.
    1. Text (Title of the choice.)
    2. Order (The order in which the choice appears on the kiosk.)
    3. Reference Id - Identifier of a series/question/choice primarily used in reports to specifically feature information on series/question/choice.  If applicable, used to associate with a corresponding section of the MDS.
    4. Graph Weight (Assign a graph weight to each choice. Example: "Yes" is assigned a number 1, and "No" remains zero.)
    5. Picture (A picture can be added to ADL style questions.)
    6. A Choice can also jump to a Follow Up Series or to a Follow Up Question.  
  1. Tap the Set Follow Up button next to the choice.
  2. To jump to a series, tap the Set Series button.  Then select the series from the drop-down box.
  3. To jump to a question, tap the Set Question button.  Select the series containing the follow up question and tap Set Series.  Finally select the question from the drop-down box and tap Set Question to return to the setup page.
  1. When the Question is complete, tap OK to save changes and return to the question screen, Cancel to exit, or Delete to remove the question.
  2. Help text to explain the series can be entered by tapping on the red question mark on the series screen.  Right-click the yellow portion of the screen and select Edit Help.  Help text can then be typed in on this screen.  
  3. Help text can also be entered for a question or a choice by tapping the red question mark on the kiosk.  Right-click the yellow portion of the screen and select Edit Help.  Help text can then be typed in on this screen.  Anything typed before the FIRST period will show up on the button.  Anything typed after the first period will show up only when the red question mark is tapped on the kiosk.

Editing Series Information

  1. Logon to the Kiosk application.  
  2. Tap on the Change Category/Series/Questions button on the Administration Page of the Kiosk application.
  3. At the Category information screen, tap an existing category in which the Series is located.
  4. Tap the edit (gears) icon on the existing series to modify the series.
  5. Complete the appropriate information.
  1. Series Title (The title of the series.)
  2. Reference Id - Identifier of a series/question/choice primarily used in reports to specifically feature information on series/question/choice.  If applicable, used to associate with a corresponding section of the MDS.
  3. Question Type (Select ADL style, Multiple Choice, or Checkbox - Yes/No.  This field can only be set once.)
  4. Category (Select the category in which the series will be located from the drop down box.)
  5. List Entry Eligible - Mark this checkbox if this series is to be used in the List Entry feature of the kiosk.
  6. There is a drop down in the series maintenance that has 3 options, they are:

Always display, allow multiple entries - The Default is "Always display, allow multiple entries."   When "Always display, allow multiple entries" is selected, the series will always display on the kiosk, whether it is scheduled or not.  The series will continue to be displayed on the kiosk after the schedule light has been turned off, which will allow additional entries as needed.

Display only when scheduled, allow multiple entries - When a series is set as "Display only when scheduled, allow multiple entries" the series will only show up when it is scheduled.  The user can answer that series as much as they would like.  This feature also applies to List Entry by only allowing the staff member to select the series if it is scheduled for the resident they pick.  If the user has List Entry selected for a series, then pick a resident that doesn't have it scheduled, then it displays a warning message: This Series is not scheduled for this Resident. Please select another Resident.

Display only when scheduled, hide when complete - When a series is set as "Display only when scheduled, hide when complete" the series will only show up when it is scheduled as well as only allow any staff member to document on the series once.  This feature reacts similar to the "Display only when scheduled, allow multiple entries" option by allowing the staff member to select the series if it is scheduled for the resident they pick.. it ignores the fact that it may have been done once for this resident on the series select screen.  If the user attempts to document on the series then it will display a warning message: This Series has already been completed for this Resident.  Please select another Resident.

  1. Order (The order number in which the series will appear on the kiosk.)
  2. To change the graphic of the Series, tap the preview button.  Select a graphic from the available menu and it will be automatically displayed on the preview button.  
  3. Tap Save Changes to save the series and return to the series screen, tap Cancel to cancel any changes, or tap Delete to remove the series completely.
  4. Tap the series button to proceed to the Question setup page.
  5. To add a new Question, tap Add Question or tap the edit (gears) icon to modify an existing question.  
  6. Complete the appropriate information.
    1. Question Title (Type in the question to be viewed on the kiosk.)
    2. Order (The order in which the question will appear on the kiosk.)
    3. Reference Id - Identifier of a series/question/choice primarily used in reports to specifically feature information on series/question/choice.  If applicable, used to associate with a corresponding section of the MDS.
    4. Type (This is pre-filled under the Series in which the question is being added.)
  7. When the Question is complete, tap OK to save changes and return to the question screen, Cancel to cancel changes, or Delete to remove the question completely.  
  8. Help text to explain the series can be modified by tapping on the red question mark on the series screen.  Right-click the yellow portion of the screen and select Edit Help.  Help text can then be typed in on this screen.  
  9. Help text can also be modified for a question or a choice by tapping the red question mark on the kiosk.  Right-click the yellow portion of the screen and select Edit Help.  Help text can then be typed in on this screen.  Anything typed before the FIRST period will show up on the button.  Anything typed after the first period will show up only when the red question mark is tapped on the kiosk.