Resident Category Information

To Access Resident Category Information

1. From the CareTracker Main Menu window, choose Setup Information.
2. From the CareTracker Setup window, choose Resident Setup Information.  Click the Resident Category tab.

Existing resident categories will be displayed.   Note:  if logged in as a Corporate user, the categories added by Corporate will displayed.  If logged in as a Facility user, only the categories unique to that facility will be displayed (security may prevent you from viewing category codes that were added by Corporate).   

To Add a New Resident Category

1. In Resident Setup Information, on the Resident Category tab, click the Add Resident Category button.  The Resident Category window will appear.

2. Click the down arrow to the right of the Facility Name field to choose your facility.
3. Type in the new Category name in the Resident Category field.
4. Click Save. To add multiple categories, click the "Save and Add Another" button.  Click Cancel to exit the window without saving changes.

To Edit a Resident Category

1. To change Resident Category, highlight the existing text then type in the new Category name.
2. Click the Save button to save changes.  Click Cancel to exit without saving changes.

To Delete a Resident Category

Only Categories that are not in use may be deleted.

1. From the CareTracker Main Menu window, choose Setup Information.
2. From the CareTracker Setup window, choose Resident Setup Information.
3. From the Resident Setup Information window, click the Resident Category tab.
4. Double click the Resident Category you wish to remove.
5. From the Resident Category window, click the Delete button.