Profile Setup Information

Resident Profile information is now displayed by category. You can add new profile categories in Profile Setup information.

To Access Profile Setup Information

1. From the CareTracker Main Menu window, choose Setup Information.
2. From the CareTracker Setup window, choose Profile Setup Information.  

Existing profile 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 Profile Category

1. In Profile Setup Information, click the Add Profile Category button.  The Profile 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 Profile Category field.
4. Click the down arrow to the right of the Associated Kiosk Category field to choose the associated kiosk category.
5. 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 Profile Category

1. To change a Profile Category, highlight the existing text then type in the new Category name.
2. Click the down arrow to the right of the Associated Kiosk Category to select a different one.
3. Click the Save button to save changes.  Click Cancel to exit without saving changes.

To Delete a Profile 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 Profile Setup Information.
3. Double click the Profile Category you wish to remove.
4. From the Profile Category window, click the Delete button.