Add or Edit a Series

To Add a Series

1. From the Series Window on the Kiosk, click "Add Series" on the upper right corner of the Kiosk window.  
2. Fill in the following information to add a new series, or change existing information to edit a series.

Series Text -  Enter a title or name for the series here.

Reference Id -  Entries in this field can be used as a cross-reference to the MDS form.  

Question Type - Select ADL style, Multiple Choice, or Checkbox - Yes/No. This field can only be set once.  Questions added to a series are preset with the question type that is selected here.

Category - Select the category in which the series will be located from the drop down box.  Categories are used to group similar series together on the kiosk.

List Entry Eligible - Mark this checkbox if this series is to be used in the List Entry feature of the kiosk.

There is a drop down in the series maintenance that has 3 options, they are:

Always display, allow multiple entries - The Default setting 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 on the kiosk 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 picks a resident that doesn't have it scheduled, 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.

Show Previous Answer - Mark this check box to show the user what was answered the last time someone documented on that resident

Order - This is the order number in which the series will appear on the kiosk.

Allow Notes? - Enabling the Allow Notes feature on a series will allow users to type in free form notes anytime throughout the series by clicking on the paper clip at the question level.  The character count is unlimited.

Click here for more information regarding adding notes from the observation tab.

Click on the preview button to select picture - Click on the button to change or add a picture.  This picture will appear on the kiosk button.

3. Click OK to save changes. Click Cancel to exit the Series setup screen without saving changes.  Click Delete to delete this Series.

Note: only those with Administrative user rights will be able to add or edit Series on the Kiosk.

Export Series – To save the series as a file, click export series.  Exporting a series allows the user to save the series as a file that can later be imported in to another CareTracker system.  

Copy as New Series – To copy the entire series, questions, choice, and all follow-up series attached to the series, use the copy as new series button.  Enter the new series name and the series reference id.  Question and choice reference id’s will be created using the new reference id as a template.

Multiple Languages

There are now "globes" that can be selected when multiple language sets are available (as a custom program, not available by default).  These globes appear on the Category/Series/Question Maintenance. For Kiosk help, click the "gears" to access multiple language setup.  If a Multiple Language set (for example, Spanish) is available, the user can select this language per staff (on the Staff maintenance screen) so that certain staff see "Spanish" and others see the default of "English".