How do I add a ready-made bundle of ADLs, like personal care, to a client?

On the ADLs tab tap From the library, open Bundles, pick one and add it as separate ADLs or as one ADL with a checkbox for each.

Quick answer1 min readUpdated for AveeCare
Short answer

On the client's ADLs tab, tap From the library and open the Bundles tab. Pick a bundle, such as Personal care (Katz ADLs), Hygiene or After a hospital stay, to see the ADLs it contains, and untick any you do not want. Under Add them as, choose Separate ADLs, one for each, or One ADL with a checkbox for each, then tap Add.

Step by step

  1. Open the client and go to the ADLs tab.
  2. Tap From the library, then open the Bundles tab.
  3. Pick a bundle. The list shows every ADL in it; ADLs the client already has are left out.
  4. Untick any ADL you do not want.
  5. Under Add them as, choose Separate ADLs, one for each, or One ADL with a checkbox for each.
  6. Tap Add.

Good to know

  • As one checkbox list, an ADL with its own answer, checkboxes, fields, instructions, schedule or alerts is still added as its own ADL, so nothing is lost.
  • Picked something on another tab? It is added with the bundle, once.
  • Standard ADLs are grouped by kind on the Standard ADLs tab, with a search box.
  • Your agency's own bundles show first on the Bundles tab.

Keep going

Patient ADLs

Activities of Daily Living check-list per patient that flows into visits.

Can our agency save its own ADLs and apply them to all our clients?

From the library, Your templates and bundles: make ADLs and bundles once, then Apply to clients for every client, chosen clients or client groups.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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