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.

Quick answer1 min readUpdated for AveeCare
Short answer

On any client's ADLs tab, tap From the library, then Your templates and bundles (it is also in Scheduling, Customize, Tasks & ADLs, under Your ADL library). Tap New ADL or New bundle, or start from a standard one, and save. Tap Apply to clients to add it to every current client, clients you choose or everyone in client groups. Each client gets its own copy; ones that already have it are skipped.

Step by step

  1. Open a client's ADLs tab, tap From the library, then Your templates and bundles.
  2. Tap New ADL (or pick one under Start from a standard ADL), set it up with any checkboxes, fields and instructions, and save.
  3. Tap New bundle, name it, add the ADLs it should contain and save.
  4. Tap Apply to clients next to an ADL or bundle.
  5. Under Which clients, choose Every current client, Clients I choose or Everyone in client groups.
  6. For a bundle, choose how to add it under Add them as, then tap Add to clients.

Good to know

  • Changes save right away. Changing a template does not change ADLs already on a client.
  • Your version wins. A template with the name of a standard ADL is offered instead of the standard one.
  • Renaming a template renames it in every bundle that lists it.
  • Applying again adds only what each client is still missing.
  • Client groups need Case Management turned on in Settings, Modules.
  • Who can change them: office staff whose permission group can change client records.

Keep going

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.

Can an ADL be a list of checkboxes or have its own fields?

Set Answer with to A list of checkboxes and type one per line; add up to 30 form fields under More fields, answered with the ADL.

Patient ADLs

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

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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