Once you have entered the resident’s social security number, click on OK. The dialog box where you entered the social security number will disappear, and you will be able to see the entire screen. The Active field will be the first area you need to address. A patient is considered active if he or she is currently residing in your facility. If the patient is on home care, but you don’t wish to remove him from your database (and therefore lose all of his records), do not check the Active field. You will be able to keep the patient in your database while still maintaining only the active patients. After you have checked the patient’s active status, you will be able to enter the PID or Patient Identification number. If your facility uses PIDs, enter the corresponding number. If not, press <Enter> or <Tab> to move on to the resident name field.  

    

Enter the resident’s last name, first name and middle initial, if any. Next, enter the name and address of the patient’s responsible party. This information is important for keeping the responsible party apprised of situations as they may occur in the facility. Click on the Save button. After you have saved the resident’s name and related information, the Enter Social Security No. dialog box will appear again. You will need to repeat these steps to add additional residents. When you have added all residents’ names, click on the Cancel button to return to the Resident Trust Fund Main Menu.