PALs Executive

An all-in-one software solution for assisted living providers.  Our electronic health record platform puts systems in place to drive resident-centered care while meeting financial goals and achieving regulatory compliance.

See Full Feature List »

Medication Manager

-Generate resident rosters and physician lists.

-Print MARs, enter medications and med profiles using pull down lists, and carry over instructions and effects/side effects from previous entries.

-Supports PRN as well as scheduled medication.

-Automatically convert medication information to physician orders (TO’s), and generate med re-order reports.

-Polypharmacy – print both med assessment and polypharmacy reports.

Marketing Tools

-Track leads and manage all activities leading to move in.  Set up phases (inquiry, tour, negotiation, decision), and view all referrals by category.

-Generate preformatted letters and blast emails to prospective clientele as well as existing residents and family members.  Exportable data that integrates with MS Word and other external platforms.

-Keep track of where referrals are coming from to accurately assess effectiveness of marketing dollars.

Facility Oversight

-This facet of PALs Executive guides building maintenance and wellness.  Create work orders for one time events, or schedule to recur on a weekly, monthly, or x days basis.  Select tasks from preset preventative maintenance tasks appropriate to asset type.

-Review work orders completed and sort by date completed and other categorical methods.

-Generate task reports completed by asset showing related costs e.g. boiler tasks completed this year or tasks (work orders) related to apt 101 and related costs over the past six months.

Resident Centered Care

PALs software supports the following five step process of Care Management (or Case Management) in Assisted Living settings. 

1. Resident Assessment – To identify resident needs.  In most states an RN does this assessment, other states permit a “manager’s assessment.”

2. Service Negotiation – identifying which assessed needs will be met and how.  Also, resident “wants” may be added.

3. Service Plan or Agreement – a signed agreement between the Assisted Living Provider and the Resident (or their representative) identifying the services to be provided to meet both resident needs and wants.  These services will be customized for the resident, and will be provided at a stated time and frequency (daily or weekly, etc.).  Finally, the cost of these services will be itemized (or combined in to a monthly package).

4. The Service Plan is supervised on some schedule, based on agency policies or state licensing requirements.  In many states where services may involve delegated nursing, these services are supervised more frequently than the services that are not delegated.  The most common nursing delegated service is medication administration.  The purpose of the regular plan supervision is to determine if the current plan is meeting the resident’s needs and preferences.  If there is a change in condition, a new assessment and service plan may be negotiated.

5. Re-Assessment.  The process may start anew.  Most states require an annual physician review that most providers precede by a nursing assessment which accompanies the resident.  In this way, the physician and Care Manager are coordinating services.

How PALs Supports The Process

1.  Assessment templates are provided for Care Managers that can be edited to their preferences, program specialties, and state requirements.

2. & 3.  Service Planning is supported by selecting services from approved services based on licensure, then customizing the service for the individual resident based on the resident assessment and “wants.”  These services are assigned to a shift and scheduled for a specific time and day(s).  This same information is used to create a Resident Agreement to be signed, shift assignment sheet, service documentation forms, and invoices.

4.  Based on the services provided, if they are Nurse Delegated or not, and state licensing requirements, PALs will compute the date for the next plan supervision.  PALs also provides a plan supervision form for the nurse to document their finding regarding the appropriateness of the plan to the residents current health care needs and preferences, staff competence in providing the service, and resident’s evaluation of the service provision.  Also, the service documentation forms may be reviewed noting any variations (added or cancelled services).  Based on the date of this interview, the next plan supervision is computed, so the nurse may print an up to date plan supervision schedule at any time.

5.  Finally, at the time of physician review, at least annually by regulations, the nurse is again prompted by PALs to complete a re-assessment form prior to the physician visit and PALs will print a form summarizing the nurse’s recommendations and current treatments and medications for physician review and signature.  A list of upcoming required physician visits can be printed at any time.

Regulatory Compliance & Electronic Health Records

In addition to implementing an electronic health record keeping process, PALs generates reports to remind nurses of actions that need to be taken that relate to clinical care or regulatory compliance.  Nurses are automatically notified of the following alerts when they log in to PALs…
1. Medication Compliance
2. Medication Ordering
3. Physician Orders Due
4. Nursing Assessment & Care Plan Reviews
5. Resident Annual MD Visit & Orders
6. Resident Health Insurance Expirations
7. Service Authorization Expiration Dates
8. Staff Work Status, Training Hours, And License Renewal Dates
9. Staff TB Or TST (Tuberculin Skin Tests), CPR Certification, Flu Shots Due