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  1. Nursing Home / Assisted Living
  2. Frequently asked questions
FAQ

Questions, answered

Practical answers for a care team starting with encounters and medication records.

Nursing Home / Assisted Living

10 questions

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How do I get started?

Click Get started, then use Proto to configure Nursing Home / Assisted Living for your business. Pilot one visit type with a small patient and clinician group, then rehearse documentation and review before expanding.

What does an encounter represent?

An encounter is a patient visit or care episode with a clinician, visit type, dates and a status that shows its progress.

Where does a medication entry go?

Medication administration attaches to an encounter and records the medication, lot, quantity, unit and authorizing person.

How are notes reviewed?

A clinician records an attributed note with a draft, signed or amended state. Clinical Reviewer examines it with the associated encounter evidence.

Can we track work after an encounter?

Yes. A care task belongs to a patient, names an assignee and due date, and can be completed or escalated.

How do we track consent?

A consent record carries the patient, purpose, document version, signed date, expiry date, attached document and current state.

Who verifies clinician privileges?

Clinical Governance Administrator reviews license details, evidence and effective dates before recording a verified privilege.

Can we follow a collected specimen?

The encounter-linked specimen record stores its type, collection date, accession number and progress state. Coordinate actual laboratory results with your laboratory system.

Are charges and payments the same record?

No. Charges belong to encounters; payments belong to patients. Use the external billing and receipt references when reconciling them.

What should we test before the first cycle?

Run a complete encounter from scheduling to review, then test a medication entry, task escalation, consent check and separate charge and payment review.

Set up Nursing Home / Assisted Living your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started