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Filter by Resident Status
Filter by Resident Status

How to send direct messages to targeted contacts by Resident Status, such as maintaining a relationship with your discharged residents.

Kristi Aruja avatar
Written by Kristi Aruja
Updated over a week ago

All messages sent via Automated Care Messaging can target contacts in one of three ways:

  • Bulk sends to all residents or staff

  • Targeted sends via advanced filter options

  • Directly to any individual(s) selected by name

Use the Resident Status filter to communicate with new, current or discharged residents. For discharged patients, this will ensure residents are aware they are welcome back to the facility, resulting in:

  • Payment to the facility by Medicare; and,

  • Eliminating penalties to the home, hospital, etc. (where readmissions/emergency room visits may result in fines).

Filter by Resident Status

To use advanced search filters for one or more specific contacts:

  • Open a template and select To > Recipient Filters > Recipient Type

  • Under the filter options, select Resident Contacts

  • This will open new options for Resident Status (default is Current):

    • Resident Status = New now features a Waiting List Status filter within the Message Options

    • Resident Status = Current now features two Payer filters within the Message Options

      • Payer Type includes Managed Care, Medicare, Medicaid, Private, etc. (corresponds with PCC)

      • Patient Care Type allows the user to select Inpatient vs. Outpatient (default is inpatient)

    • Resident Status = Discharged opens a section for Discharge Date filter options, and features a Discharge Reason within Message Options (pre-set list)

  • Select Apply

NOTE: Discharged status also includes Message Options for Payer Type and Payer Care Type.

You can also find new Resident Status templates available in the Template Library.

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