Work through a four-page monthly ES3500 assessment in ElderSuite, print it for the chart, and set it to recur so the next month's copy is waiting at sign-in.
The Monthly Nursing Assessment is the four-page record ElderSuite prints onto the ES3500 form. The four pages belong to one record and are saved together. Centers use it when a client needs a nursing assessment on file for the month.
This is not a Nurse's Note. A Nurse's Note is the free-text running record of observations and care-plan updates. This is also not Form 3050. Form 3050 is the Health Assessment. The monthly assessment has its own button: Monthly Nursing Assessments.
The list lives in the Nursing Center. The same list opens from Report Center when Nursing Assessment - Form ES3050 is selected. The printed form is numbered ES3500. The permission name and the Report Center line both say Form ES3050. Use each label as it appears. They point at this same record.
If Monthly Nursing Assessments is greyed out, the user does not have the Edit Nursing Assessment - Form ES3050 permission. That is not a broken button. After the permission is granted, the Nursing Center has to be closed and opened again, or the user has to sign out and back in, before the button works.
The left side of the window is the client. The assessment you add or edit belongs to the client you highlighted. If the client list is empty, nothing opens. ElderSuite does not explain why.
Only one Monthly Nursing Assessment can be open at a time. If another is already open, the list closes it first.
The right side has two working tabs. Assessments holds completed records. That is the tab that can print. Recurring Assessments holds the schedule. Print is greyed out there.
Everything on all four pages belongs to one record and is saved together. Leaving the window after the first screen leaves the rest of the month unfinished.
Save & Close and Print both require two things:
If either is missing, nothing is saved or printed. There is no message. The window stays open.
A new assessment opens with Assessment Date set to today and Print Later already ticked. Completed by starts empty. The nurse name on the printed ES3500 comes from that box, so it has to be chosen before print if the name should appear.
After the first successful save, Select Client is locked. The assessment cannot be moved to another client.
The medications grid is a view of the client's medications. The records themselves are not kept on this screen. Add, Edit, or a double-click opens the Medication window. If Edit does nothing, no row is highlighted.
Print on the open assessment asks to save first when something has changed. No abandons the print and leaves the changes unsaved. Yes saves, then opens the completed ES3500 in the document viewer as Monthly Nursing Assessment. Print Later is then unticked.
From the list, with the Assessments tab showing, Print → Selected Record prints one completed form and clears that record's Print Later flag. Print → 'Print Later' Records opens the print confirmation dialog for the backlog.
If ElderSuite reports Missing Files and asks you to re-install ElderSuite, the blank ES3500 file is not on this computer. The assessment data is not lost.
Make Recurring puts a schedule on the assessment. After a schedule exists, the same button reads Edit Recurring Schedule. How Often is Monthly or Yearly. Next Due Date has to be a future date. The field will not accept today or earlier.
If the record does not yet recur, ElderSuite asks Copy or Convert.
Copy keeps the finished assessment as it is and creates a duplicate that carries the schedule. Convert turns the open assessment itself into the recurring record. The date on that record becomes the next due date. If you are not sure, use Copy.
When a due date arrives, ElderSuite asks permission at sign-in to create the records that have fallen due. The new copy still needs anything that changed this month. The schedule does not write those for you.
A green Recurring Transaction banner appears on a recurring assessment. The Assessment Date on that record shows the next due date.
If Save & Close or Print appears to do nothing, the client or the Assessment Date is incomplete. Fill both and try again.
For step-by-step instructions, click Ask Eddie from within ElderSuite.
ElderSuite is adult day care software for attendance, Medicaid billing, nursing documentation, and CACFP. You can try it free for 30 days.
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