What to Complete When a Client Is Admitted or Renewed

📝 Overview

ElderSuite maintains the Physician's Order - Form 3055 and Health Assessment & Individual Service Plan - Form 3050 as separate client records in the Nursing Center.

Use these workflows when the applicable state, payer, program, or center policy requires the records for an admission, renewal, transfer, change in condition, or other clinical review.

ElderSuite stores the information and prints the forms. It does not fax, email, portal-send, or otherwise transmit the forms to the physician, and it does not determine when a form is legally required.

Confirm required forms, signatures, effective dates, and renewal schedules with the authority that applies to the center.

⚙ How It Works

1. Complete the Physician's Order

Open Nursing Center → Physician's Orders and select the client.

Add a new order or open an existing one. Complete the applicable order information, select the ordering physician, and keep a complete Date on the record.

Click Save & Close to store the order. Use Print from the open Physician's Order to produce Form 3055 for the signature workflow used by the center.

When a signed copy returns, keep it with the client's chart or scan it into Client Documents. ElderSuite does not transmit the order to the physician automatically.

2. Complete the Health Assessment & Individual Service Plan

Open Nursing Center → Health Assessment & Service Plans and select the client.

Complete the assessment and service-plan information required for the client, including a complete Assessment Date. The four assessment pages belong to the same saved record.

Click Save & Close to store the assessment, or use Print to save and produce the completed Form 3050 when a printed or signed copy is needed.

Health Assessments can also be set to recur Monthly or Yearly. ElderSuite does not provide a recurring schedule for Physician's Orders, so any Form 3055 renewal schedule must be managed according to the center's applicable requirements.

Signed copies can be retained with the chart or scanned into Client Documents according to the center's documentation process.

3. Keep Related Clinical Records Current

Medications, diagnoses, and treatments used by these nursing workflows are maintained as clinical records in the Nursing Center. Update them when the client's clinical information changes so later nursing documentation reflects the current record.

These Nursing Center diagnoses are separate from the diagnosis used for billing. Billing diagnoses are maintained through the client's Claim Setup.

When a medication is discontinued, enter the stop date and mark it Inactive rather than deleting a medication that is already part of the client's history.

4. File Signed Documents With the Correct Client

To store a signed PDF in ElderSuite, open the client and use Client Documents. Scan the paper through the ElderSuite Scan Manager or attach a PDF, give the document a clear Title, and click Save & Close.

The Physician's Order and Health Assessment screens themselves do not contain an upload button for the signed copy.

✅ Important Limitations

ElderSuite does not decide which admission or renewal documents are required for a particular state, payer, or program.

ElderSuite does not send Form 3055 or Form 3050 to a physician and does not obtain signatures electronically through these workflows.

A selected client and complete date are required for the applicable record to save or print correctly.

Health Assessments support Monthly or Yearly recurring schedules. Physician's Orders do not have a recurring schedule or renewal due-date tracker in ElderSuite.

Use Client Documents for signed PDFs or scanned chart copies that need to be stored with the client.

💡 Need More Help?

For help with the ElderSuite workflow, open Ask Eddie inside ElderSuite. Confirm required forms, signatures, and renewal schedules with the authority that applies to your center.