Getting Started With Charting, Alerts, and Notifications


Welcome to eResidentCare! Starting a new program can feel overwhelming, but with a clear plan, your staff will build confidence quickly. This guide outlines best practices to get your team off to a strong start.


1. Begin With Short, Focused Training

  • Start with a 15–20 minute sessioncovering only the basics:
    • How to log in
    • How to view the eSchedule
    • How to chart a single medication or ADL task
  • Use real examples so staff can practice right away.
  • Offer follow-up sessions for advanced features once staff are comfortable.

2. Assign a Super-User (Point Person)

  • Designate one staff member as your on-site expert.
  • This person can reinforce training, answer quick questions, and check daily alerts.
  • The super-user will help keep the team consistent until charting becomes routine.

3. Manage Alerts & Notifications From Day One

  • Alerts build up if charting is not completed. This is expected—it’s a safeguard.
  • Before starting, clear any backlog of alerts (we can do this for you, or we can show you how to remove them without charting).
  • Going forward, charting daily keeps alerts manageable.

4. Create a Daily Routine

At each shift:

  1. Log in and open the eSchedule.
  2. Chart tasks (medications, ADLs, treatments) as they are completed.
  3. Review and clear alerts before ending the shift.

This routine prevents tasks from piling up and helps staff stay on top of resident care.

5. Provide Quick Tools and Resources

  • Print or share a 1-page Quick Guide with screenshots of charting and clearing alerts.
  • Encourage staff to reach out for help right away—before alerts get overwhelming.

6. Leadership Support Matters

  • Administrators should set clear expectations:
    • Charting must begin from the first day.
    • Alerts are not errors—they’re reminders of uncharted tasks.
  • Leadership reinforcement ensures adoption and accountability across the team.

✅ Summary

  1. Start small with short training sessions.
  2. Assign a super-user for support.
  3. Clear old alerts and begin charting daily.
  4. Build charting into the shift routine.
  5. Provide quick-reference guides and support.
  6. Engage leadership to support consistency.

By following these steps, your team will transition smoothly, and alerts will become a helpful tool—not a source of stress.