Ask Michelle, # 3

Q. How do I change an admission date in CHARTS?

A. To change an admission date, go to CHGAD (SY, 1, 1), and enter the resident’s id, the activity date, and the sequence number.  Press enter.

By Activity Date enter the correct date. At the bottom of the screen, it says Change the Admission Date (Y/N):  Enter a Y . Press enter.

Q. How do I change an admission date in VISUAL?

A. A list of residents appear in the left frame, select the resident by scrolling down to the name, or by clicking on the letter of the alphabet corresponding to the resident’s last name. Click on the resident’s name and the right frame appears as shown below.

Note: The Set button should not be clicked unless there is a need to make the resident active for another purpose, i.e., to go into their contact area and make a change there at the same time as change activity date is being completed.

 Choose the correct activity date to change, click Change Date.

At Change to type the new date of activity or use the calendar icon to select the correct day, click Change.

(The user will not be asked for verification of this process.)