What not to enter in a standard account
Platform: ResiOnboarding ยท For: Executive Director, Department leads, Sales, Regional Directors, Owners, Residents, Families
Standard accounts are not for protected health information (PHI). ResiOnboarding is for move-in coordination. Clinical information stays in your clinical system.
Do not enter, upload, transmit or store PHI, medical records, diagnoses, medications, physician orders, care plans, clinical notes or other health-related information unless your organization has a signed Business Associate Agreement with ResiOnboarding and your account has been configured for HIPAA use.
Do not include
- Medical records, lab results and immunization records
- Diagnosis information and medication lists
- Physician orders, care plans, and clinical or therapy notes
- Hospital discharge documents
- Mental health, cognitive or memory care diagnosis details
- Fall risk, or assistance needs tied to health or care
- Incident reports with injury or health details
- Photos showing wounds, injuries or medical conditions
Fine to enter
- Move-in task status and unit readiness
- Welcome calls, orientation and dining introductions
- Maintenance, housekeeping and transportation introductions
- Department task assignments
- General feedback without health details
Good to know
This applies everywhere you can type or attach something: notes, comments, messages, survey responses, support requests and file descriptions.
The full guidance is on the public page at resionboarding.com/hipaa-phi-guidance.
If something goes wrong
If health information was entered by mistake, tell your supervisor and follow your organization's privacy policy. Then contact support@resionboarding.com without repeating the health details.