System#
Implemented on Date
System Name
Document
 
|
Retirement Living Group |
C
|
|
Lead Conversion |
C-1
|
|
Prospect flow |
C-1-1
11/19/09
|
|
On-site visits |
C-1-1-1
 
|
Walk-in |
C-1-1-2
|
|
Scheduled Initial |
C-1-1-3
|
|
Repeat |
C-1-1-4
9/21/11
|
Qualify for Care |
C-1-1-5
9/21/11
|
|
Administrator Greeting and Farewell |
C-1-1-6
9/21/11
|
|
Pencasts: Transfer & Upload |
C-1-1-7
9/21/11
|
|
Greeting |
C-1-2
|
|
Telephone Inquiries |
C-1-2-1
|
|
Outbound |
C-1-2-2
|
|
Inbound |
C-1-2-2-1
11/19/09
|
|
Sales office |
C-1-2-2-2
11/19/09
|
|
Front office |
C-1-3
|
|
Follow-ups |
C-1-3-1
11/19/09
|
|
Call Outs |
C-1-3-1-1
11/19/09
|
|
Phone Messages |
C-1-3-1-2
9/14/10
|
|
Low Interest Leads |
C-1-3-2
11/19/09
|
|
Email |
C-1-3-3
9/21/11
|
|
Home visits |
C-1-3-4
|
|
Creative follow-up |
C-1-3-4-1
9/21/11
|
|
Design / creation |
C-1-3-4-2
9/21/11
|
|
Deliveries |
C-1-3-5
|
|
Lost Leads |
C-1-3-5-1
9/21/11
|
|
Surveys |
C-1-3-6
|
|
By level of Care |
C-1-3-6-1
9/21/11
|
|
Memories |
C-1-4
|
|
Using referrlas |
C-1-5
|
|
Closing |
C-1-6
11/19/09
|
|
Deposits |
C-1-6-1
9/21/11
|
|
Credit card processing |
C-1-6-2
11/19/09
|
|
Request Deposit Refund |
C-1-7
|
|
Paperwork |
C-1-7-1
|
|
Medications |
C-1-7-2
|
|
Assessment |
C-1-7-3
|
|
Contract |
C-1-7-4
|
|
Addenda |
C-1-7-5
9/21/11
|
|
Apartment Inspection |
C-1-8
9/21/11
|
|
Arrival meeting |
C-1-9
|
|
Move-in |
C-1-9-1
9/21/11
|
|
BlueStep New Resident Summary |
C-2
|
|
Prospect information |
C-2-1
11/19/09
|
|
Lead Management |
C-2-2
|
|
BlueStep |
C-2-2-1
9/21/11
|
|
Enter old leads |
C-2-2-2
12/30/09
|
|
Enter Inquiry Info |
C-2-2-3
|
|
Upload Photo to Bluestep |
C-2-2-4
12/20/09
|
|
Reminders |
C-2-2-4-1
9/21/11
|
|
Accessing |
C-2-2-4-2
9/21/11
|
|
Setting |
C-2-2-5
|
|
Move-In Worksheet |
C-2-2-6
12/30/09
|
|
Lead Source Entry |
C-2-2-7
12/30/09
|
|
Tasks / Notes |
C-2-2-8
12/30/09
|
|
Task Manager |
C-2-2-9
9/21/11
|
|
Move-In Bonus Form |
C-2-3
|
|
Assessment |
C-2-3-1
9/21/11
|
|
Nurse Assessment Request |
C-3
|
|
Sales helps |
C-3-1
|
|
Financial assistance |
C-3-2
|
|
Move-in coordination |
C-3-2-1
|
|
C-3-3
|
|
Rolé plays |
C-3-3-1
|
|
telephone inquiry call |
C-3-3-2
|
|
telephone call back |
C-3-3-3
|
|
walk-in |
C-3-3-4
|
|
scheduled on-site visit |
C-3-3-5
|
|
lead source visit |
C-3-4
|
|
Mystery Shop |
C-3-4-1
|
|
Reports |
C-3-4-2
|
|
Reviews |
C-3-4-3
|
|
Analysis |
C-3-5
|
|
Sales office set-up |
C-3-6
|
|
Pre-paid legal |
C-3-7
9/21/11
|
|
Sales meeting |
C-3-8
|
|
Prospect case study |
C-3-9
11/19/09
|
|
Value Match |
C-3-9-1
11/19/09
|
|
Zingers |
C-3-9-2
11/19/09
|
|
Empathize |
C-3-9-3
11/19/09
|
|
Tie Downs |
C-3-9-4
11/19/09
|
|
Options Closes |
C-3-9-5
11/19/09
|
|
Overcoming Objections |
C-4
|
|
Sales Training Meetings |
C-4-1
|
|
Scheduled |
C-4-2
|
|
Conferences |
C-5
|
|
Reporting |
C-5-1
4/12/11
|
|
Move-N Productivity Report |
F
|
|
Client Fulfillment |
F-1
|
|
Product Strategy and Design |
F-2
|
|
Quality Management |
F-3
|
|
"Pow" factor |
F-3-1
|
|
Customer satisfaction |
F-3-1-1
|
|
Survey |
F-3-1-1-1
|
|
Resident |
F-3-1-1-2
|
|
Family |
F-3-1-1-3
|
|
Employee |
F-3-2
|
|
Background music |
F-3-2-1
|
|
Music Selection |
F-3-2-2
|
|
Music broadcasting |
F-3-2-3
3/15/11
|
|
Restarting Apple TV |
F-4
|
|
Care |
F-4-2
|
|
ADL Serivce |
F-4-2-1
9/14/10
|
|
Skin Care Monitoring |
F-4-2-2
|
|
Medication Management |
F-4-2-2-1
9/14/10
|
|
Medication Error Reporting |
F-4-2-2-2
2/15/11
|
|
Narcotic Count |
F-4-2-2-3
2/15/11
|
|
Medications Leaving Building |
F-4-2-2-4
2/15/11
|
|
Medication Disposal |
F-4-2-2-5
2/15/11
|
|
Med Cart Audit |
F-4-2-2-6
2/15/11
|
|
Logging PRN Medications |
F-4-2-2-7
5/17/11
|
|
Pharmacy Manifests |
F-4-2-2-8
6/9/11
|
|
Medication Triage |
F-4-2-3
|
|
Bathing |
F-4-2-5
|
|
Dressing |
F-4-2-6
|
|
Toileting |
F-4-2-6-1
|
|
Incontinence assistance |
F-4-2-6-2
2/10/11
|
|
Managing odors in rooms |
F-4-2-7
|
|
Grooming |
F-4-2-8
|
|
Transferring |
F-4-2-9
|
|
Eating |
F-4-3
|
|
Included services |
F-4-4
|
|
Notify family of changes |
F-4-6
|
|
Incidents |
F-4-6-1
|
|
Determining an incident |
F-4-6-2
9/14/10
|
|
Reports |
F-4-6-3
|
|
Notification |
F-4-6-4
9/14/10
|
|
Tracking |
F-4-6-5
|
|
Elopement |
F-4-6-5-1
|
|
Elopement Drills |
F-4-6-5-1-1
9/22/11
|
|
Elopement drill preparation |
F-4-6-5-1-2
9/22/11
|
|
Conducting elopement drill |
F-4-6-5-2
|
|
Elopement response |
F-4-6-5-2-1
9/22/11
|
|
Retirement Residence |
F-4-6-5-2-2
9/22/11
|
|
AL1 |
F-4-6-5-2-3
9/22/11
|
|
AL2 |
F-4-6-5-2-4
9/22/11
|
|
Memories |
F-4-7
|
|
Resident Records |
F-4-7-2
|
|
BlueStep |
F-4-7-2-1
9/21/11
|
|
FaceSheet |
F-4-7-2-2
2/8/11
|
|
Progress notes |
F-4-7-3
|
|
Assessment updates |
F-4-7-3-1
|
|
Scheduled |
F-4-7-3-2
|
|
Significant change |
F-4-7-3-3
|
|
Updating Service Plan |
F-4-7-4
5/17/11
|
|
Service Plan |
M-1-9
|
|
see Management Records |
F-4-8
|
|
Monitoring vital signs |
F-4-8-1
4/12/11
|
|
Weight |
F-4-8-2
|
|
Heart rate |
F-4-8-3
|
|
Blood pressure |
F-4-8-4
|
|
Oxygen saturation |
F-4-8-5
|
|
Respiration |
F-4-9
|
|
F-4-9-1
9/21/11
|
|
Fresh Air and Sunshine |
O-5-3-1-2
|
|
Extra cost services |
F-5
|
|
Plant |
F-5-1
|
|
Access control |
F-5-1-1
|
|
Key management |
F-5-1-1-1
|
|
Distribution |
F-5-1-1-2
|
|
Collection |
F-5-1-2
|
|
Building security |
F-5-1-2-1
|
|
Public access |
F-5-1-2-2
|
|
Door locking |
F-5-2
|
|
Maintenance |
F-5-2-1
|
|
Service Requests |
F-5-2-1-1
|
|
Included |
F-5-2-1-2
|
|
Extra billable service |
F-5-2-1-3
2/15/11
|
|
Cleaning after service |
F-5-2-2
9/21/11
|
|
Preventative Maintenance |
F-5-2-2-1
|
|
Schedule |
F-5-2-2-2
|
|
Verification |
F-5-2-2-3
|
|
Reporting findings |
F-5-2-3
|
|
Equipment |
F-5-2-3-1
|
|
Labeling |
F-5-2-3-2
|
|
Tracking |
O-5-8
|
|
see Money Equipment |
F-5-2-3-3
|
|
Intercom Pendants |
F-5-2-3-3-1
9/14/10
|
|
Assigning Pendants |
F-5-2-3-3-2
9/14/10
|
|
Testing Pendants |
F-5-2-4
|
|
Plumbing |
F-5-2-4-1
9/14/10
|
|
Replace sink faucet |
F-5-2-4-2
9/14/10
|
|
Fix slow water flow |
F-5-2-4-3
9/14/10
|
|
Fix slow drain flow |
F-5-2-4-4
5/17/11
|
|
Clearing toilet clogs with auger |
F-5-2-5
|
|
Fire systems |
F-5-2-5-1
|
|
Fire extinguishers |
F-5-2-5-1-1
9/14/10
|
|
Monthly checks |
F-5-2-5-1-1-1
9/14/10
|
|
Updating stickers |
F-5-2-5-1-2
|
|
Annual service |
F-5-2-5-1-3
9/14/10
|
|
Extinguisher map |
F-5-2-5-2
|
|
Fire Sprinklers |
F-5-2-5-2-1
|
|
Annual Inspection |
F-5-2-5-2-2
|
|
Five-year Inspection |
F-5-2-5-3
|
|
Fire Panel |
F-5-2-6
|
|
Odor Control |
F-5-2-6-1
12/20/10
|
|
Install air freshener |
F-5-3-5-2
|
|
Air freshener maintenance |
F-5-2-7
|
|
Heating systems |
F-5-2-7-1
2/8/11
|
|
Changing furnace filters (central) |
F-5-2-8
|
|
Electrical Systems |
F-5-2-8-1
|
|
Generator |
F-5-2-8-1-1
9/22/11
|
|
Pre-start checklist |
F-5-3
|
|
Housekeeping |
F-5-3-1
|
|
Regularly scheduled |
F-5-3-1-1
|
|
Establishing schedule |
F-5-3-1-2
|
|
Exceptions |
F-5-3-1-2-1
|
|
Notification |
F-5-3-1-3
|
|
Resident apartments |
F-5-3-1-3-1
|
|
General plan |
F-5-3-1-3-2
9/14/10
|
|
Carpet cleaning |
F-5-3-1-3-3
9/14/10
|
|
Toilet cleaning |
F-5-3-1-3-4
9/14/10
|
|
Public bathroom cleaning |
F-5-3-1-3-5
9/14/10
|
|
Faucet and drain flow |
F-5-3-1-3-6
9/14/10
|
|
Shower and drain flow |
F-5-3-1-3-7
4/12/11
|
|
Making beds |
F-5-3-1-3-8
5/17/11
|
|
Clean and Defrost Refrigerator |
F-5-3-1-3-9
9/21/11
|
|
Cleaning garbage cans |
F-5-3-1-4
|
|
Common areas |
F-5-3-1-4-1
9/14/10
|
|
Daily Common Area cleaning |
F-5-3-1-4-1-1
9/21/11
|
|
Removing odors from areas |
F-5-3-1-4-2
|
|
Weekly Common Area cleaning |
F-5-3-1-4-3
|
|
Monthly Common Area cleaning |
F-5-3-2
|
|
Extra Services |
O-5-3-1-2
|
|
Charges |
F-5-3-4
|
|
Budgets |
F-5-3-4-1
|
|
Labor |
F-5-3-4-2
|
|
Supplies |
F-5-3-4-2-1
|
|
Supplies purchase |
F-5-3-4-2-1-1
|
|
Guidelines |
F-5-3-4-2-1-1-1
|
|
Order triggers system |
F-5-3-4-2-1-1-2
|
|
Order quantity system |
F-5-3-4-2-1-1-3
|
|
Supplies Receiving system |
F-5-3-4-2-1-1-4
|
|
Supplies storage system |
F-5-3-4-2-1-1-5
|
|
Supplies inventory system |
F-5-3-4-2-1-2
|
|
Vendors |
F-5-3-5
|
|
Equipment Upkeep |
F-5-3-5-1
9/14/10
|
|
Vacuum Maintenance |
F-5-3-5-2
|
|
Air freshener maintenance |
F-5-3-5-3
2/8/11
|
|
Spot and stain extractor |
F-5-3-5-4
4/12/11
|
|
Floor Scrubber Maintenance |
F-5-3-6
|
|
Laundry |
F-5-3-6-1
2/8/11
|
|
Washer loading and rotation |
F-5-3-6-2
4/12/11
|
|
Resident Laundry |
F-5-3-7
|
|
Vacant Apartment Turnovers |
F-5-3-7-1
|
|
Maintenance |
F-5-3-7-2
|
|
Housekeeping |
F-5-3-7-2-1
2/15/11
|
|
Rent Ready Cleaning |
F-6
|
|
Dietary |
F-6-1
|
|
Announcing |
F-6-1-1
2/17/11
|
|
Menu Board |
F-6-2
|
|
Food prep |
F-6-2-1
|
|
menu |
F-6-2-2
|
|
ordering |
F-6-2-3
|
|
storage |
F-6-2-4
|
|
recipes |
F-6-2-4-1
9/14/10
|
|
Root Beer |
F-6-3
|
|
Food service |
F-6-3-1
|
|
Serving residents |
F-6-3-1-1
2/15/11
|
|
Timely Meal Service |
F-6-3-2
|
|
Standing menus |
F-6-3-2-1
6/9/11
|
|
Breakfast |
F-6-3-2-2
6/9/11
|
|
Lunch 1 |
F-6-3-2-3
6/9/11
|
|
Lunch 2 |
F-6-3-2-4
|
|
Supper |
F-6-4
|
|
Clean-up |
F-6-4-1
|
|
Bussing |
F-6-4-2
|
|
Dishwashing |
F-6-4-2-1
2/8/11
|
|
Dishwasher maintenance |
F-6-4-2-1-1
9/9/11
|
|
Dishwasher maintenance diagram |
F-6-4-2-2
6/9/11
|
|
Closing dishwashing area |
F-6-4-3
|
|
Dining room cleaning |
F-6-4-4
|
|
Kitchen cleaning |
F-6-4-4-1
9/17/10
|
|
Daily Prep Table Cleaning |
F-6-4-4-2
9/17/10
|
|
Weekly Prep Table Cleaning |
F-6-4-4-3
|
|
Slicer Cleaning |
F-6-4-4-4
9/17/10
|
|
Prep Table Cleaning Diagrams |
F-6-4-5
|
|
Kitchen odors |
F-6-4-5-1
2/8/11
|
|
Vent use |
F-6-5
|
|
Budgets |
F-6-5-1
|
|
Food |
F-6-5-2
|
|
Labor |
F-6-5-3
|
|
Supplies |
F-7
|
|
Office |
F-7-1
|
|
Telephone |
F-7-1-1
9/21/11
|
|
Answering |
F-7-1-2
|
|
Screening |
F-7-1-3
|
|
Transferring |
F-7-2
|
|
Customer service |
F-7-3
|
|
Paperwork |
F-7-3-1
9/21/11
|
|
new move-in |
F-7-3-1-1
9/21/11
|
|
Move-In Prep |
F-7-3-1-1-1
9/21/11
|
|
Upload Resident Photo |
F-7-3-1-2
9/21/11
|
|
Residency Agreement |
F-7-3-1-3-1
9/22/11
|
|
Apartment Condition Form |
F-7-3-1-3
9/21/11
|
|
Move-In Worksheet |
F-7-3-1-3-1
9/21/11
|
|
Move-In Payments |
F-7-3-1-4
9/21/11
|
|
Keys |
F-7-3-1-5
9/21/11
|
|
Assign Resident Parking |
F-7-3-2
|
|
Maintaining Resident Files |
F-7-3-2-1
5/17/11
|
|
Auditing Resident Files |
F-8
|
|
Life Enhancement |
F-8-1
|
|
Newsletter |
F-8-1-2
|
|
Calendar |
F-8-1-2-1
|
|
Layout |
F-8-4-3
|
|
Scheduling |
F-8-1-3
|
|
Content |
F-8-1-3-1
|
|
Administrator article |
F-8-1-3-2
|
|
Resident recognition |
F-8-1-3-2-1
|
|
New residents |
F-8-1-3-2-2
|
|
Featured Resident |
F-8-1-3-2-3
|
|
Resident Anniversaries |
F-8-1-3-2-4
|
|
Birthdays |
F-8-1-3-2-4-1
|
|
Resident |
F-8-1-3-2-4-2
|
|
Staff |
F-8-1-3-4
|
|
Other information |
F-8-1-3-4-1
|
|
Filler material |
F-8-1-3-4-1-1
|
|
Poems |
F-8-1-3-4-1-2
|
|
Crosswords |
F-8-1-3-4-1-3
|
|
Medical Moment |
F-8-1-3-4-2
|
|
Corporate messages |
F-8-1-3-4-3
|
|
Seasonal information |
F-8-1-3-4-4
|
|
Resident Testimonials |
F-8-1-4
|
|
Preparation |
F-8-1-4-1
|
|
Gathering information |
F-8-1-4-2
|
|
Storing Information |
F-8-1-4-3
|
|
Prioritizing information |
F-8-1-4-4
|
|
Size guidelines |
F-8-1-4-5
|
|
Production |
F-8-1-4-5-1
|
|
Quantity |
F-8-1-4-5-2
|
|
Copy guidelines |
F-8-1-4-5-3
|
|
Paper guidelines |
F-8-1-4-5-4
|
|
Cost per piece guidelines |
F-8-2
|
|
Birthday recognition |
F-8-3
|
|
Anniversary recognition |
F-8-4
|
|
Activities |
F-8-4-1
|
|
Announcing |
F-8-4-1-1
9/14/10
|
|
Preparing announcement slides |
F-8-4-1-2
9/14/10
|
|
Exporting to memory cards |
F-8-4-1-3
9/14/10
|
|
Load photo frames |
F-8-4-1-4
9/14/10
|
|
Designing slides |
F-8-4-2
|
|
Attendance tracking |
F-8-4-2-1
|
|
by resident |
F-8-4-2-2
|
|
count to determine success |
F-8-4-2-3
5/17/11
|
|
Involving new residents |
F-8-4-3
|
|
Scheduling programs |
F-8-4-3-1
2/8/11
|
|
Responsibility for Programs |
F-8-4-4
|
|
Photos |
F-8-4-4-1
9/14/10
|
|
Importing to computer |
F-8-4-5
|
|
One on One activities |
F-8-4-5-1
2/10/11
|
|
Busy Apron |
F-8-4-5-2
|
|
Activities in a Box |
F-8-4-5-3
|
|
Tub o' Fun |
F-8-4-6
|
|
Involving other |
F-8-4-6-1
2/8/11
|
|
Involving other departments |
F-8-4-6-2
2/15/11
|
|
Program chairman |
F-8-4-7
|
|
Setting up for Activities |
F-8-4-7-1
5/17/11
|
|
Setting up projector |
F-8-5
|
|
Transportation |
F-8-5-1
|
|
Group |
F-8-5-2
|
|
Individual |
F-8-5-2-1
|
|
Scheduling |
F-8-5-2-2
|
|
Drop-off |
F-8-5-2-3
|
|
Pickup |
F-8-5-3
|
|
Crash reporting |
F-8-5-3-1
9/14/10
|
|
Taking photos of the crash |
F-8-6
|
|
Budgets |
F-8-6-1
|
|
Programs |
F-8-6-2
|
|
Supplies |
F-8-7
|
|
Volunteers |
F-8-7-1
5/17/11
|
|
Volunteer Activity Book |
F-8-7-2
5/17/11
|
|
Recruiting Family Volunteers |
F-8-7-3
9/22/11
|
|
Recruiting other Volunteers |
G
|
|
Lead Generation |
G-1
|
|
Advertising |
G-1-1
|
|
Guidelines |
G-1-2
|
|
Internet |
G-1-3
|
|
Media selection |
G-1-4
|
|
Message generation |
G-2
|
|
Referrals |
G-2-1
|
|
Guidelines |
G-2-2
|
|
Lead source |
G-2-2-1
9/21/11
|
|
Sales Calls |
G-2-2-1-1
9/21/11
|
|
Create a List |
G-2-2-1-2
|
|
Manage the List |
G-2-2-1-3
|
|
Prepare |
G-2-2-1-3-1
11/19/09
|
|
Visit preparation |
G-2-2-1-4
|
|
Visit |
G-2-2-1-4-1
11/19/09
|
|
New Visit |
G-2-2-1-4-2
|
|
Repeat Visit |
G-2-2-1-4-3
|
|
Follow Up |
G-2-2-1-4-4
|
|
Visit with Resident Assessment |
G-2-2-2
9/21/11
|
|
Lead Source Blitz |
G-2-2-3
|
|
Follow Up |
G-2-2-3-1
9/21/11
|
|
Memory Support |
G-2-3
9/21/11
|
|
Employee |
G-2-4
9/21/11
|
|
Family / Resident |
G-2-4-1
|
|
Online Reviews (Google Etc) |
G-2-4-1-1
|
|
Open Discussion |
G-2-4-1-2
|
|
FaceBook Fans |
G-2-4-2
|
|
Reason based |
G-2-4-2-1
|
|
Face to face compliment |
G-2-4-2-2
|
|
Compliment note |
G-2-4-2-3
|
|
Send out note |
G-2-4-2-4
|
|
Move-in |
G-2-4-3
|
|
Ask |