Seniorverse Day · Clinical Records

The Chart a Surveyor Can Read
Without You in the Room.

For adult day health programs. Every dose, note, assessment, and plan, with a date, an author, and a history.

Oakview Adult Day
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MEMBERS

MAR
‹›October 2026Pre-Pour
HFHelen Foster
MemberHelen FosterDM-1021
StatusScheduledCompletedRefusedHeld
UsersJoanna Mansfield, RNJ. Ortiz, RN

Center Medications

AmlodipineQuantity: 1Dosage: 5 mgRoute: OralTake one tablet by mouth daily
TimeMo
12
Tu
13
We
14
Th
15
Fr
16
10:30 AM
MetforminQuantity: 1Dosage: 500 mgRoute: OralTake with lunch
TimeMo
12
Tu
13
We
14
Th
15
Fr
16
12:00 PM
Vitamin D3Quantity: 1Dosage: 1,000 IURoute: OralTake one tablet daily
TimeMo
12
Tu
13
We
14
Th
15
Fr
16
10:30 AM
TASK×
HFHelen Foster
MAR›Status:Scheduled▾Completed▾CompletedHeldRefusedDid Not Administer
Wednesday Oct 14, 202610:30 AM

Main Task

Amlodipine
Quantity1UnitORAL TABLETDosage5 mg
RouteOralInstructionsTake one tablet by mouth daily
Done
Oakview Adult Day
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CARE TASKS

Search members+ Care Task
Care TasksAdmin Tasks
Pending13 Tasks12 TasksCompleted0 Tasks1 TaskNeeds Review0 Tasks
9:00 AMHFHelen Foster3 TASKS2 TASKSABAndrew Bernal2 TASKSRCRobert Cato1 TASK10:30 AMPBPamela Brooks2 TASKSNBNellie Bertram1 TASK
TASK×
HFHelen Foster
Add Notes›Status:Scheduled▾Completed▾
Wednesday Oct 14, 20269:00 AM

Prerequisite Tasks

Check TemperatureXX.X98.4°F
Check Blood PressureXXX/XXX128/82Sys/Dia
Check Heart RateXX72bpm

Main Task

Weekly Vitals
NurseMark CompleteCompleted
Next
SeniorverseFunctional AssessmentHelen Foster
StatusIn ProgressCompleted

1. Functional Assessment

Mobility
How does the member walk?
IndependentCaneWalkerWheelchair
Falls in the last 90 days1
Toileting
Level of help needed
IndependentStandby assistFull assist
NotesNeeds a reminder after lunch. Uses the grab bar.
Edit AssessmentMark CompletedCreate Plan
Oakview Adult Day
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MEMBERS

HFHelen FosterMember since 08/2024
SERVICE PLAN×
AssessmentGoals & ServicesService Plan
GoalsInterventionsNotesOutcome
Maintain IndependenceActive
Add Interventions...

SERVICES

Mobility AssistanceSyncedActiveToileting, StandbySyncedActiveMedication ReminderSyncedActive+ Service
Add Note...
SelectAdd Outcome...
+ Goal
AssessmentGoals & ServicesService Plan
Service PlanPrint
Functional AssessmentOct 14, 2026
DocumentsDrag and drop or Browse File
Signatures
Maria Lopez, RN
10/14/2026Date
Signed, Electronicmlopez@oakviewday.org
IP 198.51.100.24
10/14/2026 2:41 PM
BackNextMark CompletedCompleted

The MAR. Each medication has a row of times by day. Open a scheduled dose, record the outcome, and the grid updates.

Care tasks. Tasks come from medications and service plans, grouped by time. Prerequisite checks like vitals are entered right in the task.

Assessments. Built from your center’s own templates. Complete one, and create the service plan from it.

Service plans. Goals with the services that support them, which become care tasks. Signatures record the signer’s email, IP address, and time.

Ready When the Surveyor Walks In

  • Every Entry Is Dated and Signed

    Each dose, note, and plan records who did it and when.

  • Every Change Is Kept

    Service plans keep their versions, so you can show what changed.

  • Nothing Expires Unnoticed

    Reminders flag plans and re-assessments before they lapse.

  • Families Stay in the Loop

    Diagnoses, allergies, medications, and shared plans can be shown, view-only, in Connect.

Everything in the Clinical Record

Medications and the MAR

Each dose recorded when it is given, or refused or held with the reason.

  • Prerequisite checks, such as vitals
  • Name, dose, route, and prescriber
  • Care tasks created from each schedule
MAR · Helen Foster · October

Center Medications

Amlodipine5 mg · Oral
TimeMo
12
Tu
13
We
14
Th
15
10:30 AM
Metformin500 mg · Oral
TimeMo
12
Tu
13
We
14
Th
15
12:00 PM

Vitals and Nurse Notes

Each reading with a history, and notes tidied with Clean with AI.

  • Blood pressure, glucose, weight, and more
  • Trends over time
Vitals · Blood pressure
Oct 14 · 10:20 AM128/82Oct 7 · 10:12 AM132/84

Assessments and Service Plans

Your own templates, with goals, services, and signatures.

  • Reminders before a re-assessment is due
  • Versions, so you can see what changed
Assessment · Functional status
Mobility
How does the member walk?
CaneWalkerWheelchair
Toileting
Level of help needed
IndependentStandby assist

Incidents, Allergies, and Diagnoses

Incident reports with a review step, and the health record staff need on the floor.

  • Pending, Review, then Final
  • Confirmation that the state was notified
  • No Known Allergies recorded on purpose
Incident · Fall, Oct 9
PendingReviewFinal
Reviewed byJ. Ortiz, RNFamily notifiedOct 9, 3:40 PMState notifiedConfirmed

Bring Us Your Assessment Form

We will show you how it works in Seniorverse Day, from the template to the signed plan.

Questions About Clinical Records

Do social programs need this?

No. Clinical records are for adult day health programs that give clinical care. A social program can use Seniorverse Day without them.

Can we use our own assessment forms?

Yes. Every assessment and form is built from a template your center creates, with your own sections and questions.

Can families sign the service plan?

Yes. Share it through Seniorverse Connect, and the family signs from their phone.

What does a signature record?

The signer's email address, IP address, and the time.

Can nurses chart on a tablet?

Yes. Staff record doses, care tasks, and vitals on any phone, tablet, or computer.

Walk Into Your Next Survey With Everything in One Place

One call to understand your center, then a clear quote with everything included.