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Basics

How to Log In

In this topic you will learn how to log in to BlueStep, change your password when accessing BlueStep for the first time, and how to log out.

How to Navigate Resident Warnings

Learn how to navigate the Resident Warning module. If Resident Warnings haven’t been set up yet, visit the Setup: Resident Warnings help topic.

How to Navigate the Staff Charting Page

Alerts, actions, and tasks can be viewed and completed from the Charting page. The information displayed on the page will be determined by the specific job assignment. For example, a CNA will have different information displayed on the Charting page than a marketing staff member.

How to Upload a Document

Learn how to upload documents into a resident's record. Keep in mind that the process to upload a document is the same throughout the system. The example given below is just one of many locations where documents can be uploaded.

POC Overview

This is a brief overview of some of the different features offered by POC.

Quick Tasks

How to add shortcut links to the Quick Task module

Recent Records

The Recent Records dropdown is a navigation tool that displays recently visited records.