Stop Dreading MDS Season: The Ultimate Resident Participation Tracker
The documentation surveyors look for, all in one streamlined Excel template. Track resident attendance, engagement, and social levels effortlessly while auto-generating the monthly reports you need for audits.
DESCRIPTION
Track resident activity participation, engagement, cognition, and social levels in one centralized workbook. No complicated software or monthly subscriptions—just Microsoft Excel.
This template was specifically designed for Activity Directors, Life Enrichment Directors, Recreation Staff, and Care Facility Administrators who need a clean, reliable way to document daily resident life and generate professional monthly reports ready for review.
WHAT’S INCLUDED
One Excel file (.xlsx) containing 36 interconnected sheets:
Instructions & Reference Guide: A clear setup manual.
Central Roster: One-time entry for resident names and room numbers.
31 Daily Activity Logs: Dedicated tabs for Day 1 through Day 31.
Monthly Summary: Automatic facility-wide totals and activity percentages.
Individual Resident Report: A "deep dive" filter that shows one resident’s entire month at the click of a button.
HOW IT WORKS
Setup: Enter your residents on the Roster sheet. Names and room numbers automatically flow to all 31 daily logs.
Daily Logging: Select from dropdown menus to record participation status, up to three activities, engagement levels, cognition, and social levels.
Automatic Reporting: Everything flows into the Monthly Summary and Resident Reports instantly. No manual counting and no copy-pasting required.
FAST DATA ENTRY: DROPDOWN OPTIONS
Stop typing the same words over and over. Use built-in menus for:
Status: Participated, Refused, Dr. Appt, Other Appt, Sleeping, Away, Not Well.
Engagement: Active, Minimal, Passive, N/A.
Social: Very Social, Social, Quiet but Present, Withdrawn, Engaged Non-Verbal, N/A.
Cognition: Intact, Mild Impairment, Moderate Impairment, Severe Impairment.
