Complete the move-in assessment

Platform: ResiCRM · For: Sales, Executive Director

The assessment builds a full picture of fit on one tab. Open a prospect and choose Fit & readiness.

Complete the assessment

1. Choose Edit assessment.
2. Open each numbered section, from Assessment & consent to Care tier & clinical handoff.
3. Answer what you can. Required items show a star.
4. Choose Save assessment. You can save an incomplete draft at any time.

Add figures and scores

These sections have their own edit buttons.

1. Choose Edit financial figures, Edit daily living scores or Edit family readiness.
2. Enter the values.
3. Choose Save changes.

Read the results

• Qualification score appears only after required intake is complete.
• Assessment completeness shows how much is left. Open Outstanding intake for the list.
• Qualification status shows the current state, such as Assessment in progress.
• Next conversation suggests what to discuss.

Record the clinical decision

Executive Directors and Organization Admins can do this.

1. In Care tier & clinical handoff, set Clinical review status.
2. Enter the clinician name, date and decision notes.
3. Choose Save assessment.

Good to know

• The score is sales decision support, not a clinical rating.
• Cognitive concerns prompt clinician review. They never produce a diagnosis.
• Care Levels 1 to 4 are defined by your community.
• Choosing a proposed care level does not change the family's quoted fee.
• Leaders can use Configure level to define each care level.

If something goes wrong

If the score does not load, choose Retry.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.