Keep the resident census current

Platform: ResiCRM · For: Sales, Executive Director

Resident Census tracks current residents and retention follow-up. Find it under Operations.

Add a resident

1. Choose Add resident.
2. Choose the Community.
3. Use Link prospect (optional) to pull in the name and unit.
4. Enter First name, Last name and Actual move-in date.
5. Pick an Inventory unit (optional) or type a Unit / apartment (optional).
6. Choose Save resident.

The move-in date must be an actual date, not a future plan.

Flag a retention concern

1. Choose Edit on the resident.
2. Turn on At retention / move-out risk.
3. Enter the Retention concern, Follow-up date and Follow-up plan.
4. Choose Save resident.

Record a move-out

1. Choose Edit on the resident.
2. Enter the Actual move-out date.
3. Choose Save resident.

Find residents

Use Current residents, Retention risk, Moved out or All records. You can also search by resident or unit.

Good to know

• Retention risk is a staff-recorded concern about a possible move-out. It is not clinical risk.
• At-risk residents are included in Active residents.
• Follow-ups due counts dated plans that are due now.
• Move-outs archive linked profiles and release linked units when no current resident remains.
• Prospect history opens the linked prospect.
• Sales outcomes stay separate from the census.

If something goes wrong

If you see "This prospect already has a current census record", that prospect is already linked to a current resident.

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.