ResiOnboarding
Move-ins, from deposit through the first 90 days.
Communications
- Message a resident and family Video
Send and answer messages, all kept under the resident's name.
- Log staff contact and review activity
Record calls and visits, and see a resident's full history.
Documents and forms
- Upload documents and request signatures
Add files to a resident's record and mark them for signature.
- Sign a document
Review and sign a document in the portal, including as power of attorney.
- What not to enter in a standard account
Know what counts as protected health information and what is fine to enter.
Getting started
- Find your way around Video
Learn what each menu item does and where to find it on a computer or phone.
- Read your dashboard Video
Understand the numbers and cards on your community dashboard.
- Finish first-time setup
Walk through the setup steps and create your first community.
Move-in checklist
- Work the checklist Video
Complete, add, assign and skip move-in tasks for a resident.
- Add status updates and check-backs
Record where a task stands and set a date to return to it.
- Track move-in costs
Record estimated and actual costs on checklist tasks.
- Adjust a checklist template Video
Change the default tasks new residents receive in your community.
Readiness Score
- Read the Readiness Score Video
Understand what the score means and how to raise it.
- After move-in, watch Resident Experience
See how the score changes once a resident has moved in.
Regional and leaders
- Use the Regional view Video
Compare your communities and see which need attention.
- Use analytics
Filter trends, save a view, and export the numbers.
Resident and family portal
- Use your portal Video
See what the portal shows and how to use each part of it.
- Give a resident portal access
Send a resident their invitation to the portal.
- Invite family and power of attorney
Give family members access to a resident's portal and choose who can sign.
- Accept a family invitation
Connect to your loved one's portal from your invitation email.
- Share resources and trainings
Add handbooks, links, contacts and short videos for residents.
Residents
- Add a resident Video
Create a resident record and start their move-in checklist.
- Add a couple or household
Set up two people moving in together and manage them as one household.
- Work with a resident profile
Find what each tab holds, update details, and delete a record if you must.
- Find residents and change stages
Search and sort the Residents list and move people between stages.
Settings
- Update your profile and password
Change your details, photo, time zone, password and email choices.
- Manage your communities
Add, edit, archive or delete a community.
- Export your data
Download your residents, tasks, surveys and notes.
Sign-in and account
- Sign in as staff
Sign in to your staff account and fix common sign-in problems.
- Sign in as a resident or family member
Create your portal account and sign in to the Resident Portal.
- Reset your password
Get a reset link by email and choose a new password.
- Turn on two-factor sign-in
Add a 6-digit code from your phone as a second step at sign-in.
- Accept a team invitation
Create your staff account from an invitation email.
Surveys and check-ins
- Send a survey Video
Assign a Day 5, 30 or 90 check-in to a resident.
- Follow up on flagged surveys
Review answers that need attention and mark them resolved.
- Customize survey templates
Copy a default survey or build your own, with alert triggers.
Team and permissions
- Invite your team Video
Add staff, track invitations, and remove people who have left.
- Understand roles
See what each role can do and who can invite whom.
Troubleshooting
- Get help Video
Reach the support team and know when to expect a reply.
- Fix invitation and email problems
Solve the most common problems with invitations and emails.
- Fix access problems
Understand the messages you see when you cannot reach a page.