Add a resident

Platform: ResiOnboarding · For: Sales, Executive Director, Department leads

Adding a resident creates their record and their move-in checklist.

Before you start

You need the resident's first and last name. Everything else can wait.

1. Choose Residents in the menu.
2. Select Add Resident.
3. If you have more than one community, choose the Community.
4. Enter First Name and Last Name.
5. Add the Unit Number and Move-in Date if you know them.
6. Add an Email. Leave Email them a portal invite now ticked to send the invitation right away.
7. Choose the Care Level.
8. Add contacts and notes if you have them.
9. Select Add Resident.

Good to know

• New residents start at the Pre-Move stage.
• The checklist comes from your community's template. See "Adjust a checklist template".
• Without an email, you can still add the resident. Send the invite later from their profile.
• Moving in together? Tick Moving in with a spouse or partner. See "Add a couple or household".
• Standard accounts are not for protected health information. Do not enter medical records, diagnoses, medications or other health-related information unless your organization has a signed Business Associate Agreement with ResiOnboarding and your account is configured for HIPAA use.

If something goes wrong

• The invite did not send. Open the resident's profile and use Send Invite Email.
• You do not see Add Resident. You may not belong to a community yet. Ask your Executive Director.