Work with a resident profile
Platform: ResiOnboarding ยท For: Sales, Executive Director, Department leads
Each resident has a page with everything about their move-in.
- Choose Residents and select a name.
- Use the tabs across the top.
The tabs
- Overview: the score and an onboarding summary.
- Activity: everything that has happened, by day.
- Profile: personal details, contacts, preferences and notes.
- Checklist: move-in tasks by phase.
- Documents: files and signatures.
- Surveys: assigned surveys and answers.
- Contact log: calls, visits and meetings your team records.
- Comms: messages with this resident.
The page opens on Checklist before move-in and on Activity after.
Update details
- Open the Profile tab.
- Select Edit on the section you want to change.
- Make your changes and select Save.
Delete a resident
Deleting is permanent. It removes tasks, documents, messages, surveys, signatures and activity logs. Only some roles see this option.
- At the bottom of the resident page, find Danger Zone.
- Select Delete Resident, then Continue.
- Type the resident's name exactly.
- Select Delete Permanently.
Good to know
Standard accounts are not for protected health information. Keep clinical details in your clinical system.
If something goes wrong
"Resident Not Found" means the record does not exist or you do not have access to it. Check you are in the right community.