Residents Tab

Step 1: Accepting and Booking a Resident in the Screener

• In the Screener Tab, accept a referral or find a referral that has already been accepted.

  • In this example, Owen Starr has been accepted into exacare, and we’ve now received confirmation that he will be arriving at our facility shortly.

• We can now select Booked as the Admission Status as Owen Starr:

• Note:

  • Booked: the admission status used for residents who have confirmed they will be staying at your facility but have a move-in date in the future.

  • Moved-In: the admission status used for residents who have physically moved-in to your facility.

• We can now provide a Target Move-In Date, add any comments/details in the comment field, and click submit:

Step 2: Finding the Resident in the Residents Tab, Scheduled Move-Ins

• Navigate to the Residents tab to view all current residents, as well as those who have previously stayed at our facility:

  

• If a resident has not moved in and currently has an admission status of Booked, we can find them by navigating to the Target Move-Ins tab:

  

• Once they arrive at our facility, we can update their admission status to Moved-In:

• This will allow us to move them onto the Bed Board by selecting one of the unoccupied beds:

• If we now navigate back to the Residents tab, we’ll see Owen Starr at the top of the list, along with his bed assignment and move-In date:

Step 3: Finding the Resident in Bed Board

• Finally, if we navigate to the Bed Board, we will see Owen Starr assigned to Bed 3A

• We have now completed the full process: accepting a resident in the Screener tab > booking them > moving them into the Bed Board.