1. From the Dashboard select the resident section and click ADD RESIDENT
  2. this opens the Resident Intake screen. The first section, Resident Detail, has to be filled in before moving to the next section. You can move from one section to the other by clicking on the name of the section OR clicking Save/Next at the bottom right corner of the screen.  While entering the information, the system is gathering information for the resident header, the resident identifier. The resident header will be present while charting on the resident, adding notes, etc. 
    1. Resident Detail 
      1. Fields here are the resident name, date of birth, etc. 
      2. Fields that are required have an asterisk 
      3. IMPORTANT: This screen is where you place the resident in a location. If you have only one location, you will only have one option. If you have multiple locations you will need to select the right location. Because you can chose the location on this screen you do not need to change locations to add residents.
    2. Medical Information
      1. Screen is asking about information of living will, medical status, and special needs. Questions are either drop downs or text entries.
      2. NOTE: The medical status will show on the resident header
    3. Background Information
      1. The fields are optional. If you do not have all the information during the admission process, you will be able to come back to these screens anytime during the enrollment process or after when the resident is admitted.
    4. Address & Phone/Email
      1. You can enter multiple address and phone/email as needed and keep them organized by assigning a type, For example, a phone number can be assigned a type Office, Main, Other, Fax, Mobile, Home.
    5. Contacts
      1. Multiple contacts can be added by clicking ADD CONTACT.
      2. The first screen that opens shows a list of contacts. Unless you have a resident that has the same contacts as another resident, ignore the list and click CREATE a new contact.
      3. Enter the first and last name, it is required. The Email can be left blank. Save.
      4. Each saved contact will show on the Resident Contacts list. 
        1. The eye icon opens the contact where you can enter the contact's address and phone numbers.
        2. The red trash can is DELETE. If you delete the contact is gone - deleted!
        3. Click Primary if the contact is a primary contact. Also, the primary contact will display on the resident header.
        4. Contact Type is a drop down, select the best one.
        5. Medical and Financial can be turned on, it shows only on the Resident Contact list.
        6. Responsible Payer, this too can be turned on. (Future program changes will use this field with billing.)
    6. Intake Assessment
      1. This is an assessment.. To start the assessment, click on the word 'Resident Assessment' to drop down NEW button.  
      2. Click the NEW button to open a popup where you can select an assessment, then click CREATE.
      3. There are 14 sections to the assessment, use the SAVE/NEXT to move to next section or click on the section name.
      4. The questions are a mix of drop down options, text and dates.
      5. At any time you can click PREVIEW to view a popup screen of the questions and answers.
      6. You will be able to print the assessment in an assessment report.
    7. SUMMARY

The last screen of the enrollment is the most important screen. At this screen the resident is admitted by selecting the Type: Admission, entering the admission date and reason for admission.