Video Walk-through:
Step-by-step Instructions:
Written out
Written out
1: Add the Primary Resident
To get started, you will first need to add the primary resident whose email will be associated with their SeniorSign account. Follow these steps:
Locate the white plus icon on the left-hand side of your dashboard and select Add Resident.
Enter the primary resident's contact information, including their email address.
Move to Step 2 and specify the resident’s care type, room number, and community.
In Step 3, choose the appropriate packet for the resident and assign a due date.
Once all information is entered, save the resident's profile. The primary resident’s packet is now created.
2: Create the Secondary Resident's Profile
Next, you will create a profile for the secondary resident (e.g., the spouse). Here's how:
Add the secondary resident’s information, leaving the email address field blank.
Select their care type, room assignment (same apartment, different apartment, or different level of care), and community.
Choose the appropriate packet for the secondary resident and assign a due date.
Save the profile.
3: Add the Primary Resident as a Collaborator
To ensure the primary resident has access to the secondary resident’s packet:
Navigate to the Collaborators tab in the secondary resident’s profile.
Select Add a Collaborator.
Enter the primary resident’s information.
Assign them to the secondary resident’s packet.
Primary Resident has an existing account in SeniorSign
If the primary resident already has an account in SeniorSign, you can simply add them as a collaborator without re-entering their details. This step ensures that both packets are accessible through a shared dashboard in the resident portal.
Step 4: Send Invitations for Remote Signing
Once both packets are ready:
Select the Invite option in the packet management section.
Choose the resident’s name.
Click Send to Selected to send the packet for remote signing.
By following these steps, you’ll successfully set up profiles for both residents and facilitate easy access and collaboration through the SeniorSign platform.
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