Video Walk-through:
Step-by-step Instructions:
Written out
Written out
Best-Practices for Couples
Add the Primary Resident
Add the primary resident with contact information and include their email address. Note: do not add a collaborator at this time.
Move to Step 2 and specify the resident’s care type, room number, and community assignee.
In Step 3, choose the appropriate packet for the resident and assign a due date.
Create the Secondary Resident
Add the secondary resident with contact information and do not include an email address. . Note: do not add a collaborator at this time.
Move to Step 2 and specify the resident’s care type, room number, and community assignee.
In Step 3, choose the appropriate packet for the resident and assign a due date.
Add a Collaborator to both Residents
In the resident record, select the 'Collaborator' Tab.
Click the grey plus icon to add a Collaborator.
A window will appear asking for an email address, add the primary resident's email address.
It will open the Contact Information pop-up.
The Contact Information pop-up will auto-populate with the Resident information you entered and say "An account linked to this email already exists.
Please review the details below. If it's the correct person, you can disregard this message. If not, click try again to enter a new email address."Click 'Add Collaborator'
After packets have been 'Prepared' you can 'Invite' both resident's to Sign From Home and when they log in using their email, both packets will appear for each resident when they log in.
Still Have Questions?
