Adding A Resident in Senior Sign
Are you ready to add your first resident in Senior Sign? Whether you're a new user or just need a refresher, we've got you covered! In this article, we'll walk you through the process step-by-step and provide a helpful video tutorial.
Video Walk-through:
Step-by-step Instructions:
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How to Add a New Resident
Adding a new resident to your community is a simple process that can be done through our platform. In this article, we will walk you through the steps to add a new resident and provide helpful tips along the way.
1: Accessing the Add Resident Feature
To begin, log into your account and navigate to the left-hand menu. Look for the plus icon and select it to start the process of adding a new resident.
2: Capturing Contact Information
The first step in adding a new resident is to capture their contact information. This includes their first and last name, which are required fields. This information will also be used to pre-populate fields within your agreements, making the process smoother for both you and the resident.
Additionally, you will need to enter the resident's email address. If a responsible party or power of attorney will be completing the agreements on behalf of the resident, you can leave this field blank.
Once all the information is entered correctly, you can move on to the next step by selecting "Next."
3: Entering Community Information
In this step, you will enter the resident's community information. This includes selecting the CARE type, such as assisted living, and entering the room, apartment, or suite number the resident will be moving into.
Lastly, you will use the drop-down menu to select the community assignee. This is the user who will receive all notifications for this packet, such as when the resident submits a packet for review or declines to sign.
4: Choosing the Packet
Next, you will choose the packet you want to add for the resident. You can select a packet template from the drop-down menu or choose individual agreements, attachments, or physician forms.
If you have any questions about packet templates, we recommend watching our tutorial on packet creation. Once you have made your selections, you can move on to the next step.
5: Setting a Due Date
In this step, you will need to choose a due date for the resident's packet. This is not the move-in date, but rather a date that will help guide the resident to complete all necessary forms within a specific timeline.
If you need medication orders, for example, 48 hours prior to move-in, we recommend selecting a due date that allows the resident enough time to complete all forms within the given timeline.
6: Completing the Process
Congratulations, you have now successfully added a new resident to your community! To complete the process, simply select "Finish" and you're all set.
We hope this article has been helpful in guiding you through the process of adding a new resident. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.
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