Add, Find and Update Residents in Your Community

Residents, in the menu, lists everyone living in your community, who on your team each is assigned to, and whether they opted out of texts. Tap View on a row to open a resident's page, or "Add resident" to add someone by hand.

Getting residents on the list

Once a lead moves in, an admin opens the lead's page, picks who the resident will be assigned to and taps "Convert to resident". You can also tap "Add resident", fill in their details and family contacts, and save.

Why can't I see every resident?

An admin sees every resident at the locations they can reach. Other team members see the residents assigned to them. With several locations, the buttons at the top filter by location, and an organization admin also gets "All locations".

A resident's page

The page holds the resident's details, such as their move-in date and assigned team member; change any of them and tap "Save changes". Add tags your team uses to sort residents, and read or send messages with the family.

For a care plan review, tap "Invite to pick a time" and the family gets a link to choose one. The review needs a family contact who can be messaged.

Family contacts

Under Family contacts, use "Add a contact" to add a family member. An admin can tap "Invite to Latter Years" so the family member gets their own sign-in.

Residents comes with a paid plan. On the free plan the page stays visible but greyed out.