Admit a new resident
For Manager, Owner
- Open Home, then Residents, and tap Admit a resident.
- Fill in their name, room, date of birth, funding and the date they were admitted, then tap Add resident.
- The admission checklist opens below. Tap the circle beside each item as it’s done. Tap Not applicable on an optional one that doesn’t apply.
- When every item is done, tap Mark checklist complete.
If they had a pre-admission assessment, its item links to it with Open it.
When it’s done
You see “added — work through the admission checklist below”, and the checklist shows each item with its due date.
If it doesn’t work
- Add resident stays grey: the name and the date admitted are both needed.
- You started a checklist by mistake: on New resident checklists, tap Remove this checklist, then tap it again to confirm.
- It says the DoLS Tracker row wasn’t added: the resident is saved. Add their row on the DoLS Tracker from Home.