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Do a pre-admission assessment

For Senior, Manager, Owner

  1. Open Home, then Residents, and tap Start a pre-admission assessment.
  2. Someone on the Waiting List: tap Start the assessment beside them, or Carry on if it’s begun. Someone new: put in their initials, care type and funding, then tap Add them and start the assessment.
  3. Work down the page: the enquiry, the assessment, then each area of need. Add a comment under any area if it helps.
  4. Tap Save draft as you go. A Senior saves it and tells a Manager it’s ready to sign.

Initials only, never the person’s name.

When it’s done

You see “Draft saved”, and the person shows on the Waiting List with Carry on beside them.

If it doesn’t work

  • It says the assessment is signed, so it can’t be changed: a Manager taps Start a new version.
  • You can’t sign it: an Owner or Manager signs the decision. Save the draft and let them know.
Start a pre-admission assessment, for someone on the Waiting List or someone new.