Senior Living Communities

Entering a Living Unit Change

After a resident is admitted in the system, census entries (living unit changes) can be completed through the Quick ADT application. A living unit change entails recording an internal transfer when a resident is moved from one bed to another bed within the community.

Different types of census entries can be conducted using the Quick ADT link. The Quick ADT application allows staff to record a census entry (living unit change) without impacting billing. Upon completion of the Quick ADT, the resident status is updated with an Incomplete census entry. The Quick ADT action requires confirmation by the business office at a later time.

  1. Search for the resident's record. Hover over Care Services to access the Care Services menu and select Residents from the People section.

  2. Click the adt link to the left of the resident name in the resident listing OR click the Resident's name to access the record and then hover over Care Services and select Quick ADT from the Actions section.

  3. In the Quick ADT window, click the Action Code list and select living unit Change.

  4. Set the Effective Date. The Location field may be auto-populated with the resident's living unit number.

  5. To change the resident's living unit number, use the Clear link to clear the location. Click the magnifying glass lookup.gif at the end of the Location field to select a bed for the resident. In the Location Pick List window, click the link for the appropriate available living unit.

  • Incomplete Census items can be viewed on both the Care Services and Billing Dashboards.