Admitting a New Resident Quick Reference Guide

This quick reference guide provides the steps required to admit a Resident.

Step	Action
1.	Create a resident record Admin > New Resident. Complete the fields as required. Click Search. Make the appropriate selection and click Continue. Complete the fields as required. Click Save.
2.	Add Resident Contacts Click Add. Complete the fields as required. Add / Modify Role - Assign a Send Bill To contact type for each resident. Click Save.
3.	Add Medical Professionals Click Modify. Select the Medical professional(s). Click Save. Confirm Primary Physician. Click save.
4.	Add User Defined Fields Do one of the following: Click New. Select Field Type. Enter Item Description. Click Save. - OR - Click Edit All. Enter Item Description in applicable fields. Click Save.
5.	Add External Facilities Click Select. Select applicable facilities. Click Save.
6.	Add Resident Identifiers Click Edit All. Complete the fields as required. Click Save.
7.	Complete Census/Rates Click New. Complete the fields as required. Click Save & Next. Complete the fields as required. Click Save.

9.	Enter Recurring Charges Click A/R Profile tab. Click New. Complete the options as required. Click Save.
10.	Upload admission Documents Click Documents tab. Click New Document. Enter Document name. Select Category. Select File. Click Upload.

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