Ready to welcome a new resident? The intake process is straightforward and designed to capture all the important details in one go.
Here is how to get started:
Start Intake: Head to the Residents page in the sidebar and click the “Start Intake” button.
Resident Details: First, you’ll fill in their basic profile:
Name & Name in Use
Date of Birth
Gender
Race/Ethnicity
Profile Picture (optional)
Emergency Contact: Next, add their primary contact’s details (Name, Email, and Phone Number) and select their Relationship to the resident.
Options include: Detective, Therapist, Physician, Mentor, Mother, Father, Son, Daughter, etc.
This information is for reference only and will not be saved as a contact on the device.
Internal Documentation: These two questions are just for your records:
Where is the resident coming from?
How long did it take for them to get placed?
Review & Finish: Give everything a quick double-check on the summary page. If it looks good, hit “Finish Intake” to save the profile!
⚠️ Important Reminder: The intake form must be completed in one sitting. If you close the page or exit before selecting “Finish Intake”, your progress will be lost and you’ll need to start over. The good news? The whole process only takes about 5 minutes!
