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Is it mandatory to assign a device to the resident during the intake process?

Explanation of device assignment requirements during intake

Mary Bowers avatar
Written by Mary Bowers
Updated this week

Short Answer

No — assigning a device during the intake process is not mandatory.


Resident Intake and Device Onboarding Are Separate Steps

Resident Intake

  • This phase collects and saves all required resident information.

  • You may complete intake for one or multiple residents before moving on to devices.

  • Intake can be done at any time and does not require a device to be present.

Device Onboarding

  • This phase occurs after intake and only when you are ready to assign a device.

  • Device onboarding links the physical device to the resident’s profile.

  • You can return later—whenever devices are available—to complete this step.


When You're Ready to Assign a Device

  1. Go to the Resident Records page.

  2. Locate the resident you wish to onboard.

  3. Follow the steps outlined in How to Assign a Device to a Resident.

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