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How can I view or edit resident details?

Process to view or update a resident's information

Mary Bowers avatar
Written by Mary Bowers
Updated this week

View a Resident’s Information

  1. Navigate to the Resident Records page by clicking Resident Records in the left navigation bar.

  2. Browse the list of residents or use the Search Bar and Filter options to quickly locate the resident you need.

  3. Click the resident’s Name or the View Details button next to their record.

  4. A detailed Resident Details page will open, showing all information collected during onboarding.


Edit a Resident’s Information

  1. On the Resident Details page, click Edit Details.

  2. You will be taken to a page displaying all resident information, organized into sections.

  3. Find the section you want to update and click Edit.

  4. Make the necessary changes.

  5. Click Review to confirm your updates.

  6. Review the updated information for accuracy.

  7. If everything looks correct, click Save to apply the changes.


Canceling Changes

  • If you do not want to save your updates, click Cancel.
    This will return you to the Resident Details page without applying any changes.


After Saving

  • Once submitted or canceled, you will be redirected back to the Resident Details page, where you can verify that all information is accurate and up-to-date.

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