Add Resident Wizard

The Add Resident Wizard is activated when a new resident is being added and the resident's name is similar to an existing resident in the same facility. It will allow the user to view any similar resident names, and determine if the resident is already entered into the system.

If Multiple Venue is enabled, the Resident Wizard will search across all facilities within the organization. The search is dependent upon the additional facilities the staff person has access to.

To access the Add Resident Wizard

1. From the Resident Browse window, under Common Tasks, click on Add a Resident.
2. A blank resident information window will display.  Enter the appropriate information for the resident and click OK.  
3. If a resident with the same last name already exists in the system, the following window will be displayed.

4. If the resident's name is not on the list, click the button "Add as a brand new resident," and click Finish.
5. If you would like to edit information for one of the existing residents on the list, select their record and click next.  
6. Modify information for an existing resident: You have reached this page because you have chosen to edit information for a resident who has already been entered in to CareTracker, but may not be appearing on the kiosk as desired. Select the status, Location and/or Room that you would like to change below.

Current Status -  Making a change to the status field will change how the resident appears in the resident browse list and on the kiosk.  

Residents with an Active status will appear on the kiosk and in the resident browse list.  

Residents with a Hold status will not appear on the kiosk, but will appear in the resident browse list.  

Residents with a Discharged status will not appear on the kiosk or the resident browse list unless the 'Show Discharged Residents" checkbox is marked.  

Changes made to this field will take effect immediately.

Location - Making changes to the Location field for a resident will change which kiosk the resident appears on if your kiosks are filtered to show only segmented groups of residents.  If your kiosks are not filtered by location, changing this field will affect how the resident is listed on reports that are grouped by location.

Changes made to this field will take effect immediately.

Room - Making changes to a room number will change room information for the resident, but will not affect the kiosk on which a resident appears.  Changing this field will affect how the resident is listed on the resident browse, and on reports that are ordered by room number.

Changes made to this field will take effect immediately.

Secondary Group - Secondary assessment groups are used to turn on lights for specific residents.  Using secondary schedules allows you to have a more specific assessment plan for each resident.

7. Mark the check box to make changes to more information for the selected resident. The resident information screen will be displayed.  Make the necessary changes, then click Apply or Ok to save changes.