Contracts and occupants¶

In a residence, the contract carries everything: the unit, the people who live there, the price, the file and the dates. Admissions, meals, the care app and the billing all follow it.

The states of a contract¶

Serviced Living → Contracts opens on the current contracts. The filters To sign, Under notice and To release pick out what needs action; the list also shows the occupants, the Price per month and the end of a notice.

1. Open a new contract¶

Three doors lead to the same contract:

• Serviced Living → Residents, then New;

• Serviced Living → Contracts, then New;

• the New contract button on a free unit.

Choose the Unit: the Residence and its Regime follow. The Entry date is required. The Reference is given on saving.

2. Add the occupants¶

In the Occupants tab, add a line per person and choose them, or create them with Create and edit…. Each line shows the age, Moved in and Left on.

• A person added as an occupant becomes a resident. A spouse already known as a family contact becomes a resident on the day they are added.

• Invoiced to — who receives the invoice: the first occupant, unless you choose someone else.

• Owner-occupier — the occupant owns the unit and pays for the services only: the rent part of the price is not billed.

The contract warns, without refusing, when an occupant is younger than the regime’s minimum age, or when there are more occupants than the unit holds.

3. Set the price¶

The Price tab holds the parts of the price, the deposit and the price changes. See Billing a residence.

4. Complete the file¶

The File tab starts with the pieces the regime asks for. For each piece, fill in Received on and attach the scan in Files. A piece ticked Required to sign holds the signature back until it is received.

Fill in House rules handed over on when the house rules are handed over: some regimes ask for it before the signature.

5. Sign¶

Click Sign. WideCare checks that:

• the contract has at least one occupant;

• the house rules were handed over, when the regime asks for it before the signature;

• every required piece of the file was received.

The contract becomes Signed and Signed on is filled in with today’s date, unless you entered another one. When the regime has them, Trial until and Withdrawal until appear.

6. Move in¶

On the day the occupants arrive, click Move in. The contract becomes Running: from now on the unit is occupied and billed.

From the Admissions application¶

An application for a residence follows the same pipeline as any other: see Admissions.

• The admission request shows a Residence field as soon as the house has a residence. In a house of flats only, it is filled in already; in a house that also has beds, choose it to apply for a flat.

• The request then offers the residence’s unit types, and the availability panel lists its units by type, with the free ones.

• Admit places the person in the chosen unit, on a contract: the running contract of that unit when there is one (a second occupant joins it), or a new contract To sign.

Price the contract, complete its file, then Sign and Move in.

The resident’s record¶

Serviced Living → Residents lists the people living in a unit, as cards or as a list. Their record is the house’s ordinary resident record, with what fits a flat:

• a Unit group instead of the stay: Current unit, the current Contract and Moved in;

• a Contracts smart button;

• the Stay Agreement tab lists their Contracts instead of the stays;

• Home nurse and Home care service / coordination: the resident’s own care providers.

The stay exists underneath, but the residence’s screens never show it: it opens and closes with the contract.

Going further¶

• Notice and release of a unit

• Billing a residence

• Regimes