Residents¶

Everything about a resident’s life in the facility, from the first contact to the daily record: admission, stay, assessments (Katz), room and condition report. The resident is the central record all the other apps build on — care, meals and billing.

Key principles¶

• Admission: managed as a CRM pipeline, from the first contact to the move-in; a wizard creates the resident and opens their stay.

• Stay: the period during which the resident occupies a room. It drives presence, billing and the end-of-stay procedures.

• Katz assessment: scores the resident’s dependency; it determines the category used to declare the profile to the insurer and to bill the dependency package.

• Room: taken from the stay; occupancy is tracked per status.

• Condition report: a joint move-in/move-out assessment of the room and its equipment, signed by the representative and the facility.

What’s next¶

• Admissions (CRM pipeline) — from first contact to move-in.

• Managing a resident — the central record.

• The Katz assessment — dependency scoring and category.

• Geriatric assessments (beyond Katz) — MNA, Braden and others.

• Room change and transfer

• Rooms and occupancy

• The condition report (move-in and move-out)

• The move-in procedure

• The resident’s private furniture