This article tells you how to add one resident. After you add a resident, carers in that care home can choose the resident in the Android app. To add many residents at one time, read Import residents and staff from a CSV file.
Add a resident
In the sidebar, select Residents.
Select Add resident.
Type the First name and the Last name.
Optional: type the Preferred name (optional). This is the name that the resident likes to be called, for example "Maggie" for Margaret.
Select the Care home. A home manager can add residents to their own care home only.
Optional: type the Room (optional).
Optional: select the Community (optional). You can select a community of the care home that you selected, or No community.
Optional: type the External ID (optional), for example the PCS ID.
Select Add resident.
The message Resident added. shows.
How the preferred name shows
In the web app, the name shows as the first name, the preferred name in brackets and the last name, for example Margaret (Maggie) Byrne.
In the Android app, carers see the preferred name and the last name, for example Maggie Byrne. Carers can search with the first name or the preferred name.
Each name can have 100 characters or fewer.
Change or archive a resident
On the Residents page, select the resident.
Select … at the top right.
Select Edit details to change the details, or Archive resident.
When you change the care home or the community and select Save, the resident moves. When you archive a resident, carers cannot choose the resident. The care notes stay. Recordings for that resident that are still on a phone cannot upload until you unarchive the resident.
To set the care questions of a resident, read Resident care settings.