Overview

In this article, we will review move ins and move outs.

Move a Resident In

Step 1: Navigate to the Resident you would like to move in and click the Housing Contract tab (this may be called something different based on your configuration).

Step 2: Click Add New/Existing Housing Contract.

Step 3: Select the Care Type, Unit and Move-In Date as well as any other information and click Save.

Note: When adding a Housing Contract for the Prospect, if you would also like to add a Housing Contract for the spouse, check the box labeled Add Housing Contract for Spouse* at the bottom of the Add Housing Contract page. This will create a Housing Contract with the same Care Level, Floor Plan, Unit, and Move In Date for the spouse.

Note: This checkbox will default as checked and only displays if the individuals have a relationship with the master type of Spouse.

Transfer a Resident

Step 1: Navigate to the Resident you would like to move into a different unit and click the Housing Contract tab (this may be called something different based on your configuration)

Step 2: Click Transfer Resident.

Step 3: Select the new unit for the Resident and enter any other information and click Save.

Note: By saving the new Housing Contract the old Housing Contract will mark the move out date as the move in date for the new unit. See below on how to Edit a Housing Contract.

Edit a Housing Contract

This option will allow a user to add a transaction to the unit if desired.

Step 1: Navigate to the Resident whose Housing Contract you would like to edit and click the Housing Contract tab (this may be called something different based on your configuration).

Step 2: Click the blue Action button to the right of Housing Contract and click Edit.

Step 3: Edit the information you would like and click Save.

Move a Resident Out

Step 1: Navigate to the Resident you would like to move out and click the Housing Contract tab (this may be called something different based on your configuration).

Step 2: Click the blue Action button to the right of Housing Contract and click Moved-Out.

Step 3: Select a Move Out Date, Move Out/Transfer Reason (optional), and a Move Out Destination (optional) and click Save.

Note: Remember to mark Residents/Contacts that move out as Inactive by editing their profile and changing the status field.