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Transfer a resident from one facility to another

In this article, we explain how to transfer a resident by discharging them and adding them to the new facility.

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Written by Emma Ianson
Updated over 3 months ago

Sometimes a resident needs to move from one facility to another. The system doesnโ€™t have a direct transfer option, but you can achieve this by discharging the resident from the current facility and then adding them to the new one. This ensures their records stay accurate and up to date.

Discharge the resident

To discharge the resident, follow these steps:

  1. Click Residents/Orders.

  2. Click on the resident from the list.

  3. Click Status, then select Discharged.

  4. Click Save.


Add the resident to the new facility

To add the resident to the new facility, follow these steps:

  1. Click Residents/Orders.

  2. Click New Resident to create a new profile.

  3. Fill in all the required fields.

  4. Click Save.

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