Resident Status

Admit a New Resident

Residex offers users a way to easily capture important resident  data and details prior to or at move-in, creating a comprehensive  resident profile!

Admit a Returning Resident

Discharged residents can easily be re-activated upon their return to your care without the need for significant re-entry of data.

Not only does this save time, both clinical and billing data for that individual will be complete and intact in a single record.

Put a Resident on "Hold"

Residents should be placed on 'hold' when they are out of your care / out of your building for 24 hours or more for any reason.  Doing so will prevent services for a resident from showing up on service schedules and lists (unless certain exceptions have been made).   A resident should not be put on hold until they have actually left the building, for this same reason--it puts their services / cares on hold as well. 

When a Resident’s Care Status is set to hold, it affects certain reports and features such as:

  • Daily Assignments
  • Census reports
  • Client Status reports
  • E-Charting of medications and services

Because these reports are affected, a Resident’s Care Status should be immediately changed to “Active” once they have returned.

Please Note: If you have started this process in error, press "Cancel" to end this process. Please read the message that pops up when you cancel. You MUST press the ESCAPE KEY on your keyboard to make the resident status return to the original value on the profile screen.

Discharge a Resident

If a resident is moving out, is deceased, or has transferred to another campus, Residex users will want to "Discharge" that resident in their database.

Importing a Resident

If your facility has multiple campuses or settings, you may wish to move a resident from one campus to another.  This process is called "Importing a Resident".  You will only see this option if you have more than one campus (this does not include the "Test Campus").

Convert Prospect to Resident

When a Prospect commits to moving into your facility, it is very easy to convert that individual from a "Prospect" to a "Resident". Since ProsPex and ResiDex are integrated, you will find this process easy, efficient and hassle-free. The process of converting a Prospect to a Resident consists of changing the Prospect's status.

Lead & Referral Information

When entering a new Resident or Prospect you can specify your Lead and Referral information.  This information is displayed on reports such as:

  • Client Activity
  • Prospect Referral Summary - Alt

If the information was not entered correctly or if it needs to be edited, using the following steps will allow you to access/edit the information.