Agreement: Customization

Resident Agreements can be customized to meet the needs of your organization. Agreements are made up of "Text" and "Component" pieces.  

  • Text = Information typed directly into a field that will display on the agreement
  • Component = Information generated from another area in ResiDex such as medications, contacts, billing rates, etc.

Customizing your resident agreement allows you to create the agreement that you need with a combination of custom verbiage and components.

Go to the Setup tab:

  • Click on "Agreements" and select "Agreement Manager" in the select option box
  • From the list of agreements, click on the "details" button beside the agreement you want to customize
  • On that screen, you will see a combination of "text" and "components"
  • Add line items by clicking on a blank line and selecting items from the drop down lists
  • Specify text or component (1); specify the component name or text (2); specify the sequence/order (3)

  • You can change the text by clicking on the "text" button

  • A window will appear: Add or edit text as needed
  • You can change a component by clicking on the drop-down arrow next to the component and selecting a different component from the list

  • Preview your customized agreement by clicking on "preview" at the top of the screen and selecting a resident's name from the list.

  • Remove a line item by clicking the record selector
  • Press the delete button on your keyboard
  • Confirming you want to delete the line item

If you need help determining what components to use or how to copy from another agreement, please email This email address is being protected from spambots. You need JavaScript enabled to view it..