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Transfer a resident to another facility

Guide to transfer a resident to another facility

K
Written by Katie Airey
Updated over 3 months ago

How to transfer a resident to another facility

  1. Click Admin, then click Occupancy Management.

  2. Enter the resident's name.

  3. Select the Facility and Status.

  4. Click Transfer.

  5. Complete residency type, facility, time, location, and admission date.

  6. Click Save.

If you're unable to find the facility that you would like to transfer to on the option for the resident, please check if your user account has been assigned to the facility.

⚠️Important: If you are unable to transfer the resident due to an error, please raise a new case online and reference the title of this article with the error message attached.

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