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Transfer a resident to another facility

Steps to transfer a resident to another facility in your system.

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Written by Lauren Camish

You can transfer a resident to another facility in a few simple steps:

  1. Click Admin, then click Occupancy Management.

  2. Enter the resident's name.

  3. Select the relevant Facility and Status checkboxes.

  4. Click Transfer.

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

  6. Click Save.

🤓Tip: If you're unable to find the facility you would like to transfer to, check your user account has been assigned to the facility.

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