Overview
This article will explain the 'Residents' directory section on the e-Reception Book dashboard and how to set up and maintain your residents list. Residents can be loaded into the system in several ways: manual entry and bulk import for CSV. plus Nourish Care Planning system through integration.
There are three benefits to loading a residents list:
Allows visitors to select their host as part of the check-in process.
Allow Residents to check in/out via the system for visitor records plus health and safety control.
How to Add Residents
There are several ways, including manual entry, bulk import from CSV and Nourish Care Planning system integration, to load residents in the system.
Single Entry
To create a resident in your directory, follow the steps below:
On the dashboard, navigate to Directory > Residents
Click +New Resident
Enter the Resident's details
Click Save.
CSV Bulk Upload
To upload multiple residents in your directory, follow the steps below:
On the dashboard, navigate to Directory > Residents
Click + Import Residents
Upload Template file (a template can be found on the import screen)
Review the Residents' details
Click Save.
Integration
Residents can be uploaded to the system through a direct integration; please see the articles below for further information
Nourish Care Platform (Care)
How to Edit Residents
To edit a resident in your directory, follow the steps below:
On the dashboard, navigate to Directory > Residents
Select the Resident
Click Edit
Edit the details
Click Save.
How to Archive Residents
To archive a resident in your directory, follow the steps below:
On the dashboard, navigate to Directory > Residents
Select the Residents
Click Archive
Confirm