Overview 

In this article, we'll discuss the steps necessary for viewing and adding Resident Notes on a resident profile in Aline Revenue. 

Steps to View a Resident Note

Step 1: Navigate to the desired resident profile.

Step 2: Scroll down to the Resident Notes feature.

Step 3: All resident notes will be listed here. Notes can be sorted by selecting a specific note type, such as General, or searched for using the included search box.

Steps to Add a Resident Note

Step 1: Navigate to the desired resident profile.

Step 2: Scroll down to the Resident Notes feature. 

Step 3: Select the down arrow next to Resident Notes and then select "Create a Resident Note". 

Step 4:  On the Create a Resident Note page, enter in the effective date and time the note should be added for.

Step 5: Select the Note Type.  Note Types will vary from organization to organization.

Step 6: Enter the text of the note. 

Step 7: Select "Submit" to save the new note to the resident's profile.

Step 8: The note is now viewable on the resident profile.