In this article, we will review how to search for a resident. There are two ways to search for a specific resident. Both methods are simple and equally effective.

Select a Resident Method

Step 1: Click the Community tab at the top of the Resident Management homepage.

Step 2: Use the Please Select a Community window to select the appropriate community to search within.

Step 3: Once on the Community page, click the Resident tab.

Step 4: In the Please Select a Resident window, search for and select a resident. Search by Name, Resident ID #, Room #.

Search for a Resident Method

Step 1: Click the Community tab at the top of the Resident Management homepage.

Step 2: Use the Please Select a Community window to find the appropriate community to search within.

Step 3: Once on the Community page, click the Go To tab, then select Search for a Resident.

Step 4: The Resident Search box will appear

Step 5: Enter the resident’s Last Name or Billing ID #.

Step 6: Specify the resident’s Status as Current or Past Resident.

Step 7: Confirm the appropriate community is in the Selected section.

Step 8: Confirm that the Payor Type in the Selected section is correct.

Step 9: Confirm that the Service Type in the Selected section is correct.

Step 10: Indicate how you want the Output to be generated. (Screen or Excel)

Step 11: After you click Submit, scroll down the page to see the results.

Step 12: Find the resident, then click View.