Overview

In this article, we will review the responsible party information window.

The Responsible Party Information window

Note: If the Responsible Party exists in the system already, click Copy From. Otherwise, input the responsible party’s information. Click Submit.

For example: If the resident’s Responsible Party is the inquirer, then this option would allow you to automatically input the inquirer’s information.

Step 1: To select the resident’s Room, click Add.

Step 2: The Room Information window will appear.

Step 3: Use this window to select the resident’s Room.

Step 4: After the room is selected, a tab will appear labeled with the Resident Name.

Step 5: On the Resident Name tab, enter the room Rate, then click Submit.

Note: If there are multiple residents on the lease, click the tab labeled with the other resident’s name. Repeat steps.

Step 8: The level of Care will input automatically based on the Room selected.

Step 9: If you need to update the resident’s Care type, click Edit.