How do I create automated residency agreements and addendums?

Automated residency agreements are only available to customers that have had this custom developed for their company.

Prospects

1. Reserve apartment for prospect
2. Create assessment for prospect and approve and save.
3. The assessment report located on the services tab will also have the residency agreement. It is based upon the reserved apartment and date of reservation with the care level associated with that prospect.
4. If the prospect changes the reservation date depending upon your company procedures you may need to copy the assessment to new. If the care level has not changed you will need to delete the previous assessment so that when you recreate the PDF the residency agreement will display. Click link below for steps to recreate the PDF
   Recreate PDF

Note: If you do not see a residency agreement make sure an apartment has been reserved for the resident. Then you can recreate the PDF using these directions so the residency agreement displays in the PDF on the services tab of the prospect:
Recreate PDF

Resident Agreements

1. If you did not create an assessment before the resident moved in the residency agreement will generate for the first assessment that you create for the resident. Subsequent assessments for a resident will have an addendum when the care level changes.

Note: If your company is using All Inclusive feature the only time the individual will get a residency agreement is when the first assessment is completed and the option of All Inclusive is selected in the assessment.