Move Resident to a new Home

In a multiple home situation it is sometimes necessary to move a resident from one home to another. This page outlines the steps that should be taken to achieve this.

Before moving a resident to a new home it is important to check that any invoices/credit notes relating to their stay in the current home have been raised. If this has not already been done it should be completed now (see Ad-Hoc Invoices and Credit Notes for further information).

Select the right record and click the "View" button on the left to go to the Resident Information screen. Then click on the Terminate Occupancy button.

Follow the procedure as described in the Terminate Occupancy section. This will move the resident out of the room they have been occupying.

Now go to the "Home Code" field on the Main Details screen and select the code for the home that the resident is being moved to. Once this has been done the resident can be allocated to a room in the new home. Click on the Move to a Room button and select the relevant room number and the date of moving.

This completes the process of moving a resident from one home to another. However, you may also need to make changes to the Charge Templates for this resident before creating any further invoices.