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Changing a Resident's Room

Assign a new room to a resident after you transfer them

Naomi Gelfand avatar
Written by Naomi Gelfand
Updated over 5 months ago

To change a resident's room,

  1. Go to the resident's Details tab:

  2. Click on the current room assignment in the Room section.

  3. To change the resident's room, use the "New Room" dropdown to select the resident's new room. Additionally, select the "Effective Date" for the room change.

Note: Please review the differences between each room type and when they should be applied:

  1. Private:

    1. One resident in a single room

    2. One resident in a double room (and they are paying for both sides)

    3. One resident in a room, where they have a roommate they know, and the primary resident is paying for the entire cost of the room

  2. Shared:

    1. Two residents (who typically do not know each other) each pay for their own rent

    2. If the second resident moves out of the room, the room is at half occupancy (Both beds are expected to be filled at all times)

  3. 2nd resident:

    1. A second resident in a room where their roommate is known and the roommate who is identified as private is paying for the entire cost of the room, the 2nd resident often pays a 2nd resident fee/rent

    2. If the second resident moves out, the room is still at full occupancy

If the room you're looking for isn't there or needs to be changed (i.e., from a single to a double), try these articles:

4. Click on "Add Room" to complete this step.

You will now see the new room assignment in the Room section of the resident's Details tab.

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