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Closing (removing/deleting) a Move-In

If a prospective resident is not going to be moving in, you can remove them from the system.

Written by Naomi Gelfand

Step 1:

Go to the Move-In's page

Step 2:

In the upper right hand side, click on the down arrow next to "Move-In."

Step 3:

Select "Close Move-In":

Step4:

This will remove the prospect from the Move-Ins tab and place them in the Closed Move-Ins section, where they can be reopened if needed.

Note: A closed move-in chart is saved in the exact state it was in when it was closed. Any completed information or data that was entered will remain accessible and is not removed from August Health. If the prospect decides to return to the community and restart the move-in process, we recommend reopening the closed move-in chart to prevent duplicate charts from being created.

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