To move a service user to a different location, you'll need to archive their record in the current home and create a new record in the new home.
This process ensures that the resident's information is accurately recorded in the new location while maintaining compliance with care standards.
Archive the service user
The first step you need to do is to archive their record in the old location.
⚠️Warning: Be sure to select the correct service user, once this action has been completed it can't be undone.
From the left menu, click People.
Click Residents. This may also appear as Client or Service user depending on your company settings.
From the drop-down, select the location.
To the right, locate the service user and click their details.
Click Delete.
Create a new service user profile
After you've archived them from their previous location, you can add them to the new one.
From the left menu, click People.
Click Residents. This may also appear as Client or Service user depending on your company settings.
From the drop-down, select the location.
Click Add New.
Fill in the service user's details, including the new location, then click Save.