The resident's personal profile shows key information about a resident in clear, easy‑to‑read sections. This guide explains how to access the profile, what you’ll see, and what can be edited or customised (permissions required).
Accessing the Profile
Open Residents from the left menu.
Select a resident.
Their personal profile will open automatically.
Profile Header
The top of the profile displays important details at a glance:
Photo
First name, surname, preferred name
Resident indicators
Date of birth
Current location
Allergies, diet, special needs, diagnoses
You can also use Print Details to print this information quickly.
Profile Boxes
Below the header, information is shown in boxes. Each box includes:
The last updated date
Key details related to the box header
Resident indicators also appear in their own dedicated box.
Profile Tabs
Additional resident information is grouped into tabs:
Resident Profile – Social overview
Resident Hub – Demographics
Clinical Information – Main clinical data
Progress Notes – Timeline of care
Care Plan – Care plan views
Forms – Completed and required forms
Charts – View/add charts
Medication – Medication profile (when released)
Actions – Planned care actions
Alerts – System alerts
Editing Information
If you have the required permissions, you can edit the information shown in each box.
All edits are fully auditable.
Configuring the Layout
With the correct permissions, you can customise:
Box headers
The information shown in each box
How many boxes appear on screen
