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How to Admit a Patient to the Residential Board

This list page allows healthcare providers to admit patients to available beds within your organization. The admission process is used to assign patients to open beds in residential facilities. This page is used most often by nurses, doctors and front desk staff.

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  1. Click on the Search icon.
  2. Type “Residential” in the search bar.
  3. Select “Residential (My Office)” from the search results.
  1. This will bring up the Residential (My Office) list page. Note:  The name of the list page Residential (#) — The number in parentheses shows the total number of beds currently on the board. Apply the following filter options:
    1. Status Drop Down: Set this to “Open” to view only available beds for new admissions
    2. Date Filter: Ensure this is set to the current date or your desired admission date
    3. Programs: Use this filter to find beds in specific programs. When combined with “Open” status, this will show only available beds for beds with that program as a default.
    4. All Units: Use this to filter for beds in a specific unit
    5. All Rooms: Use this to filter for beds in a specific room
    6. All Beds: Use this if looking for a specific open bedAt the top of the screen in the filter section
  2. Apply Filter: Click this button after setting your filters to update the displayed resultsNavigate to the filter section at the top of the page. The open beds will display in the list page. 
  1. Locate the desired open bed in the list. Click on the drop-down menu in the Status column for the open bed and select “Admit” from the drop-down menu.
    1. Options include:
      • Admit: For immediate admission
      • Schedule Admission: For future planned admissions
  1. This will open the Client Search window. Find and select the appropriate client.
  2. The Census Management – Admit screen will appear. The following fields must be completed: –
    1. Admit Date: Defaults to current date, can be modified if needed
    2. Time: Enter the admission time
    3. Client Type: Select appropriate type (Adult, Child, etc.)
    4. Admission Type: Select the type (Emergency, Scheduled, etc.) –
    5. Admission Source: Select the referral source –
    6. Physician: Enter or select the attending physician
  1. Click the Save button (disk icon) in the top right corner to complete the admission process.
  • Last Updated: April 28, 2025