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- Welbi Knowledge Base
- Training Videos
- Training Module 6: Personalizing your Resident's Experience
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Training Videos
- Self-Guided Training - Start Here!
- Welbi Introduction
- Training Module 1: Program Planning
- Training Module 2: Program Attendance
- Training Module 3: Leveraging Program & Attendance Insights
- Training Module 4: Print Calendars & Posters
- Training Module 5: Residents
- Training Module 6: Personalizing your Resident's Experience
- Welbi Training Conclusion
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What's New in Welbi?
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Welbi Masterclass
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Overview How-tos
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Resident How-tos
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Program Library How-tos
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Planning Calendar How-tos
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Printing Calendar How-tos
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Attendance How-tos
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Insight How-tos
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Contact Tracing How-tos
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Family Portal
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Settings How-tos
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Integrations
Training Video 6.1: Filtering the Resident List to Create Customized Lists
The resident filter allows you to search your resident list based on certain criteria and create customized lists of residents, such as all your residents who speak French. Filters can be saved and re-applied to make things easy for you!
Tip: if you'd like to speed up the video, you can do so by clicking the settings/gear icon
Related Welbi How-To Articles:
Filtering your Resident List
Saving a Filter for Your Resident List
Exporting Resident Lists
Practice Exercises:
1. Look ahead to a program you're running and create a filter for a hobby or two that residents might have that would lead them to want to attend the program. Export this list and print it off and try to engage these specific residents to come out to this program.
2. Review a question from a new resident's profile and use a filter to find other residents who have the same information (ex: place of birth, language, occupation) and use this information to connect your new resident with some current residents.