Printing a Blank Resident Assessment

While the most efficient way to complete a resident assessment is directly in Welbi, we understand that this isn't always possible.

Wherever possible, we recommend entering resident assessment information into Welbi directly, rather than completing the assessments on paper and entering them in Welbi at a later date (no one likes duplicating effort!).

With that said, we know there are situations where this just isn't possible - maybe you don't have a tablet or laptop that can be easily brought to where your resident assessments are completed, or perhaps internet connectivity issues prevent you from logging in while in certain parts of the building.

For these situations, you can print out a blank, fillable version of a resident's assessment by following these steps:

Navigate to the Residents section and click on the resident you wish to print a blank assessment for
Click into the resident's Assessments tab
Click on the printer button beside the assessment you wish to print out

This will download a blank version of the assessment in PDF format. The header of the document will include the name of the assessment, the resident's name and room number, and the assessment due date. Beside each question, you'll see information about the question type (i.e., whether it's a question where only a single answer is accepted, or one where you can select multiple answers) as well as whether the question is optional or required.

Once you've collected all the required information, don't forget to enter the data in Welbi and publish the assessment! ✅