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Welbi Knowledge Base

Resident How-tos

Resident How-tos

Got questions about how to enter or access resident information? Need help creating a birthday or resident poster? Check out these support articles!

Adding & Removing Residents

Adding a New Resident

Deactivating a Resident

Reactivating a Deactivated Resident

Resident Profiles

Completing a Resident's Profile

Capturing Whether Residents Wish to Celebrate Their Birthdays

Uploading a Resident Photo in Welbi

Resident Lists

Searching for a Resident in Welbi

Sorting and Searching Your Resident List

Filtering your Resident List

Saving a Filter for Your Resident List

Exporting Resident Lists

Viewing Deactivated Residents

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Resident Assessments

Completing Resident Assessments

What to Do if You're Unable to Click Publish on an Assessment

Viewing a Resident's Assessment History

Revising a Published Resident Assessment

Print or Download a Published Resident Assessment

Understanding the Importance of Capturing a Resident's Hobbies & Interests

Welbi Hobbies & Interests List

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Resident Page

Interpreting Resident Badges

Adding a Note to a Resident's Summary Page

Filtering a Resident's Notes and Interactions Section

Recording a Resident's Status

Exporting a Resident's Notes & Interactions

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Resident Engagement Insights

Generating an Engagement Insight Report for a Resident

Using Welbi to Track Recreation Therapy Minutes for MDS

Resident Care Circle

Accessing or Updating a Resident's Care Circle

Resident Posters & Birthday Posters

Creating Birthday Posters

Accessing Saved Birthday Posters

Creating a Resident Poster

Accessing Saved Resident Posters