Welbi Masterclass

Welbi Masterclass: Speeding up your Attendance Documentation

Taking attendance is incredibly important, but it can also be time consuming! We've got tips and tricks to help you make your attendance documentation as efficient as possible.

Why Document Program Attendance? 

Accurately documenting resident engagement within your community is not only a regulatory requirement in many settings, but also provides major benefits to your team, residents, and their loved ones! Here are some of the reasons taking attendance is so important:

  1. Monitoring Resident Engagement & Preventing Social Isolation - If you're not tracking who is participating in group programs, 1-on-1s, or self-directed activities, you're not able to effectively monitor resident engagement and ensure no residents are slipping through the cracks and at risk of social isolation. Welbi tools like the 'Residents Needing Engagement' panel on the Overview make it easy to identify residents who may need some extra attention, but these tools are only as good as the attendance data entered by your team!
  2. Reporting to Loved Ones & Team Members - If you've been diligent about entering resident attendance in Welbi, reporting on a particular resident's engagement patterns in family conferences, care reviews, or team meetings becomes a breeze! With a few clicks, you can generate a personalized engagement report that will empower you to speak confidently and provide data-driven insights on each resident.
  3. Better Program Recommendations - Each time you take attendance in Welbi, you're fueling Welbi's recommendation engine! As you enter resident assessment and attendance data into Welbi, Welbi will start making recommendations on which residents are likely to enjoy a particular program so that you always know who to invite. Welbi can also make personalized program suggestions for a specific resident, and even generate a personalized program calendar just for them!
  4. Access to Program Insights - When you enter attendance in Welbi, you're automatically generating valuable insights that allow you to assess things like whether you're meeting your resident attendance goals, how attendee engagement is fluctuating overtime, which programs are your most and least attended, and more! 

With all of that said, we know that accurately and consistently documenting program attendance can also be time consuming! Check out our Masterclass below for tips and tricks on how to make your documentation as efficient as possible.

This video is a recording of a live Welbi Masterclass that took place on June 1, 2023.

Try it out in Welbi!

  • You can find step-by-step instructions for the time-saving tips covered in this Masterclass here! 
  • For general information on how to take attendance in Welbi, check out Module 2 of our training videos and our collection of how-to articles.