⓷ Create Your First Resident Profile

1. Access the Resident Creation Tool

   • After creating your first facility, click on the facility image to view its details.

   • Click the Synkwise logo or navigation bar, then select the icon of a person with a plus sign to start adding a resident.

2. Enter General Information

   • Fill in first name and last name (must match pharmacy records if connected).

   • Enter the date of birth either by selecting from the calendar or typing it in.

   • Provide the date of admission, gender (optional), and room number.

   • Select the facility if you manage more than one.

   • You can also assign staff and later add an “About Me” summary in third person.

3. Add Allergies and Diagnoses

   • Enter any known allergies (e.g. peanut allergy).

   • For diagnoses, start typing or paste the ICD-10 code or description. You can use codes from hospital discharge papers or type them manually.

4. Connect Pharmacy Information

   • Choose a pharmacy from your state list.

   • The selected pharmacy’s contact info (phone/fax) will auto-fill in the resident’s contact section.

5. Create the Resident Profile

   • After reviewing all info, click Create.

   • This saves the resident and takes you to their full profile view.

6. Update Profile with Additional Information

   • Click on the resident profile to update or complete more sections.

   • Add a photo by dragging/uploading.

   • Assign labels to categorize or tag residents (create new ones if needed).

7. Complete Background and Health Info

   • Fill in fields such as height, weight, religion, language, code status (e.g. DNR), vaccination records, dietary needs, insurance details, and funeral preferences.

   • Upload important documents like the POLST/DNR form to appear in emergency reports.

8. Save Updates

   • Once all info is entered, click Update at the top of the profile page.

9. Need Help?

   • Use the Help button in the bottom-right corner of Synkwise for assistance.
     
     

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