Resident Checklist Reference Guide

The Resident Checklist (also known as the Applicant Checklist) helps your team keep track of the completion of critical information for applicant and resident profiles. Checklist items can be fully customized for your community, including different checklists for different product types, and display on the applicant and resident profiles for compliance visibility.

About the Resident Checklist

The Resident Checklist helps your team support Applicant and Resident digital chart compliance by tracking the completion of required information and documentation within a profile.

• For applicant profiles, checklist items can be configured as required prior to move-in. Only users with specific security role permissions can bypass these requirements when completing the move-in process.

• For existing resident profiles, the checklist highlights which items are complete or incomplete so staff can quickly identify missing documentation or information.

Communities can configure multiple checklists per community, each assigned to a specific product type (for example: Assisted Living, Memory Care, or Independent Living). A Default checklist automatically applies to any product types that do not have their own dedicated checklist. This allows communities to tailor compliance requirements to the needs of each care level.

The checklist can be particularly useful during the applicant phase, ensuring all required documentation is gathered before a resident's physical move-in date. It can also be used alongside the ALIS Move-Ins feature as an additional way to track progress toward profile completion. 

Enable the Resident Checklist

The Resident Checklist feature is controlled by an entitlement and must first be enabled by the ALIS team. To request activation, contact your Account Manager or the ALIS Customer Success Team.

Once the entitlement has been enabled, the feature must be turned on for each community:

1. Navigate to Settings > Company.
2. Scroll to the Resident Checklist section.
3. Locate the community in the settings grid.
4. Click Enable to activate the checklist for that community.

Once enabled, the community will display an active status and its available checklists.

Resident Checklist Settings

The Resident Checklist settings grid appears in Settings > Company under the Resident Checklist section.

Communities are organized by state, and each community can be expanded to display its configured checklists.

Each community includes:

• A Default checklist, which applies to product types without their own checklist
• Optional product type-specific checklists

The grid also displays a summary of the requirements configured for each checklist and provides actions for managing or copying checklist settings.

Create a New Checklist

You can create additional checklists that apply to specific product types.

To create a new checklist:

1. Click Create Checklist at the top of the settings grid.
2. Select the Community where the checklist will apply. 
3. Select a Product Type. (Only product types that are not already assigned to a checklist will appear in the dropdown.)
4. Use the checkboxes to configure the checklist requirements.
5. Click Submit.

Once saved, the checklist will automatically apply to all residents and applicants associated with that product type. Residents with other product types not included in the custom list will continue using the Default checklist unless they have a dedicated checklist configured. 

How Certain Checklist Items Function

Most checklist items are self-explanatory. However, some items rely on specific system actions or configurations:

• Living Will: Requires selecting 'Yes' next to the Living Will field in the Basic Information section of the applicant or resident profile, indicating that a Living Will document exists.

• Residency Agreement: Requires an active Residency Agreement on file. This option only appears if the Residency Agreements feature is enabled for your community. 

• Manage Orders: Requires at least one medication to be added to Manage Orders for the resident. This includes medications received through the Pharmacy Inbox if a pharmacy integration is active.

• Contacts: Requires at least one contact to be added to the profile. You can configure required contact Tags, contact Types, or both. For example, you might require an "Emergency Contact" tag and a "Physician" contact type.

• Compliance Items: Requires at least one Completed instance of each selected compliance item. Compliance items are configured in Resident Settings. When editing a checklist assigned to a specific product type, only compliance items applicable to that product type will appear.

• Recurring Charge: Requires at least one active Recurring Charge in the Billing section of the applicant or resident profile.  

For any questions or assistance with feature enablement, contact your Account Manager. 

Manage Checklist Settings

Click Manage on any checklist row to open the configuration pane. The following items can be enabled as requirements:

Copy Checklist Settings

Checklist configurations can be copied from one community to others to simplify setup across multiple locations.

There are two copy options:

• Copy All Checklists - Copies all enabled checklists from a community, including the Default checklist and any product type-specific checklists.

• Copy Single Checklist - Copies only the selected checklist.

When copying checklists:

• The checklist feature is automatically enabled on selected communities if it is not already active.
• If a destination community already has a checklist for the same product type, copying will overwrite the existing configuration.
• If a destination community does not support certain features included in the source checklist (such as medication carts or integrated assessments), those requirements will automatically be disabled in the copied checklist.
• Compliance items are also re-matched based on availability at the destination community.

Checklist Completion 

When the Resident Checklist is configured, it appears as a slide-out panel on applicant and resident profiles. The panel updates in real time as checklist requirements are completed.

Product Type Matching

The system automatically determines which checklist to display based on the resident's product type. If a checklist exists for that product type, it will be used. Otherwise, the Default checklist applies. This ensures each resident is evaluated against the correct compliance requirements for their level of care.

Checklist Grouping

Checklist items are grouped into sections such as Basic Information or Health Profile.

• Individual completed items display a green check mark.
• Section headers display a blue indicator when all items within that section are complete. 

Completing Checklist Items

Requirements are completed by entering information in the relevant profile sections or completing associated records (such as compliance items or agreements).

For example:

• Completing a Residency Agreement elsewhere in the system will automatically update the checklist.
• Completing an Evaluation or Assessment will also automatically mark the item as complete if applicable.

Once all checklist requirements are completed:

• The checklist will disappear from resident profiles
• The checklist will remain visible on applicant profiles even when complete

'Move In Anyway' with an Incomplete Checklist

In some situations, staff may need to move in an applicant even if the checklist is incomplete. Only staff members with specific security role permissions will have the ability to complete this action. 

When clicking Move In on an applicant profile with missing checklist items:

1. A pop-up will display the list of missing requirements.
2. Users with the appropriate permissions can select Move In Anyway.
3. Click Yes to complete the move-in.

After the applicant is moved in, the incomplete checklist will continue to appear on the resident profile until all required items are completed.

Applicant & Resident Checklist Report

The Applicant & Resident Checklist Report provides a centralized view of checklist completion across residents and applicants.

To access the report:

1. Navigate to Reports > Applicant & Resident Checklist. 

2. Use the toggle at the top right to view data for Applicants or Residents. 

The report dynamically displays checklist items as columns, allowing you to quickly identify which residents are missing required items.

Each checklist item displays one of the following statuses:

• Green check mark – The item is complete.
• Blank or red indicator – The item is incomplete.
• Ø (Not Applicable) – The item is not part of the resident's checklist because it belongs to a different Product Type.

The Not Applicable indicator helps clarify requirements when the report includes residents from multiple product types with different checklist configurations.

The report footer also displays totals showing how many applicants or residents are missing each checklist item.

Related Articles:

• Resident Profile Reference Guide
• Applicants and Resident Move-ins 

For more assistance: 888.404.ALIS (2547)  |  support@go-alis.com