Guide to Resident Move-Outs

Keep your census up-to-date by using the resident move-out workflow to transition the profile from the Current Residents tab to the Moved Out tab. Follow a few simple steps to move out a resident, and never lose access to their profile information.

Configure "Move Out" settings

There are a few customization options for the move-out workflow, and these configurations are managed in your Resident and Floor Plan Settings. Contact your Account Manager or our ALIS Customer Success Team for help. 

• Move Out Reasons and Move Out Destinations - In Resident Settings, ALIS provides an auto-generated list of reasons and destinations options. You can disable any of these preexisting options and create new ones.
• Apply Hotel Rules to move outs - In your Floor Plan Settings, the ALIS default is set to Yes. When this setting is enabled, ALIS marks a resident's room as occupied on the day they move out. Your occupancy data will reflect this by marking the room as unoccupied the day after the set Financial Move Out date. 

Move out a resident

1. On the resident's profile, click the Move Out button at the top right. You can also complete an immediate move out from the Move Out Information section of the resident profile.
2. This opens a pane where you will set the parameters for the move out:
   • Move Out Details
     • Physical Move Out Date, Physical Move Out Time, Move Out Reason, Move Out Destination, and Financial Move Out Date are required fields.
     • Destination Address details are not required.
   • Confirm Impact - In this section, you must confirm the impact of this move out by selecting each check box. This indicates you are aware that moving the resident out will end all care and medications scheduling, as well as room reservations on the set date and time.
3. Click the Confirm Resident Move Out button to automatically change the resident's status to Moved Out. 

Manage Moved Out residents

You can always access information for moved out residents in ALIS. Find the moved out profiles on the All Residents page in the Moved Out tab. 

Viewing and updating moved out profiles may be restricted for your security role. If you are not able to access a moved out profile, contact your Account Manager or our ALIS Customer Success Team for help.

Click on a linked resident's name to view their Moved Out profile. 

• On the moved out profile, most sections will not display the option for you to save any updated fields, which is a change from the active profile.
• The Move In & Community Information section can be updated if you need to retroactively correct Move In or Move Out dates.
• It is also possible to complete Compliance Documents for moved out residents.

Lock Billing

Upon move out, we can see the resident's Billing is still enabled, meaning they may still have active recurring charges and/or an outstanding balance. You must update and "lock" their billing in ALIS, so that the resident will not continue to be billed for any active recurring items. Refer to this Billing for Resident Move-Outs guide for more information.

1. Click the Update Billing button at the top of the page or scroll down the page to the Billing section to complete this process.
2. Review the resident's billing items. Be sure to end all recurring services. The account balances at the top of the billing section must read as $0.00 in order for you to lock their billing.
3. Click the Lock Billing button to complete this action.  

Readmit a Moved Out profile

You always have the option to readmit a Moved Out profile. This should be done if a resident has moved out and ends up moving back in to your community, or if their move out in ALIS was incorrect. 

1. Click the the green Readmit button at the top right of the profile.
2. This opens a pop-up where you must choose one of the three options: 
   • I made a mistake and need to reverse the move-out. This option will revert the move-in with no need for readmission documentation. 
   • The resident is returning from respite or returning from a short-term leave. This option takes you through a readmission workflow beginning at the Applicant stage to create a separate record of this resident's stay history at your community.
     • • This profile will always have a View Past Stays button at the top of the profile so that it is easy to access records from their previous stay. 
       • Similar to other Applicant profiles in ALIS, you can add details to this profile such as medications, evaluations, and more. Click the Move In button for this person on move in day.
   • The resident had moved out over a year ago and is moving back in. This option will allow you to choose whether or not to maintain this resident's data once the profile is put back into your Current Residents.
     • • Use the checkboxes to determine if you want to keep the previous Resident Profile, Contacts (Associated contacts will not be included), and Current Medications, PRNs and Treatments.
3. Click the Confirm & Process Readmit button to complete this action.

Moved out residents throughout ALIS

Throughout ALIS you will find the ability to select Moved Out profiles in resident menus. Typically the moved out profiles are organized at the bottom of the list so that it is easier to find the current resident profiles. An example of this is the Resident menu when you are creating a new Observation: 

Related articles:

• How to Set a Resident "On Leave"
• What is the difference between physical and financial move in dates?

For more assistance with Resident Move-Outs,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@medtelligent.com