Census, Move-In, Move-Out & Leave Dashboard

The Census, Move-In, Move-Out & Leave Dashboard is a four-section view of resident movement across your communities. It combines current resident totals, move-in trends, move-out trends, and leave activity into a single dashboard, making it a primary destination for sales, occupancy, and operations teams tracking portfolio movement.

Access the Census, Move-In, Move-Out & Leave Dashboard

The Census, Move-In, Move-Out & Leave Dashboard is enabled automatically for all ALIS HQ customers.

To access it: From ALIS HQ, select Census, Move-In, Move-Out & Leave Dashboard from the Dashboard menu at the top. 

For instructions on opening ALIS HQ and navigating dashboards, see How to Use ALIS HQ.

What This Dashboard Shows

The dashboard is organized into four sections, each with its own filters and visualizations.

Current Residents

Top-level KPIs and breakdowns of your current resident population.

• Filters: Region Filter, Owner Filter, Community Filter.
• KPIs: Total Residents, Residents On Leave, Applicants, Average Age, Average Length of Stay, Average Care Level Rate per Resident.
• Distribution chart: Pie chart of residents by product type (AL, MC, etc.).
• Community chart: Bar chart of resident counts by community.

Move-In Trends

Detail on move-in activity over a selectable time period.

• Filters: Move-In Time Period (Today, Yesterday, Last 7/30/60/90 days, plus Weeks/Months/Years), Region Filter, Owner Filter, Community Filter.
• Move-Ins: Sources: Bar chart showing where new residents came from.
• Move-Ins by Community: Bar chart of move-in counts per community, broken out by product type.
• Move-Ins: Last 3 Months (by Day): Daily timeline of move-ins.
• Move-Ins: Residents: Detailed table including Community, Resident, Product Type, Physical Move-In Date, Financial Move-In Date, and Combined Move-In Date.

Where does the data originate? 

• Most move-in data shown here is based on the Move In workflow from an applicant profile. 
• Move-in Sources come from the value added to the "Moving In From" field in the resident profile. Options on this dropdown menu are customizable in Resident Settings. Any profile that was transferred from one community to another in ALIS will also display here.

Move-Out Trends

Detail on move-out activity over a selectable time period.

• Filters: Move-Out Time Period (same options as Move-In), Region Filter, Owner Filter, Community Filter.
• Move-Outs: Reasons and Destinations: Bar chart showing why residents left and where they went (Home, Funeral Home, Other Facility, Death, Transfer, Improvement in Health, etc.).
• Move-Outs by Community: Bar chart of move-out counts per community, broken out by product type.
• Move-Outs: Last 3 Months (by Day): Daily timeline of move-outs.
• Move-Outs: Residents: Detailed table including Community, Resident, Product Type, and Financial Move-Out Date.

Where does the data originate? 

• Most move-out data shown here is based on the Move Out workflow from a resident profile. 
• Reasons and Destinations are configured in Resident Settings, and are required fields to complete the move-out process in ALIS.

Leaves

Detail on resident leaves of absence (hospitalizations, home visits, vacation, etc.).

• Filters: Leaves Time Period (same options as Move-In/Move-Out), Region Filter, Owner Filter, Community Filter.
• Leaves by Product Type: Pie chart of leaves by product type.
• Leaves by Community: Bar chart of leave counts per community.
• Leaves by Reason: Bar chart of leaves by reason (Home, Hospitalization, Vacation, Other).
• Leaves by Destination: Bar chart of leaves by destination (Home, Hospital, etc.).
• Resident Leaves: Detailed table including Community, Resident, Product Type, Care Level, Destination, Reason, Start, and End date.

Where does the data originate? 

• Most leave data shown here is based on the Schedule Leave workflow on a resident profile.
• Reasons and Destinations are configured in Resident Settings, and are required fields to complete the schedule leave process in ALIS.

How to Use This Dashboard

• Get a portfolio snapshot. The Current Residents section provides at-a-glance totals across the entire organization.
• Investigate move-in sources. Move-Ins: Sources helps sales and marketing teams understand which channels are generating new residents.
• Spot move-out trends. Move-Outs: Reasons and Destinations surfaces patterns (e.g., a spike in hospitalizations or transfers) that may warrant follow-up.
• Monitor leave activity. The Leaves section is useful for tracking hospitalizations and other absences that affect daily census.
• Use the detail tables. Each section's resident-level table can be used as a working list for follow-up or reporting.
• Drill down. Click on any chart, KPI, or table row to see the underlying records.