Wellicle Help
THEN

Resident admission

Complete the 8-step admission workflow

Overview

Admission takes a resident from first contact to an active stay. Work through each wizard step and save before continuing — skipping required steps can block activation.

app.wellicle.com

New resident admission wizard
Start admission from Add client

Start admission

  1. Open the wizard

    Choose Add client on /org/{slug}/clients, or go to /org/{slug}/clients/new

  2. Add resident

    Save personal details first (Add resident) — email and phone are optional

  3. Complete remaining steps

    Continue through room, services, health, family, then Done

Wizard steps

  1. Add resident — personal details (email and phone optional)
  2. Select room — room and contract (start date, monthly fee, deposit)
  3. Add-on services — optional extras from the service catalog (optional; use Skip for now)
  4. Health information — vitals and health details (optional)
  5. Add family — contacts and portal accounts
  6. Done — activate daily care routines

After admission

  • Confirm the room status reflects occupancy
  • Enroll service packages when billing is used
  • Invite family members if you skipped that step — you can still link them from resident details