To send a future resident from WelcomeHome to PointClickCare, you will need to first navigate to the future resident's prospect profile in WelcomeHome.
1. Click on the Prospects tab on the left-hand side of the screen and search for their name in your prospect list.
2. Once on the Prospect profile of the future resident, you will see a "Sync to PointClickCare" button In the top right of your screen. You will click this when you are ready to send this record to PCC.
Keep in mind, the "Sync to PointClickCare" button will be blue when all requirements for the sync are fulfilled. It will be greyed if some of the requirements are missing.
*Note: The following information is required to be entered into WelcomeHome in order to sync a prospect to PCC:
- First Name
- Last Name
- Gender
- Date of Birth
3. Once the prospect has been sent over to PCC, the "Sync to EMR" button will update to say "Synced to PointClickCare"- denoting that this prospective resident has been successfully synced over to the other system.
If you hover over the "Synced to PointClickCare" button, it will provide you with the time and date stamp of when this record was sent to PCC.
All prospective residents are sent to the External Pending tab in PointClickCare. You or your team must accept the prospect in PointClickCare for additional information to be shared between the systems.