How do I manage the check-in process?

Resident Experience

If your community participates in a daily Check-In for residents using Serenity Echo smart devices, your residents will check-in each day on their device by simply saying “Echo, check me in.” This is typically used with Independent Living residents. 


Residents will have 4 automated reminders starting 1 hour before check-in time. This aids in ensuring 100% check-in compliance whenever possible.

 


As a staff member, you will see immediately who has checked in and who is still pending, allowing you to manage by exception (i.e. check up on only those who missed the check-in period).

Staff Experience

In Serenity, you will see a channel section for “Apps”, with a channel called  #Check-In.

This channel contains a live report of the current check in session, as customized by your organization’s policy and procedures, and can be used on both the Serenity mobile app or web app.

 

The report will show the status of each resident’s check-in actions:

  • Pending
    A list of the residents who have not yet checked in but still have time before this check-in session ends
  • Checked-In
    A list of the residents who have checked-in via their Echo device, or residents that you or other staff members have manually checked-in via the app
  • Away
    A list of the residents who are absent from the community for any reason (i.e. vacation, in the hospital, etc)
  • Missed
    A list of residents who did not check in themselves, nor did a staff member check them in manually, before the end of the session. This is the list of residents you will need to check on and mark their status appropriately in order to complete and approve the check-in session. 

How to Manually Check-In a Resident

There are times you may see a resident in the hallway or dining area, but they have not yet checked-in themselves via their Echo Show device. You can quickly check-in any resident.

  • Tap or click in the “type a message” box at the bottom of the channel
  • Type “/”  - this is the forward slash key on your keyboard
  • Select “checkin” from the list

  • Start typing the resident’s name or scroll to find name of resident
  • Tap or click on the resident name
  • Include a note of where you saw the resident for audit trail purposes

  • Tap or click the green arrow in the lower right corner to submit
  • You will see the report automatically update to show this resident as being “Checked-In”

How to Mark Resident Away or Returned

A resident may be away from the community for a number of reasons including vacation, in the hospital, etc. It is important to know who is not in the community so those residents do not show as having missed the check-in. 

To mark someone away:

  • Tap or click in the “type a message” box at the bottom of the Check-In channel
  • Type “/”  - this is the forward slash key on your keyboard
  • Select the appropriate selection from the list below:
    • checkin away 
    • checkin away [X days]
    • checkin return
  • checkin away
    This command allows you to designate a resident status as “away” for a single check-in session. This is useful if they are away one morning for a doctor’s appointment, but will be back in the community any future check-in sessions.
  • checkin away [X days]
    To designate a resident status as “away’ for more than one day, type the number of days they will be away (i.e.: if they will be gone for 1 week, type “7”, then tap spacebar) and then either add a note, or tap or click the green arrow in the lower right corner to submit.
  • checkin return
    When the resident returns to the community, they will automatically re-enter the check-in process after the last identified date of their extended away status. If they return earlier, you can change their status by selecting “checkin return”, select their name, and tap or click the green arrow in the lower right corner to submit.

How to Approve the Check-In Report

If your organization utilizes an “Approval” process for Check-In sessions and you are an “approver”, you will see a green “Approve” button appear when either all of the residents have been checked-in, or the session has ended.

Notice that there is an excel file attached just below the Approve button. This report captures all detailed activity of that specific check-in session.  It is where you can reference what time a resident checked in, and whether they did it independently or with staff assistance, including any notes that were entered.

Simply click or tap the Excel file to see the details. There are two tabs in this report. The first tab shows the final status when the  Approve button was selected. The second tab is a complete audit trail of everything that happened during that session.