Creating an accurate resident profile is the foundation of good care documentation in iCareNZ. This guide walks you through the process step by step.
Before you start
You'll need manager-level access to create new resident profiles. Have the resident's personal details, emergency contacts, and any admission documentation ready.
Step 1: Navigate to Residents
From your manager dashboard, click "Residents" in the sidebar menu, then click the "Add Resident" button in the top-right corner.
Step 2: Enter personal details
Fill in the resident's full name, date of birth, NHI number, and contact details. Fields marked with an asterisk are required. The system will check for duplicate records automatically.
Step 3: Assign care categories
Select the appropriate care categories — aged care, disability support, or both. This determines which care plan templates and assessment tools are available for this resident.
Step 4: Add emergency contacts
Enter at least two emergency contacts. Include their relationship to the resident, phone numbers, and email addresses. These contacts will be able to access the family portal once invited.
Step 5: Save and create care plan
Click "Save" to create the profile. You'll be prompted to create an initial care plan. Follow the care plan template to document the resident's needs, goals, and preferences.
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