User Management | Resident Profile 360 Overview

The Resident Profile 360 is a central hub that provides team members with a comprehensive view of a resident's information and activity within the platform. This essential tool allows staff to see a quick, holistic summary of a resident’s interactions, engagement, and service use, with the option to access more detailed information through side panels.

An essential aspect of the Profile 360 is its trend analysis, offering insights into the resident’s engagement, requests, and changing interactions with the platform over time. This valuable data helps staff understand residents' preferences and behaviors, enabling more personalized and proactive service.

The dashboard combines a "helicopter view" of a resident’s profile with detailed microdata related to their engagement, dining habits, and service requests. It delivers a 10-second summary that gives staff actionable insights into residents’ overall comfort and engagement.

Dashboard Structure

The Resident Profile 360 is divided into three main sections:

1. Left Panel: Profile Data

This section provides a summary of the resident’s essential profile data, allowing for quick access to the most important details. Each section can be opened to view additional information or make adjustments as needed. This panel includes five key icons:

• View Email
• View Cellphone/Landline
• View Biography Section
• View Connections
• View Notes & Tasks

In addition to these icons, the profile data is divided into three key sections:

• Characteristics: Personal challenges such as mobility aids or other difficulties.
• Dining Preferences: Insights into the resident’s dining preferences.
• Interests: An overview of the resident’s key interests.

2. Right Upper Panel: Service Cards

The upper-right section of the dashboard consists of cards for the resident’s main services. These cards give a quick overview of their activity in each category:

• Activities: Displays the number of activities the resident attended, tracked via attendance. Clicking on this card opens a side panel with a list of all activities the resident is involved in, including attendance details. Future activities can also be viewed by using the filter.
• Dining: Shows the meals consumed by the resident, including both in-suite dining and POS. Clicking the card provides a detailed list of the resident’s dining requests.
• Visits: Lists the number of visits the resident has received, based on signed-in visit requests. The side panel provides a complete list of visit requests for the resident.
• Charges: Summarizes all resident’s charges, including any refunds. Clicking the card will navigate to the charges section where they can be viewed in detail.

Each service card also displays percentage trends, showing any relative increase or decrease in activity compared to the previous period.

3. Right Lower Panel: Request Service Cards

This section provides a card for each service, tracking the number of requests made by the resident. 

The percentage trends on each card show the relative increase or decrease in requests compared to the same period before. Each card can be clicked to open a side panel with a detailed list of the resident's requests. 

For services Transportation, Wellness, Concierge, and Table reservations the requests are counted on the day of execution for better tracking of service usage.

Trends

The Profile 360 dashboard also offers several trend visualizations to help staff understand the resident’s engagement and service use over time:

Activities Trends

• Participation: Based on attendance tracking, this trend shows the resident’s participation in community activities.
• Engagement: Reflects the resident's overall level of engagement, calculated from attendance data.
• Favorite Activities: Displays the resident's most frequently attended activities.

Dining Trends

• Eat-In vs. Takeaway: A stacked bar chart that shows the resident’s preferred dining method, whether dining in or take-away meals.
• Ordered Items: A list of the resident’s most frequently ordered items.

Visits Trends

• Received Visits: Tracks the number of visits the resident has received over time, giving insights into their social interactions.

Other Service Trends

This section highlights trends in service requests across various categories, showing how frequently the resident engages with services like maintenance, housekeeping, or concierge. The trend data helps staff identify changes in the resident’s service usage over time.

Date Ranges

The Profile 360 offers multiple time ranges for trend data:

• Last 7 Days: Reflects the last completed 7 calendar days.
• Last 4 Weeks: Displays data for the last completed 4 calendar weeks.
• Last 6 Months: Shows data for the last completed 6 calendar months.

The filtered date range for the trend data is always visible at the top of the dashboard.