Resident Profiles
Keep personal details, contacts, preferences and housing together.
Manage resident information, housing, staff tasks, documentation, and communication in one place.
Start with Core, choose a program module for the care you provide, then add specialized tools when your team needs them.
Residents, housing, operations, records and communication.
See What’s Included ↓ 2Sober Living, Mental Health or IDD & Supported Living.
Choose Your Program ↓ 3Clinical / eMAR, Insurance & RCM and EVV / Workforce.
Explore Add-Ons ↓Core + One Program Module includes the foundation and your choice of one program module. Core Only is also available. Additional programs and specialty add-ons are priced separately. View Pricing →
The shared tools every organization uses to manage residents, properties and daily work. Every feature below is part of Core.
| Area | What You Can Do | Core |
|---|---|---|
| Residents & Admissions | Resident ProfilesKeep personal details, contacts, preferences and housing together. Referrals & WaitlistsTrack inquiries, screening, decisions and follow-up. Guided AdmissionsCollect personal details, insurance and admission paperwork. Readmissions & DischargesManage each stay while preserving earlier records. Website Intake FormsReceive inquiries through hosted, embedded or WordPress forms. Care ReferralsCoordinate outside providers, appointments and follow-up. | Included |
| Housing & Occupancy | Property MapsSee your homes and apartments with availability at a glance. Rooms & BedsOrganize properties, units, bedrooms and individual beds. Assignments & ReservationsPlace residents, reserve beds and manage transfers. Census & Bed BoardsReview occupancy, vacancies and current housing assignments. Presence & PassesRecord arrivals, departures and expected return times. Readiness & Roll CallTrack space readiness and run an emergency roll call. | Included |
| Daily Operations | Tasks & WorkflowsAssign one-time, recurring and event-driven responsibilities. Calendar & AppointmentsCoordinate schedules, groups, events and attendance. Transportation & FleetManage ride requests, dispatch, drivers and vehicle maintenance. Requests & MaintenanceTrack service requests, repairs and staff follow-up. Visitors & AmenitiesOrganize visitor records and shared-space reservations. Meals & Dietary NeedsPrepare meal counts with resident dietary information. | Included |
| Forms, Documents & Safety | Form BuilderCreate reusable forms with conditional fields and calculations. Automatic AssignmentsAssign paperwork by admission, program or housing rules. Electronic SignaturesPrepare documents and collect signatures with recorded evidence. Notes & FilesKeep documentation, attachments and corrections with the record. Incidents & GrievancesRecord concerns, supporting evidence and follow-up actions. Legal & SupervisionOrganize legal matters, conditions, contacts and appointments. | Included |
| Insurance & Financial Tools | Insurance PoliciesMaintain multiple policies, coverage details or self-pay status. Benefits & AuthorizationsRecord benefits, approved services, limits and renewal dates. Billing HandoffOrganize coverage and service information for outside billers. Resident AccountsRecord charges, payments, receipts and outstanding balances. Expense TrackingCapture receipts and allocate spending to people, properties or activities. Online Resident PaymentsAccept connected card and ACH payments when enabled. Connection Required | Included |
| Teamwork & Oversight | Secure MessagingKeep staff conversations and resident-related updates organized. NotificationsManage in-app alerts and consent-based email and SMS updates. Custom DashboardsArrange widgets for census, availability and work needing attention. Reports & ExportsReview operational information and share authorized reports. Roles & PermissionsLimit access by role, organization and property. Security & HistoryProtect sign-in and keep a record of staff activity. | Included |
Program modules add specialized workflows to Core. Choose one for your organization—or combine modules if you support different populations.
Manage drug testing, curfews, meeting attendance and recovery progress across your homes.
Explore FeaturesManage assessments, treatment plans, observations and care documentation.
Explore FeaturesManage individual support plans, daily living assistance, activities and service records.
Explore FeaturesExtend your Core and program tools with dedicated clinical, billing or workforce capabilities.
Clinical records and electronic medication administration records (eMAR).
Insurance claims, payment tracking and revenue cycle management (RCM).
Electronic visit verification (EVV), staff assignments and visit records.
External insurance, pharmacy, prescribing and state-system connections require supported providers and activation. Software pricing excludes separately agreed provider charges.
Explore Packages & PricingChoose the right package, then shape the everyday experience around your team.
Organize your locations, rooms, beds and programs to reflect how your organization operates.
Create forms, assign responsibilities and configure intake and recurring workflows.
Set staff permissions, pin frequently used tools and customize dashboard widgets.
For example: A recovery residence might choose Core + Sober Living. A residential treatment provider might choose Core + Mental Health, then add Clinical / eMAR and Insurance & RCM.
Private records stay inside the protected application. Access follows your organization’s permissions.
Explore Core, program modules and specialty tools with a guided demo. Provider-connected services require supported integrations. We’ll confirm your configuration and external costs before activation.
Request A DemoBook a demo to see how WellStay could work for your organization.