Boolbase

Residents

The Residents section is the heart of BoolCare. Every piece of care documentation — care plans, risk assessments, daily notes, forms — is linked to a resident record.

Adding a new resident

  1. Click Residents in the sidebar.
  2. Click Add resident.
  3. Fill in the resident's details and click Save.

Add resident form showing fields for name, room number, date of birth, gender, and NHS number

Screenshot coming soon

Required fields

  • Full name
  • Room number
  • Date of birth

Optional but recommended

  • Gender
  • NHS number
  • Allergies — toggle the allergy flag and add a description if the resident has known allergies
  • Emergency contact — name and phone number
  • Primary needs summary — a brief description of the resident's main care needs (used as context by the AI assistant)
  • Height and weight — used for MUST nutritional assessments

The resident profile

Click any resident's name to open their full profile.

Resident profile page showing personal details panel, care plan overview, and activity timeline tabs

Screenshot coming soon

The profile is organised into several sections:

Personal details

Name, room, date of birth, gender, NHS number, allergies, and emergency contact are shown at a glance. Click Edit to update any field.

Photos

Upload a profile photo for the resident. Photos are stored securely and are only visible to authorised staff.

Resident profile showing a profile photo with an Upload photo button

Screenshot coming soon

Activity timeline

The timeline is a unified feed of everything that has happened for a resident — newest at the top. It shows:

  • Daily notes
  • Form submissions
  • Body map submissions
  • Care plans created or updated
  • Risk assessments created or updated
  • MUST assessments

Activity timeline showing a chronological list of daily notes, form submissions, and care plan updates with timestamps

Screenshot coming soon

Managing contacts

In addition to the emergency contact stored on the main profile, you can add multiple contacts (family members, GPs, social workers) via the Contacts tab on the resident profile.

Contacts tab on the resident profile showing a list of contacts with name, relationship, phone, and email columns

Screenshot coming soon

For each contact you can record:

  • Name
  • Relationship (e.g. Daughter, GP, Social Worker)
  • Phone number
  • Email address

Resident status

A resident can have one of three statuses:

Status Meaning
Active Currently in your care
Discharged Has left the home
Deceased Has passed away

To change a resident's status, open their profile, click the status badge, and select the new status. Discharged and deceased residents are hidden from the main residents list but remain accessible for records.

Next steps