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Check-Ins Dashboard

Manage resident check-ins, monitor statuses, and identify residents who need attention.

The Check-Ins page provides administrators with a centralized view of resident check-ins from JoyCalls, Joy Tablet, and JoyTV. It helps staff monitor scheduled interactions, identify residents who may require follow-up, and quickly review check-in activity across the organization.

Administrators can use this page to:

  • View resident check-ins in one place.

  • Monitor the status of scheduled check-ins.

  • Search for residents by name or room number (when available).

  • Filter check-ins by timeframe.

  • Create custom views based on check-in types or statuses.

  • Quickly identify residents who may require attention, such as missed check-ins or resident alerts.


Overview

The Check-Ins page consists of the following sections:

  • Timeframe Filter – View check-ins from a specific date range.

  • Search & Refresh – Locate residents and refresh the latest activity.

  • Views – Switch between default and custom check-in views.

  • Resident List – Review resident check-in details and statuses.


Timeframe Filter

Use the Timeframe dropdown to display check-ins from a specific period.

Available options include:

  • Today – Displays check-ins scheduled for the current day.

  • Yesterday – Displays check-ins that occurred the previous day.

  • Last 7 Days – Displays check-ins from the previous seven days, making it easy to review recent activity and identify trends or missed check-ins.


Search and Refresh

Use the Search field to quickly locate a resident by:

  • Resident name

  • Room number (if available)

Search results update automatically as you type.

Select Refresh to retrieve the latest check-in information without leaving the page.


Views

The Check-Ins page includes two default views available to all administrators.

Needs Attention

The Needs Attention view automatically displays residents whose check-ins may require follow-up.

Examples include:

  • Missed check-ins

  • Failed calls

  • Resident alerts (such as high pain, missed meals, or other wellness concerns)

This view helps staff quickly identify residents who may need immediate assistance.


All Check-Ins

The All Check-Ins view displays every resident check-in within the selected timeframe, regardless of status.

Use this view when reviewing overall activity or searching for a specific resident's check-in history.


Custom Views

Custom Views allow administrators to create personalized Check-Ins tabs by selecting specific check-in categories and organizing them based on their workflow needs.

Examples include:

  • Friendly Visits

  • Wellness Checks

  • Medication Calls

  • Meal Check-Ins

  • Memory Lane

  • Hygiene

  • Safety Checks

  • Care Plan Interviews

Creating a Custom View

To create a Custom View:

  1. Go to the Check-Ins page.

  2. Select + New View.

  3. Enter a view name (up to 30 characters).

  4. Select the check-in categories to include.

  5. Choose a Sort by option:

    • Attention first

    • Resident name

    • Room number

    • Most recent check-in

  6. Select Save.

The new view will appear as a tab on the Check-Ins page.

Managing Custom Views

Administrators can create multiple views, customize included check-in categories, and adjust sorting options to quickly monitor the check-ins most relevant to their workflow.


Viewing Resident Check-In Details

Selecting a resident from the Check-Ins page opens the resident card, which displays their check-in history based on the selected timeframe.

Administrators can review the resident’s relevant check-ins, including completed, upcoming, missed, and attention-required check-ins, all in one place.


Common Questions

Why isn't a resident appearing?

Verify that:

  • The resident has been added to your organization.

  • The resident has active JoyCalls or ONSCREEN JoyTV check-ins configured.

  • The current view, timeframe, or search filters are not excluding the resident.

Why does a resident appear under Needs Attention?

A resident may appear in Needs Attention when one or more of the following occurs:

  • A scheduled check-in was missed.

  • A call could not be completed.

  • A resident alert was generated during a check-in.

Why can't I find a resident using Search?

Confirm that:

  • The resident's name is spelled correctly.

  • The room number matches the configured value.

  • The resident belongs to the currently selected organization.

  • The selected timeframe includes the resident's check-ins.

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