Set up your first Morning Row

Before you start

• Admin role on the AcuityRow organization
• One facility's resident roster (CSV or PDF export from your EHR)
• A recent shift schedule for that facility

Steps

1. 1

   Create the facility and choose a care setting

   From onboarding, add the facility name, address, and care setting (assisted living, memory care, skilled, or independent). The setting changes which signals AcuityRow weights heaviest.

2. 2

   Import residents

   Upload your roster. Map columns to AcuityRow fields (name, unit, room, primary diagnosis, mobility level, family contact). If a column is messy, save the mapping as a draft and continue.

   Tip · PDF rosters work — text-extractable only. Scanned images need a CSV.

3. 3

   Import a starter shift file

   Upload the current week's schedule. Map staff name, role, shift start/end, and assigned neighborhood. Staff Fit needs this to flag coverage gaps.

4. 4

   Set your family update policy

   Decide which categories AcuityRow may draft and which require a phone call first (falls, hospitalizations, behavior). This boundary stays in force for every future update.

5. 5

   Open Morning Row

   The first row uses imported residents, recent signals, and current coverage. Each card cites its sources. Accept, dismiss, or escalate — every action writes to the audit trail.

Common pitfalls

• • Skipping the care setting causes generic prioritization — set it before importing.
• • Importing residents without a shift file works, but Staff Fit will be empty until shifts land.