How to Become a Power User: Tips & Tricks to Get the Most out of Welbi

If your senior living community is already using Welbi, then you know the platform comes with a host of amazing features. Welbi’s life enrichment software is designed to automate your daily tasks and provide you with the tools to take your resident experience to the next level. 

But what can you do if you feel like you’re not using Welbi to its full potential? Learning to optimize new software can be overwhelming — we get it! That’s why we put together this blog with 5 tips and tricks on how to use Welbi to make the biggest impact in your community. 

These tips come from Caroline Proulx, Regional Manager of Recreation at Revera and Welbi power-user. You can watch the full webinar with Caroline to learn more about how she uses the platform!

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1. Make Welbi part of your daily workflow

The best way to ensure you’re getting the most out of Welbi is to use the platform every day once your teams are onboarded. Sometimes, teams hesitate to start using software they’ve just been trained on. But Caroline says this is a mistake.

“At our sites, we’ve made sure that from the moment you finish training, you start using the platform because we want to start seeing the benefits right away,” she says. “It’s easy to adopt the platform because it is so user-friendly, and Welbi’s customer experience team is always available to answers questions.”

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2. Don’t forget to check out the Insights

Welbi analyzes your recreation data to provide your team with real-time insights. Teams can use this information to personalize their programming and improve their resident experience. Not sure how to take advantage of Welbi’s insights? Caroline has some advice:

“These insights give us clues about how we can be better at what we do. If you don’t know what questions to ask yourself, network with people who use Welbi or ask the Welbi team so you understand what those insights mean and what you can do with that information. If you haven’t spent time in your Insights, get in there!”

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3. Ensure your data is accurate and up to date

Welbi automatically analyzes data that is entered into the platform. This means more program insights with less paperwork for your team. But Welbi’s insights and recommendations rely on teams consistently entering accurate data. It’s important to keep data complete and up to date.

“The best part about Welbi is being able to perform analytics in the platform so we can make informed decisions and focus on having a great resident experience,” says Caroline. “The information we have available to us in Welbi is only as good as the data we put into it. It’s very important that we’re accurate and detailed.”

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4. Support the sales process

The data that teams capture in Welbi can benefit more than just the life enrichment team. It can also be used for sales and marketing purposes. The information in Welbi tells a story about who lives in your community and how they like to spend their time. This can help prospects understand what it’s like to live in your community when they’re making their decision.

“Through active living and life enrichment experiences, we have so much to contribute to the sales process,” Caroline explains. “We can’t be shy to say, ‘Hey, we have really interesting data that we have to present to you because we know it will make prospects interested in coming in!’”

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5. Advocate for your residents’ interests

Life enrichment teams often face limited budgets. If you want to make a purchase for your department, you likely have to explain how it will benefit your residents. With Welbi, it’s easy to determine which purchases will have the most impact. If you’re thinking about spending more on arts and crafts, for example, you can pull up a list in Welbi to see how many residents have that interest! Caroline shared this success story with us about a Director of Active Living who wanted to purchase a curling set for her residents:

“The initial response from the Executive Director was ‘I’m sorry, we don’t have the budget to purchase this.’ Well, we reviewed our Insights, we looked at our resident filters, and a lot of residents wanted curling. The Director of Active Living brought her business case back to the Executive Director, and data doesn’t lie — Guess what? The residents got their curling set!”

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We hope that these tips and tricks will help you make an impact in your community with Welbi! If you need a fresher on how to get the most out of the platform, you can always reach out to our customer experience team.