SeniorPath Assist

Less prep. More time for placements.

SeniorPath Assist brings overdue work into focus inside your agency's senior placement software.

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Morning briefingToday

The work waiting on your team

New family inquiryIntake

Tour debrief readyCase notes

Partner follow-up dueWork queue

Agency priorities

What SeniorPath Assist does.

01 / The day starts with a backlog.

Start with the next action.

SeniorPath Assist brings new inquiries and overdue follow-ups into focus so your advisors know where to start.

MORNING BRIEFING

New inquiriesIntake queue

Follow-ups dueWork queue

Tours todayCalendar

02 / The shortlist needs a reason.

Know why each community fits.

SeniorPath Assist explains each match against the family's needs, so your advisors can see why a community made the shortlist.

MATCH EXPLANATION

Care fitMemory care

BudgetWithin range

DistanceInside radius

03 / Tour details disappear by dinner.

Turn debriefs into case notes.

Field Companion captures tour debriefs on the spot, and SeniorPath Assist turns them into case notes.

TOUR DEBRIEF

TourOakwood Gardens

CapturedVoice note

Saved toFamily case

04 / Referral partners drift.

Keep partner follow-ups in view.

The Work queue flags overdue partner contact so referral relationships do not disappear behind casework.

PARTNER FOLLOW-UP

OwnerAssigned advisor

ContactOverdue

Next actionWork queue

Facility matching Family sharing Help center Trust and privacy

Connections

Does SeniorPath Assist send messages on its own?

No. Help me write drafts on request; the advisor sends. Personal Gmail or Outlook sending requires provider approval and a connected mailbox. Messages are one-to-one, not campaigns.

Which calendar works with tours?

Tours use Google Calendar. Outlook Calendar is not supported.

Where do match explanations come from?

Match explanations use case details and recorded facility information. Vacancy and pricing are not verified in real time.

Connected mailbox activity can link to case records when a connection is available. Connection setup.

Senior placement agency software

Start with a clear Work queue

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