Buyer guide
Choose software that tracks referral fees
Missed invoices cost referral fees; choose senior placement agency software that connects the move-in to payment.
From move-in to payment
A move-in should not disappear into a spreadsheet. SeniorPath creates a placement fee record from the move-in, so your agency can invoice against the community's terms.
Start with your own agency
Your agency runs on families, communities and the fees that follow a move-in. The software has to fit that work.
Write down how many cases your advisors carry, where new families arrive and who takes over when an advisor is out. Note where tours, follow-ups and move-ins live today.
Put your community fee agreements, state disclosures and invoice process on the same page, along with the email, calendar and accounting tools you plan to keep.
Run one placement through every product
Mrs. Alvarez needs memory care. Medicaid is pending, her daughter lives out of state, and the family needs a short list before discharge.
Go from inquiry to community shortlist. Can your advisor see why each community fits her care needs, location, budget and payer? Can her daughter see a clear comparison? Where do the tour notes go?
Mrs. Alvarez moves in. On day 20, she is readmitted to the hospital. Find the fee record, invoice status, the contract's clawback window and the next placement.
Get the full price
Price out a full year for your team.
Include seats, onboarding, imports, training and any charges for calls, texts or signatures. For online invoices, separate the processor fee from any software fee.
With a general CRM, add the time it takes to build care profiles and placement billing yourself. Check what changes when you add an advisor.
Know what the record shows
When a family calls after a tour, your advisors need the latest case. When a fee is disputed, you need the dated record.
Check who can see case notes and invoices, what was sent to the family and when disclosures were signed.
Check how health and financial details are protected and who on your team can see them.
Keep the exit door open
Your client and fee history should never be locked in.
Make sure clients, communities, partners, documents and invoices export to usable files.
For the switch, move active cases first, reconnect the tools your team uses and set a cutoff date.
Red flags
- No public price and no trial.
- Referral or revenue numbers promised before they have seen your agency.
- No clear export path, or a fee to leave.
- Guaranteed compliance. Software records disclosures; your agency owns its obligations.
What SeniorPath costs
SeniorPath saves community contract terms with the facility record. A move-in creates a placement fee record, so your agency can invoice from the placement, collect through its own Stripe account and track clawbacks against the right case.
Solo $199/month (one owner working alone); Agency $349/month (unlimited seats with no per-user fees). Annual billing saves more. 14-day free trial, no credit card. Online invoice payments carry a 0.4% (Solo) or 0.1% (Agency) application fee on top of Stripe processing.
Spreadsheets and generic CRMs
Stop rebuilding the placement workflow
Manual case tracking leaves referral fees easy to miss; SeniorPath connects the move-in to its fee record.
Care needs drive matching
Structured care profiles guide the community search.
Search reasons stay saved
Each shortlist keeps its search criteria on the case.
Families get a comparison
A versioned family link replaces attachments.
Move-ins create fee records
Invoice from the placement, then track payment.
Disclosures stay with cases
Signed documents keep their timestamped audit trail.
Placement workflow already built
Your team starts with placement stages, not custom fields.
SeniorPath is software for senior placement agencies, from inquiry to referral fee.
Software comparison questions
- Could a spreadsheet or free CRM work?
- For a handful of cases, yes. Once you have several advisors and a steady flow of move-ins, rebuilding care profiles, community research and placement billing by hand costs more than the software.
- What about a senior living community CRM?
- Those track a single community's prospects and occupancy. A placement agency tracks families and referrals across many communities.
- How long does a switch take?
- Import your clients, facilities and referral partners from CSV, move active placements over first and set a cutoff date.
Senior placement agency software
Run your agency on SeniorPath.
Start a 14-day free trial. No credit card required.
Still have questions? Contact us