Capture website inquiries
Structured answers arrive in your intake inbox.
Fewer missed follow-ups. Clearer fee tracking.
SeniorPath is software for senior placement agencies that keeps cases moving from inquiry to payment.
Explore the product
Follow a case from first inquiry to referral fee.
Find communities that fit
Ranked matches keep the reasons behind each recommendation.
Share a clear comparison
A versioned family link replaces scattered attachments.
Fees and payments
Track contract terms and invoices against each move-in.
Tours become case notes
Capture a mobile debrief before tour details fade.
Compare communities without attachments
Families see published comparisons, not private agency notes.
Fees follow the move-in
Keep payment status visible after the family moves in.
Get new families out of the inbox
Website forms feed structured inquiries into SeniorPath. The Work queue puts new families and overdue follow-ups first.
- Publishable intake forms
- Structured answers on every inquiry
Work queueToday
New inquiry · M. Alvarez
Memory care · $6,000 budget · Within 30 days
Follow-up overdue · E. Carter
Tour completed · Call due today
Stop rebuilding the same shortlist
Your shared facility book keeps private agency notes and contact preferences across handoffs. Matching explains each fit and saves every search to the case.
- Radius around an address
- Fit reasons and saved search evidence
Community match12 mi radius
Oakwood Gardens
Memory care fitWithin budget8 miles
Search saved to M. Alvarez · Agency notes remain private
Keep families engaged after tours
Field Companion saves tour debriefs straight to the case. Families get a versioned comparison link instead of another attachment.
- Today’s tours on mobile
- Google Calendar tour scheduling
Field Companion · Today
Oakwood Gardens · 2:00 PM
M. Alvarez · Tour scheduled
Debrief added to case
Voice note · Ground-floor room, medication support
Family comparison · Version 2 · Shareable link
Keep referral partners from drifting
The Work queue flags overdue partner calls. Referral source analytics show which relationships produce move-ins.
- Seasonal outreach drafted per partner
- Referral source outcomes
Referral Partners
Mercy General Hospital
Discharge Planner
Follow-up email
Today
Oakwood SNF
Social Worker
Quarterly check-in
Oct 18
Dr. H. Chen
Geriatrician
Send outcomes report
Oct 22
Track fees beyond the move-in
A move-in creates the fee record from saved community terms. Invoices and clawbacks stay tied to the placement.
- Your agency's Stripe account
- QuickBooks Online sync
Placement fee · E. Carter
CommunityOakwood Gardens
Fee basisContract terms
Clawback windowTracked
Invoice linked to placement
Keep disclosures attached to the case
State disclosure packs go out for e-signature. A timestamped audit trail keeps signature history with the placement.
- Signature status by case
- Inspection alerts
Record: E. Carter
RCW 18.330 Disclosure
Recorded • Oct 12, 14:03
Agency Agreement
Signed by POA • Oct 14
Client disclosure
Awaiting signature
See what needs your attention
Agency analytics show where cases stall and which referral sources produce revenue. SeniorPath Assist briefings surface the work that needs attention.
- SeniorPath Assist morning briefings
- Pipeline and referral source reporting
Agency overview
Inquiries
Tours
Move-ins
Revenue and cash · By referral source
Clawbacks · QuickBooks reconciliation
SeniorPath Assist · Morning briefing
Connections and product limits
Tours use Google Calendar; Outlook Calendar is not supported. Personal Gmail or Outlook sending requires provider approval and a connected mailbox; mailbox activity links to cases, with one-to-one sending, not campaigns.
Help me write creates a draft on request; the advisor sends.
Your agency owns its Stripe account and is merchant of record. Stripe processing fees vary; SeniorPath application fees are on pricing. QuickBooks Online requires a connection and mappings.
Inspection alerts cover supported state registries; Google ratings are stored snapshots. Vacancy and pricing are not verified in real time. SeniorPath does not give legal advice or guarantee compliance. Advisors choose what to share with families and review fit.
Bring your next case into SeniorPath
Start a 14-day free trial. No credit card required.