Senior placement agency software
Keep families engaged after tours
SeniorPath gives families a clear community comparison link, with tour notes kept on the case.
From inquiry to move-in
Keep the case moving
Attachments bury the options after a tour. A versioned family sheet keeps the comparison accessible while your agency's working notes stay private.
Family sharing
Built into your workflow
- Side-by-side community comparisons
- Versioned family sheets
- Google Calendar tour scheduling
- Today's tours in Field Companion
- Voice or typed case debriefs
Common questions
- Can families see internal notes?
- No. The family link shows the published comparison and shared documents. Your agency's private working notes stay inside the case, separate from the summaries families receive.
- Do families need an account?
- No. Families open a secure email link to the latest published comparison. Shortlist updates publish as a new version, and the link can be turned off at any time.
- How do tour notes reach the case?
- Field Companion shows today's tours on mobile. Voice or typed debriefs save directly to the case, keeping the family's questions available for the next conversation.
- Can families sign documents online?
- Yes. The family portal supports disclosures and agreements for online signature. The signed copy saves to the case with a date stamp, keeping the document attached to the placement.
- How does follow-up email work?
- Help me write drafts from case notes 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 handles tours?
- Tour scheduling uses Google Calendar. Outlook Calendar is not supported, and automatic tour reminders to families are not available.
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