Agency operations
How SeniorPath invoicing, online payments, and QuickBooks work
From placement fee to invoice, Stripe collection and QuickBooks Online sync.
9 min readRead guide
Agency guides
Keep your placement cases moving.
Practical guides for running a senior placement agency, from first inquiry to referral fee.
For placement agencies
Put the guides to work
SeniorPath is software for senior placement agencies that connects cases to referral fees. For product how-tos, visit the Help center, or compare tools in the software buyer guide.
Agency operations
Guides for agency operators
Agency operations
What should a senior placement intake capture?
Start a family's search with the details that matter: care needs, budget, decision makers, location, consent, and questions to resolve before recommending communities.
7 min readRead guide
Family experience
How should a placement agency follow up after tours?
Turn a family's tour reactions into clear questions, verified community details, and an agreed next step without rushing their decision.
6 min readRead guide
Growth
What belongs in a referral partner workflow?
Keep track of who referred a family, what matters to that partner, and when to follow up with a relevant, personal update.
5 min readRead guide
Family experience
How to protect a vacant home during a senior move
When a senior move leaves a home vacant, make a plan for access, documented checks, insurance questions, maintenance, and local help.
9 min readRead guide
Family experience
How to choose a local senior placement advisor
Help families ask about an advisor's local knowledge, compensation, privacy practices, research, and follow-through, using Phoenix's East Valley as an example.
10 min readRead guide
Public sources
External public resources
Official sources for senior care research.
Medicare Care Compare
Centers for Medicare & Medicaid Services
Official comparison information for provider types covered by the service.
Eldercare Locator
Administration for Community Living
A federal service connecting older adults and families with local support resources.
Long-term care planning basics
Administration for Community Living
Educational material on needs, services, and ways to pay for long-term care.
Senior placement agency software
Run your agency on SeniorPath.
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