SeniorPath Help Center

Connect the client and resident, capture current needs, and review the care profile before matching.

Launch a published intake form on WordPress, Wix, Squarespace, or HTML, run a safe test, and review inquiries.

Choose the agency profile, operating states, defaults, and plan before inviting the team.

Create the case, link the person receiving care, and identify the correct contact before starting a placement.

Inspect original answers, possible duplicates, consent, ownership, and delivery state before creating or linking a client.

Set a practical search area, review fit, and preserve what supported a shortlist.

Record what a community said, review earlier updates, and correct mistakes without losing history.

Open the correct placement, update its stage from real progress, and rerun matching after material changes.

Preview exactly what the family will see, optionally include facility updates, and publish deliberately.

Compare communities and tradeoffs, then explicitly share a reviewed shortlist with the family.

Publish the intended case information, send the correct secure link, and verify document or signature status.

Record who to contact and how they prefer outreach. Edit their details when they change.

Keep community status, care details, agency ratings, fee terms, and verified contacts current.

Resolve required actions and use optional case guidance when helpful, with human review and current evidence.

Connect the current member's Gmail or Outlook mailbox, understand selective tracking, and disconnect safely.

Invite the right person, assign least-privilege access, and recover from expired or unusable invitations.

Configure monitored states, review sourced updates, and complete case disclosures without treating alerts as legal advice.

Manage integrations and imports with protected access, validate results, and recover without exposing credentials.

Verify fee entitlement, issue a fixed invoice, and reconcile real settlement activity.

Diagnose invoice delivery or settlement issues, use corrections instead of rewriting history, and reconcile Stripe or QuickBooks.

Confirm tour details, use the calendar, and record the family's response.

Schedule the verified visit, review reminder state, and document the outcome after the tour.

Keep partner relationships, referrals, consent, and follow-up connected without overstating attribution.

Keep family and partner next steps visible, then review recipients and content before sending.

Use due work and alerts to choose the next action, then record the real outcome without duplicating work.

Maintain the relationship, log a verified referral, and keep attribution connected to recorded activity.

Configure reviewed outreach building blocks without treating a workflow or draft as a sent message.

Choose a period and advisor or source filter, then distinguish pipeline activity, fee refund periods, invoices, and payments received.

Handle supported field tasks on mobile while protecting case data and checking freshness.