Senior Place

Senior Place is a software solution designed specifically for small to medium-sized senior placement and referral agencies. According to the vendor, it offers a range of features to help manage the placement process, track clients, and streamline operations. Senior placement agencies, referral agencies, assisted living facilities, skilled nursing homes, and home care agencies are among the target users of Senior Place.

Key Features

Client Pipeline: According to the vendor, Senior Place's client pipeline feature allows users to easily track and manage all clients in one place. It provides a visual representation of each client's progress in the placement process, aiming to ensure no client is forgotten.

Community Listings: Senior Place automatically updates community listings by checking relevant licensing sources, as claimed by the vendor. This feature aims to provide up-to-date community information for faster and more efficient matching and referrals.

Referral Tracking: Senior Place allows users to keep track of all inbound and outbound referrals, according to the vendor. Users can organize and manage referrals to ensure none are overlooked or forgotten. The vendor claims that this feature provides valuable insights and data for future decision-making.

Task Management: The vendor states that Senior Place offers a task management feature to help users stay on schedule and complete important tasks. Users can create and assign tasks to themselves or team members, with the ability to prioritize work using color-coding.

Custom Reporting: According to the vendor, Senior Place provides a custom reporting module that enables users to make metrics-based decisions. Users can tailor the reports to their specific needs and access valuable data for analyzing performance and making informed decisions.

eSignatures Built-in: Senior Place includes a built-in eSignature feature, as claimed by the vendor. This feature allows users to obtain electronic signatures on contracts directly from the platform. According to the vendor, this streamlines the contract signing process and enhances efficiency.

File Storage: Senior Place offers file storage functionality, allowing users to store and organize various types of files, such as contracts, community photos, and brochures. Users can associate files with specific communities or clients for easy access, according to the vendor.

Automated Workflows: According to the vendor, Senior Place includes workflow automation capabilities to save users time. Users can set up automated workflows to send emails and create tasks based on predefined triggers, aiming to ensure timely communication and task completion.