How does SeniorCRE triage inbound inquiries so the right lead gets the right response?
Inquiry triage, pre-admission clinical review, PASRR, contract execution, move-in handoff, NOMNC/ABN, waitlist, discharge with revenue close-out — the conversion from lead to resident on one record.
Detail
Every inquiry enters a single pipeline scored on payer-mix fit, acuity match, urgency, and source. SLAs route the highest-fit leads to senior sales counselors and the rest into structured nurture sequences. Every touchpoint — call, email, tour, follow-up — logs against the lead record. A daily standup runs from one funnel, not three.
Each tour has a discovery framework — clinical needs, financial picture, family dynamics, timeline — captured on the lead record. The system surfaces objections, suggests next-step content (move-in packets, financial-aid info, clinical capability docs), and schedules follow-ups automatically. Tour-to-deposit conversion is reported per counselor with the underlying discovery quality visible.
Pre-admission clinical assessments capture diagnoses, current medications, ADL needs, behavior history, equipment requirements, and the hospital DRG / discharge summary when available. The DON reviews against community capability with a structured decision — accept, accept with conditions, decline. Decisions and clinical context flow into the care plan on day one.
PASRR Level I generates from the pre-admission record with the disqualifying conditions clearly screened. Positives auto-route to the state\u2019s Level II contact with the supporting documentation packet. The admission file shows PASRR status — Level I complete, Level II pending, Level II complete — so the admissions team can sequence move-in against the regulatory clock instead of around it.
Contracts generate from the lead record with current rates, applicable care levels, and resident-specific terms. E-signature flows happen in one session with the family. Deposits and prepays post to the ledger automatically. Move-in is unblocked when every contractual prerequisite is complete.
Outcomes it supports
- Inquiry triage
- +10–20% inquiry-to-tour; −5–8 days to move-in
- Tour & discovery
- +15–25% tour-to-deposit conversion
- Pre-admission review
- Fewer inappropriate admissions
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Key points
- Enquire CRM
- Continuum CRM
- Sherpa CRM
- HubSpot',
Key points
- How does SeniorCRE run PASRR Level I and coordinate Level II evaluations without delaying the admission?
- Every Medicaid-funded NF admission requires a PASRR Level I; positives for serious mental illness or intellectual disability trigger a Level II evaluation that has to complete before admission. On a fragmented stack, the Level I is faxed, the Level II coordination is a phone tree, and the admission either delays or proceeds out of compliance.
- PASRR Level I generates from the pre-admission record with the disqualifying conditions clearly screened. Positives auto-route to the state\u2019s Level II contact with the supporting documentation packet. The admission file shows PASRR status — Level I complete, Level II pending, Level II complete — so the admissions team can sequence move-in against the regulatory clock instead of around it.
- PASRR-related admission delays drop. State-flagged PASRR non-compliance — a survey citation category — disappears as a finding because the workflow can prove the Level I was done and the Level II was coordinated.
- DocuSign + manual GL entry
https://seniorcre.com/workflows/admissions