How does the platform execute the admission contract without three days of back-and-forth?
Design target · Expected outcome
Yes → move-in: week → 48 hours
Design target modeled from workflow design. No operator community has been measured, no approved Evidence Record supports it, and business outcomes remain contributory — figures are targets, not results. See Industry Findings for methodology.
Incumbents this workflow touches
Performs in-platform: DocuSign + manual GL entry
Integrates with (Tier 3): DocuSign · Yardi Voyager · PointClickCare AR
SeniorCRE does not “replace” the EHR. Where PointClickCare, MatrixCare, Yardi, or OnShift are in place, the workflow runs on top of the existing record via integration.
The problem
Admission contracts are PDFs emailed for signature. Rate sheets get out of sync with the contract. Deposits and security amounts are tracked on a separate spreadsheet that the controller reconciles at month-end.
How the platform runs 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.
On the shift
The admission packet generates from the resident record: contract with the right rate based on the assessed care level, financial disclosures, advance directives, photo release, HIPAA acknowledgment. The family signs electronically the night before move-in. The financial deposit posts to the resident ledger automatically; the first prorated invoice generates on the move-in date. Every signed document is on the resident chart, attribution captured, audit-traceable.
What the outcome looks like
Time from "yes" to move-in compresses from a week to 48 hours, and the AR opens clean instead of needing month-end cleanup.
What goes wrong without it
On a paper admission process, the family fills out a 23-page packet at the front desk on move-in day. The contract has the wrong care-level rate because the assessment was updated after the contract was drafted. The financial deposit gets recorded in QuickBooks two days later. The signed advance directive gets misfiled, which becomes a 3 a.m. problem two weeks in.
Show me the evidence
Operators do not buy claims. They buy proof. If anything on this page reads as aspirational, ask us to walk you through the surface in production for a community at your acuity and payer mix.
Where this connects in the platform
Every admissions workflow runs on the same record. These are the feature pages, head-to-head comparisons, and pillar articles that go deeper on the surfaces this workflow touches.
Feature surfaces
Compared head-to-head
Admissions and CRM references
Admissions workflows on this page reflect the Pre-Admission Screening and Resident Review (PASRR) requirements, HIPAA marketing rules for referral sources, and CMS hospital discharge planning Conditions of Participation.
- Hospital Discharge Planning Conditions of Participation — Final Rule
CMS / Federal Register
Sets the discharge planning timelines and the patient-choice requirements that drive referral channel design.
- PASRR — Preadmission Screening and Resident Review
Medicaid.gov
Federal screen required before Medicaid-funded SNF admission; gates the workflow for serious mental illness and intellectual disability.
- HIPAA Marketing Rule (45 CFR 164.508(a)(3))
eCFR
Governs how referral relationships, sponsorships, and patient outreach can be structured without violating authorization rules.
- F-622 — Transfer and Discharge Requirements
CMS
The interpretive guidance for resident-initiated and facility-initiated discharges that bookend the admissions lifecycle.