How does the platform run tours that convert without turning every counselor into a heroic salesperson?
Design target · Expected outcome
+15–25% tour-to-deposit conversion
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: Counselor-by-counselor tour scripts
Integrates with (Tier 3): Enquire CRM · Continuum CRM · Sherpa CRM
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
Tours are run from memory. Some counselors do a structured discovery; others wing it. Conversion rates vary widely by counselor with no visibility into why.
How the platform runs it
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.
On the shift
The Thursday tour runs at 2 p.m. The marketing director opens the family’s record on her tablet — the daughter mentioned dementia with sundowning and a recent hospitalization. The tour script surfaces the memory-care programming, the staffing model, the discharge planner relationship with the hospital. After the tour, the discovery notes capture the concerns the daughter raised; the system queues the follow-up email with the right collateral and schedules the second touch at the optimal interval based on conversion data.
What the outcome looks like
Tour-to-deposit conversion lifts 15–25% across the team because the playbook is enforced instead of optional. New counselors ramp roughly 2× faster.
What goes wrong without it
On a paper-tour process, the discovery notes are on a clipboard that gets transcribed into the CRM the next day, partially. The follow-up email is generic. The second touch happens when the marketing director remembers, which correlates strongly with whether the family follows through to a deposit.
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.