How does the platform run a waitlist that respects clinical fit and revenue priority?
Waitlists in most communities are a notebook at the front desk. When a unit comes available, the call goes to whoever the front desk remembers first, not to the best clinical and financial fit.
Detail
The waitlist tracks each prospect with desired unit type, payer, clinical needs, target date, and deposit status. When a unit opens, the system surfaces the matched prospects ranked by fit. Routine waitlist contact is automated. Deposit refunds and policy-driven removals are logged.
Vacancy turnover time decreases 3–5 days, and the financial mix of incoming residents stays closer to the underwritten plan.
Key points
- Notebook at the front desk
- Spreadsheet maintained by the sales director
Key points
- Enquire CRM
- Continuum CRM
- Sherpa CRM
https://seniorcre.com/workflows/admissions/waitlist-and-priority