Placement

Facility placement, from first lead to move-in

Match care recipients to assisted living facilities, manage beds and residencies once they’re placed, and track every placement lead in one CRM built specifically for placement teams.

What’s included

Facility matching based on real needs

Match a prospective resident to facilities based on the care and support they actually need, so placement teams and families are comparing options that genuinely fit, instead of working through a generic facility list.

Bed and residency management

Once a placement is made, manage bed availability and the resident’s ongoing residency in the same system — tracking who’s in which bed at which facility, and keeping that record current as circumstances change.

A CRM built for placement leads

Every inquiry becomes a tracked lead, matched against candidate facilities and moved through the placement process in one pipeline — instead of leads living in a spreadsheet or a separate sales tool disconnected from the facility data.

Families kept in the loop

The placement team works every lead — matched facilities, status, next steps — from one pipeline, so when a family calls or checks in, whoever picks up has the full picture and can give them a real update instead of having to track someone down first.

Frequently asked questions

What does "facility matching" actually compare?

A prospective resident’s support needs are matched against what candidate facilities can accommodate, so the shortlist a placement team works from reflects genuine fit rather than a full, unfiltered facility directory.

Does the same system track leads and residencies?

Yes. A placement lead, its matched facilities, and the eventual bed and residency assignment all live in one system, so there’s no re-entry of information when a lead becomes a placed resident.

How do families stay updated on placement progress?

The placement team tracks each lead’s status and matched facilities in one system, so any team member can give a family an accurate update without digging through notes or waiting on a colleague. There’s no separate family login, but nobody has to guess where things stand either.

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