Amy
AI Admissions Manager · Admissions and growth desk
Turns every family inquiry into a documented, admission-ready outcome.
What Amy owns
- Every inquiry, answered and qualified: web, phone, email, walk-in.
- Tours scheduled around your team's real availability.
- Follow-ups that never lapse: every family hears back, every time.
- Move-in documents collected and packets prepared for e-signature.
- A clean handoff: admission-ready files, on the record.
What stays human
- The tour itself: a family meets your community through a person.
- The care decision: whether your community is the right fit.
- The welcome on move-in day.
The work
Amy at work.
Amy
AI Admissions Manager
New family lead received. Qualify the inquiry, schedule a tour and collect move-in documents.
- Inquiry answered and qualified
- Tour booked, family kept warm
- Admission-ready handoff on the record
Stays human: the tour, the care decision, the move-in.
In the record
What Amy works in.
These are the screens Amy works in: the same ones your staff open, under the same roles and the same audit trail. Everything below is in the product today. The entries carrying a second paragraph are where this goes deeper than a feature list; the rest is table stakes, and named as much.
Admissions and agreements
Lead pipeline
Every inquiry as a record, in a list or on a board.
Tours
Scheduled against the community's real availability, with the invite and the reminder.
Campaigns and web-to-lead
Where the inquiry came from, captured at the source.
Admission packets
Thirty native forms, filled from the chart, signed and filed.
E-signature
ESIGN and UETA compliant signing, in person or by link.
Ask-once intake
One question fills every form that asks it.
Signing hub
One place that says who still has to sign, and what is holding it.
Admissions queue
Every packet in flight, with the server doing the counting.
Move-In Command Center
Sixteen steps across three phases that cannot be ticked by hand.
Pre-admit by admission, admission within 24 hours, post-admission within 30 days, with deadlines derived from the admission date, correcting the date re-baselines everything. Most steps compute live against real records: responsible party and emergency contacts, provider and institution links, Social Security income and assets, the resident photo, packet completeness, diagnoses and active orders, the lease, the care plan, the invoice, the MCO authorization and the physician plan of care. A Medicaid resident gets the STAR+PLUS pathway and its extra steps; everyone else gets private pay. A computed step can never be checked off by hand, but any step can be waived with a required reason.
Form requirements and availability
Which forms a community requires, and which it does not use at all.
Portals
Family and resident portal
A daughter in Dallas reads the invoice, pays it, and signs what needs signing.
Access is per resident and either view or act, and act is required to record a payment or to sign. A resident can hold the same kind of login for themselves rather than through a proxy, and the signing party is derived from the link on the server, never from the request. Pay by ACH or card, turn on autopay, e-sign admission paperwork and review care plans. The first login forces a password change, and the whole surface is deny-by-default: only the routes the portal needs are reachable at all.
Communications
Lead email
Email a family from the lead record, from a template, logged as it goes.
Reports
Census
Occupancy by community, with move-ins and move-outs behind the number.
CRM Analytics
The pipeline as numbers: inquiries, tours, conversions and sources.
Campaign ROI
Spend against the leads and move-ins a campaign produced.
No account required
On the record
Every inquiry, conversation, tour and document Amy touches is written to the system of record, your team sees the full pipeline, and nothing lives in a personal inbox.