Sarah

Appointments and Transport

Fourteen appointment types per resident, and the facility-wide ride board behind them.

AI front desk

She answers the phone, screens the caller, transfers or takes a message, and files it.

One text inbox

Candidates, staff and front-desk callers on the same number, in one thread list.

Which link a message carries is how the inbox knows what a thread is, and the database enforces that a message has exactly one other end. Threads are labeled rather than split, because a split inbox routes on the same guess and hides whatever it got wrong, and someone who applied and then phoned is still the hiring team's to answer. Delivery reports are recorded, so a text that failed is known rather than assumed. A number that cannot receive texts is learned from the carrier's own rejection codes and the Send button withholds itself. Replying from a community's line is reply-only; cold-texting an arbitrary number stays an administrator's power.

A fax number per building

The fax line is part of the record, not a machine in the corner.

Numbers belong to a facility or are shared across the organization, each with its own inbound notification group and optionally its own provider credentials. Inbound faxes route by the number that was dialed, are stored in object storage rather than the database, and notify by email with the PDF attached. Every send produces a transmission report. Several PDFs merge in order behind a generated or uploaded cover sheet.

Fax and email straight from the chart

Send the MAR, the referral or the packet without printing it.

The chart catalogues what is sendable, face sheet, admission and therapy packets, consents, referrals, evaluations and recertifications, care plans, the physician plan of care and the month-to-date MAR, and a signed-upload kind is offered only once the signed copy exists. Email sends the same documents as individual attachments to a handful of recipients.

Push to chart

An inbound fax becomes a filed note on the resident or the lead.

The fax and its transmission report attach to a note carrying a footer that says where it came from, the file is referenced rather than copied, and a medication order can be raised from the same dialog, so a returned physician order closes the item it belongs to instead of landing loose in Documents.

The Directory

One address book of everyone a community writes to.

It copies nothing: it is a view over providers, pharmacies, institutions, saved contacts, and residents' family, POA and emergency contacts, with lead contacts when the plan includes CRM. Rows sharing a normalized number or an email merge into one entry carrying every source, and the directory record's name wins over a saved copy of it. Each entry shows when it was last faxed, or says plainly that it never was. Sends to a number nobody owns collect in an unfiled queue, one row per number, each with a File action that creates the record where it belongs, or a way to say it is not a contact at all.

Shift Handoff Board

A wall tablet at the nurses' station that is not anybody's login.

The tablet holds a revocable device token that can read one facility's board and nothing else. Every action additionally needs an actor pass minted from a six-digit quick code, so a change always carries a person's name; a missing pass is the signal the tablet turns into its PIN pad. Shift change is a recorded two-code ceremony with a snapshot of what was open at the time. Tiles are calls needing attention, texts awaiting a reply and manual handoff tickets, ageing live, with one claim per tile and re-claiming handing it over.

@Mentions

Name a colleague in a note, a task comment or a move-in step, and grade how much it matters.