Tour Booking Workflow
- 1Web inquiry triggers a text with a calendar link
- 2Family selects a time for a guided facility walkthrough
- 3Automated confirmation and directions sent via SMS
- 4Reminder sent 24 hours and 2 hours prior to the tour
Systems for Senior Living
Senior care companies generate revenue through long term residential stays and specialized care services. Leaks often occur when families inquiring about placement do not receive immediate responses or when community tours are not followed up on with professional persistence.
Healthcare
Also for: Assisted Living Facilities
How the business actually works
Inquiry
A family member or adult child reaches out regarding placement for a loved one.
Needs Assessment
Initial screening to determine the required level of care and acuity.
Community Tour
The family visits the facility to view floor plans and amenities.
Waitlist Management
Maintaining engagement with families when preferred units are not currently available.
Admissions
Finalizing the residency agreement and coordinating the move in date.
Onboarding
Integrating the new resident into the community and care plans.
Family Engagement
Ongoing communication regarding community events and resident well being.
Referral Loop
Encouraging satisfied families to recommend the facility to others in their network.
Where it leaks
When a family is in crisis and looking for immediate placement, a delayed response leads them to call the next facility on their list. Missing the initial contact often means losing the resident for years.
Coordinating tours with adult children who have busy schedules is difficult without automated reminders. Empty tour slots result in lower occupancy rates and wasted time for the marketing director.
Families demand frequent updates on their loved ones, which can overwhelm staff if handled via disorganized phone calls. A lack of structured communication creates anxiety and distrust for the family members.
Leads on the waitlist are often forgotten as staff focuses on immediate vacancies. Without regular automated touchpoints, these prospects find alternative solutions before a room opens up.
The admissions process involves heavy documentation that often gets stalled in back and forth emails. Delays in signed residency agreements postpone move in dates and delay monthly recurring revenue.
What LATTICE can build
Automated SMS and email replies acknowledge new placement requests instantly, even after hours or on weekends.
Prospects can book facility tours directly from the website, synced with the community director's availability.
Sends monthly community newsletters and availability updates to keep the facility top of mind for future residents.
A centralized portal where staff can share non clinical updates and activity photos with authorized family members.
Automated reminders to family members for outstanding medical clearances or signed financial agreements.
Systematically requests testimonials from families after the first thirty days of a successful residency.
An AI voice assistant screens initial calls to categorize the level of care needed before routing to an admissions counselor.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
It removes the burden of manual follow up and scheduling. The system ensures every inquiry is touched immediately and nurtured until they are ready to tour, allowing the director to focus on the human side of senior care.
Yes, our workflows allow for custom tagging. You can route clinical questions to the nursing staff while keeping residency and billing inquiries with the administrative and sales teams.
By automating the follow up with every lead and keeping your waitlist warm, you ensure that vacancies are filled faster. Consistent communication prevents prospects from slipping through the cracks and choosing a competitor.
The interface is designed for simplicity. Staff can view their daily tasks, upcoming tours, and family messages in one clear dashboard without needing to navigate complex software.
The platform is built to scale. You can view data for a single community or aggregate reporting across an entire portfolio to see which facilities are performing best.