30 hours ago · Your senior’s healthcare provider will give you instructions to set up your senior’s account. You will need to give them a contact email address. Once your senior’s visit or admission is completed, there will be an email at the address you provided that will give you a link to access the patient portal. Follow the link provided. >> Go To The Portal
The Take Action widget is a series of tabs displaying new leads, individuals with and without assigned activities, your Watch List, and move ins and outs. Click each tab to change the view of displayed data.
The Welcome widget displays your current default location's occupancy and total inquiries for the current month. If you have access to more than one location, click the "Community" drop down to select a different location.
The New tab displays new leads from your company's digital lead integrations, like A Place For Mom, Caring.com, and your company website. Each individual is displayed the with their contact info and their primary contact's phone number. You can quickly assign the individual to yourself using the Assign to Me button or click the drop down arrow to assign them to another user at your location.
The Assigned Due tab displays the active individuals currently assigned to you with a next scheduled activity. Each individual is displayed with their contact info and their primary contact's phone number. The next activity type will display on right side in orange text.
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