This workflow automates the complete resident intake process from initial inquiry through care plan creation, ensuring comprehensive assessment data collection and seamless integration across care management systems.
New resident inquiry form is submitted through facility website or referral partner portal
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
A prospective resident or family member submits an intake inquiry form with basic demographics and care needs. The system captures this information and initiates the assessment workflow.
System automatically generates a new resident profile in the care management platform using submitted information. Initial care level classification is assigned based on preliminary needs assessment.
System identifies available nursing staff and schedules a comprehensive health evaluation appointment. Assessment forms and medical history questionnaires are automatically generated and sent to family.
Based on completed health assessment data, the system determines if the resident requires basic assisted living, memory care, or skilled nursing services. This decision routes the workflow to appropriate care planning protocols.
System creates a detailed care plan including medication schedules, activity preferences, dietary requirements, and staff care instructions. Care team assignments are automatically determined based on resident needs and staff expertise.
Automated creation of family access accounts with personalized dashboards showing care updates, visit scheduling, and billing information. Welcome packets and orientation materials are digitally delivered.
Final resident file is compiled with all assessment data, care plans, emergency contacts, and legal documentation. Staff receive automated notifications to begin care delivery and family receives move-in confirmation.
Operator Academy teaches you how to implement AI automation workflows like this one step-by-step — no coding required.
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