Assisted living placement & care coordination
Guide more families to the right move-in—without carrying every tour, form, and follow-up in your head.
Deptly helps placement advisors and care coordinators turn the family that inquired tonight into a confident move-in — and carries the tour scheduling, the post-tour follow-up, and the move-in paperwork chase in between — while every community recommendation and care-fit judgment stays with you.
Part of Senior Care & Private Home Care
What does Deptly do for assisted living placement & care coordination?
Deptly answers the families who reach out the evening they realize Mom can't stay home — in your voice, within minutes — books your consultation, coordinates tours with the communities on your shortlist, and follows up after every tour so no family goes quiet. It chases the physician's report, TB test, and deposit to a confirmed move-in, then invoices your placement fee and follows it to paid. Every community recommendation stays with you.
Sound familiar?
Five moments from the way this work actually runs — not because anyone is careless, but because the loop depends on whoever is busiest.
An adult daughter fills out your website form at 9:40 PM — and the same form at a national referral service. By morning she has their list of twelve communities and a voicemail from you.
You traded six texts with a marketing director to land Thursday's 10 AM tour. The family no-shows, and now you owe her an apology and a reschedule you don't have time to arrange.
The Saturday tours went beautifully — the family loved the second community. That was nine days ago. You've meant to call every single day since.
The community can't confirm the move-in until the physician's report and TB test arrive — and the form has been sitting at the doctor's office for a week while the family assumes it's handled.
The move-in happened three weeks ago. Your placement fee — the only revenue from six weeks of work — is still 'with accounting' at the community.
Why this happens
Placement is a race you usually enter late. Families discover placement services in a crisis — the fall, the diagnosis, the discharge planner's call — and the national referral services answer their form within minutes, with a phone call and a list. Your advantage is everything the list isn't: you've walked the communities, you know which memory care unit actually delivers, and your recommendation carries a professional's judgment. But judgment only gets a chance if you answer as fast as the machine does — and the person best equipped to answer is usually mid-tour or mid-consultation.
The middle of every placement is coordination among parties who don't talk to each other: the family's availability, two or three marketing directors' calendars, a physician's office that has never heard of you, and a community's move-in checklist. Each step is a waiting state — waiting for the tour slot, the family's reaction, the signed form, the deposit — and your revenue only exists at the very end. No move-in, no fee. Yet the follow-up that carries a family from tour to decision loses to today's new inquiry every single day, because the new inquiry rings and the undecided family doesn't.
None of this is a discipline problem; it's the shape of the business. A placement practice runs on maybe fifteen open loops at once, most of them owned by nobody but you, and the loop that quietly closes wrong — the family that went silent after tours and moved in through another service — is the one that costs a full fee. Deptly holds the waiting states and the chases so your judgment gets its chance in every race, not just the weeks when the caseload allows it.
What Deptly handles here
Three complete responsibilities — each with a trigger, the actions carried, the escalation point, and what done actually means.
Responsibility 1
Answer the family tonight and book the consultation
- Starts when
- A website form, call, or discharge planner's referral arrives — usually the evening after a fall, a diagnosis, or a hard family meeting — while you're mid-tour or mid-consultation.
- What Deptly does
- Responds within minutes in the voice you approve — acknowledgment first, questions second
- Asks your intake questions: who care is for, memory and mobility, budget range and timeline, preferred areas, and any discharge deadline
- Books the consultation against your real calendar and confirms it in writing
- Sends any disclosure your state requires and a short what-to-expect note ahead of the call
- Briefs you with everything gathered, flagged for urgency like a Friday discharge
- Comes to you when
- A family in crisis, anything clinical, or a situation that sounds unsafe at home goes to you or the resource you designate right away — Deptly never counsels.
The consultation is on your calendar with the family confirmed and you briefed — or the inquiry is in front of you with one clear question.
Responsibility 2
Coordinate the tours and carry the post-tour follow-through
- Starts when
- You've chosen the shortlist — and now two or three tours need to be arranged across the family's availability and each community's marketing calendar, then followed up after.
- What Deptly does
- Schedules each tour with the community's marketing director around the family's availability, and confirms every slot in writing to both sides
- Sends the family day-before reminders with addresses, timing, and the questions you suggest they ask
- Reschedules promptly when the family or the community slips, so no marketing director is left waiting on a no-show
- Checks in with the family the same day after each tour, captures their reactions, and routes them to you
- Keeps undecided families warm on the cadence you approve until there's a decision, a new shortlist, or a scheduled check-back
- Comes to you when
- Second thoughts about the level of care, a budget that's shifted, or a community applying pressure goes to you — the shortlist and the recommendation are never adjusted without you.
Every tour ends confirmed, held, or rescheduled — and every toured family ends with a decision, a next step, or a check-back on your calendar. No family goes quiet by accident.
Responsibility 3
Chase the move-in paperwork and follow your fee to paid
- Starts when
- The family chooses a community — and the move-in now depends on a list of items you don't control: the physician's report, the TB test, the community's assessment, the deposit.
- What Deptly does
- Builds the move-in checklist from the community's requirements and tracks every item — who has it, who's waiting, what's due
- Chases each item to done: the form at the physician's office, the family's deposit, the community's assessment appointment
- Coordinates the move-in date and logistics between the family and the community, and confirms the move-in actually happened
- Invoices your placement fee under your referral agreement and follows up until it's paid — politely, persistently, on your policy
- Closes the loop with the referral source — the discharge planner or attorney hears the outcome and gets a thank-you
- Comes to you when
- Fee disputes, rate negotiations with a community, and anything a family contests go to you with the full history — Deptly never argues on your behalf.
The move-in is verified, the fee is invoiced and tracked to paid, and the referral source heard the outcome — all of it in your weekly brief.
One job, before and with Deptly
The same signal, followed all the way to a verified outcome instead of waiting on whoever is busiest.
Today
- Saturday: the Alvarez family tours two communities you arranged. The second one feels right. Everyone agrees to 'talk next week.'
- Monday through Wednesday: two new inquiries, a consultation, and a care-management client's ER visit eat every hour. The follow-up call slides.
- Day 9: you finally call. Voicemail. The daughter has been getting daily emails from the national service her form also went to.
- Day 16: silence. You assume they're still deciding.
- Day 24: a marketing director mentions the family moved in last weekend — referred at the last minute by another service. Six weeks of your work, and the fee goes to someone else.
With Deptly
- Saturday 4:30 PM: after the second tour, Deptly checks in — 'Which one felt more like home?' The daughter replies: they loved Rosewood, but Mom is anxious about the second-year costs.
- Saturday 4:45 PM: the concern lands in your inbox with full context. You call Sunday afternoon with a clear answer on the fee structure — a ten-minute conversation instead of a lost family.
- Monday: the family decides. Deptly builds the move-in checklist from Rosewood's requirements and gets the physician's report moving the same day.
- That week: the form is chased to done at the doctor's office, the deposit is confirmed, the community's assessment is scheduled — and the family hears about each step without having to ask.
- Move-in day: confirmed. Your placement-fee invoice goes to the community under your agreement, and the discharge planner who sent the family gets a thank-you and the outcome.
- The weekly brief shows the placement: tour to move-in in twelve days, fee invoiced with follow-up scheduled, nothing left open.Closed loop
Start from the outcome you want
The same responsibilities, prioritized differently depending on what you are trying to change first.
Win the family while they're still comparing lists
A family in crisis fills out three forms in one evening, and the national services answer in minutes with a list. Deptly makes you just as fast — answering in your voice, booking the consultation the same night — and then does what the lists can't: same-day follow-up after every tour, warm check-ins for undecided families, and review requests after happy move-ins so the next family finds a trusted local name. Your judgment is the advantage; Deptly makes sure it gets into the race.
Hand off the coordination between the moments that matter
Your value lives in the consultation, the shortlist, and the recommendation — not in six texts with a marketing director to move a tour, or another call to a physician's office about a form. Deptly carries the tour scheduling, the reminders, the document chase, the move-in logistics, and the fee invoicing, and sends care-management families their scheduled updates built from your notes. What reaches you is a short brief and the handful of decisions that actually need an advisor.
Take more referrals without letting a family go quiet
Discharge planners and elder law attorneys keep referring to the advisor who answers fast and closes every loop — and both get harder as the caseload grows. Deptly holds both ends: new inquiries answered and consultations booked while every toured family gets its follow-up, every move-in checklist keeps moving, and every referral source hears the outcome. The weekly brief shows which families need you this week, so the next referral gets the same attention as your first.
What Deptly handles, asks about, and never decides
Every responsibility above runs inside this boundary. You set the rules; anything outside them waits for you.
Deptly handles
Routine work done within the rules you approve.
- Answers every family inquiry — form, call, or text — within minutes, in your voice, evenings and weekends included
- Books consultations against your real calendar and sends any disclosure your state requires ahead of the call
- Schedules, confirms, and reschedules tours with community marketing directors, and reminds families the day before
- Checks in after every tour, captures reactions, and keeps undecided families warm on the cadence you approve
- Chases move-in requirements — the physician's report, TB test, assessment, deposit — until the move-in is confirmed
- Invoices placement fees under your referral agreements, follows them to paid, and keeps referral sources updated
Deptly asks first
Anything judgment-shaped waits for your okay.
- Adding or removing a community from a family's shortlist — the list is yours, always
- Any check-in beyond the follow-up cadence you approved, and any change to what a waiting family is told
- Fee amounts, discounts, and anything touching your referral agreements with communities
- What a family hears after a fall, a hospitalization, or a community's decline — drafted for your review, never sent on its own
- Any message to a referral source beyond the routine updates you've approved
Always human
The decisions that stay yours, always.
- The community recommendation itself — the judgment families are paying for never gets automated
- The consultation, the needs assessment, and every care-fit and level-of-care judgment
- Anything clinical, legal, or financial-advisory: medication, diagnosis, Medicaid, and estate questions route to qualified professionals, never answered
- Negotiating referral agreements and resolving fee disputes with communities
The full rulebook — approvals, escalation, and audit history — lives on trust and control.
Who this covers
Each one gets the same execution engine — these notes call out what actually changes.
Assisted living & memory care placement
The core referral-fee model: the family pays nothing, the community pays on move-in, and revenue depends entirely on carrying the family from inquiry to a confirmed move-in. Memory care adds urgency and emotion — a wandering incident or safety scare compresses the timeline, tours need more preparation, and the family often needs more reassurance between the steps than the steps themselves.
Independent living & senior community placement
Lower acuity and longer decision cycles — months of deliberation instead of a discharge deadline. The work shifts from urgency to patience: staying warm through a season of maybes without pestering, re-engaging when a health event changes the timeline, and keeping notes so the third conversation doesn't restart the first.
Residential care homes & board-and-care placement
Small owner-operated homes with a handful of beds: no marketing department to coordinate with, availability that changes weekly, and tours arranged directly with the owner. Checking bed availability across your network becomes real work — and the fit question is more personal, so the advisor's read on each home matters even more.
Geriatric care management & ongoing care coordination
A retainer or hourly model rather than a placement fee: the deliverable is coordination itself — appointments, providers, home services, and the scheduled family update that justifies the retainer. Deptly carries the scheduling, the vendor follow-up, and the update drafting from your notes; assessments, care plans, and every clinical judgment stay with the care manager.
Systems we commonly work in
- Phone calls & SMS on your existing business lineConfirmed
- Email & calendarConfirmed
- HubSpot, Pipedrive & other general CRMsPossible
- Junna & care-management platformsPossible
- E-signature tools like DocuSignPossible
- QuickBooksPossible
- Community CRMs, franchise systems & referral portalsScoped in discovery
Confirmed means standard channels every business already has — phone, text, email, and calendar. Possible means the platform supports what the workflow needs. Anything marked scoped in discovery gets verified during discovery before we commit to it — Deptly works within the tools you already have, as described on how it works.
See the loop close
Every proof item on this site is labeled for exactly what it is.
A stalled move-in gets unstuck — and the placement fee follows
Deptly
The Keller move-in is set for the 28th, but the community can't confirm without the physician's report — and the form has been at the doctor's office for six days. The stall gets flagged before the date slips.
Tuesday 9:00 AM
Deptly
Calls the physician's office, confirms the form is in the signing queue, and asks for it by Thursday. Sends the family a short note: what's pending, who has it, and that there's nothing they need to do yet.
9:10 AM
Family
The doctor's office just told us they sent the form to the community. Is that everything? Mom is getting nervous about the date.
Thursday 2:15 PM
Deptly → Family
That was the last item — the community has confirmed the 28th. Movers are booked for 9 AM, and the welcome coordinator will meet you at the front entrance. We'll check in the day before, and again after move-in day.
2:22 PM
Deptly
Move-in confirmed with the community. The placement-fee invoice goes out under your referral agreement, and the discharge planner who referred the Kellers gets a thank-you with the outcome.
The 29th
- Dinbox
Owner brief
Friday evening
The Keller move-in held its date. One stalled form was chased to done in 48 hours, the family heard about every step, your fee is invoiced with a follow-up scheduled, and the referral source closed the loop happy. Nothing needed you.
More demonstrations live on proof and examples.
Questions owners ask
Deptly responds as your practice, in wording you approve — and if a family asks directly whether they're texting with a person, it doesn't pretend. What a family at 9:40 PM needs is a warm answer and a clear next step, not a form-confirmation email. Conversations carrying grief, fear, or crisis get handed to you quickly, with everything already gathered so the family never has to repeat their story.
It's the opposite of one. National services generate their own leads and work their own lists; Deptly works for you — on your inquiries, your shortlist, your relationships. What it borrows from them is the one thing they do well, answering within minutes, and pairs it with what they can't offer: an advisor who has actually walked the communities. Your competitive gap has never been judgment; it's response speed and follow-through, and those are exactly what Deptly carries.
Never. The shortlist and the recommendation are the product families come to you for, and they stay yours entirely. Deptly's territory is everything around the recommendation: getting the inquiry answered, the consultation booked, the tours scheduled, the reactions captured, and the paperwork moved. If a family asks Deptly which community is best, the question routes to you — with the family told, warmly, that their advisor will call.
Yes — the same way your office would: calls, texts, and email with each community's marketing contact, worked around the family's availability. Confirmations go out in writing to both sides, day-before reminders reach the family with addresses and timing, and a slipped slot gets rescheduled before it becomes a no-show that costs you a relationship. Where a community books through a scheduling portal, that gets mapped during discovery.
The checklist comes from each community's requirements and your state's rules — the physician's report, TB test, assessments, deposit — and Deptly tracks and chases the items rather than interpreting the regulations. What's pending, who has it, and what's due lives in one place, and anything ambiguous gets escalated instead of guessed. Deptly doesn't give compliance advice; it makes sure your checklist actually reaches done before the move-in date slips.
Yes. Once the move-in is confirmed, the invoice goes out under your referral agreement, and follow-ups run politely and persistently on the cadence you set. Aging fees surface in your weekly brief before they become quiet write-offs. Anything contested — a disputed move-in date, a community pushing back on terms — comes to you with the full history; Deptly never argues your agreement on your behalf.
Solo is where it fits best. When you're in a consultation, nobody answers the phone; when you're touring, nobody chases the physician's form; when the week fills up, the post-tour follow-up is what slips — and in this business the follow-up is the fee. Most solo advisors start with a single workflow, usually same-evening inquiry response or post-tour follow-up, and expand from what the weekly brief proves.
Yes, as approved routine updates. Referral sources keep referring to the advisor who responds fast and reports back — so Deptly acknowledges each referral quickly, updates the source at the milestones you choose, and makes sure the thank-you goes out after the move-in. The relationships stay yours; anything beyond the routine touches you've approved is drafted for your review first.
Yes — the rhythm just changes from placement milestones to a steady cadence. Deptly schedules and confirms the appointments you arrange, follows up with the home care agencies, contractors, and providers in each client's circle, drafts the scheduled family update from your visit notes, and flags what's overdue. Assessments, care plans, and every clinical judgment stay with the care manager — Deptly carries the coordination around them.
Pricing follows the scope of the workflows, the activity volume, and the systems involved — not a per-seat license. The honest comparison is a single placement: one family that went quiet after tours and moved in through another service can cost more than months of the service. Most practices start with one workflow and expand from what the weekly brief proves. Specifics live on the pricing page and get scoped in a conversation.
A straightforward first workflow — same-evening inquiry response is the usual start — can often launch in days; complex integrations and regulated work may require more time. Setup begins with your rules: your intake questions, your consultation calendar, your follow-up cadence, your state's disclosure requirements. Nothing goes live until you've approved the voice and the boundaries, and the first weeks run with tighter review while trust is earned.
No pitch, just a straight read
Talk through how this would work in your business
Walk through how the work actually moves in your business and hear exactly what Deptly would carry first — including an honest no if the fit is not there.
