Agentic operations for senior care & assisted living

Weekly family updates per resident, drafted from care notes.

Pulls care notes per resident, drafts a warm weekly family update in plain language, and sends from the care coordinator's email. Families feel informed without staff writing dozens of emails.

Owns the new-resident intake from inquiry to move-in.

Handles inbound family inquiries, schedules tours, collects intake documentation, coordinates assessment, and runs the move-in checklist. Director focuses on relationship, not paperwork.

Drafts care plan updates from staff voice memos.

Care coordinator or nurse records a 60-second observation. The agent drafts the care plan update in the EHR with appropriate clinical language, ready for review and sign-off.

Tracks every resident's medications and appointments.

Per-resident medication reorder calendar and external appointment schedule. Alerts staff to refills due, transportation needed, and updates families when appointments are scheduled.

Keeps required documentation current for surveys.

Watches for state-required documentation across residents (annual assessments, care plan reviews, incident reports), flags missing items, and drafts initial documentation from existing care notes.

Handles family billing questions without business office calls.

Reads family billing inquiries, pulls account details, drafts plain-language responses, and escalates the ones that need human judgment. Business office focuses on complex cases.