Frequently Asked Questions

Senior Place makes easy-to-use software for home care agencies and senior placement professionals.

We offer separate solutions for each industry, so you can use the version built around the work your team actually does. You do not need to operate both a home care and placement business to use Senior Place.

Both products are designed around the same philosophy: give your team powerful tools without making the software complicated to learn or use.

That’s one of the main reasons we built it.

Senior Place is designed to feel intuitive from the first time you use it. We focus heavily on making everyday work quick and obvious, rather than forcing your team to learn complicated workflows just to get things done.

Our customers frequently tell us how easy Senior Place is to understand, and our team continually looks for ways to make it even simpler.

They are separate Senior Place products designed for two different businesses.

Senior Place for Home Care is a CRM for managing referral relationships, leads, follow-up, your sales pipeline, and new-client growth.

Senior Place for Placement combines CRM functionality with tools for managing the actual senior placement process, including clients, communities, referrals, and the day-to-day work of helping families find care.

If your business does both, talk with us about using Senior Place across both lines of business.

Yes. Senior Place is built to support HIPAA-compliant workflows and the secure handling of sensitive health information.

HIPAA does not apply to every Senior Place customer in the same way. Whether your organization is subject to HIPAA depends on factors such as whether you are a covered entity, a business associate, or handling protected health information on behalf of one.

For organizations that do need to operate under HIPAA, Senior Place is designed with appropriate security and privacy safeguards in mind.

Business Associate Agreements are available when the relationship requires one.

If you’re unsure whether a BAA applies to your organization, we’re happy to discuss how Senior Place fits into your workflow, but your organization should make its own determination about its HIPAA obligations.

Senior Place pricing depends on the product, number of users, and the needs of your organization.

The easiest way to determine the right option is to schedule a demo. We’ll learn how your team works, show you the appropriate Senior Place product, and explain the pricing that applies to your organization.

Senior Place is designed to earn your business by continuing to provide value, not by making it difficult to leave.

There’s no long-term contract — Senior Place is month to month. If you’d rather pay for a year at a time, we offer a 10% discount, though we usually suggest new customers start month to month first.

We also back Senior Place with a no-questions-asked 60-day money-back guarantee.

You do.

Your organization’s data remains your data. Senior Place provides the software that helps you organize and use it.

You can export your data when needed rather than having your information held hostage inside the platform.

Our goal is to make switching to Senior Place as easy as the software itself.

We help customers get their account configured and provide training and support so their team can get comfortable quickly.

Because Senior Place is designed to be intuitive, most teams can begin understanding the system very quickly without weeks of complicated training.

You get help from the Senior Place team.

Customer support is one of the things our customers praise most often. We respond to questions, help troubleshoot issues, and take the time to understand what you’re trying to accomplish rather than simply pointing you toward documentation.

Customer feedback also plays an important role in how we continue improving Senior Place.

Constantly.

We regularly release improvements and new features based on a combination of customer feedback, real-world usage, and our own product development.

We don’t consider Senior Place finished. We listen carefully to how customers work and continually look for ways to make the software more useful and easier to use.

We work with you to make the transition as straightforward as possible.

That includes helping configure Senior Place around your business, assisting with onboarding, and helping bring over appropriate existing data when supported.

The goal is not simply to give you a login. We want your team to be able to start using Senior Place successfully.

Senior Place for Home Care is an easy-to-use CRM designed around how home care agencies build referral relationships, manage leads, follow up with opportunities, and turn new inquiries into clients.

It gives your sales and referral team one place to manage the work involved in growing your agency without the cumbersome workflows common in many traditional CRMs.

Senior Place helps your team manage things such as:

• Referral sources and referral relationships
• New leads and inquiries
• Your home care sales pipeline
• Tasks and follow-up
• Scheduled referral visits
• Calls, texts, emails, notes, and other activity
• Client and contact information
• Electronic signatures and documents
• Referral-source performance
• Team agendas and recommended follow-up

The goal is to keep the information and next steps your team needs in one intuitive system.

Senior Place gives each referral source a clean relationship profile showing important contact information, recent activity, scheduled follow-up, notes, referral history, and what should happen next.

Your team can quickly log a call, text, email, or visit and move on without spending unnecessary time maintaining the CRM.

You can also see referral sources geographically on a map, making it easier to plan efficient days in the field.

Recommended Actions help your team consistently maintain referral relationships without requiring someone to manually create the next task after every interaction.

You decide how often different types of referral partners should receive attention. For example, a top referral source might need an in-person visit every two weeks plus a call, text, or email every week.

Senior Place tracks the activity that actually happens and automatically surfaces relationships that are due for attention.

If somebody on your team already completed the appropriate activity, Senior Place recognizes it.

Senior Place doesn’t just keep track of your work. It helps your team know what to do next.

Yes.

Senior Place can display referral sources on a map so your team can see who is nearby when planning visits.

You can also filter referral sources using information such as location, organization type, referral tier, visit preferences, and other relationship details.

This makes it much easier to turn a day of referral visits into an efficient route instead of repeatedly searching addresses and contacts in separate systems.

Yes.

Your home care pipeline gives your team an at-a-glance view of every opportunity and where it currently stands, such as inquiry, intake, assessment, contract, or start of care.

You can quickly see which clients need attention, what the next task is, and where opportunities may be getting stuck.

Yes.

My Agenda brings together tasks, overdue items, scheduled visits, and Recommended Actions so each team member can see where to focus.

Instead of expecting employees to remember every relationship and manually build their own reminder system, Senior Place helps surface the work that needs attention.

Yes. Electronic signatures are built directly into Senior Place.

You can create reusable document templates, add signature and date fields, send documents for signature, and keep completed documents associated with the appropriate records.

That means you don’t need a separate e-signature product simply to collect signatures.

No separate e-signature subscription. No extra integration to manage. No jumping between systems.

Yes.

Referral reporting helps you see which relationships are producing opportunities and starts of care.

You can evaluate metrics such as:

• Clients referred
• Clients who started care
• Start/conversion rate
• Active and closed opportunities
• Average time from referral to start

This helps your team spend more time strengthening the relationships that are actually producing business.

Yes.

Senior Place is not designed only for startups or small agencies.

The product combines sophisticated referral, lead, reporting, and team-management capabilities with an interface designed to remain easy to understand and use.

That combination—powerful functionality without cumbersome software—is central to how we build Senior Place.

Senior Place is designed to work alongside the operational systems home care agencies use.

Integration capabilities vary by platform and may continue expanding over time. Ask us about your specific systems on a demo and we’ll tell you exactly where things stand today.

No.

Senior Place is designed around the actual sales, referral, and client-growth workflows of home care agencies.

Before expanding Senior Place into home care, our team interviewed more than 30 home care operators to understand what they needed, what frustrated them about existing systems, and how their workflows differed from other industries.

The result is software that feels familiar to home care teams rather than a generic CRM they have to force into their business.

Senior Place is software built for senior placement and referral professionals.

It combines CRM functionality with the tools needed to manage the actual placement process—from tracking clients and referral relationships to comparing communities, sending referrals, managing follow-up, and helping families find the right care.

It’s more than a traditional CRM.

Senior Place includes the CRM capabilities you need to manage clients, contacts, referral sources, activities, tasks, and relationships.

But it also supports the actual day-to-day work of senior placement, including managing communities, comparing care options, sharing information with families, sending referrals, and tracking clients through the placement process.

Senior Place was designed around the way placement professionals already work.

Instead of requiring you to configure a generic CRM to approximate your business, the terminology, workflows, and tools already make sense for senior placement.

The result is software that can provide sophisticated functionality while still feeling intuitive.

Senior Place keeps the information related to each client organized in one place and helps you track them throughout their placement journey.

Your team can see important client information, status, tasks, activities, files, family contacts, and other relevant details without trying to piece the story together across multiple systems.

Senior Place provides tools specifically designed around working with senior living communities.

You can maintain community information, compare options for clients, manage referral relationships, and incorporate communities directly into the placement workflow instead of maintaining a separate database.

Senior Place sources community information from state licensing agencies and other appropriate sources on a recurring basis.

This helps reduce the work involved in maintaining your own community database as facilities open, close, or change.

Yes.

Senior Place helps placement professionals share appropriate community information with clients and families as part of the placement process.

The goal is to make presenting and discussing care options easier without building documents or recreating information manually each time.

Yes.

Senior Place is designed to make the community-referral process faster and easier while keeping the referral connected to the client record and overall placement workflow.

This reduces duplicated work and helps your team track what has been sent and where each client stands.

Yes.

Senior Place includes built-in electronic signature capabilities through SignWise, allowing you to prepare and send documents without requiring a separate e-signature product for everyday signature workflows.

Yes.

In addition to placement clients and communities, Senior Place helps you manage the professional relationships that generate business.

You can keep referral contacts organized, track interactions and follow-up, schedule visits and activities, and maintain the relationship history your team needs.

Where enabled, Recommended Actions can also help make sure important referral relationships receive consistent attention without requiring your team to manually create every future reminder.

Yes.

Senior Place is designed for teams as well as individual placement professionals.

You can assign work, track client progress, maintain shared client and referral information, and give the team one place to see what has happened and what needs to happen next.

That is one of our goals.

Senior Place is designed to make useful information quick to enter and easy to find while automating or eliminating repetitive work wherever practical.

We don’t want your team spending its day maintaining software. The software should help your team do its actual work.