New Patient Intake & Chart Prep for Assisted Living Administrators with Yardi Senior Living
The Problem
New Senior Living patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.
What We Build in Yardi Senior Living
AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Yardi Senior Living — uses the native API or agent integration so nothing leaves the system of record.
Yardi Senior Living Integration Approach
Audit your Yardi Senior Living configuration
We map the specific Yardi Senior Living objects, custom fields, and workflows the automation needs to touch for your senior living practice.
Build on the Yardi Senior Living API or agent
Integration happens inside Yardi Senior Living — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Yardi Senior Living with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Yardi Senior Living instance
30-minute call. We'll look at your actual Yardi Senior Living setup and show exactly how this workflow fits.