Published May 14, 2026 · 16 min read
How to Use AI for Assisted Living in 2026: Intake, Care Plan, Fall Risk, Medications & Owner Scorecard
A practical 2026 playbook for the owner / executive director of a 20-150 bed assisted-living + memory-care community — prospective-resident intake + service-fit triage, resident assessment + service plan, fall + elopement risk, medication aide + eMAR, staffing + acuity budget, family communication, state survey prep, HIPAA-safe marketing, and the monthly scorecard that tells you whether every resident is getting the care promised in their contract.
TL;DR for the assisted-living ED / owner
Your 2026 AI stack is: PointClickCare / MatrixCare / Yardi Senior Living / Eldermark / ALIS / ECP / AL Advantage / CareVoyant / Sagely / Cubigo for resident records + care plan + family portal, QuickMar / ECP eMAR / MatrixCare eMAR / PointClickCare eMAR / Catalyst for medication management, SafelyYou / CarePredict / Stanley Healthcare Arial / Vayyar / Tenera / Anelto Catalia Mabu for fall + wander + ambient resident-safety AI, Activated Insights / Great Place to Work / OnShift / Viventium / Relias / CareAcademy for staffing + training + culture, Enquire LeadExec / Senior Living Smart / SpeakFirst / Welcome Home for move-in CRM, and Podium / BirdEye / NiceJob for reputation. The licensed RN / assessor signs the care plan, the med-aide physically administers medications, the POA + resident sign every care-plan change, and AI never makes clinical or admission decisions alone.
The compliance floor (don't skip this)
- State assisted-living licensure — every state regulates separately: CA RCFE (Cal. Code Regs. Title 22 §87100 et seq., DSS CCLD), FL ALF (Ch. 429 FS + Rule 59A-36 FAC, AHCA), TX AL (40 TAC Ch. 92, HHSC), NY ACF + ALR + ALP + EALR + SNALR (10 NYCRR §487 + §488, DOH), IL SLF (77 IAC §295), PA PCH + ALR (55 Pa. Code §2600 + §2800, DHS), WA ALF (388-78A WAC, DSHS), OH RCF + MCF (3721.01 ORC, ODH), NC ACH (10A NCAC 13F, DHSR), GA PCH (111-8-62 GAC, DCH).
- Admission + retention criteria — every state prohibits AL from admitting or retaining residents whose needs exceed the community's licensure (skilled nursing, two-person transfer, stage 3+ pressure ulcer, ventilator, IV infusion, behaviors requiring SNF-level intervention). Periodic reassessment required.
- CMS HCBS Final Rule (42 CFR §441.301, §441.710, §441.530) + Settings Rule — if Medicaid HCBS waiver reimburses, the community must be a non-institutional setting: resident lease + private room option + community integration + person-centered planning. Heightened Scrutiny settings review if on or near an SNF.
- HIPAA 45 CFR 160 + 164 — applies if billing Medicare/Medicaid, employing licensed clinical staff, or providing covered healthcare. BAA required with any vendor (AI, EHR, telehealth) touching PHI. State analogs: CA CMIA, NY PHL §18, TX HSC §181, WA MHMD, MA 201 CMR 17.00.
- Resident rights — state ALF statutes mirror 42 CFR §483.10 SNF rights at a lower intensity: dignity, privacy, grievance, visitation, access to personal physician, freedom from abuse + neglect + chemical + physical restraints, right to refuse treatment, advance directive, transfer/discharge appeal.
- Medication administration + med-aide registries — state Nurse Practice Act + state med-aide certification (CA CCR Title 22 §87465, FL 429.256, TX 40 TAC §92, NY 10 NYCRR §400, IL 77 IAC §330). Five rights + documented administration. Narcotic count per shift. Self-admin requires written competency assessment.
- Fall + elopement + abuse reporting — state adverse event reporting (CA Title 22 incident reports, FL adverse incident report §408.820, TX unusual occurrence, NY HC-500, WA unusual incident). Mandatory reporter laws for elder abuse + neglect (all 50 states + APS).
- Staffing minimums + acuity — state-by-state: some prescribe minimums (FL 1:20 + awake overnight), some acuity-based (TX scalable), some none. Staff background checks + state elder-abuse registry check + state nurse-aide registry check + federal OIG LEIE + SAM.gov + state Medicaid exclusion check.
- Life safety + fire + emergency preparedness — NFPA 101 Life Safety Code residential board + care chapter, state fire marshal adoption, state emergency preparedness rule (FL ALF backup power + evacuation rule post-Irma + Hurricane Ian).
- Marketing + admission + discharge — state truth-in-advertising + "memory care" + "dementia specialty" claim rules; resident + POA signed admission agreement with itemized fees, level-of-care tier, 30-day move-out notice, transfer/discharge reason limits. CMS 1557 non-discrimination (race, color, national origin, sex, age, disability).
- FTC Act §5 + Endorsement Guides 2023 + Fake Reviews Rule 2024 — truthful claims, no incentive-conditioned reviews, no insider reviews without disclosure, no fake testimonials. Civil penalty up to $51,744 per violation (2026 adjusted).
- TCPA + state mini-TCPA — quiet hours 8 AM-9 PM, prior express written consent for marketing calls/SMS to prospects; two-party consent for call recording (CA, FL, MA, WA, PA, IL, MT, NH, CT, MD).
The 2026 AI stack for assisted living + memory care
- Resident records + care plan + eMAR: PointClickCare Senior Living, MatrixCare Senior Living, Yardi Senior Living Suite, Eldermark, ALIS (Medtelligent), ECP (Extended Care Professional), AL Advantage, CareVoyant, Sagely, Cubigo, Caremerge.
- eMAR + medication safety: QuickMar, ECP eMAR, MatrixCare eMAR, PointClickCare eMAR, Catalyst, Yardi eMAR, FrameworkLTC / FrameworkEMAR (long-term-care pharmacy integration). Drug-drug interaction libraries: First Databank, Lexicomp, Medi-Span.
- Fall + ambient resident safety: SafelyYou (passive fall AI), CarePredict Tempo (wearable ADL + fall), Stanley Healthcare Arial (nurse call + wander), Vayyar Care (radar fall sensor), Tenera Care + Accutech Wander (elopement), Anelto Personal Health Gateway.
- Voice + companion + AI-scribe: Catalia Health Mabu, ElliQ, Sensely, Abridge (if clinical scribing licensed RN visit), Heidi, Suki — all with signed BAA for any PHI touch.
- Nurse call + wander + RFID: Stanley Healthcare Arial, Rauland Responder, Status Solutions, Accutech Wander, Kisi + Verkada access control.
- Move-in CRM + sales: Enquire LeadExec, Senior Living Smart, SpeakFirst, Welcome Home Software, Continuum CRM, Caring.com referrals, A Place for Mom (paid referral; disclose per FTC Endorsement Guides).
- Staffing + scheduling + training: OnShift, Smartlinx, Viventium, Relias Learning, CareAcademy, NetLearning, Great Place to Work + Activated Insights (resident + family + staff survey).
- Dining + activities + engagement: Grace Dining (Grace Hill), LinkedSenior, iN2L (It's Never 2 Late), Oneday, Sagely activities.
- Reputation + reviews: Podium AI, BirdEye, NiceJob, Swell, Caring.com, A Place for Mom, APFM reviews.
- General-purpose drafting (never resident PHI + SSN + DOB + diagnoses together): Happycapy, Claude (BAA tier via Anthropic Enterprise / Bedrock HIPAA), ChatGPT Enterprise with BAA, Azure OpenAI HIPAA, Copilot M365 with BAA — for templates + family letters (redacted) + policy drafts.
10 copy-paste AI prompts for the assisted-living ED / owner
1. Prospective-resident intake + service-fit triage
Triage new inquiries into level-of-care fit BEFORE the tour — protect the community from an inappropriate admission.
You are the senior-living CRM intake assistant for a 20-150 bed AL + memory care community.
Given this inbound call transcript or Enquire LeadExec / Senior Living Smart lead, produce:
1. Service tier fit pre-screen: independent living / AL / AL-enhanced / memory care / respite / SNF-referral (out of scope). Base on family-reported ADL (bath / dress / toilet / transfer / eat / continence), cognition (memory + judgment + wandering), behaviors (agitation, exit-seeking, aggression), skilled needs (wound, insulin, IV, O2, ventilator, two-person transfer), and social (isolation, depression).
2. State admission + retention criteria flags per the community's licensure (CA RCFE / FL ALF / TX AL / NY ALR + EALR + SNALR / IL SLF / PA PCH + ALR / WA ALF / etc.): flag any factor that disqualifies admission OR requires a higher-tier unit / memory-care vs AL placement.
3. Financial pre-qual: private pay rate + level-of-care upcharges, LTC insurance, VA Aid & Attendance, state Medicaid HCBS waiver eligibility + readiness (state-specific: CA ALW, FL ALF Waiver 1915c, NY Assisted Living Program, IL Supportive Living Program, NC SA/SA+), spend-down timeline, reverse mortgage, family contribution.
4. Urgency: crisis (24-72 hours, hospital discharge, home situation unsafe), soon (2-4 weeks), exploring (3+ months).
5. Tour plan + follow-up: in-person vs virtual tour (Enquire virtual tour), attendees, demo units by fit tier.
6. 3-sentence transactional SMS if caller didn't book a tour — no marketing language.
7. Red flags for clinical screener: recent hospitalization / fall / weight loss / behavioral event / caregiver burnout.
Return JSON for Enquire / Welcome Home / Continuum. Never promise admission before the RN assessment. Never misrepresent the community's licensed scope.
Transcript: <paste>
2. Resident assessment + person-centered service plan
Turn the RN / LPN assessment into a person-centered service plan with measurable goals.
You are our assessment + service-plan drafting assistant.
Inputs: RN / LPN assessment (ADL Katz / Barthel, IADL Lawton, cognition MoCA / SLUMS / MMSE, mood GDS-15 / PHQ-9, behavior Cohen-Mansfield, nutrition MNA, fall risk Morse / Hendrich II / STRATIFY, pain 0-10, skin Braden, continence, mobility, vision + hearing, dental, social), resident + POA preferences + routines + life story, medical history + diagnoses + medications + allergies, advance directive + POLST / MOLST / POA.
Output:
- Person-centered service plan per HCBS Settings Rule + state AL care-plan standard: needs + preferences + strengths + goals + interventions + responsible staff + frequency + review date.
- Level-of-care tier assignment per community's fee schedule + state licensure + disclosed in admission agreement.
- Care areas: ADL support + prompts, medication assistance (self-admin vs med-aide with state competency check), toileting + continence plan, fall prevention (non-restraint) + environmental modifications, behavioral support for dementia (ABC log, redirection, validation, purposeful engagement, elopement prevention if applicable), nutrition + hydration + texture modification, social + spiritual + cognitive activities, advance-care planning.
- Measurable outcomes: weekly + monthly + 90-day.
- Signatures required: RN + resident or POA + administrator + interdisciplinary team (nurse + med-aide + activity + dining + housekeeping) on the care-plan review.
Never draft a plan beyond the community's licensed scope. Never omit a skilled need that flags SNF-level care. The RN signs the assessment; AI drafts.
3. Fall + elopement risk triage + interdisciplinary huddle
Catch the resident who's about to fall or elope before it happens.
You are the fall + elopement risk triage assistant for the morning interdisciplinary huddle.
Inputs: last 7 days incident log (falls, near-falls, wander events, exit-seeking), SafelyYou / CarePredict / Vayyar ambient-fall alerts, medication changes (new benzo / antipsychotic / sedating antihistamine / opioid / diuretic), recent UTI / delirium / infection / dehydration / hypotension, behavioral changes, staffing variance, environmental changes (new room, new roommate, construction, night-shift gap).
Output:
- Residents with elevated fall risk this week: Morse / Hendrich II score + driver (medication / orthostasis / cognition / delirium / mobility / footwear).
- Residents with elevated elopement risk: exit-seeking frequency, sundowning pattern, new-admit disorientation, recent family visit end, Alzheimer's / FTD stage.
- Interventions proposed (not a clinical order; RN decides):
- Non-restraint environmental: bed low + floor mat, pressure-sensitive bed + chair alarm, motion sensor, night-light, grab-bar placement, ambulation aid within reach.
- Program: PT + OT re-consult, balance + strength class (Otago / FallProof), toileting schedule, hydration push, medication review (Beers list, STOPP/START, pharmacist-led deprescribing), vision / footwear check.
- Engagement: 1:1 companion, meaningful activity tied to resident's history, family visit, music / pet / reminiscence therapy (if memory care).
- Environmental for elopement: Accutech WanderGuard / Stanley Arial RFID / secure unit transfer evaluation, alarm-door audit.
- RN re-assessment trigger if > <N> incidents in 72 hours or > <N>% decline in function.
- Family + POA notification for any fall with injury OR witnessed elopement (per state incident-reporting rule + care-plan review).
Never auto-edit the care plan. RN + IDT + resident/POA sign every change.
4. eMAR + medication-aide daily safety brief
Drop missed-passes + five-rights errors before they become a state survey deficiency.
You are the eMAR + medication-safety daily brief assistant.
Inputs: eMAR report from QuickMar / ECP eMAR / MatrixCare eMAR / PointClickCare eMAR (scheduled doses, administered vs refused vs missed with reason, PRN usage + outcome, narcotic count reconciliation, new orders, discontinued orders, pharmacy delivery exceptions), drug-drug + drug-disease interactions from First Databank / Lexicomp / Medi-Span, recent diagnosis changes, labs if integrated, recent falls / behavior / appetite changes.
Output:
- Missed-pass count last 24 hours by resident + reason + med-aide on shift.
- PRN over-utilization: psychotropic PRN flagged for behavioral non-pharm intervention audit.
- Narcotic count variance > <N>% flagged for two-staff recount + incident report.
- Five-rights audit sample (right patient, right drug, right dose, right route, right time).
- High-risk meds: anticoagulants (INR / DOAC), insulin (BG monitoring), antipsychotics (BIMS / CMAI), benzos + opioids (fall risk stack), antibiotics (stop-date + C. diff watch).
- Beers list + STOPP/START candidates for pharmacist-led deprescribing review.
- Self-administration competency check due.
- Pharmacy exception log: late deliveries, short shipments, hold orders, reorder triggers.
Every flag routes to RN + Director of Nursing + consultant pharmacist. AI cannot change an order, discontinue, or dose-adjust. Med-aide physically administers and documents per state med-aide registry scope.
5. Staffing + acuity budget + daily huddle
Staff to acuity, not to yesterday's schedule — stay in state minimums + community acuity.
You are our staffing + acuity planner.
Inputs: census by level of care, resident acuity scores (ADL dependency tier + behavior + skilled need), state minimum staffing rules for the community's licensure, awake-overnight requirement if applicable, memory care ratio (typically 1:8-1:12 day + 1:15 night per state), current OnShift / Smartlinx schedule, call-off + PTO + open shifts, hire pipeline from Activated Insights / HireCloud.
Output:
- Today's target hours-per-resident-day (HPRD) by shift; care-staff count meeting state minimum AND community acuity.
- Gap analysis: open shifts + fill plan (internal float / PRN pool / agency last-resort per state agency cap).
- Agency use alert: if > <X>% of hours, flag to owner — agency premium + continuity risk.
- Overtime triggers + FLSA audit: watch 40-hour + state 8/day OT (CA + NV + AK + CO daily OT), meal + rest break (CA Labor Code §512), seventh-consecutive-day premium (CA).
- Training deficiencies by caregiver: state annual CE, abuse + neglect, dementia, infection control (HAI / C. diff / COVID / flu), fire + disaster drill, med-aide competency.
- Survey-ready staffing log + posted schedule per state rule.
Never skip awake-overnight requirement. Never schedule a caregiver beyond scope (e.g., med-aide on tasks requiring RN). Never falsify time cards. FLSA + state wage-theft + survey exposure.
6. Family communication + care conference letter
Proactive, HIPAA-safe family updates that prevent complaints + build trust.
You are the family-communication assistant for the community.
Scenario A — Routine monthly update to POA / family:
Inputs: resident's month in summary (participation in activities, weight trend, fall / near-fall count, medication changes, social highlights), RN review points, upcoming care-conference date.
Output: warm, concise 1-page letter with: highlights, clinical updates only to the extent the POA has HIPAA authorization, upcoming conference invite, contact info.
Scenario B — Incident notification (fall, elopement, medication error, change of condition, ER transfer, death):
Inputs: date + time, circumstances, immediate actions taken, resident condition, staff + provider notified, next steps.
Output: factual, empathetic, non-admission notification per state incident-reporting rule + community's notification policy; route to ED + DON + administrator BEFORE sending.
Scenario C — Care-conference meeting brief (required by most state AL rules at admission, 30 days, quarterly, on change of condition):
Inputs: last quarter's service plan + outcomes, current assessment, proposed changes, resident + POA goals, family concerns.
Output: meeting agenda + pre-read + proposed plan updates for resident + POA + IDT discussion + signature.
HIPAA rules:
- Only disclose PHI to family members listed in resident's HIPAA authorization (45 CFR 164.508) or with the POA's legal authority.
- For incident reports routed to state, redact per state rule.
- Never email PHI without encryption (state MHMD + CMIA breach rules).
Never admit fault in a letter. Route any claim-potential incident to insurance + owner FIRST.
7. State survey prep + mock audit
Don't wait for the surveyor — mock-audit yourself monthly.
You are our state-survey readiness auditor.
Inputs: community's state licensure (CA RCFE / FL ALF / TX AL / NY ALR / IL SLF / PA PCH + ALR / WA ALF / etc.), last state survey report + corrective action plan + follow-up status, last 90 days incidents + staffing + training + admissions + discharges, admission packet samples, service-plan samples, eMAR samples, staff files samples (background check + state registry + training + TB if required), life safety + emergency preparedness + fire drill log, food service (if dining) + temp logs + handler cards.
Output — monthly mock-audit report:
- Admin: license on wall, administrator qualification + CE, staff file completeness (background check + exclusion check OIG LEIE + SAM + state Medicaid + elder abuse registry + nurse-aide registry).
- Resident rights: grievance log, visitation policy, 30-day notice of rate increase per state rule, resident council if required.
- Assessment + care plan: on-admit + annual + on-change, signed IDT + resident/POA.
- Medication: eMAR completeness, narcotic count, self-admin competency, pharmacist consult, Beers / STOPP, error log.
- Staffing: posted schedule + actual hours vs minimum, awake-overnight if required, ratio in memory care.
- Training: annual abuse + neglect, dementia, infection control, fire + disaster drill quarterly, med-aide competency.
- Food service: temps, handler cards, allergy + texture-modified diet.
- Life safety + emergency prep: fire drill quarterly, evacuation plan posted, backup power + water + food per state (FL ALF backup-generator rule).
- HCBS Settings Rule compliance if Medicaid waiver: lease, choice, community integration.
- Incident reports filed on time to state agency.
- Top 3 risks + corrective plan with owner + staff + evidence + due date.
Never falsify a record. Never skip an incident report. Survey findings follow the record.
8. HIPAA-safe marketing + community brochure + website
Market the community without violating HIPAA, FTC, or state advertising rules.
Draft community marketing copy for a 20-150 bed AL + memory care community.
Rules:
- No clinical outcome claims beyond what the community is licensed + clinically proven to deliver.
- No "skilled nursing-equivalent" or "dementia-cured" or similar.
- "Memory care" / "dementia-specialty" / "secured unit" claims only if actually licensed + staffed.
- Resident / family testimonials only with signed media release + HIPAA authorization (45 CFR 164.508); redact last name + photo-ID context if not explicitly released.
- Referral compensation (Caring.com, A Place for Mom, local broker) disclosed per FTC material-connection guide.
- No "free month" that isn't really free per state AL consumer-protection rule.
- Pricing: disclose level-of-care tier surcharge ranges + community fee + respite minimums.
- "Waitlist" claim backed by real waitlist + fairness policy; "vacancy" claim backed by real availability.
- State licensure number + admin name displayed per state rule.
Outputs:
- Website homepage + about + services + pricing-transparency + visit page.
- Print brochure copy (tri-fold).
- Google Business Profile post series.
- Social-post series (no resident photos without release).
- Referral partner one-pager.
- Review-request SMS — unconditional + TCPA + Fake Reviews Rule compliant.
Never post a resident photo without signed release. Never claim "award-winning" without the source + year.
9. Move-out + transfer + discharge letter
State-compliant transfer / discharge notice that protects the community + respects resident rights.
Draft a state-compliant transfer / discharge notice.
Inputs: resident + POA, reason for transfer / discharge (needs exceed community capacity per admission agreement + state rule, non-payment with documented cure period, health/safety of other residents, voluntary move, deceased), clinical record supporting reason, notice period per state rule.
Output:
- State-specific caption (e.g., CA RCFE §87224 + 30-day notice; FL ALF 429.28 + 45-day notice; TX AL 40 TAC §92.41 + 30-day notice; NY ALR + 30-day notice + appeal rights; IL SLF + grievance; PA PCH + transfer/discharge rights).
- Reason stated specifically + factually with clinical / financial documentation referenced.
- Proposed transfer location options + family's right to choose + assistance identifying SNF or home-care or hospice.
- Refund policy per admission agreement + state rule (prorated community fee + deposit).
- Appeal / grievance rights + timeline + Long-Term Care Ombudsman contact (every state has a program per Older Americans Act §307(a)(12)).
- Signatures + delivery method (certified mail + hand-delivered with acknowledgment).
Never discharge for convenience. Never discharge without notice + appeal + ombudsman referral. A wrongful discharge is a state survey deficiency + civil claim.
10. Owner monthly scorecard + state-compliant occupancy dashboard
One-page ED scorecard + state-compliant occupancy + quality snapshot.
Build the one-page assisted-living owner / ED monthly scorecard.
Inputs from PointClickCare / MatrixCare / Yardi / ECP / Eldermark / QuickBooks / OnShift + Activated Insights:
- Occupancy: census by tier (IL / AL / AL-enhanced / memory care / respite), move-in / move-out count, average daily census, 90-day trailing occupancy %.
- Revenue: net revenue per occupied unit per month (NOI per resident), private pay vs LTCI vs VA vs Medicaid waiver mix, level-of-care upgrade revenue, community fee collections.
- Acuity: avg acuity score + trend, residents at or near admission-ceiling flag.
- Quality: fall rate per resident-month, fall-with-injury rate, ER transfers + return-to-community, unplanned hospitalizations, pressure ulcer prevalence, medication error rate per 1,000 doses, weight loss + dehydration cases.
- Staffing: HPRD by shift, turnover %, agency % of hours, overtime %, open shifts, training completions.
- Family + resident satisfaction: Activated Insights / Great Place to Work / APFM Net Promoter, grievance count + resolution days.
- Compliance: state incident reports filed on time, last survey deficiencies + corrective action status, background + registry check current, training current, life safety drill quarterly.
- Sales: lead count, tour count, deposit count, move-in count, avg days-to-move-in, referral source mix with material-connection audit.
- Reviews: new reviews, avg star, response time, FTC Fake Reviews + HIPAA audit clean.
- Financial: NOI, labor cost %, food cost per resident-day, occupancy break-even target.
Then generate a state-compliant occupancy dashboard:
- Tier + wing + unit with level of care + acuity + special-care-unit flag.
- Admission + discharge log with reasons (quality-of-life, exceeds capacity, non-payment with cure, voluntary, deceased).
- 30-90-180 day re-assessment due list.
- HCBS Settings Rule compliance snapshot if Medicaid waiver.
End with one measurable focus for next month.
Common mistakes assisted-living owners make with AI
- Letting AI make the admission decision. State licensure requires licensed assessor; inappropriate admission = survey deficiency + malpractice.
- Pasting resident PHI into consumer-tier ChatGPT / Claude. HIPAA + state MHMD + CMIA breach exposure. Use BAA-signed enterprise tier.
- AI-changing a care plan without RN + resident/POA signatures. Survey deficiency + state nurse practice act violation.
- AI-administering or dose-adjusting medications. Unlicensed practice; med-aide + RN scope must be honored.
- Marketing "memory care" without actual license / staffing / training. State AG consumer-protection + FTC UDAP + dissatisfied family lawsuits.
- Incentive-conditioned reviews. FTC 2024 Fake Reviews Rule with $51,744 per-violation penalty.
- Discharging a resident without state-required notice + appeal + ombudsman referral. Wrongful discharge + state survey deficiency + civil claim.
- Understaffing memory care. State ratio violation + fall + elopement + injury exposure.
- Skipping background + registry checks on new hires. State elder-abuse registry + OIG LEIE + SAM + Medicaid exclusion + nurse-aide registry — every single hire.
- Falsifying a fire drill or eMAR record. Survey deficiency + criminal exposure (falsification of public records in many states).
60-day rollout for an assisted-living + memory-care community
- Days 1–7: Pick ONE senior-living system of record (PointClickCare OR MatrixCare OR Yardi OR Eldermark OR ALIS OR ECP) and verify BAA; audit AI-vendor ecosystem for PHI-touching products + BAA status.
- Days 8–14: Intake + CRM pipeline (Enquire / Senior Living Smart / Welcome Home) with service-fit pre-screen; tour + move-in workflow with admission packet library.
- Days 15–21: Assessment + service-plan library + care-conference calendar (admit / 30-day / quarterly / on-change); resident + POA signatures captured electronically.
- Days 22–28: Fall + elopement ambient-safety layer (SafelyYou / CarePredict / Vayyar / Accutech WanderGuard) with morning huddle integration.
- Days 29–35: eMAR + pharmacist consult + Beers + STOPP/START deprescribing review; narcotic count + five-rights audit sample.
- Days 36–42: Staffing + acuity + training (OnShift + Smartlinx + Relias + CareAcademy); turnover + agency audit; awake-overnight verification.
- Days 43–49: Family communication library (routine monthly + incident + care conference) with HIPAA-auth matrix; care-conference cadence locked.
- Days 50–56: Monthly state-survey mock audit live; corrective-action tracker; staff file + background + registry audit; life safety drill + emergency prep verification.
- Days 57–60: ED scorecard live on one page; monthly 60-min review; pick one metric (occupancy %, fall rate, hospitalizations, staff turnover, or NPS) to move next quarter.
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