Guided digital intake
ADL & health profiling
E-sign from any device
Zero double data entry
See Where Your Move-In Process Is Losing Time. Fix Onboarding Bottlenecks, Fill Empty Beds Faster
Because families deserve a warm welcome, not a stack of forms; and your teams deserve a system that keeps pace with their needs. Most operators manage admissions across paper binders, scattered emails, and disconnected systems. The result is delayed occupancy, missing state disclosures, and nurses re-entering data on move-in day.
The Cost of Paper-Based Admissions
- Paper admission logs sitting on desks waiting for signatures from busy families.
- Chasing down missing physician certificates right until the move-in day, creating compliance panic.
- Nurses re-entering medical baselines and biographies already captured by sales.
- Paperwork getting stalled, beds remaining empty and unbilled, creating gaps in your census.
- Caregivers walking into their first shift with little to no visibility into resident ADL data.
- Compliance authorities conducting a surprise state audit, triggering a frantic search through physical files.
Accelerate Occupancy with One Unified Solution
- Send disclosures and agreements for instant remote e-signature.
- Spot missing physician forms or IDs instantly with visual compliance flags.
- Move pre-admission ADLs and biography data directly into clinical documentation with zero re-entry.
- Minimize time-to-occupancy so your facility starts billing the moment a family says yes and reduce revenue leakage.
- Provide caregivers full visibility into resident ADLs and care baselines from day one.
- Keep every acknowledged document safely archived in an audit-ready digital vault.
Make Onboarding Simple and Stress-Free, Ditch the Paperwork Headache
Get The Full Resident Picture Before Day One
Collect resident biographies, family details, and emergency contacts in one digital session that permanently stays attached to the chart.
Key capabilities:
- Capture personal details, birth date, and contact information which gets permanently attached to the resident record
- Keep family contacts organized so that your staff can reach them instantly.
- Avoid making families fill out the same details across multiple intake sheets
- Save details like email, address and phone numbers alongside biography, for comprehensive record keeping
Know Their Care Needs Before They Walk In
Understand their medical history, and other details like meal requirements, or mobility preferences to give them the right assistance from day one.
Key capabilities:
- Provide your caregivers with 100% visibility into resident or client needs before the move-in day.
- Understand the senior’s health history, and medical needs in advance so that your team is never caught off-guard.
- Set clear expectations regarding care services for proper staffing and accurate billing.
- Apply one of our standard or custom care templates, and tweak it as per senior needs instead of starting from scratch.
Sign Fast & Easy. Stay Audit Ready, Always
Centralize admission agreements, house rules, and state disclosures into one digital agreement which families can sign from anywhere.
Key capabilities:
- Fast track agreement execution, send contracts directly to family members and sponsors, and allow them to e-sign remotely from any device
- Identify missing forms or disclosures immediately so that the move-in process is never delayed
- Maintain survey-ready archives with every agreement automatically saved into a central digital vault
- Generate state-compliant admission agreements in minutes, without the hassle of manual paperwork.
Handoff to Clinical Care Without Any Friction
Convert a prospective senior lead straight to active clinical care the moment paperwork is signed, without data re-entry.
Key capabilities:
- Turn your recently moved-in senior or clients into active residents without administrative headaches.
- Allow your nursing directors to save hours of time as the intake client data flows automatically to clinical profiles.
- Provide caregivers and nurses visibility into care plans and baselines from the first shift.
- Transfer a lead from prospect to active resident in one-click, no separate system required
Core Move-Ins Features
Pre-Admission Intake & Assessment
Resident Biography
Capture personal data and medical history for permanent digital record
ADL Scoring
Understand the daily care needs of the senior adult in one guided flow
Health Baselines
Document critical information like allergies or specialized medication needs
Family Contacts
Maintain family & emergency contacts, and guardian details in one place
Customizable Templates
Start with pre-built care templates and change them as per needs
Milestone Tracking
Get a 360-degree view of the prospect’s journey, from first contact to move-in
Compliance & E-Signatures
E-signatures
Get contracts and disclosures signed remotely from any device
Document Status
Track whether the agreement is signed, or pending in real-time
Visual Compliance Flagging
Get alerts if any required forms, records or IDs are missing
State Disclosure Templates
Pre-load resident or client rights, house rules and care agreements
Centralized File Vault
Securely store data like IDs, medical files and driver licenses
Custom Template Builder
Create customized agreements with field that auto-fill details
Clinical Transition & Census
Instant Roster Conversion
Move signed leads directly to active Clinical status
Zero Data Re-Entry
Transfer intake details straight into the resident’s clinical profile
Quick-Action Profiles
Get one-click access to care plans and contact records
Caregiver Shift Sync
Provide clear instructions with caregivers before the client arrives
Referral & Lead Tracking
Every inquiry and referral source tracked from first contact
Multi-Location Census
Monitor every location’s move-ins and occupancy, all from a single screen
Full Admissions Control, Built for Senior Care Homes
Eliminate missed disclosures and give nurses time back to focus on resident care
Take Full Control of your Move-In Pipeline
Time-to-Occupancy Tracking
See exactly how long each lead takes to move from inquiry to active resident
Compliance Status at a Glance
Track whether disclosure and physician forms are signed, pending, or missing
Care Need Visibility
Review daily client needs and health baselines before the first shift begins
Multi-Location Pipeline View
Monitor admissions pipelines across every home from one account
Protect Revenue and Relieve Staff From Daily Paperwork Strain
Audit-Ready Archives
Save signed, time-stamped disclosures automatically into a digital vault
Complete Compliance Checklists
Ensure no required agreement slips through the cracks
Accelerated Cash Flow
Begin billing rooms and care fees the moment contracts are signed
Reduced Staff Burnout
Save hours of manual typing so that your team can focus on resident-care
Smarter Move-Ins. Measurable Impact.
Faster Time-to-Occupancy
Turn leads into active residents in days, not weeks.
Audit-Ready Compliance
Ensure every required state disclosure and form is captured.
Wasted on Data Re-Entry
Let pre-admission details flow straight into clinical charts.
Protect Your Census Before the Next Bed Sits Empty
Your intake, compliance disclosures, and care handoffs finally connected. When a family says yes, your resident is cared for without delay.
Frequently Asked Questions
How does Assistly shorten our time-to-occupancy?
Can families e-sign state-required admission disclosures remotely?
Does Assistly eliminate double data entry between sales and nursing departments?
How does Assistly capture a resident’s care needs before move-in day?
How does Assistly keep a senior care facility prepared for state surveys?
What happens the moment a contract is fully signed?
Is Assistly Move-Ins suitable for Personal Care Homes and In-Home agencies?
Can we track missing documents before the resident arrive?