The operating gaps

Named in operator language. One paragraph each.

1. 01

   Resident intake documentation across care assessments and admissions

   Pre-admission assessments, care plans, medical-record handoffs, and family agreements arrive in PDF, fax, and email. Admissions coordinators key the data into the EHR or CRM by hand. Document Processing closes the intake loop without changing the EHR of record.

2. 02

   Family follow-up across the inquiry-to-tour-to-move-in funnel

   Initial inquiry, tour scheduling, post-tour follow-up, and move-in coordination depend on six to twelve touches inconsistently executed by sales counselors. Occupancy slips. Follow-Up Automation installs the cadence.

3. 03

   Staff scheduling and time-and-attendance reporting

   Caregiver schedule changes, call-offs, and overtime trends live in the scheduling system, the time clock, and the shift-board spreadsheet. Internal Reporting consolidates for the executive director.

4. 04

   Compliance reporting on state surveys, incident reports, and care-plan reviews

   State-survey readiness, incident documentation, and care-plan review cadence are reassembled per cycle. Document Processing pre-stages the artifacts.

5. 05

   Inbound family-inquiry response time during business and after-hours

   The 7:14 p.m. family inquiry rolls to the after-hours service and books at the competing community. Speed-to-Lead routing closes the gap.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for senior living operators is a fifteen-minute working session against an EHR or CRM export and a recent month of inquiry-and-tour data. We calculate recoverable occupancy and revenue across inquiry response time, tour-to-move-in conversion, and admissions documentation cycle. The retainer is sized against the figure. Honest no on the call if the figure does not justify.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in senior living and assisted living and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Senior Living and Assisted Living

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Speed-to-Lead

   Inbound family-inquiry response time produces the visible tour and move-in lift inside thirty days.

2. Layer 1

   Follow-Up Automation

   Tour follow-up, deposit cadence, and move-in coordination sequences pair with Speed-to-Lead.

3. Layer 2

   Document Processing

   Admission packets, care plans, and compliance documentation create operational depth.

4. Layer 3

   Revenue Recovery

   Reactivation against the historical-inquiry book produces tours without net-new media spend.

5. Layer 3

   Internal Reporting

   Occupancy, conversion, staff utilization, and survey readiness in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.